Zoho CRM Plus vs Satmetrix

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Our analysts compared Zoho CRM Plus vs Satmetrix based on data from our 400+ point analysis of Customer Experience Software, user reviews and our own crowdsourced data from our free software selection platform.

Satmetrix Software Tool

Product Basics

Zoho CRM Plus is a unified engagement platform that assists businesses with creating and delivering personalized interactions across all stages of a customer’s life cycle. It primarily caters to customer-facing teams. Along with Zoho CRM’s sales and marketing automation capabilities, it offers modules like visitor tracking, help desk, project collaboration, social media management, customer surveys and an AI-powered live chat assistant Zia.

Access to a holistic customer view in a centralized location enables sales, marketing and support personnel to act contextually, manage conversations and stay notified in real time. It also comes with the Zoho CRM Enterprise edition.
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Satmetrix is an online platform that helps organizations gather feedback and analyze customer interactions for optimized engagement. Omnichannel support allows users to capture customer journeys across several touchpoints.

Text and speech analytics enable agents to take preemptive actions against negative sentiments. Other capabilities include closed-loop action, journey mapping and Net Promoter Score (NPS).
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Product Assistance

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24/7 Live Support
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Product Insights

  • Boost Productivity: Optimize day-to-day business processes across all departments via tools like task management, time tracking and visual reports. 
  • Unified interface: Bring together capabilities like live chat, customer support, marketing automation and project management in a centralized location. 
  • Speedy Implementation: Large enterprises can avail of consulting and professional services to map out business-specific implementation needs.  
  • Build a Custom System: Choose from almost 450 extensions and add-ons from the marketplace. Drag and drop modules based on business requirements. Extend capabilities through extensive APIs and mobile and web SDKs. 
  • Deliver Instant Assistance: Provide website visitors with what they are looking for with Google AdWords and live chat. 
  • Foster Healthy Competition: Motivate teams through gamification. Create games on custom KPIs. Award trophies and badges to winners of every contest. Display trophies and points won via achievements panels. 
  • Personalize Sales Pitches: Sales reps can make relevant pitches by viewing which ads customers clicked or keywords they searched.  
  • Quickly Find Relevant Emails: Reduce time spent sifting through messages to find a specific email. Organize all incoming messages based on priorities with intelligent segmentation. Categorize emails according to deal stages like prospecting, qualification, proposal and closing. 
  • Create Effective Campaigns: Design and send creative, relevant messages through A/B testing, email automation and pre-designed templates. 
  • Establish a Strong Social Media Presence: Interact with customers on Facebook, Twitter, Instagram and LinkedIn. Turn social media channels into a listening engine through a monitoring dashboard. 
  • Access Built-in Reports: Provides more than 100 pre-installed, customizable reports and dashboards. 
  • Resolve Issues Quickly: Close the loop effectively on customers’ preferred channel. Users can find answers themselves through a knowledge base. Use Zia to gain customer insights. 
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  • Reduce Customer Churn: Rectify product, process and behavioral issues using AI-based analytical modules. Identify negative sentiments, blind spots and churn risks. 
  • Measure Customer Satisfaction: Optimize data gathering through real-time, personalized, contextual and conversational surveys. 
  • Improve CX Strategies: Determine if customer decisions align with an organization’s financial objectives through customer experience impact assessment (CXIA). Provides custom consulting for KPI target setting and ROI analysis. 
  • Optimize Business Processes: Streamline product, marketing and sales tasks by accessing the feedback repository. Gather structured and unstructured customer insights through omnichannel feedback collection forms. 
  • Avoid Expensive Repeat Calls: Agents and service teams can preemptively close the loop using role-based dashboards. 
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  • Omnichannel Communication: Reach customers via multiple mediums like phone, emails, live chat, surveys and social media. 
    • Emails: Use contextual data from leads and customer records to send targeted emails and campaigns. Send messages based on customer activities pre and post-sale. 
    • Social Media: Connect with leads and post campaigns on social media channels. 
    • Phone: Make, receive, transfer and record calls within the system. 
    • Offline: Update customer records, view nearby prospects, scan business cards and send email campaigns on the go. 
  • Support Management: Contextually respond to customer tickets by pulling data from all channels. Enhance customer support via canned responses and a knowledge base. 
  • Collaboration: Sales, marketing and support teams can communicate deliverables, share status updates and discuss projects in a centralized location.  
    •  Provides access to a shareable customer database. 
    •  Ensures teams stay on track with capabilities like milestone tracking, tasks lists, calendars, forums and reporting. 
    •  Receive notifications for upcoming meetings, pending tasks and assigned support tickets to stay in the loop. 
    •  Tag team members in documents and presentations. 
    •  Create group chats and interact through emojis, GIFs and images. 
  • AI: Derive trends and insights across customer touchpoints. 
    • Sales Insights: AI-powered chat assistant Zia provides sales reps with information like the best time to contact leads, win probability of deals according to selling patterns and suggestions to automate recurring tasks. 
    • Reporting: Create personalized reports and custom metrics without code. Connect information from disparate sources into a centralized database. Import data from several file formats, URL feeds, cloud drives and spreadsheets. 
    • Visitor Tracking: Get perspective on website visitors in real time. Track activities and categorize visitors based on variables like location, interactions, number of visits, referral sources and more. Learn who’s a lead, what campaigns they clicked on and the busiest time for customer support. 
    • Sales Forecasting: Predict sales revenue by breaking down the performance of individual sales reps, teams and territories. Compare the previous year’s sales with the current one. Identify top scorers according to region and hierarchy. 
  • Dashboards: Create custom dashboards to highlight sales goals and track team progress. Set different KPIs and targets. Get a comprehensive view of sales activities and break them down by reps or teams. Visualize performance via progress bars. 
  • Real-Time Updates: Receive updates when prospects and customers open emails, visit websites, send messages or tag on social media. Monitor all customer activities within the system and from third-party apps. Reply with context by accessing past interactions from the panel. 
  • Campaign Analytics: Analyze campaigns across several channels. Track campaign performance and compare it with industry metrics. 
    • Social Media Analytics: Identify the best time to publish content for optimum engagement. Monitor positive and negative comments, tweets and posts. 
    • Email Analytics: Monitor spam complaints and bounce rates. Pinpoint subscribers’ geo-locations and devices.  
    • Campaign Reports: Receive real-time updates on open and click rates of top-performing campaigns.  
  • Surveys: Create personalized surveys like CSAT and NPS using templates. Embed them into websites and email campaigns. 
  • Automation: Automatically assign tickets, set priority and escalate them according to SLAs. Assign leads and send alerts for tasks via workflow automation. Set autoresponders and trigger emails based on customer activities.  
  • Mobile App: Access customer information, log leads, view marketing insights and more on the road. Connect with different apps like Zoho CRM, Zoho Surveys, Zoho Reports, Zoho Projects, Zoho Campaigns and more.  
  • Administration Panel: Add new user accounts and assign roles and permissions via a centralized admin panel. 
  • Integrations: Access in-house and third-party integrations.  
    • Internal Integrations: Connect with Zoho PhoneBridge, Zoho Cliq, Zoho Desk, Zoho Flow, Zoho Assists, Zoho Analytics and more. 
    • External Integrations: Integrate with Salesforce, SurveyMonkey, Shopify, MailChimp, PayPal, Slack and more.  
    • Google Integrations: Integrate with Google Analytics to monitor website activities and traffic-generating links. Identify keywords that bring in leads via Google AdWords. Use Google Ads to see revenue generated by online ad campaigns. 
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  • Omnichannel: Streamline data collection across multiple customer touchpoints and channels. 
    • Direct Feedback: Send surveys via email, IVR, in-app, website and comment cards. 
    • Indirect Feedback: Gather insights from service call recordings, agent notes, social media, chat transcripts and emails. 
    • Operational Feedback: Collect data through contact centers and customer profiles. 
  • Customer Journey Maps: Gain macro and micro-level insights into a customer’s journey. Identify trends, potential bottlenecks and pain points with heatmaps and other visualization tools.  
  • Analytics: Understand customer sentiment, recover at-risk clients and optimize agent performance with text and speech analytics. 
    •  Mine textual and audio-based interactions in multiple languages via Neural Phonetic Speech Analytics. 
    •  Automatically categorize text and display topics by duration, volume and emotions on dashboards. 
  • Action Management: Agents can resolve customer issues before they escalate through automated, role-specific actions. Receive real-time alerts based on predetermined triggers like ratings, words or actions. 
  • Feedback Management: Meet customers at their preferred mode of communication. Unify feedback received from multiple channels and touchpoints. Store customer interactions in the contact center. 
  • Net Promoter Score (NPS): Measure customer satisfaction and loyalty. Compare performance by accessing competitors’ key KPIs. Use intuitive filters and reports to review an industry’s or certain organizations’ NPS performance. 
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Product Ranking

#90

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Customer Experience Software

#99

among all
Customer Experience Software

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Analyst Rating Summary

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Customer and Contacts Management
Platform Capabilities
Integrations and Extensibility
Mobile Capabilities
Dashboards and Reporting
Dashboards and Reporting
Feedback Channels

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Zoho CRM Plus
Satmetrix
+ Add Product + Add Product
AI-Based Capabilities Customer And Contacts Management Dashboards And Reporting Feedback Channels Mobile Capabilities Platform Capabilities Survey Management 79 100 86 78 88 96 82 69 81 100 89 50 61 54 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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Awards

SelectHub research analysts have evaluated Zoho CRM Plus and concluded it earns best-in-class honors for Customer and Contacts Management and Platform Capabilities.

Customer and Contacts Management Award
Platform Capabilities Award

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Synopsis of User Ratings and Reviews

Easy to Use: Zoho CRM Plus has a user-friendly interface that makes it simple for businesses to manage their customer relationships without a steep learning curve. The platform's intuitive design and navigation allow users to quickly find the information they need and complete tasks efficiently.
Affordable: Zoho CRM Plus offers competitive pricing plans that cater to businesses of all sizes. The platform's cost-effectiveness makes it an attractive option for small and medium-sized businesses looking for a comprehensive CRM solution without breaking the bank.
Feature-Rich: Zoho CRM Plus provides a wide range of features that cover various aspects of customer relationship management, including sales force automation, marketing automation, customer support, and inventory management. This comprehensive suite of tools allows businesses to streamline their operations and improve efficiency.
Reliable: Zoho CRM Plus is a reliable platform that offers high uptime and data security. Businesses can trust that their customer data is safe and accessible when they need it.
Excellent Customer Support: Zoho CRM Plus provides excellent customer support to help businesses get the most out of the platform. The support team is responsive and knowledgeable, and they offer a variety of resources, including online documentation, tutorials, and live chat.
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Actionable Insights: Users praise Satmetrix for delivering clear, actionable insights from customer feedback, enabling them to pinpoint areas for improvement and enhance customer satisfaction.
User-Friendly Interface: Satmetrix is lauded for its intuitive and easy-to-navigate interface, making it simple for users to collect, analyze, and act on customer feedback without extensive training.
Robust Reporting: Users appreciate the comprehensive reporting capabilities of Satmetrix, allowing them to generate visually appealing and informative reports to share with stakeholders and track progress over time.
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Steep Learning Curve: Zoho CRM Plus can be overwhelming for new users due to its extensive features and complex interface. The learning process can be time-consuming, requiring significant investment in training and onboarding.
Customization Challenges: While Zoho CRM Plus offers customization options, they can be intricate and may necessitate technical expertise. Users might encounter difficulties tailoring the platform to their specific workflows and requirements.
Mobile App Limitations: The mobile app version of Zoho CRM Plus may have limited functionality compared to the web-based platform. Users who rely heavily on mobile access could find the app's capabilities restrictive.
Reporting Complexity: Generating reports in Zoho CRM Plus can be complex, especially for users unfamiliar with reporting tools. Building customized reports might require advanced knowledge and effort.
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Difficult to Use: Some users find the platform difficult to navigate and use, particularly when it comes to reporting and analytics. They desire a more user-friendly interface.
Limited Customization: Users express frustration with the limited customization options available for surveys and reports. They want more flexibility to tailor the platform to their specific needs.
Integration Challenges: Integrating Satmetrix with other business systems can be challenging, leading to data silos and workflow inefficiencies. Users seek smoother integrations with commonly used CRM and marketing automation platforms.
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Over the past year, Zoho CRM Plus has garnered attention for its comprehensive suite designed to enhance customer experience management. Users have lauded its all-in-one platform, which integrates sales, marketing, and customer support functionalities, allowing businesses to streamline their operations and foster better customer relationships. A standout feature, according to reviews, is its AI assistant, Zia, which offers predictive analytics and automation capabilities, setting Zoho CRM Plus apart from competitors like Salesforce and HubSpot. This AI-driven insight helps businesses anticipate customer needs and personalize interactions, a critical differentiator in today's market. However, some users have pointed out weaknesses, particularly regarding the learning curve associated with its plethora of features and the occasional sluggishness of customer support. Despite these challenges, the platform's affordability compared to its counterparts, without compromising on functionality, is frequently highlighted as a significant advantage. For instance, small to medium-sized businesses benefit from its cost-effectiveness, receiving a robust CRM solution without the hefty price tag often associated with similar platforms. Zoho CRM Plus is most suited for businesses looking for a comprehensive, integrated solution to manage their customer experience end-to-end. Its unique blend of affordability, AI capabilities, and an extensive suite of features makes it particularly appealing to small and medium-sized enterprises (SMEs) aiming to scale their operations and enhance customer engagement without breaking the bank. The platform's ability to provide a 360-degree view of the customer journey, coupled with predictive analytics, positions it as a valuable tool for businesses focused on proactive customer relationship management and personalized marketing strategies.

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User reviews from the last year paint a mixed picture. While Satmetrix is generally praised for its ease of use and comprehensive features, some users have expressed concerns about its cost and occasional difficulty to use. Users often highlight Satmetrix's strength in collecting and analyzing customer feedback, particularly its survey tool and reporting capabilities. They appreciate the platform's ability to provide a holistic view of the customer journey, enabling them to identify pain points and areas for improvement. However, some users find the platform's pricing to be a significant barrier, especially for smaller businesses. Additionally, while many users find Satmetrix easy to use, some have reported a steep learning curve for certain features. Satmetrix differentiates itself through its robust scoring tool, which allows businesses to track their progress in improving customer experience. This feature is particularly valuable for businesses that are serious about measuring and improving customer satisfaction. Overall, Satmetrix seems best suited for medium to large businesses that prioritize customer experience and have the budget to invest in a comprehensive solution. Smaller businesses or those with limited resources might find the platform's cost prohibitive. It's important to note that Satmetrix was acquired by NICE Systems in 2017, so it's essential to check for the most up-to-date information on the product and its availability.

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