AdventNet Zoho CRM Enterprise Edition
Zoho CRM aims big, hits small
- A great price, sophisticated featureset for the price, suite of complementary applications
- Configuration is a drag, no support for inbound e-mail, lacks basic audit logs for tracking changes to records, no queues for rules-based task assignment
Zoho CRM is the most affordable hosted CRM solution on the market. The solution lacks a number of enterprise requirements including integration hooks, time-based escalation triggers, queued workflow and document management, but has much to offer SMBs. Highlights include an intuitive GUI, customisable dashboards, field-level security, rules-based task assignment, and easy-to-share reports. Initial configuration is a grind.
Price$ 25.00 (AUD)
Best Deals (Selling at 2 stores)
New Enterprise Edition delivers features worthy of small-to-medium businesses (SMBs) at a rock-bottom price, but key shortcomings make it a poor match for large sales and service teams.
AdventNet's Zoho CRM Enterprise Edition is a new, low-cost subscription-based SaaS (software as a service) offering that may be impossible to ignore. Building on a Professional edition that combines sales, service, marketing and inventory management modules, Zoho Enterprise aims to meet the needs of corporate customers with such features as organisational management (including hierarchical group definitions), role-based security on data access and information sharing, SSL transport, and broader interface customisations.
The kicker is a sticker price of only $25 per user per month — a rate well below any other hosted application vendor, and $100 cheaper per user per month than the sultan of SaaS, Salesforce.com. There's little wonder why the product has already garnered so much attention.
Further, AdventNet offers a suite of complementary applications including word processing and spreadsheet, HR, project management, reporting and invoicing that bring Zoho, on the surface at least, into competition with the likes of NetSuite. But while Zoho CRM boasts a feature set that rivals some pricier solutions, it lacks the depth and polish of top-flight competitors. Ultimately, its features don't go far enough to meet the needs of larger organisations.
Making a list
Zoho CRM falls short of enterprise requirements in a number of ways. It lacks basic audit logs essential for tracking changes to records. It's missing field format constraints that help ensure data integrity (for example, by ensuring that e-mail addresses are formatted properly, that ZIP code and phone numbers contain only digits, and so on).
Rules-based task assignment is present, but hindered by the absence of queues, an essential feature for large sales and service teams. The ability to automate escalation based on time-based triggers is also conspicuously absent.
Zoho CRM also lacks support for inbound e-mail, which means that marketing campaigns will be an intensively manual process. There is an Outlook plug-in for manually pulling e-mails into the system, but this is more kludge than well-integrated solution.
For companies looking to integrate CRM with other systems, the absence of an API makes Zoho a non-starter. And, although AdventNet offers the aforementioned office productivity tools, no easy mechanism exists for weaving them seamlessly into the CRM application — with the exception of spreadsheets, which have been newly integrated into some of the CRM modules.
Ins and outs, ups and downs
Getting started with Zoho CRM involved setting up the roles within my company hierarchy and creating the users to match. Because neither roles nor users can be created on the fly or added en masse, initial setup would be cumbersome for a large organisation.
Tabbed access to sales and service modules makes for easy navigation, and security is implemented at the field level across the package. But here again configuration is tedious: For every profile, for every module and for every page there's a different screen for setting the field-level permissions. Following this, a separate interface for data sharing was needed to set default permissions and customise access rules — again, for every module.
AdventNet should streamline this process by consolidating the settings into a quick-tick permissions grid. I would also like to see a "read only" option added, since data access is currently an all-or-nothing proposition. You either permit full read/write/delete access or deny all.
I was able to import existing records (CSV/XLS) and match my fields to Zoho's — but transforming the data en route is not possible. The record de-duplication utility also proved handy as there is no checking for duplicates on record entry.
My home page offered anticipated features such as a calendar and task menu, quick links to recent items, and customisable data views (both tabular and graphical). I would prefer to receive alerts for calendar items and events — another missing feature.
In all, the browser-based interface was adequate. I experienced some buggy interactions with the back button (attributable to AJAX calls), and though inline editing is available for many fields, the constant page updates required for most tasks would benefit from some smarter AJAX injection or an eventual Adobe AIR desktop client.
One-click conversion of leads made easy work of populating accounts, contacts and pipeline fields as sales opportunities advanced. Thanks to ample record-keeping slots, attachments, activities, e-mails and notes, as well as quotes, orders, invoices and service cases could all be tied to records.
I found workflow rules to be easy to set up, though they don't go beyond basic Boolean operators. AdventNet could learn from the graphical workflow designer in SageCRM, and from RightNow's tools to improve setup and breadth of workflow design. Nevertheless, I could create rules that assigned and advanced leads and cases on a per-user basis (if not yet groups) and I could create triggers that fired them when a record was created or changed.
Built-in forecasting supports quarterly planning and tracking with decent what-if scenarios. For the sake of clarity, I would like to see better separation between managers' forecasts and their direct reports.
On the service side, case workers will find good access to account data and a searchable solutions base, though a few improvements would be welcome here as well. It would be nice to be able to search the solutions repository directly from the Case tab, rather than having to navigate to another module. E-mailing directly from within a case would also be helpful. And for the sake of customer satisfaction, open cases should be sortable by date created or days aged and escalatable by time-based triggers.
Bells and whistles
I found reports and dashboards to be standard fare. The number of canned reports pales in comparison to what you'll find in Salesforce.com, but all can be customised on most any data point and shared or secured. Reports can be scheduled for e-mail delivery, and exported to an Excel or PDF file.
I was able to add the Flash-based dashboards to my home page tab, giving me a heads-up view at login and the ability to quickly drill down to underlying data.
Although Zoho CRM offers no offline or mobile edition, the optional Outlook plug-in adds buttons to sync local contacts, tasks, and calendar data with the hosted app. I was also able to push e-mails (with attachments under 1MB) to Zoho CRM and associate them to existing records.
Unfortunately, Zoho CRM failed to identify calendar conflicts, creating overlapping meetings during sync. Further, rather than associate an e-mail to a specific case, it only allowed lookup of contacts, not actual cases. Cases and leads could not be created from inside Outlook, and Outlook categories were not supported.
All told, Zoho CRM offers a surprisingly sophisticated set of features for the price, but those features don't match up with top solutions in the space, and they fall short of the needs of larger sales and service groups. AdventNet has some work to do before Zoho CRM will qualify as an enterprise player.
But if the folks at Salesforce.com needn't shake in their shoes just yet, they would be wise to keep an eye on fast-moving AdventNet. Even during the course of my evaluation, Zoho CRM benefited from a number of updates and changes, even sharing an API with select customers. Although the API contained a very limited set of REST-style methods with poor-to-no documentation, it is a sure sign the company has its sights set on loftier goals.
In the meantime, Zoho CRM Enterprise Edition can help small companies keep tabs on sales and service issues for a fraction of the cost of competitors. This solution is more than adequate for many SMBs. Just make certain you're satisfied with how the application maps to your requirements before you jump in.
Join the PC World newsletter!
Most Popular Reviews
- 1 Apple MacBook (early 2015) review: Almost a game changer
- 2 Microsoft Surface 3 Windows 8.1 tablet
- 3 HP Spectre x360 convertible laptop
- 4 Intel NUC Kit (NUC5i5RYH) Mini PC
- 5 Dell XPS 13 laptop (early 2015 model)
Join the PC World newsletter!
Best Deals on GoodGearGuide
Latest News Articles
- Presto finds an unlikely ally in Quickflix
- Treasurer, Joe Hockey, foreshadows "Netflix tax" in 2015 budget
- Microsoft tightens Windows 10's Secure Boot screws: Where does that leave Linux?
- Microsoft prepares Windows 10 for panoply of sensors
- Microsoft's Satya Nadella is picking March Madness winners better than Bing
GGG Evaluation Team
First impression on unpacking the Q702 test unit was the solid feel and clean, minimalist styling.
For work use, Microsoft Word and Excel programs pre-installed on the device are adequate for preparing short documents.
The Fujitsu LifeBook UH574 allowed for great mobility without being obnoxiously heavy or clunky. Its twelve hours of battery life did not disappoint.
The screen was particularly good. It is bright and visible from most angles, however heat is an issue, particularly around the Windows button on the front, and on the back where the battery housing is located.
My first impression after unboxing the Q702 is that it is a nice looking unit. Styling is somewhat minimalist but very effective. The tablet part, once detached, has a nice weight, and no buttons or switches are located in awkward or intrusive positions.
- FTDigital Marketing Executive | GamingNSW
- FTSenior Digital B2B Sales Manager | Household BrandNSW
- FTSenior SQL DBANSW
- FTSMB Direct Sales Account Executive | Largest Global Online MarketplaceNSW
- FTSENIOR FORMS ANALYST (13767)QLD
- FTSenior Sales Executive X 3 World Leading Music Streaming PlatformNSW
- CCMobile Designer / Developer - IOSNSW
- FTKey Account ManagerNSW
- CCMobile Designer / Developer - IOSNSW