Zoho CRM, the much requested one pager
13th January 2017
I’m often asked to summarise Zoho CRM in a few words, which a non systems and CRM expert can understand. I’ve finally given in and here it is 🙂
Zoho CRM and Sales Force Automation Management Summary
Zoho CRM (ZCRM) is a cloud based business system development platform, accessed through a browser on computer, tablet and smartphone and available as an app on tablet and smartphone
ZCRM is powerful and comprehensive enough to be used as a permanent business solution on an Enterprise wide SME and Larger company basis, or as a Workgroup/Project tool in the corporate environment.
ZCRM can be used literally out of the box, for CRM and SFA purposes and then customised as required to become an x (Anything) Relationship Management framework.
The cloud based platform, initial data objects and ease of development all combine to mean that ZCRM has an extremely short analysis to implementation cycle, which often surprises business and users more familiar with “typical” software development cycles.
“One day with you achieved more than several weeks with the previous company and at a fraction of the cost! When you arrived on Friday the system was yet to be installed, by the time you left the system was fully implemented and we had all been trained to operate the software, I wouldn’t have believed it possible” Christian Higgins, Director, Lonsdale Contracts, 19/03/2014
(for the full story of this testimonial, see https://www.littleblue.com/testimonials/124/ultra-fast-system-analysis-im…)
ZCRM is flexible and quick enough to develop to be used as a rapid development and prototyping tool, when developing new business processes and more traditionally developed tools in longer development cycle tools such as Java and .net and also for products with longer commitment periods, think SalesForce and ServiceNow.
Salesforce.com users will find Zoho very familiar and all users find Zoho extremely easy to begin using and use productively, in helping them do their job. The reminders and notifications have been described as “having a very efficient PA who never takes a holiday”.
ZCRM has a very attractive seat per month price and a minimum one month commitment, which makes it very easy and comfortable to get into and test drive. The low operating and typical development costs mean that a Zoho implementation can be entirely financed through OpEx with no lengthy purchase or procurement cycles typical of CapEx financed system investments.
The customer contracts directly with Zoho Inc to supply the software and helpdesk support and The Zoho Partner works with the customer for:
• Training • Data migrations • Development and bespoke configuration • API and application integration • Business change management
All editions of ZCRM offer basic predefined typical CRM objects, including Leads, Accounts, Contacts, Events, Tasks, Potentials (Opportunities), campaigns etc etc. Customisation options extend from hiding module menu tabs and form fields that aren’t needed, adding custom items to drop down lists, custom fields to data forms and comprehensive role and user based security, through to the Enterprise Edition options of completely custom objects, custom functions or custom applications within the CRM wrapper, which really empower the development of advanced integrations such as APIs to external systems and services.
Zoho CRM offers and supports good data integration options with other applications, via web services, data import/export and drag and drop web forms. It integrates particularly well with e-mail and e-mails can be synchronised in the background and automatically tagged to the appropriate CRM entities as appropriate.
ZCRM interfaces and works with additional Zoho tools to enhance functionality and breadth, including:
• Zoho Campaigns – eMarketing (similar to Mailchimp) • Zoho Reports/CRM Analytics – Additional and more complicated reporting, basically a Business Information (BI) tool • Zoho Email – Fully integrated email platform
More from the Blog
Phil joined my team in early 2015 when I needed help to deliver the third leg of my strategic journey to IT Excellence. We needed the right technology in place ... Read More
Phil helped us implement Zoho CRM and built an API between zoho and our marketing automation service, enabling us to automate sharing of data across both systems. He made the ... Read More
Hi Phil, I would just like thank you for all your recent work with getting us live with our Zoho CRM system. As we had not had anything in place ... Read More
I found Phil and Little Blue completely by accident when trying to navigate the Zoho / Salesforce minefield. What initially drew me to them was the fact that they consult ... Read More
We have been working with Little Blue for several months and what we have achieved is really quite remarkable. We have come from having no CRM system at all, to ... Read More
Great Results, High Integrity, Creative At EC Harris we were looking to replace our existing software products with one built on the latest technology platform and encapsulating the best practice ... Read More
Dear Phil Just a few words to thank you for all your help and guidance in the implementation of our new CRM system. As you know we had spent thousands ... Read More
In the time I have known Phil he has demonstrated a drive and passion for projects we have worked on. His objectivity is a great benefit in gaining clarity on ... Read More