Review of Zoho CRM: The AI-Powered Solution for Boosting Sales

Zoho CRM is a customer relationship management (CRM) platform that has gained widespread adoption and places a significant emphasis on expanding business opportunities, speeding up sales, and analyzing user activity. It makes extensive use of artificial intelligence (AI), and the business intelligence features it contains have the potential to enable distributed teams to accomplish more together. Advanced options such as Zia, an assistant powered by artificial intelligence, provide exceptional lead and deal predictions to identify the prospective clients who are most likely to convert. This enables sales teams to concentrate their efforts in the most productive manner possible. Because of the platform’s user-friendliness and its ability to integrate with a large number of widely used applications and programs, it is simple to create a customized CRM for any company, including those in the healthcare industry that are required to maintain HIPAA compliance.

Why We Recommend Zoho CRM for Remote Teams

Because of its user-friendliness, powerful mobile apps, and extensive built-in communication features, Zoho CRM is an excellent choice for employees and teams that spend the majority of their time working outside of the office. BlueJeans, GoTo Meeting, Join.me, TeamViewer, Zoom Meeting, and Cisco Webex are among the many available conferencing integrations that make it simple for teams located in different parts of the organization to easily come together within their CRM for the purpose of conducting sales pitches and product demonstrations. Real-time prospect alerts make it possible for you to notify the appropriate members of your sales team whenever a potential customer engages in activity such as visiting your website, opening your email, or discussing your company on social media. Subscribers to the Enterprise and Ultimate plans gain access to Zia AI, a virtual assistant with data analysis capabilities that can recognize patterns in the activity history of your platform and make suggestions for improvements to workflow as well as automations that save both time and effort. Zia can also determine the times of day when your customers are most likely to visit your website, answer your phone calls, or open an email from you. Zia can even assist you in cross-selling by analyzing the patterns of your sales and recommending products to each individual customer at the most appropriate time. The mobile app that can scan business cards stores all of the information about your customers in a single location and automatically logs call data for increased precision and convenience.

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Pros

  • The CRM can be used to host team meetings and client presentations.
  • You can configure notifications to notify remote workers when new leads interact with your company.
  • The platform is simple to use and does not require any in-office training.

Cons

  • Standard support is only available during the week. With any plan, you’ll have to pay extra for Premium or Enterprise support.
  • Many of the best features are dependent on Zia AI, which is only available on the top-tier Enterprise and Ultimate plans.
  • Many features, such as email notifications and webhooks, have daily limits.

Usability

The “Feeds” notification module is one of the additional helpful tools that can be quickly accessed from the top navigation menu. From this location, you will be able to communicate with members of your team who are located in other locations and share your thoughts in order to move the process of decision-making along more quickly. Additionally, it will notify you if someone makes changes to a relevant lead or deal that you are following that you are monitoring. This area, when utilized effectively, serves not only as a system of record but also as a collaborative space, making it possible for members of a distributed team to always be working on the same page with the same information.

You can also use the modular dashboard-building tool that is available in the Canvas design studio to easily create individualized solutions for yourself as well as other departments located throughout your company. Users have the option of developing bespoke solutions using either a gallery of templates that have been developed by certified designers or by browsing through Zoho’s list of design partners. Because the drag-and-drop system offers an infinite number of homepage combinations, it won’t take you very long to piece together a solution that is specifically suited to your company. When you have completed the construction of your CRM dashboard, you will be able to save it and then distribute it to other members of your team, department, division, or company.

Features of Zoho CRM

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  • Leads. As individual records, custom modules store and display information about your leads.
  • Motivator. Routine tasks can be turned into rewarding, routine-breaking contests to gamify sales efforts.
  • Artificial intelligence. Enterprise and Ultimate subscribers get a comprehensive set of prediction and AI tools.
  • Integrations and add-ons. All paid subscriptions include integrations with Zoom, Slack, Mailchimp, and Amazon Seller, to name a few.

Leads

The fact that the “Leads” drop-down menu is located directly after the “Home” option on the navigation menu of Zoho’s dashboard indicates how vitally important leads are to the operation of Zoho. The software compiles a list of all of the individuals and representatives of organizations that you have contact with and have the potential to turn into customers.

You can also use the SalesSignals feature to track the interactions that your leads have had with your brand across multiple channels, such as emails, cold calls, surveys, and social campaigns, and to receive notifications whenever a lead visits a new section of your website. This feature is available to you if you subscribe to the SalesSignals service. Details such as where on your website your lead is interacting and for how long can provide valuable information that can assist your sales agents in nurturing leads into loyal customers.

Motivator

Zoho capitalizes on the fact that the sales floor can be an exciting environment, which is something that can be difficult for remote teams to manage, and uses this to its advantage in order to take your sales team’s goals, incentives, and promotions to entirely new levels of accomplishment. Regardless of where your team takes their calls, a competitive sales environment can be created by awarding badges and trophies for each lead that is generated, each call that is made, and each deal that is closed.

Your teams can be kept on their toes with the help of features such as pop-up notifications, which can also inform them of how close they are to achieving their daily, weekly, monthly, quarterly, or annual goals.

Artificial intelligence

Zia is an AI-powered assistant that is available at the top two tiers. She can make the work of your team easier by assisting with the collection of customer data, the writing of documents, or the finding of helpful information such as sales numbers. Zia performs an analysis of the times at which your customers typically check their email, answer their phone, or visit your website, and then makes recommendations regarding the most effective times to communicate with those customers. The intelligent assistant can also help you streamline your sales efforts by predicting which deals are most likely to close soon. This enables your team members to concentrate on the deals that are most likely to close soon and allows you to delegate tasks in accordance with those deals.

Integrations and add-ons

Each of the four paid subscription bundles includes the option to integrate with well-known third-party software and applications, including those for online meetings, team collaboration, telephony, productivity, storage, analytics, email marketing, customer service, finances, business operations, and tracking website visitors. You will discover tools for using Zoom, GoTo Meeting, Slack, Trello, Dropbox, Google Analytics, Mailchimp, Zendesk, and QuickBooks here.

Zoho CRM Pricing

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Zoho offers transparent pricing based on monthly and annual terms. There are four bundled service options. Free trials are available for each subscription level. Zoho is unique in offering a free version for up to three users with salesforce automation tools for leads, contacts, calendars, accounts, deals, tasks, events and more. The Standard bundle includes everything in the free version plus added features, and each successive tier includes everything available in the bundles that precede it.

Standard

  • Pricing: $14 per user per month when billed annually.
  • Additional features include automated workflows, custom dashboards, bulk emails, prospect scoring, sales forecasting, email insights, reminders, 50 custom modules, and 1GB of file storage.

Professional

  • Pricing: $23 per user per month when billed annually.
  • Additional features include real-time sales notifications, blueprint business processes, inventory management, validation rules, web-to-case forms, and up to 10GB of data storage.

Enterprise (most popular)

  • Pricing: $40 per user per month when billed annually.
  • Additional features include Zia AI, customer journey command center, Canvas visual CRM view, advanced customization, mobile software development kit and mobile device management, up to 15GB of data storage, and multiuser portals.

Ultimate

  • Pricing: $52 per user per month when billed annually.
  • Additional features include advanced business intelligence and analytics software, 5GB of file storage, up to 30GB of data storage, and higher feature limits across the system.

Setup

Customers of Zoho receive personalized onboarding assistance from a specialist. In a series of one-on-one meetings, your support specialist will walk you through your customized implementation plan to assist you in setting up and configuring the platform to your specific needs.

If you need more assistance or prefer to leave the implementation to Zoho, the company offers a “jump-start” service that costs between $2,000 and $8,000 and includes 10 to 40 hours of work by a dedicated expert.

Customer Support

Zoho offers four customer service plans: Basic, Classic, Premium, and Enterprise. The Classic plan is free and includes live chat and toll-free support seven days a week, eight hours a day. The Premium option, which costs 20% of your license fee, includes remote assistance, product onboarding, configuration assistance, and five days of 24-hour support. The Enterprise option costs 25% of your license fee and provides one-hour support 24 hours a day, seven days a week. It also includes technical account management and quarterly reporting with recommendations.

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Zoho’s customer resources are extensive, including free webinars and paid courses for administrators, developers, sales reps, and sales managers. It also includes e-books, step-by-step tutorials, helpful hints, and a self-service request portal. You can also ask a concierge to be your personal consultant for any questions you may have.

Drawbacks

The most notable features of Zoho, such as Zia AI and unlimited customization, are not accessible on their own and must be purchased in conjunction with a large number of additional features. In spite of the fact that Zoho offers a useful collection of fundamental tools free of charge, there is a significant gap between the lower- and upper-tier options, which forces the majority of customers to purchase an expensive bundle. Storage of data and files at the standard level can also make some companies feel inadequate.

For larger companies, providing customer support could be prohibitively expensive due to the fact that the cost would constitute a sizable proportion of their license fee. The free support that is included with the entry-level bundle offers fundamental assistance during regular business hours. In the event that an emergency does occur, however, the fact that some businesses might be forced to wait until the following day for a response could spell disaster for those businesses. These kinds of service choices are comparable to those that are provided by some of the other CRM solutions that we investigated.

Overall Value

We recommend Zoho CRM for…

  • Small businesses considering their first unified CRM solution.
  • Any company with a sales-focused model that wishes to gamify the selling process in order to foster camaraderie and competitiveness among remote teams.
  • Midsize businesses that want to improve their sales processes through helpful organization and insights provided by an AI-powered assistant.

We do not recommend Zoho CRM for…

  • Small businesses without a tech-savvy employee to handle problems.
  • Small and medium-sized businesses that only want to pay for core and premium features.
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The Conclusion

Zoho CRM provides helpful tools for distributed teams, assisting with the automation of tasks and improving communication through the use of real-time notifications and follow-up prompts.

Techexplains Team

Techexplains Team

We are a team of digital marketing experts with years of experience in website builders. CRM tools, project management software helping businesses of all sizes achieve their marketing goals. We are writing about benefits of using SaaS for businesses, and sharing our top picks for the best tools currently available on the market. Whether you are a small business owner looking to streamline your marketing efforts or a larger enterprise seeking to improve your marketing efficiency, we hope that you will find this useful and informative.