Today, we have entered a digitalized world where businesses are using customer relationship management software to manage their leads, sales, contacts, and marketing. CRM software is extensively used by companies to save time in managing their data work. Zoho and Salesforce CRM are two famous customer relationship management (CRM) software platforms known for their outstanding lead management features in the market. Zoho CRM has received widespread acclaim for its incredible value, low-cost automation capabilities, and simple feature operations. On the other hand, Salesforce wins the race when it comes to providing outstanding customer support, advanced analytics tools, and mobile applications.
Zoho CRM is not that complex and easy to use for beginners, whereas Salesforce may require dedicated IT experts to supervise and use for your company. When it comes to choosing between Salesforce and Zoho, you need to first evaluate your specific business CRM requirements: –
- Salesforce CRM- It is an ideal choice for those companies who have larger sales teams and need advanced reporting and analytics features.
- Zoho CRM- Small businesses are mainly looking for cost-effective yet powerful options that work well in managing sales opportunities. Zoho is an apt choice for it.
Zoho CRM and Salesforce Feature Comparison
Zoho CRM and Salesforce both have their own strengths and weaknesses. Here we are comparing both platforms on different factors that help you choose the right one for your business.
Both Zoho CRM and Salesforce CRM offer customization options for feature selection and changing the user interface. They have various tools used for information filtration in large contact lists and views of sales pipelines. The Zoho setup wizard is easy to deploy, but its interface is fairly intuitive for new users. There are several features available that can be overwhelming for anyone. On the other hand, Salesforce is a little complicated. It requires knowledge to use the tools, especially the advanced version.
Winner– With a slight margin, you can say Zoho CRM is a winner in terms of easy to use category. The easy usage of Zoho CRM tools and modules makes it stand out from the Salesforce CRM.
CRM software plays a vital role in any company and is considered one of the essential tools of the organization. It becomes important that it will provide you with the best customer support service. Salesforce CRM is backed by local support in the US as well as in other countries to provide round-the-clock customer service. They also have a huge network of third-party consultants.
If we talk about Zoho, it relies on peer-to-peer support and provides support options at an extra monthly price.
Winner– In this context, Salesforce edges Zoho mainly for two reasons. First, it provides online resources which are easy to use and has certification programs in CRM and sale-related subjects for users. Apart from this, it provides a 24/7 customer support system.
Both CRMs provide mobile applications but come with different capabilities. The Zoho CRM mobile app provides time management features such as maps, daily planners, etc. to keep you on track. With its mobile analytics functionality, users can view the current status of their sales pipeline and funnel. On the other hand, Salesforce allows users to edit documents, presentations, and spreadsheets through its mobile app. It lets you view and update all types of deals and records, manage tasks and documents with ease, and helps in organizing your customer cases.
Winner– Salesforce Mobile App is a winner in this category because it offers advanced functionality features as compared to Zoho.
Zoho and Salesforce both CRMs support various third-party applications. Currently, Zoho App Marketplace has around 1,000 integration business apps, marketing tools, document storage, and more. You can get most of the integrations at no cost like Dropbox, Office 360, G suite, and more. However, for its app plugins, you need to pay extra cost whereas some of the free versions also come with limited functionality.
Salesforce App Exchange, give you the freedom to implement over 3,000 pre-integrated apps to boost your performance in different areas including document management to sales automation. With Salesforce CRM, you can seamlessly integrate these apps as compared to Zoho. Salesforce is used in numerous industries like IT management, mortgage sales, healthcare, etc. because of its easy integration with platforms and outstanding integration capabilities.
Winner– Salesforce wins in this category because of its number of app support and seamless integration processes.
Workflow automation plays a key role in any business. It is one of the major benefits of using professional CRM software. Zoho CRM’s sales automation gives priority to the communication and follow-up with clients or leads. You can configure it to create new contacts after receiving any email from an unfamiliar email address. For creating workflows for other processes you need to buy its Enterprise or Ultimate editions.
Salesforce has Lightning Flow Automation tools that allow users to create processes to standardize and automate their CRM routines. Even, users can develop workflows to recommend every step to their sales team as they move through a deal. It also enables you to design self-service wizards for different tasks such as contact address updating so that your team can follow the productive company procedure.
Winner– Salesforce edges over Zoho because it has the great ability to automate different varieties of business and CRM processes that help in saving your sales team time on repetitive tasks.
Reporting & Analytics Tools
With CRM reporting features, you can track your sales activities including emails sent, calls places, etc. while monitoring sales productions in revenue closing deals. If we talk about Zoho and Salesforce, both CRMs provide customizable solutions to track your performance and seek new opportunities. Each of these CRM utilizes AI in terms of analyzing various aspects but the Salesforce Einstein tool performs outstandingly as compared to Zoho’s Zia.
Salesforce provides wide options for reporting through which you can make any combination of data points in the systems and analyze it for the latest trends or predictions. On the other hand, Zoho has limited scope for certain KPI and funnel measurements, as well as some of them, are not available until you will not take a subscription to the Enterprise plan.
Winner– Salesforce comes with an exclusive range of reporting capabilities and high-performance Einstein AI tools which ultimately beat the Zoho CRM in this category.
In the race of Zoho vs Salesforce, both CRM provide amazing features that support your business to organize, track and close your sales deals. Small firms mostly seek cost-effective and easy-to-use options where they prefer to choose Zoho. But when it comes to larger teams they look for advanced features where Salesforce is an ideal option.
In short, according to your current business need, you should choose the right CRM that comes within your budget and provide fruitful benefits for your organization. Are you looking for Salesforce Integration Services to reap its outstanding benefits? If yes, then contact our Salesforce consultants today.