PG Forsta HX Platform vs. Zoho CRM Plus

There are several new enhancements and features being added to the product on a regular basis, whether its new reporting tools, survey question types or something else, the products are always improving. They are also proactive when it comes to communicating issues, platform changes, downtimes (rare) which I have not seen from other vendors too often. Aside from the product which just works, the support team has to be one of their best assets in my opinion. Their support team know the product inside and out and can provide some creative solutions to achieve your goals. They are always available and offer 24x7 services for free which in many other companies is only available as an add-on cost for premium support.

Incentivized

Starting with campaigns, once we send the campaign out, prospects who open it are moved into the sales funnel; the sales team then calls or emails the prospect. Our VOIP works in conjunction with Zoho CRM Plus, so phone calls are logged into the contact. And generates another call, letter, or appointment with the client on the Zoho calendar. Emails are sent through Gmail since Zoho CRM Plus does not work with Gmail. The client's email must be copied and pasted into Gmail. (responses are tracked in the Zoho CRM Plus). Once the sales team meets with the client and starts the process, it turns into an "opportunity" where all stages in the sale are tracked. We mail merge the contact info to the correct letter template, then download it into "Word," where the letter is proofed and corrected as necessary (Zoho merge does not allow you to work in "Word" 2019). When finalized, it is then uploaded back into Zoho CRM Plus under the Opportunity. The sale then continues through the process, and once signed off on, all the details of the job are logged into the Zoho CRM Plus. When the job is completed and closed out, Zoho CRM Plus automatically sends the client a thank you email. The client will then can biannual automatic emails reminding them to set up their bi-annual inspection.

• This is one of the few survey programs that let's you do almost anything you can imagine - complex logic, showcasing concept designs/videos, cluster analysis are a few of the uses we got out of this program.
• Comprehensive data analysis and reporting options allowed us to fill just about any client request.
• Good tech support - never had an issue there.

Incentivized

• I use Zoho Social the most. There is a feature called "Bulk Scheduler". By uploading a spreadsheet with a number of posts I can schedule out up to 300 social posts to our Facebook, LinkedIn, Twitter, and Google accounts at once. Then on the specified day and time, the posts go live. I typically only do a couple of weeks at a time so that I can keep the posts relevant to topics we are concerned with.
• Pemco sells surgical instruments to hospitals. The end users are the surgeons. Surgeons may have privileges at multiple hospitals. In order for us to accurately reflect the information about our doctors and hospitals, Zoho CRM Plus has a "many-to-many" feature. This allows doctors to be associated with multiple hospitals, and hospitals to have many doctors associated.
• I use the territory management feature to track sales by representatives. This is also a feature unique to Zoho CRM Plus. This helps us track commissions for the reps.

• The ability to repeat the same data export with the options you selected the first time would be good. There are a lot of options available for data exports and it can be challenging to remember exactly which options you picked should you want to put out the same options as a previous export.
• Continue to improve functionality and speed. You are already the leader in my book. Don't fall behind. :)
• Create more "Ready to use" questions like the Carousel for grid questions.

• I think that Outlook integration with Zoho CRM is horrible. You have no control over where the emails get attached and IMAP does not always work as it should. One reason we are considering leaving the platform.
• Having all emails show up on an account vs having to go to each contact would be great. It used to do this but no longer with IMAP.

Incentivized

From my point of view Confirmit has been a key tool in our organization. Without it we can't deliver what we do at this moment. Confirmit has proved that is a reliable, stable and easy to use tool. The few issues we found (as far as I know) were sent to Confirmit support team and fix them. Patching the product has been done faster and without large downtime of the product

Confirmit is a very technical tool, it takes time for someone to get used to the interface, even when it could definitely be more intuitive or user friendly, this is part of Confirmit's strenghts that makes it one of the most robust data collection technologies out there.

I personally started off as a CRM novice. But in a matter of 2 months, I was writing my own custom workflows, playing with modules and fields, and training my sales and operations teams to manage leads and accounts. Simply put, the system is intuitive after a brief introduction. The level of customization is staggering until you change your mindset. Zoho CRM Plus excels where you're able to attack your goals as problems already solved in the platform — you just need to locate the feature to make what you want to happen... happen! I equate it to the Adobe Creative Suite. You don't pick the fun filter before you lay out what exactly you want to draw. With that mindset intact, you can dial in the system to meet your and your team's needs based on your proposed SOLUTIONS, not just leaning heavily into a single feature to "force" some ROI.

Incentivized

The support team is responsive and I can tell that they are actually trying to help get to the heart of the issues before making us try every possible solution available. They ask the right questions and test things before coming back to us with proposals. I like the support team at Confirmit.

Incentivized

Every account representative I have worked with has been extremely helpful and nice. You can tell the account reps and support staff truly care about the product and want to provide you with the resources that you need. The response time is also fast for support inquiries and that has been a massive help for us.

Incentivized

Should let the professionals handle implementation, don't have only the operations team at your company do it.

Incentivized

While I was not responsible for the decision to utilize Confirmit I am certainly glad to be using it instead of Dimensions. The interface, coding language, and flexibility of Confirmit are all superior to Dimensions in my opinion. I only programmed average complexity surveys in Dimensions so it is possible that there is some feature or flexibility that I did not get to experience but from my use, Confirmit definitely comes out on top.

Incentivized

Zoho CRM is very customizable but compared to Salesforce it is a lot more buggy. Support is lacking but you get what you pay for. Overall we are happy but only because we are not paying a fortune!

• Confirmit has shown a great employee efficiency, the users can work by themselves on it faster than expected.
• It provides a lot of services for the different areas of the company, so we don't have to spend additional money of many different platforms.

• Cut down our CRM costs by 50% + without losing any functionality that we needed.
• Helped us increase our win percentages by helping us following our unique sales and marketing processes. (doubled sales bookings up until COVID and then still grew 10% in the COVID year)
• Helped us in managing our partnering programs.