Zoho named Visionary in Gartner’s Magic Quadrant for CRM Lead Management 2020

gartner

Zoho is a Visionary in this Magic Quadrant; in the last iteration of this research, it was a Niche Player. Zoho offers more than 45 applications spanning CRM and ERP capabilities, five platforms and comes with a proprietary operating system. Its Zoho CRM products are broadly focused on offering a lead management solution with a unified data model to enable sales and marketing collaboration.

Its operations are geographically diversified and its clients tend to be B2B, the  majority of which have less than 250,000 lead records. Zoho’s roadmap includes AI technologies to enable marketers to improve their personalized marketing campaign strategies.

Strengths

■ Lead workflows: Marketers can assign leads based on geographic, round robin or skills criteria, in addition to online status or shift time. Zia — Zoho’s AI assistant — also suggests user assignments based on success of user with specific lead types, including industry and/or communication channel preference.

■ Reporting and analytics: Reporting capabilities include attribution metrics across all the channels. Sales, marketing and third-party data analytics can be combined and used in out-of-the box reports, such as distribution of lead by stage, lead sources based on stage and waterfall reports — with drill-down capabilities for each.

■ Market vision: Zoho has a strong go-to-market strategy, a robust ecosystem of implementation partners and a comprehensive roadmap for 2020. Roadmap plans include AI capabilities to recommend products based on previous purchase patterns and a prediction builder to predict lead conversion.

In case you are a business owner – reading these lines for the very first time and you’ve got some questions you’d like to address with us at Tamayo, please do not hesitate! Contact us and we shall see to it all of your questions get answered!

Published in August 2020

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