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For businesses with complex sales processes, CRM platforms often require customization to meet specific needs, despite claims of high flexibility. Even market leaders like Salesforce encounter challenges in handling industry-specific demands, such as the intricate workflows of real estate. These limitations arise from the simplified data models that prioritize ease of use but lack the sophistication of ERP systems for managing complex custom workflows. Zoho CRM offers a compelling alternative by providing a highly customizable platform with an extensive suite of native tools and integrations. While its affordability and adaptability stand out, scaling with advanced customizations or integrating third-party apps can lead to increased costs, making it essential to evaluate how well Zoho CRM aligns with your industry’s unique requirements compared to other options in the market.

In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Zoho CRM’s capabilities. We covered many grounds, including where Zoho CRM might be a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of Zoho CRM.

Background Soundtrack: Away From You – Mauro Somm

For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.