Key insights

• Webinar and Partner Insights

  • 📹 Usage of Zoom webinars over Zoho due to recording quality concerns and industry-specific templates.
  • 🤝 Introduction to Zenata as a premium Zoho-exclusive partner.
  • 🌐 Information about event details, webinars, and integration with RingCentral.

• Bundle Comparison

  • 👥 Adding users to Zoho applications requires specific role, profile, and department access setup.
  • 💵 Comparison of pricing between Zoho One and CRM Plus for cost optimization.
  • 🎯 Choosing the right bundle based on organizational needs to optimize costs.

• User Experience

  • 📲 CRM Plus sidebar for quick navigation between applications, recent items unique to CRM Plus, and favorites for easy access.
  • ⚙️ Settings access and configuration of organization info, application management, user management, and subscription details.

• Comprehensive Suite

  • 🔍 Includes Zoho Desk for customer support, Zoho Projects for project management, and Zoho Analytics for reporting.
  • 💰 Pricing is $57 per user per month if billed annually and $69 per user per month if billed monthly.
  • 🖥️ Seamless upgrade to CRM Plus without losing data.

• Marketing and Support Apps

  • 🤝 Integrated apps for marketing and customer support include Zoho Social, Survey, Forms, Sales IQ, and Desk.
  • 📊 Zoho Survey enables sending surveys integrated with CRM data and reporting.
  • 🎫 Zoho Desk provides a ticket system for handling inbound support inquiries and a knowledge base.

• Application Suite

  • 📦 Includes Zoho Inbox, Zoho Campaigns, Marketing Automation, and Zoho Social.
  • 📱 Zoho Social provides comprehensive social media management.
  • 🔨 Zoho Inbox is being reworked and not frequently updated but has potential for inbox management.

• Zoho CRM Plus Overview

  • 💼 Zoho CRM Plus is a bundle of applications focused on sales with affordable monthly pricing.
  • 📈 Zoho CRM serves as the central hub for lead capture, pipeline management, account tracking, and automation.
  • 📧 Zoho SalesInbox organizes emails based on CRM interactions and can be integrated with various email clients.

Q&A

• Where can I find resources and webinars related to Zoho CRM Plus?

  Resources, articles, guides, videos, and information about upcoming webinars related to Zoho CRM Plus can be found on platforms like Sonata.com and are valuable for understanding and optimizing the use of Zoho's applications.

• Are there any industry-specific features or partnerships related to Zoho CRM Plus?

  Zoho CRM Plus offers industry-specific templates and has strategic partnerships with exclusive Zoho partners like Zenata, providing expertise and guidance in utilizing Zoho's suite of applications.

• How does Zoho CRM Plus integrate with other platforms?

  Zoho CRM Plus has integrations with platforms like RingCentral, QuickBooks, and global team location considerations for enhanced functionality and seamless operations.

• What are the differences between Zoho One and CRM Plus?

  Zoho One and CRM Plus have different user count considerations, cost-benefit analyses, and application bundles. It's important to choose the right bundle based on an organization's needs for optimized costs and functionality.

• How can users be added to Zoho CRM Plus applications?

  Adding users to different Zoho applications requires setting up roles, profiles, and department access for each application, and it's essential to choose the right bundle, whether Zoho One or CRM Plus, based on the organization's needs and cost optimization.

• What are the navigation features and settings in Zoho CRM Plus?

  The CRM Plus sidebar provides quick navigation between applications, recent items are unique to CRM Plus, favorites make it easy to access frequently used pages, and settings can be accessed via the cog icon for organization, application, user management, and subscription details configuration.

• How is Zoho CRM Plus priced?

  Zoho CRM Plus is priced at $57 per user per month if billed annually, and $69 per user per month if billed monthly. It provides enterprise editions of the standalone applications, and users can seamlessly upgrade to CRM Plus without losing data.

• What apps are included in Zoho CRM Plus?

  Zoho CRM Plus includes Zoho Inbox, Zoho Campaigns, Marketing Automation, Zoho Social, Zoho Survey, Zoho Forms, Zoho Sales IQ, Zoho Desk, Zoho Projects, and Zoho Analytics, offering various integrated apps for marketing, customer support, and reporting purposes.

• What are the key features of Zoho CRM Plus?

  Zoho CRM serves as the central hub for lead capture, pipeline management, account tracking, and automation. Zoho SalesInbox organizes emails based on CRM interactions and can be integrated with various email clients. The suite also includes sales and marketing applications, customer support tools, and analytics.

• What is Zoho CRM Plus?

  Zoho CRM Plus is a bundle of applications focused on sales, offering a suite of apps that integrates with Zoho CRM, providing email organization, integration, and automation features. It includes sales, marketing, customer support, and analytics tools.

• 00:10 Zoho CRM Plus is a bundle of applications focused on sales, with a monthly pricing of $57/user if paid annually. It offers a suite of apps that integrates with Zoho CRM and provides email organization, integration, and automation features. The sales module, Zoho CRM, serves as the central hub for lead capture, pipeline management, account tracking, and automation. Zoho SalesInbox organizes emails based on CRM interactions and can be integrated with various email clients. The suite also includes sales and marketing applications, along with customer support and analytics tools.
• 06:02 Zoho CRM Plus includes different apps such as Zoho Inbox, Zoho Campaigns, Marketing Automation, and Zoho Social. Zoho Inbox is under improvement, Zoho Campaigns and Marketing Automation are being integrated, and Zoho Social provides comprehensive social media management.
• 11:57 Zoho offers various integrated apps for marketing and customer support, such as Zoho Social, Zoho Survey, Zoho Forms, Zoho Sales IQ, and Zoho Desk. These apps provide features like integrated surveys, web engagement, live chat, visitor tracking, and a ticket system for inbound support inquiries.
• 18:23 Zoho CRM Plus offers a comprehensive suite of applications including Zoho Desk for customer support, Zoho Projects for project management, Zoho Analytics for reporting, and more. The pricing is $57 per user per month if billed annually, and $69 per user per month if billed monthly. It provides enterprise editions of the standalone applications, and users can seamlessly upgrade to CRM Plus without losing data.
• 24:48 The CRM Plus sidebar provides quick navigation between applications, recent items are unique to CRM Plus, favorites make it easy to access frequently used pages, settings can be accessed via the cog icon, organization info, application management, user management, and subscription details can be configured in the settings.
• 30:30 A walkthrough of adding users to different applications within the Zoho suite and comparison of pricing between Zoho One and CRM Plus. The importance of choosing the right bundle based on the organization's needs.
• 35:51 Discussion about using Zoho One, CRM Plus, and webinars, including the decision to use Zoom over Zoho for webinars due to recording quality issues and the possibility of setting up a call for new clients. Also, insight into industry-specific templates and the identity of Zenata as a Zoho-exclusive partner.
• 41:46 Working with RingCentral as it integrates with Zoho, focusing on Zoho integrations, Zoho One vs CRM Plus user count consideration, event information on Sonata.com, upcoming September webinar on PageSense, Zoho CRM integration with QuickBooks, and global team location.