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Online CRM software for controlling your trades, purchasing, client support, and inventory in a unique system. Zoho CRM, a manageable CRM for Small Bu... Learn More
1GB File Storage
Accounts and Contacts
Reports & Dashboards
Reports and Dashboards
Agent productivity tools
Self-service customer portal
Desk.com mobile app
Reports and analytics
40 partner apps
Desk Connect for Salesforce
Advanced case management
Service contracts and entitlements
Communities for Service
Social Customer Service
Live video chat
Workflow and approvals
Sales workflow integration
Unlimited custom apps
24/7 toll-free support
Unlimited access to 100 admin services
Unlimited online training
Mobile customization and administration
Additional data storage
Easy to get started with low-cost investment a small start-up business can get started for as little to nothing as long as they are willing to put in a few hours of work. Easy to view and organize interface to see a list of leads, contacts, and companies you are working with.Fairly easy to customize the module fields to input words that are specific to your industry as well as organize it in such a way to be easy to find fields. For example, I have a service based industry and custom fields can include clients, active prospects, non-active customer/prospects, vendors, and much much more. I regularly try to add more fields to sources of leads and clients because I have affiliates to link to. So very easy to customize. If you're just starting up, this is one of the best tools you can invest into, all it takes is some time and if you have some extra money to invest per month you can unlock quite a few more features.I'm in the marketing field, and I always recommend a CRM of sorts including Zoho to clients for a way to organize their customer and contact database, by doing so you can smoother operations, follow up with leads and clients, and easy access to a lot of online video tutorials. You can then grow with Zoho with many add-on services that easily integrates with the main CRM system.
I think it's fair to state that if you are a startup, you have to move along to find another software to manage your Sales process. Simply because this a huge system, that has a lot of experience built into, big community (but not so organized and the responses from Salesforce is what you'd expect from a dinosaur) and a huge marketplace to look for apps. If you are a startup, you need something easy to maintain, something that you can setup and start using it right then and there. None of this is found in Salesforce. But it is one of the most flexible systems I have every known. If you have money to pay for the Enterprise Edition. We have the Pro Edition and meets our needs half way. That's the way it works that version, almost anything you need to do has a sign on it that says "If you want this, move to EE.". Very frustrating, but if you have a bit of imagination, you can find a way to work around those problems and use most of it.
They liberated the workflows for Contracts, a bit limited for our needs, but serves the purpose of verification and authorization of contracts. The Reports are the most flexible feature they have, along with the custom fields. Dashboards are a great way to communicate metrics and create operational boards. Not really the system, but they have a huge marketplace to look for apps, with the ability to extend greatly the features of SF.
I have experience with Pro Edition. So:
Thursday 26 December 2013
Zoho CRM doesn’t look fancy when you use it, but it offers the same services you could pay up to 4x as much for with other software. You can track your sales, connect with your customers, and integrate your CRM account with other apps to expand it into a customized business solution. It even allows you to sync your account with Google Apps.More about Zoho CRM
Sunday 08 March 2015
I've used this app primarily while conducting marketing efforts. It has been particularly valuable to me as I previously had to contact one of my analysts in the office to provide information on upcoming meetings/contacts. Now, I am able to easily pull the data and log info myself - cutting out the middleman.More about Salesforce Service Cloud
Friday 04 December 2015
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