IT 396 Week 5 Software Research RRene Zoho CRM Specification Table PDF

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Summary

Week 5 Deliverable: Software Research...

Description

Zoho CRM Specification Table Device/OS Compatibilities

Installation Requirements/ Web-based Target customer or clientele types, sizes etc.

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Windows Linux Mac OS X Android Mobile App: Version 5.0 and above Web App: Chrome browser (recommended)  iOS - Mobile App: 10.0 and above - Web App: Safari browser (recommended

Additional requirements - It is necessary to use browsers, APIs, and Plugins that support TLS v1.2. - Enable Cookies - Enable JavaScript Implementation is web-based therefore you are not required to download or install any files on your computer. All that is require is an internet connection. All data is stored in the cloud. Supported Business Sizes -

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Outstanding detailed features

Browser Compatibility: - Safari 13 - Google Chrome 73 - Mozilla Firefox 69 - Edge 79 - Opera 60

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Small Business Enterprise

Supported Languages

English (US, UK) - Hebrew - French - Spanish - Italian - Japanese - Korean - Portugues e (Portugal) - Portugues e (Brazil) - Russian - Swedish - Bulgarian Sales Force Automation (Lead Management, Deal Management, Contact Management, Workflow Automation) Sales Process Builder Process Management (processing rules) Customization -

Chinese (Taiwan) - Chinese (China) - Danish - Dutch\ - Polish - Hungarian - Turkish - Vietnames e - Hindi - Croatian Czech. -

Industries

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Life Sciences Financial Services Real Estate Retail Insurance Services Start-ups Non-profits

Examples

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Amazon Amiad Water Systems Selectra, IIFL Southern Cross Protectio n Animated Story Boards Marcoa.

Remote Work Performance Management Team Collaboration Canvas Design Studio Help Desk Marketing Automation Multichannel/Omnichannel ( Email, Telephony, Social, Customer portals) Analytics & Reports

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Kia AI Sales Assistant ( Lead & deal prediction) Customer Support Automation

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Zoho CommandCenter

Real-time customer interactions - Customization Improved customer service and - Data security customer satisfaction - Easy to maintain - User friendly - Manages leads and contacts - Mobile accessibility - Boosts company sales - Easy to setup - Decision making - Creation of efficient business - Automation processes - Omnichannel - Report generation and flexibility - No hidden fees - CRM Analytics for success planning - AI Sales Assistant - Constant product improvement - Robust - Cost effective - Scalability - Self-service portal - Integration with other systems and other Zoho products often provides difficulty Outstanding - Tutorials can be more explanatory Disadvantages - AI assistant doesn’t do as much as possible - Internet connection is necessary - Subscription is per user vs. per group Training/Maintenance No qualifications are required to attend the Zoho CRM Training program. Training is held in several ways: Requirements - Onsite - Online/Virtual - Webinars - Documentation - Videos Pricing Structure Free Trial Standard Professional Enterprise Ultimate Annual: Annual: Annual: Annual: Free for three (3) $12/user/mon $20/user/month $35/user/mont $45/user/mon users th h th Free for Monthly: Monthly: Monthly: Monthly: three (3) $45/user/mont $55/user/mon $18/user/mon $30/user/month h th th users Free 15-day Free 15-day trial Free 15-day Free 30-day trial trial trial User licenseUser license- User license-based User licensebased based based Features Everything Everything in Everything in Everything in Free + Standard + Professional + in Enterprise + Contact Scoring Rules SalesSignals Zia AI Advanced BI Outstanding Advantages

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book

Email marketing

Workflows

Blueprint

CommandCent er

Lead Generation

Multiple pipelines

Web-to-Case Forms

Multi-user Portals

Automation

Mass Email

Validation Rules

Advanced Customization Mobile SDK & MDM Canvas (5 views/module) Negatives

Analytics

Customer Reviews Ahmed “ My Overall experience with ZOHO CRM is awesome ,this CRM module helps me alot in figuring customers issues and Customers challenges and what the customers predicting from our company and the future products that we can add it." Chris Martino Acquisition Manager Point Acquisitions LLC

“ Our company uses Zoho CRM for lead management. We have various leads and properties we manage in multiple markets which Zoho CRM allows us to manage. The interface is extremely easy to use and very customizable. Zoho makes managing other users seamless while assigning them

Custom Dashboards Customizatio Canvas (1 n view/org) Positives

Inventory Management Canvas ( 3 views/org)

-Not complicated - Simple; does not require many system languages - Once of the easiest modules to learn - Challengeable Dashboard which makes the employee motivated to compete each others.

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Assign users tasks Organize leads with customizable fields Sort by relevant fields to reach the correct leads

– bundled with Zoho Analytics Enhanced Feature Limits Canvas (25 views/module )

- When adding Website link inside the sent mail ,this link replaced with zoho URL which makes the customer suspicious about the mail as the main link that I added not showing exactly.

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Zoho is extremely customizable but a bit confusing how to make certain changes. Customer service has not been able to figure out a few issues. Informing consumers when the product is experiencing issues

tasks and follow ups. Without this software there is no way we would be able keep track of all of our leads." Matthew “ We are learning that the way we were qualifying leads and moving them through the sales funnel could be made a lot easier using Zoho. Zoho has made it a lot easier to see what sales are coming in and from where.”

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Social, email and CRM functionality are all housed in one place. The email campaign section makes it easy to warm leads up before sending them to the CRM module. Easy to set tasks for the sales team and then report on what has or has not been followed up.

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There's a lot of functionality and application within Zoho, I don't believe we will get around to using them all. The email Campaign section doesn't always pull the correct stats back through to the CRM module. There is no ideal process of qualifying leads, we had to seek external support....