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Zoho CRM can be used by businesses of all sizes. Teams can even build a custom version of Zoho CRM.
Chief Sales Officer, SVP/RVP Sales, VP Sales, Chief Revenue Officer, Sales Director, Sales Manager, Sales Operations, Revenue Operations, Sales Enablement
Easy Customization - Zoho CRM's customization is a lifesaver, aligning perfectly with our unique processes.
Frustrating user interface and user experience. Have some colleagues who use it for forms, and when I get one of their forms it is frustrating and reflects poorly on the sender.
I have had an amazing experience using this software. So much so, that I recommend this CRM to all my business development clients when starting their companies.
Limitation of integration, and their support is very bad and give you stupid solutions.
From the moment I started exploring the platform, I immediately felt comfortable navigating through its diverse modules. Zoho CRM's true brilliance lies in its customization capabilities.
We finally cancelled our subscription because it was. Just too much and too confusing to try to get it set.
Zoho is a pretty good CRM for first timers if you haven't used some of the other CRM's there are out there so that is good.
The programming language for the custom functions. Also the Document merge function, lack of fonts, merging wrong characters sometime.
Groove's features have positively impacted my client and prospect outreach and engagement through tracking, reporting, making certain outreach attempts easier, and more.
I don't personally see this as much of a hindrance but non tech-savvy users can sometimes get frustrated by this "inconvenience.
Overall, it has been pretty good. I believe most are happy with it and now that I have more usage with it, it is a pretty powerful tool.
Sometimes I've noticed Groove will lag, and that can be annoying.
The ease of use, great UI, and thorough analytics make this tool everything it needs to be. Integration with SalesForce is awesome and reliable.
However, it's probably a necessary evil in order to quickly add people to an account within an email thread.
Having the ability to build my own flows, and having cadences that work for me that I believe are most effective have been huge.
This could very likely be an admin problem though not groove.
Nicole D.: My name's Nicole. I'm the owner and founder of Nicole Du Guay Coaching & Consulting, and I give Zoho CRM a four out of five. Prior to using Zoho CRM, I've tried a number of different CRM platforms, and Mindbody Online is an example and a couple of other ones. And I found that Zoho CRM, although the other platforms have ... Some are more specific for specific industries. Having tested a number of them, I just find that I like the integration and the versatility of Zoho CRM a lot better. The number one reason that I decided to try Zoho CRM was because I was already using Zoho Meetings and I liked the idea that I can integrate my calendar and my booking system and have it directly linked to my meetings platform that I was already using. Zoho CRM was a little bit challenging at first. It does take a little bit of time to find your way around the platform, but once I was familiar with it, it was actually really easy to get the hang of and get into using it. I would recommend that anybody wanting to use Zoho CRM take some time just to look at all the other integrations that you're already using and wanting to use and actually consider combining your accounts into the Zoho platform because I did find that if you had platforms like MailChimp, for example, that was separate, it actually ... Even though you can make it work, it actually is just easier if you keep everything in the Zoho family, which I would recommend.
Mike: Hey, my name is Mike. I'm a VP of customer success. I give Groove a four out of five. For more reviews like this, click below. In the past we've used different Salesforce plugins, even products designed by Salesforce itself. But what we're trying to solve for is creating a very automated flow for our account executives, for our sales people, to be able to push different opportunities, different leads through the pipeline. Not all of what the salesperson has to do is manual. We want to be able to put together certain emails with scripts laid out in them that can go at a regular cadence. And also even if it is going to be an actual phone call that's being made, having the script built into the flow like Groove allows you to do just makes it so intuitive, makes it so that the account executive can focus on closing and executing in those moments when they need to and letting the automation work for them. The reason why we chose Groove is because it does integrate so effectively with Salesforce, the way those two systems work together and the level of automation that you can do with Groove. There are still some elements where the account executive is going to need to interact with the customer directly and Groove is helpful as an outline for the conversation that needs to happen. But otherwise, so much of it is automated so that we can keep pushing those leads through the pipeline regardless if there's direct account executive contact with those. Getting started with Groove is relatively easy. Their customer success organization is great with training. Implementation in terms of actually plugging in with your Salesforce account is easy. Honestly, different companies may differ, but I would imagine that a company should be able to get going with Groove in three to four weeks. The big piece of advice for those looking to implement Groove is one mistake we made is originally we would build out the outline. We would do everything in Groove directly, in terms of structuring out that flow and it's not very efficient. You can't think about it really effectively as you're building it in Groove. Instead, I'll go into a Word doc and I'll put together the different steps, email here, text, text, phone call, text, email, the different stages and the different language, whether it be an automated email or it's a script that the account executive is going to be reading as they're going through the phone conversation with the customer. But if I'm doing that in Word, it's so much easier to build that out and see all the different steps and understand it, and then later putting that into Groove instead of the other way around.
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