Salesforce vs Zoho CRM: How to Find the Perfect CRM Solution?

Salesforce and Zoho are both great CRMs that you can integrate into your organization. However, which CRM features suit best your workflow?

Managing your business and keeping track of your marketing and sales teams doesn’t need to be a complicated and time-consuming task. Nowadays we have technology everywhere and we use it to simplify our lives and work. So, why not integrate it into our daily activities and work environment? And customer relationship management software can do just that. We can integrate digital platforms such as Salesforce CRM or Zoho CRM to help us keep track of our customers, clients, and prospects while staying organized.

‍What is a CRM?

If the question “What is a CRM?”, has come to your mind you are where you should be. Customer relationship management, also known as CRM, is a technology that is used to help you manage the relationships that you build with your customers and potential customers. With the integration of a CRM in your business you will have the ability to keep track of the interactions that you have with your customers and clients while improving the relationship that you have formed in order to scale your business.

Who Can Benefit From Using a CRM System?

Marketers
Sales representatives
Customer Service Agents

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Salesforce vs Zoho CRM

‍What is Salesforce?

Salesforce is the tool that can help you bring your business to the next level when it comes to keeping track of your customer and client relationships. With the integration of Salesforce CRM, you will have the ability to find possible clients more easily, so you will be able to drive more sales.

Salesforce Features:

All-in-one platform – Salesforce CRM helps you manage your business more efficiently. The customer relationship management platform is an all-in-one platform that includes onboarding systems, templates for raptors, a pre-built dashboard, and many tools to help you and your business grow.
The link between marketing and sales – The digital platform can also simplify all the processes. With Salesforce CRM we can have all our data together and create the link between marketing and sales, so we will be always on the same page with the strategy, content, and possible customers we might have.
Share information more easily – Salesforce CRM offers you the possibility to automate your workflow and use SalesCPT and AI. You will receive personalized emails and also receive notes and summaries.
AI automation – Lavrage the power of artificial intelligence and automate repetitive tasks from the business process. AI can help you deliver a personalized experience in order to create a more personal bond with your customers and clients.
Salesforce Customer 360 – The digital platform comes with a feature that lets you see an overall view of the entire customer experience and journey. You will see all the details regarding a client or a customer including their loyalty, offering you an app that is suitable for you and your business. Slack, MuleSoft, and Heroku are just a few of the integrated apps you will find on the digital platform, tailoring the best experience for you.
Increase Lead Generation – Salesforce CRM can help you deliver better leads in a shorter period of time. With the use of its campaign templates, personalized content, and easy management performance, customer relationship management will no longer be a burden.

What is Zoho?

Zoho is a cloud-based customer relationship management software and an all-in-one platform that helps grow a business by managing sales, marketing, and sustaining customer support. The all-in-one platform helps businesses of all sizes develop and harvest customer relationships with an AI assistant and other built-in features.

Zoho Features:

Built-in AI Assistant – Zoho CRM has a Built-in AI assistant that will make your working days easier. The AI assistant comes with a conversation feature that can help you and your team. Its capabilities range from simple tasks such as taking notes, to more complex tasks such as computing sales numbers and making predictions based on the information and analytics you provide.
Performance and Project Management – Grow and scale your business with better project management management. You will know what your team is doing and can also forecast any potential revenue and problems that might come along the way. Artificial intelligence is also integrated into the process to help you more accurate predictions and prioritize tasks.
Sales Pipeline – This will motivate your teams to drive sales and make everything more visible. A sales pipeline integration will help you have control over the sales process and see everyone’s productivity levels.
Marketing Automation – Zoho CRM helps you automate repetitive tasks and be more productive.
Analytics – Get the reports you need and make more informed decisions. With the analytics provided by the customer relationship management software, you will be able to see your sales potential and optimize the processes.
Predictive Sales – The customer relationship management software can also provide predictive sales with the help of artificial intelligence. The AI assistant can predict sales, analyze data, and predict data.
All-in-one platform – Zoho CRM is an all-in-one platform that will help you be more organized and efficient.
Canvas Design Studio – The customer relationship management software comes with a drag-and-drop feature that gives you the ability to customize your canvas, so you will have the desired experience.

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Salesforce vs Zoho

Why Choose Salesforce CRM?

Salesforce CRM has third-party integrations.
User-friendly interface.
Customizable interface, so you will have the most suitable user interface for your needs.
Best suitable for bigger companies.
A complex platform that will cover the sales process over a wide range of industries.
24/7 support.

Why Choose Zoho CRM?

Zoho is easy to use.
Zoho CRM is a generous developer platform that offers customizable solutions and integrations.
Zoho CRM is a digital platform that is useful in processes such as migration, deployment, or different training and onboarding systems.
The digital platform doesn’t require any lock-in periods.

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Salesforce vs Zoho - Payment Plans

Salesforce Pricing Plan

Essentials $25 per user/per month
Professional $75 per user/per month
Enterprise $150 per user/per month
Unlimited $300 per user/per month

Zoho Pricing Plan

Free plan
Standard $14 per user/per month
Professional $23 per user/per month
Enterprise: $40 per user/per month
Ultimate: $52 per user/per month

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Salesforce VS Zoho CRM

Both Salesforce and Zoho are two useful customer relationship management platforms. Both digital platforms offer cloud-based solutions for a scalable business. Deciding which platform is the best CRM will, of course, be based on your personal preferences and business needs. Salesforce comes with a lot of integrations that make the CRM a real powerhouse, however, it doesn’t come at an affordable price range compared to Zoho CRM’s prices and offers.

Even more so, if you are looking for a platform that can be easily used and has a friendly user interface you might opt for Zoho’s CRM. Zoho CRM’s platform is very easy to use due to its simpler software, so it is a better suite for beginners. On the other hand, Salesforce has a more complex process that might require supervision. Salesforce also offers a platform that is very easy to customize. However, Zoho CRM doesn’t allow the same level of customization as Salecesorfe has, offering limited customization.

Yet, if you are looking for more complexity and your budget allows it, Salesforce can be what you are looking for. Salesforce CRM offers a customizable platform that is best suited for bigger companies. But, if you are looking for a CRM solution for a smaller business or a startup you might opt for Zoho CRM as it is one of the best entry-level solutions. Even more so, Zoho CRM can be easy to maintain, compared to Salesforce CRM which will require greater attention towards its maintenance.

Salesforce can also be a great choice if you are looking for complex analytics and comprehensive reports. The digital platform sustains the most integrations with other platforms and can cover all your needs. On the other hand, if you or your business doesn’t require complex integration with other platforms you can still opt for Zoho CRM.

If you are still debating whether Salesforce or Zoho is the right solution for you or your company you also need to know that some of the features that Zoho offers for free, require paying on Salesforce. Features like social media analytics that search for potential leads can come at less cost in Zoho CRM.

So, Salesforce vs Zoho CRM?

Well, when making a decision for your business you need to take into account all small details and features. You need to see which option is the best for your company and the allocated budgets and make the most out of it. Depending on those requirements you can choose Zoho CRM if you are just starting out or your company doesn't require as much integration as a big company would need.

The pricing can also be a factor that influences your decision, with Salesforce being more appropriate for bigger companies that also require a fully customizable platform for their needs. Yet, if you don’t have the human resources for a comprehensive onboarding and maintenance program, salesforce might not be the right fit for you. So, when making a decision think about all aspects of your company and what are your primary needs. Analyze and try out both platforms and see which one is best for you.

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