Saturday, June 21, 2008

Zoho CRM for Customer Relationship Management

I've been working with Zoho CRM for a couple of weeks now for a client, and I'm really impressed.

Zoho CRM is Customer Relationship Management software, designed to help a business keep track of its customers and sell them more stuff. It has so many features and functions that I don't think I've tried out 1/3 of them yet, but the ones I'm using are excellent.

I've been able to create a database of my client's contacts, and include information on them in custom fields that I create. Having done that, I'm now about to "select and sort" from the database. For instance, I can run a report of all contacts who took a workshop in March or April 2008, and print a report of them showing their names, email addresses, phone numbers, and the names and ages of their children. From that list, I can send a bulk email, or print labels for a snail-mailing.

I'm still waiting to see if the technical support is going to be adequate. So far, it has been a lot less than what I need and hope for. My emails have waited several days for an answer, which is too long. The one phone call I tried was very disappointing; the person on the other end seemed in an enormous rush, and once he had directed me to the menu item which was the first 1% of my question, he made it clear that it was time to get off the phone. I'm hoping that these were anomalies, or that I just haven't yet found the best method of getting support.

Zoho has dozens of other online applications, and they are apparently still in the process of developing them, and integrating them with one another. So things will probably get better. It does seem very promising.

Labels: , , ,

2 Comments:

Blogger Gopal said...

Dear Patty Ayers,

Thank for evaluating Zoho CRM.

As per our our offline discussion, I will call you tomorrow and discuss about your email marketing requirements.

Regards,
Gopal

June 22, 2008 11:33 AM  
Blogger David Corcoran said...

Thats partly why at Batipi, we became a partner to help support, train, set-up & customize Zoho CRM. Contact us in anyway, if we can help, our rates are very reasonable and sometimes free, depending on the number of subscribed users your company has.

Many Thanks,
David Corcoran
http://www.batipi.com

January 19, 2009 4:00 PM  

Post a Comment

<< Home