Zoho CRM brinda a las organizaciones de pequeño y gran tamaño una solución completa de gestión del ciclo de vida de las relaciones con los clientes para gestionar ventas, marketing, asistencia al cliente y servicios, y gestión de inventarios, todo en un sistema de negocios único y en toda la organización.
Automatización de la fuerza de ventas:
Un buen CRM empodera a los equipos y a las empresas que lo usan. Un CRM inteligente te brinda la información que necesitas de manera que puedas usarla. Un CRM ideal te ofrece una solución para simplificar tus procesos desde el primer día. Zoho CRM incluye lo bueno, lo inteligente y lo ideal en un paquete listo para la empresa. Zoho CRM admite la automatización de las actividades de ventas, los procesos y las responsabilidades administrativas para mejorar la eficacia de venta de los profesionales de ventas.
Automatización de marketing:
Con la automatización de marketing de Zoho CRM, puedes planificar eficazmente actividades de marketing y mejorar la calidad del proceso de generación de clientes potenciales. Además, puedes medir el rendimiento y la eficacia (ROI) de las campañas.
Servicio y asistencia al cliente:
La funcionalidad de casos y soluciones de Zoho CRM te da la posibilidad de optimizar el proceso de asistencia al cliente de toda la organización y permitir una mejor integración entre los procesos de ventas y asistencia al cliente en un solo sistema.
Gestión de inventarios:
Zoho CRM Inventory Management te ayuda a lograr una integración perfecta entre las actividades de preventa y posventa en una sola aplicación. Además, también puedes hacer el seguimiento de la adquisición de bienes o servicios de la lista de proveedores preferidos.
I am a sales consultant and was asked to recommend the best CRM for a group of 3 companies, with around 50 persons each. After an evaluation of 15 initial products, Zoho CRM resulted the most adequate for this companies. The product itself is very easy to use, friendly user and extremely easy to adapt. In terms of price/performance, in my opinion is one of the best against other brands when you have a limited budget.
It is basically design for pipeline management, activities tracking as well as customer´s, also, it has a great mobile client, that said by one of my customers employee, it is even easier to use it than work on the PC.
I have been able to use other CRM´s like Sales Force, SAP, Siebel as a user in big corporations, and those are great products, but I think that for small and medium size companies, this product is simpler, less expensive and easy to use.
Puntos a favor
- Easy to customize: The product is extremely easy to customize, at the point that unless you are going to do something very specialized, you might need external support, otherwise, the ramp up curve is easy and fast. There are different versions to subscribe, the higher the version, the more you can customize. They also let you try the product for a 30 day period and you are able to switch between different versions to compare them. The bottom line is that you will not need to spend extra money.
- Language: My customers needed the product in spanish, Zoho allows you to switch between one language and another seamlessly.
- Price: There are different versions, that are very affordable, one of the difference against the leaders is that the price up to 5 users might be the reasonable, but above 5 the prices goes really high. In the case of Zoho below 5 is free with its limitations, and then you have a reasonable step up depending on the versions.
- Mobile Client: Simply amazing, once you have the product running, literally, every task or query you can do in your desk, you can also do it in your smartphone. The interface is clean, nice, intuitive and easy to use.
- Tracking and follow up: One the strongest features I found is the tools to remind you of the follow up of tasks, meeting, calls, etc. You can get advise by email, phone, etc.
- Sales methodology and Pipeline review: If your company has a black & white sales methodology, it is very easy to set it up in the CRM, also the way to view the pipeline is very intuitive and visual. It makes very easy to do pipe review and lets you drill into any module with just a click.
- Views: You can have the report & the view you need, the product comes with a lost of sample reports but also lets you do your own (The higher the version, the more you can customize)
- Workflow for triggering events: This is a great feature where you visually can determine which tasks are needed to execute after one event happens. Amazing feature.
Puntos en contra
There are many "add ons" that can be very useful once you have your CRM, by example ZOHO Projects, . My only advise is that from the beginning you have a clear understanding of what your company will be needing as this modules are priced separate from the monthly fee. Depending on the modules, you might end spending more dollars per user on them than on the crm fee.
Zoho has allowed us to optimize our pre-sales and sales efforts. Taking into account, the versatility of the tool to close opportunities. Additionally, we have incorporated the service delivery process using the project module for this procedure.
I estimate to be using the rest of the modules of the tool, starting with emailing marketing
Puntos a favor
Zoho CRM is the best CRM on the market for the needs of customizing a tool.
From Zoho CRM you can integrate all the elements for interaction with customers or future customers.
Zoho is the only tool from my experience that allows to create, through a simple algorithm and conditions, the workflow of an area. Start with a client, potential clients and opportunities. From there the flow continues according to what the company has defined.
From this tool you can cover the initiatives oriented to prospects and clients: marketing, activation project, indicators, social network management, customer service, emailing marketing, inventory, human resources management, among other features.
It is one of the tools that allows to start its use from the interaction of webinar
It really allows to integrate the modules according to the company's need. Even.
Important that prestigious organizations use this tool to manage customer requirements
Puntos en contra
Points that could be improved from this excellent CRM tool, is to include tutorial guides, as well as include a base configuration of a CRM, that is, show an initial configuration of the use of the tool. Taking into account, simple modules to implement the tool in any organization: social networks management or emaling, capture the prospect, add opportunities, billing management, customer registration.
Allow to have a Zoho advisor to implement the tool. More for the questions that may arise. Taking into account, being able to add your workflow is one of the best features of this tool, however, it would be of added value to have examples within the same tool. Allow user to do exercises of this workflow, and with this it would be easier to implement customization
t is a very useful software for the operations of purchase and sales of the company, all operations can be managed quickly and this allows us to obtain income faster than the result of these operations, the accounts of our suppliers are constantly monitored by their action in real time with only an Internet connection and over time, all operations performed, as well as doing business. in general it is a very useful tool.
Puntos a favor
Good Zoho CRM, is a very useful tool to manage the relationship with customers, helps us to inspect the commercial work with customers, provides us the option of making reports which allows us to streamline the process of buying and selling with our suppliers, On the other hand, another fundamental and important aspect of Zoho CRM is that it is economical and thanks to its easy handling of the platform it helps us to increase our turnover and revenues to the company.
In general, it is a very robust software when it comes to monitoring purchases and sales and something very significant is that it allows us to interact and link with social networks such as Twitter and Facebook. This is important since nowadays all companies have these platforms. social networks, additional account also with a mobile application that allows us to be connected to our operations outside the office.
Puntos en contra
What can be said about this application is that it should improve a bit in data security, since I work in the banking sector and because confidential data can be vulnerable because it is a software that is in the cloud. Also to be in line with the application, if you do not have an Internet connection you can not enter, but the minor details are this kind of problems. I would like to find a solution with which you can work online, but somehow maintain the data locally.
Zoho CRM is simple enough to immediately begin improving a company's sales process out of the box, but powerful enough to create complex workflows, automation, custom solutions, and integrations.
We were able to immediately start saving time working through leads, while continuing to improve and hone our sales experience, and then our customer experience by integrating with our Accounting system and Ticketing system.
Puntos a favor
Beyond the basics of contact management, workflows and custom fields, Zoho CRM makes it especially easy to find the last communication and pick up right where you left off with any lead, deal, or client. It syncs with other Zoho products, as well as many external systems, making it perfect for a connected workflow. It also has an available API for creating custom application integrations.
Creating custom workflows and approvals with Blueprint is a straightforward process, and the power that it provides for process management and automation cannot be underestimated.
Self service portals for clients are another great addition to the power of the CRM.
There are multiple billing levels available, so the system will scale with your business, or even better check out Zoho One for a simple and affordable solution to even more of Zoho services.
One final Pro is that Zoho is consistently looking to make their product better, and has shown an extraordinary commitment to improving it's design and functionality. If you don't like something now, submit feedback and wait a little while, and it might appear.
Puntos en contra
Integrating the CRM with other Zoho products can be complicated, and the integration experience is not completely consistent yet. It is clear that this is something that is being improved, but some of the products are not at the same level of polish as Zoho CRM.
Zoho's introduction of an AI assistant is certainly cool to see, but it isn't quite ready for prime-time and much of what it can do doesn't seem to add a lot of value versus not having an AI. However, this will certainly continue to improve with feedback and it is good to see AI as a focus of future innovation in the product.
Price, easy of use, endless expansion, integration capabilities with big name companies already built in... and mostly... Insight. I am by far one the most insightful IT companies around in my area because I use this software. It's probably what pushed us past the competition.
Puntos a favor
First off, I own, manage & work at a Business IT and WebDesign business, located in the Kansas City, MO area...
The Zoho CRM platform is very intuitive and easy to use immediately. Plus, for the money, it's the best in my opinion. Now, dedicate a few days to learn the CRM, combined with their other products... You seriously have the best solution out there I've ever seen and I've tried them all. Additionally, Zoho is priced far below the competition for what you get. Third party integrations for big names like Google and Facebook are amazingly simple to add and configure. Spend a few days on the trial period, dedicated a couple hours a day to learning their CRM, combined with the other solutions they provide that fit your needs... and you'll be spoiled compared to any others. Customer support is rather good, although based in India. I never had a problem or experienced a debacle they were not happy to help me with. Also, the company Zoho.. Across the board is moving forward every week/month with new features and updates to not only the CRM here but, their entire plethora of SaS solutions.
If you are familiar with CRM's... I won't bore you with what it does. You already know what a CRM should provide and Zoho CRM does by far and then some. The learning curve really is not that bad, even then, there really is no limit you can take this platform to if you dedicate the time to learn and set it up.
Bottom line: Zoho CRM, combined with their other solutions... IS THE BEST
Puntos en contra
Honestly... I can not complain that much. The only complaint I have is this... Yes, they are far below the competition in terms of price when considering the big names out there.. However, if you are a power user like myself.. You want all the options. Even though they are cheaper than the others.. I really hate (across the board, all companies included) that their subscription pricing is a "per user" type setup. Being an IT business, you understand inner workings of resource usage... I really think all these companies should be tiered in groups of 5 - 10 users and the price will increase at that point but, I digress...
In the beginning of my startup phase (Having one employee besides myself), I really found it hard justifying the cost "per user" to use any CRM software. However, my end goal for the company was automation of anything Consumer Relations, related so.. honestly, I chose to save a couple bucks and went the open source route. Well, yeah.. It worked that way but honestly, it was open source but, closed. Anything I wanted that was not built by the community was insanely time consuming to implement. BUT.. It cost nothing that way and I didn't pay a per user fee. However, time is money AND... my implementations would have to be rebuilt anytime I wanted to update the core functionality.
So, long story short... These companies really shouldn't be implementing a per user subscription model. Truth be told, 1 - 10 employees takes the same resources on their end.. :/
He aquí algunas preguntas frecuentes sobre Zoho CRM.
Zoho CRM ofrece los siguientes planes de precios:
A partir de: 12,00 US$/mes
Modelo de precios: Gratis, Suscripción
Prueba gratis: Disponible
No tenemos información sobre las características de Zoho CRM
Los clientes habituales de Zoho CRM son:
Trabajadores autónomos, Empresas Grandes, Empresas medianas, Non Profit, Administraciones públicas, Empresas pequeñas
Zoho CRM admite los siguientes idiomas:
Chino (simplificado), Chino (tradicional), Checo, Danés, Neerlandés, Inglés, Francés, Alemán, Hebreo, Húngaro, Italiano, Japonés, Coreano, Polaco, Portugués, Ruso, Español, Sueco, Turco
Zoho CRM cuenta con los siguientes planes de precios:
Zoho CRM admite los siguientes dispositivos:
Android, iPhone, iPad
Zoho CRM se integra con las siguientes aplicaciones:
Adobe Sign, ClickDesk, HelpOnClick Live Chat Software, Nimble, SeamlessGov, TeamSupport, Zendesk Chat, Zoho Books, Zoho Invoice, Zoho Recruit
Zoho CRM ofrece las siguientes opciones de asistencia:
Preguntas frecuentes, Foro, Base de conocimientos, Asistencia en línea, Asistencia telefónica, Tutoriales en vídeo