Disclaimer: We sometimes use affiliate links in our content, meaning, at no additional cost to you, we will earn a commission if you click through and make a purchase. For more information, visit our Disclaimer Page.
Salesforce and Zoho are both CRM (Customer Relationship Management) software programs that offer a lot of the same features. They are both popular choices for businesses, but which one is the best option for your company?
This blog post will compare and contrast Salesforce and Zoho to help you decide which program is right for you.
We will look at the pros and cons of each program and the costs involved. By the end of this post, you should have a good idea of which CRM software is right for your business.
What is Zoho?
Zoho was an Indian CRM software company that was founded in 1996. It offers sales automation, marketing automation, lead management features, customer support and service, and project management. It is popular among businesses, and it can be an excellent option for your company if you are looking for an affordable CRM solution.
One of the biggest benefits of using Zoho is its price tag. Zoho is much more affordable than Salesforce, and it offers many of the same features. This can be a great option for businesses on a tight budget.
Zoho also has a user-friendly interface, making it easy to learn and use. As a result, it is perfect for businesses new to CRM software or those who don’t have much time to invest in learning a new program.
Related: Zoho CRM Review
What is Salesforce?
Salesforce is an American cloud-based software company headquartered in San Francisco, California. They were founded in 1999 and have been one of the first software as a service (SaaS) vendors. It offers a variety of features to help businesses manage their customer relationships.
It includes sales, marketing, customer service tools, and a customizable interface that allows businesses to tailor the software to their specific needs. Salesforce also offers a wide range of integrations with other software programs, making it a versatile option for businesses of all sizes.
Zoho vs Salesforce CRM: Pricing
Both Zoho and Salesforce offer a wide variety of pricing plans to fit businesses of all sizes.
Zoho Pricing:
Zoho CRM offers five pricing plans, a free subscription for small firms with three or fewer users, which is adequate. The Standard plan costs $12 per user per month. The Professional plan is $20 per user per month. The Enterprise version is $35 for each user per month,
Salesforce Pricing:
On the other hand, Salesforce’s sales cloud entry-level Essentials plan costs $25 for each user per month, the Professional package is $75 per user per month, and the Enterprise edition costs $150 per user. In addition, the Unlimited Choice version is available for $300 a month.
Zoho vs Salesforce: Ease of Use
Zoho and Salesforce offer a range of features to help businesses manage their operations. However, when it comes to ease of use, Zoho is the clear winner.
Salesforce can be pretty complex, with many features that all businesses may not need. In contrast, Zoho is straightforward to use, with modules that can be customized to meet the specific needs of each company. This makes Zoho a better choice for small businesses who are just starting and businesses that want a simple, easy-to-use CRM system.
Zoho and Salesforce offer a wide range of customization options that allow business managers to personalize their experience according to their needs. Zoho provides a more intuitive and customizable UI with drag-and-drop capabilities and convenient mobile editing tools.
Salesforce’s CRM platform is somewhat more complex and requires some technical expertise. Still, it also has several built-in customization apps, such as workflow automation (so you can automate processes without writing any code) and content management (so you can create new tabs or sections within your app).
Salesforce Designer allows us to customize the interface for our users by customizing which features they see & don’t see, dragging and dropping fields into places where we need them, etc. In addition, a user-friendly GUI makes it easy for non-developers to customize their instances.
Zoho vs Salesforce: Contact Management
Contact management is an essential part of any CRM software. Both Zoho and Salesforce make it easy to add and manage your contacts, including the ability to create custom fields for each contact.
However, in addition to the standard fields included in both platforms, Zoho also offers additional areas such as Social Profile, Company Size, and Industry. This gives you more information about your contacts to better target them with your marketing efforts.
Salesforce does offer some custom fields, but they are limited compared to what Zoho offers. In addition, Salesforce does not include social media profiles as part of its contact management features.
Zoho vs Salesforce: Reporting
Reporting is another important consideration when choosing CRM software. Both Zoho and Salesforce offer a variety of reports, but there are some differences between the two platforms.
Zoho’s reports are more customizable than Salesforce’s, giving you more control over what data is included in each report and how it is formatted. In addition, Zoho offers more report types than Salesforce does, including a detailed activity report and an invoice aging report.
Salesforce’s reports are easier to use than Zoho’s, but they are not as customizable. In addition, the number of reports available in Salesforce is limited compared to what is available in Zoho CRM.
Zoho vs Salesforce: Collaboration
Both Zoho and Salesforce CRM offer ways for teams to collaborate on sales projects. For example, with Zoho, you can share contacts, leads, and opportunities with other users in your team, so everyone has access to the same information.
In addition, you can create discussion forums for each lead or opportunity so team members can discuss potential next steps. This is a great way to get input from different team members and develop the best possible action plan.
Salesforce also allows you to share contacts, leads, and opportunities with other users on your team. However, Salesforce does not offer discussion forums for each lead or opportunity.
Instead, Salesforce offers Chatter, a social networking tool that lets you post updates, comments, and files about your sales projects. This is a great way to get feedback from other team members, but it’s not as efficient as discussion forums for getting input from different team members.
Zoho CRM vs Salesforce: Integrations
Salesforce and Zoho both offer strong integration capabilities. Zoho offers more than 150 integrations with other software solutions, including popular ones like Google Apps, QuickBooks, and MailChimp. In addition, Zoho has its app marketplace where you can find even more integrations.
On the other hand, Salesforce only offers a handful of integrations with other software solutions. However, Salesforce does have its app store where you can find additional integrations.
Zoho vs Salesforce: Mobile Apps
Both Zoho and Salesforce offer mobile apps that let you access your CRM data from your phone or tablet. For example, you can view your contacts, leads, and opportunities; add new records, and edit existing documents.
In addition, you can use the app to collaborate with other team members by sharing files and leaving comments on discussion forums. Finally, the Salesforce app lets you view your contacts, leads, and opportunities; add new records, and edit existing records.
Zoho vs Salesforce: Automation
Salesforce offers a robust automation tool called Salesforce Marketing Cloud to help you manage your salesforce sales cloud process and tasks. You can use the automation tool to create workflows and triggers to automate your sales process.
Zoho also offers a powerful automation tool that can help you manage your sales process and tasks. With Zoho’s automation tool, you can create workflows and triggers to automate your sales process. You can also use Zoho’s sales tools to automate marketing tasks, such as sending email campaigns, creating leads, and tracking conversions.
Zoho offers several different automation tools, including Zoho Campaigns for marketing automation, Zoho Desk for Helpdesk automation, and Zoho Creator for project management. Unfortunately, Salesforce’s automation tool is not as robust as Zoho’s offering because it does just sales process management.
However, it can help you manage the most critical parts of your sales process. With that being said, if you are looking for a company that provides more than just sales automation software, then Zoho is the obvious choice.
While both companies offer an outstanding way to automate your sales process regarding features and ease of use, Zoho takes the cake when talking about all their other platforms/services, which gives them much more than just sales automation.
Related: VBOUT Review: Top Ranked Marketing Automation Platform
Zoho vs Salesforce: Customer Support
Customer support is an important consideration when choosing between CRM tools. For example, Zoho and Salesforce both offer phone, email, and live chat support.
Zoho offers 24/7 support team availability through the website and lives online training sessions for new users. In addition to providing more online training sessions than Salesforce does, Zoho also makes the number of hours the session will last available before booking it so customers can make sure they have time in their schedule to attend them before signing up for one.
Salesforce’s customer support is also available through phone and chat. Salesforce also offers a great resource called the Success Community. This is an online community of users willing to help out other users with their questions.
Zoho vs Salesforce: Sales Funnel Analysis
Both CRM platforms make it easy to see where customers are dropping off at each stage of your sales funnel (also called the marketing cycle), allowing you to identify problem areas and make improvements where needed. Zoho CRM’s sales forecasting works for both leads and opportunities, whereas Salesforce only applies to opportunity stages.
However, in addition to seeing which customers are dropping off at each stage, you can also view the activities that led up to this point—like how many times they viewed your website or opened your newsletter. This gives you a complete picture of their customer journey so you can figure out who is ready to buy and why they’re not moving forward.
Zoho vs Salesforce: Time-Oriented Data
Both platforms offer most of their analytics data through either time or usage-based formats. However, most users report that Zoho CRM has better reporting options when analyzing historical trends over time within one specific object.
For example, Salesforce doesn’t allow you to compare metrics like views and clicks over the same period for two different objects (like “clicks” on a Lead object vs. “clicks” on an Opportunity object).
Zoho CRM’s analytical reports are also more flexible in terms of what you can view within the data—both at the individual record level as well as your overall records.
Zoho vs Salesforce: Instantaneous Data Tracking
One of the benefits of using CRM software is getting real-time updates on your sales figures. With Zoho and Salesforce, you can see how many leads you have, how many opportunities you’ve created, and how much revenue you’ve generated.
However, in addition to these standard reports, Zoho also offers custom reports that you can create yourself. This is a great way to get even more detailed information about your sales data so you can make better decisions about where to focus your efforts.
Salesforce also offers standard and custom reports, but it doesn’t provide the same level of customization as Zoho. In addition, Salesforce’s reporting features are not as user-friendly as Zoho’s.
Zoho vs Salesforce: Security and Access Control
Salesforce and Zoho both offer robust security measures, and they’re among the best platforms in terms of data protection. In addition, Salesforce’s Trust Platform allows users to build trust into apps through user authentication, integration with identity providers such as Facebook or LinkedIn, and multi-factor authentication.
It also offers 256-bit SSL encryption for all sensitive customer information (such as passwords) and compliance with ISO 27001 standards for managing customer information securely.
Zoho Vault helps users control important business information by giving administrators complete visibility into who can see what, where, and when across each department. In addition, this comprehensive platform makes it easy to set permissions based on roles and track activity (and even block specific IP addresses) once a security issue has been identified.
Salesforce offers an innovative third-party login service that allows you to use your existing credentials across all Salesforce business apps, including one-click sign-up for Facebook and Google users.
Related: Asana vs Monday
The Bottom Line
Zoho and Salesforce are robust CRM solutions with many features, but they come at different price points. If you’re looking for something that can handle your organization’s needs without breaking the bank, Zoho might be the perfect fit.
If budget isn’t an issue and you need full customization options in addition to top-notch customer service support, then go with Salesforce.
Your choice is entirely dependent on what your company needs! To help make this decision easier, we’ve created a handy chart comparing some of their most popular features side by side so you can see which solution may work best for your business. So select a CRM that fits your needs and start Optimizing Customer Relationships.
Thanks For Reading!
