If you are facing troubles in managing and dealing with your clients, then a good customer relation management is the right choice for you. Some days before one of our customers asked us to solve their prospects and management system. He told us that he is searching for a customer relation management and currently evaluating both Zoho CRM and Salesforce CRM. Which one should he consider? Which one is a better option?”
It is the most frequently asked question which we deal on a regular basis. As a professional Integration Platform and being one of the leading Zoho Partners, we have an excellent opportunity to work with several platforms across an extensive range of segments, from eCommerce, Shipping solutions, Marketplace, etc. as well as can evaluate how one platform heads up against the other.
Here, we are now going to discuss whether you should opt for Zoho or Salesforce CRM software?
For every business, Customers are the primary asset. All you need to do is to understand your client’s needs. You then only aim to provide them a solution as well as show them a path on how you will add value to their businesses and lives. Hence to make it possible a good customer relation management software plays a significant role if you want to grow the value of your organization, manage your potentials, maintain customer data, rack possibilities, prevent loss of data when worker leaves, etc. Let’s head both of this software against each other and find which one is better for you.
-
User Friendly Compare
Zoho CRM has a clean layout, and its modular approach is quite easy. It is easily navigable as well as you can smoothly filter complete data based on the Potential stage, amount, country, closing date and many other.
On the other side, Salesforce is comparatively not an easy to use the software as it has some multitude features that might get hard for you to handle. You need to make sure that your Reps are well trained on the use of it.
-
Features VS Best Features
Both Zoho and Salesforce are robust systems and include several amazing features. While their main customer relation management functionalities like Lead and Account Management, etc. are similar. Some more similarities include:
- Web-to-Lead
- Email Templates & Insights
- Both for Outlook
- Mobile App
- Chatter & Connect
- Dashboards
- Sales inbox
- Sales IQs
- Lightening Dialer – Telephony
- Artificial Intelligence
- Importing & Exporting Data
- Social Media Integration
- Customized & Automate Workflow adjustments
- Cloud-Based Product Marketing Features
- Cloud-Based Service Management Features
-
Easy Customization Compare
Both of the solutions come with exceptional out-of-box features. Though, it is a matter of the fact that no two businesses are similar as well as their processes. Here comes the need to extend and modify the default functionalities, to make work right according to your business needs. Both CRMs are flexible and customizable.
Zoho can customize standard modules as well as can add additional functionalities in such modules, add custom fields, create new modules, edit permissions design layouts. Accordingly, Salesforce can be customized and configured. While the admin can easily make a point & click changes through the Force.com builder, some of the times you will need to add other new features. Technical experts can do it via adding Visualforce or Apex Code pages. The strength of this solution is custom fields, customizability, objects, integrations of own apps, 3rd party extensions, etc. to offer you an all in one solution.
-
Pricing (Cost Effective Software Small or Large Business)
Zoho CRM includes four editions, i.e., Enterprise & Ultimate, Standard, Professional. The price range stars from $12 to $100, as charged per month user billed annually. The great plan is known as Enterprise Plan that cost around $35 based on monthly billing. Whereas Salesforce also has four editions including, Lightning Professional, Enterprise, Unlimited and SalesforceIQ Starter. The price range starts from $25 to $300 user per month billed annually. The enterprise edition costs around $150 user per month billed annually.
-
Contract or License Terms
You can purchase Zoho license on a month to month basis as well as you can also terminate the services anytime you need without any hassle. On the other side, Salesforce offers you annual contract option so you can easily know where and what you are spending at.
-
Training & Customer Support
Zoho offers you a dedicated Support Portal, i.e., https://help.zoho.com/portal/zohocorp/home where you can easily have access to the all developers and user guides, forums, videos and a holistic knowledge based on email and community support. Salesforce also provides you a dedicated Technical Support Portal, i.e., https://help.salesforce.com/support with completely free access to limited FAQs, Videos, and webinar. Furthermore, you can also post all your queries to a powerful community of its team.
-
Trial (Try Before Use)
- For a completely free trial of Zoho is all editions click here:
- For a complete Salesforce free trial for 15 days or for 30 days trial click here:
-
Business Suite (Enterprise or Large Business)
ZohoCRM boasts of the whole suite of business applications to give you a complete experience such as:
- Campaigns
- Email marketing
- Own project management system aka Zoho Projects
- Customer support & satisfaction
- Survey for customer feedback
- Reports for BI analytics
- Invoice
- ETC
Likewise, other than Sales Cloud, the Salesforce offers a wide range of solutions to enhance the productivity as well as earn higher revenue. It offers Desk.com and Service Cloud to cater customer needs, Pardot and Marketing Cloud to build 1-o-1 customer journeys & drive sales, Analytics to deliver customizable insights as well as a gain deeper understanding of the team’s performance, etc.
-
Customers of Both Software
ZohoCRM has above 300,000 organizations with which it is dealing with on regular basis whereas Salesforce claim to have around 150,000 clients.
-
Integration & Marketplace (Easy Integration)
Zoho’s latest marketplace offers numerous integrations options for 3rd party apps including Quickbooks, DocuSign, MailChimp, etc. Moreover, you can also create customized applications and extensions as well as can add more features to it through Native Integration. Whereas Salesforce offers you AppExchange (a business app store with more than 2800 apps both free and paid) including integration options with Xero, DocuSign, Mailchimp, AdobesSign, etc.
-
Web Api’s For Integration With Other Platforms
It is available with all ZohoCRM Plan. The API Calls the number in Professional Plan is less than the Enterprise Plan. Therefore it is better to choose Plan according to your data volume. On the other side, Web Service APIs in Salesforce include only Unlimited and Enterprise Plan.
Conclusion:
All in all both of these solutions are quite similar in various categories and on the other hand, there are also some differences are available. These both have a complete focus on customers feedback and tailored their functionalities in a way to provide their clients with the most efficient service. While choosing any customer management software, you must look for whether it is serving your business entirely or not. Do not select such solutions for the sake to only enjoy fancy features.
Contact – Techloyce! For Customize or CRM Development
| Consultant Services World Wide | ||||
| Country | Phone: | Email: | Address: | Others |
| United Kingdom (UK) | 44-20-3290-1704 | info@techloyce.com | 1 Berkeley Street, London, W1J 8DJ | Birmingham, Leeds, Glasgow, Sheffield, Bradford, Liverpool, Edinburgh, Manchester, Bristol |
| United States (USA) | 1-315-221-3201 | info@techloyce.com | 77 Water Street, Suite 800 Floor, New York, NYC 10005 | Chicago, Illinois, Houston, Texas, Washington DC, Phoenix, Arizona, San Antonio, San Diego, Dallas, San Jose, California, Los Angeles, NY, Utah, Salt Lake City |
| Malaysia | 60-18-874-5523 | info@techloyce.com | Suite 8.01, Level 8 Menara Binjai No 2 Jalan Binjai 50450 Kuala Lumpur | Selangor, Sabah, Sarawak, Penang, Perak, Pahang, Negeri Sembilan, Kedah, Melaka |
| Canada | 1-315-221-3201 | info@techloyce.com | Brookfield Place, 161 Bay St, Toronto, ON M5J 2S1 | Alberta, British Columbia, Manitoba, Toronto, Montreal, Vancouver, |
| Australia | 61-39-028-7885 | info@techloyce.com | Level 19, 180 Lonsdale Street, Melbourne, VIC 3000 | Sydney, Melbourne, Brisbane, Perth, Adelaide |
