Zoho outlook plugin cost manual#
Zoho outlook plugin cost full#
Zoho outlook plugin cost code#

E-mailing directly from within a case would also be helpful. 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. 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. For the sake of clarity, I would like to see better separation between managers' forecasts and their direct reports.

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.īuilt-in forecasting supports quarterly planning and tracking with decent what-if scenarios. AdventNet could learn from the graphical workflow designer in SageCRM, and from RightNow's tools to improve setup and breadth of workflow design. I found workflow rules to be easy to set up, though they don't go beyond basic Boolean operators. 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. One-click conversion of leads made easy work of populating accounts, contacts and pipeline fields as sales opportunities advanced. 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. In all, the browser-based interface was adequate. I would prefer to receive alerts for calendar items and events - another missing feature. 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). The record de-duplication utility also proved handy as there is no checking for duplicates on record entry. 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.

Zoho outlook plugin cost full#

You either permit full read/write/delete access or deny all. I would also like to see a 'read only' option added, since data access is currently an all-or-nothing proposition. Following this, a separate interface for data sharing was needed to set default permissions and customise access rules - again, for every module.ĪdventNet should streamline this process by consolidating the settings into a quick-tick permissions grid. 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. Tabbed access to sales and service modules makes for easy navigation, and security is implemented at the field level across the package. Because neither roles nor users can be created on the fly or added en masse, initial setup would be cumbersome for a large organisation.

Getting started with Zoho CRM involved setting up the roles within my company hierarchy and creating the users to match. 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. There is an Outlook plug-in for manually pulling e-mails into the system, but this is more kludge than well-integrated solution.įor companies looking to integrate CRM with other systems, the absence of an API makes Zoho a non-starter.

Zoho outlook plugin cost manual#

Zoho CRM also lacks support for inbound e-mail, which means that marketing campaigns will be an intensively manual process. The ability to automate escalation based on time-based triggers is also conspicuously absent. Rules-based task assignment is present, but hindered by the absence of queues, an essential feature for large sales and service teams.

Zoho outlook plugin cost code#

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). It lacks basic audit logs essential for tracking changes to records. Zoho CRM falls short of enterprise requirements in a number of ways. Ultimately, its features don't go far enough to meet the needs of larger organisations. But while Zoho CRM boasts a feature set that rivals some pricier solutions, it lacks the depth and polish of top-flight competitors. 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.