CRM

Customer Relationship Management (CRM) has become the buzz word of the century. More and more data calls for a bigger business strategy and maintenance of leads and records. While not everything can be maintained in an excel sheet, there comes a need where a tracking system is required. Salesforce initially started off as the best CRM solution provider in the market, when slowly CRMs became famous amongst industries. In a short period of time, Zoho bloomed up and competed with Salesforce, shoulder-to-shoulder. Salesforce took a permanent place in the market, with its features and robust functionalities, while Zoho won over customers through pricing schemes and newer technology.

Applications

Zoho’s lead and operation management cannot be looked past as their User-friendly design won over customers. With attractive pie charts and demographics, Zoho portrays a modern UI design. Salesforce offers an in-depth knowledge on leads and contacts in a more traditional outdated format, but if you are the kind who is looking for information and not UI, then Salesforce is the winner here. With social media links and customer happiness insights, Zoho brings light to the Self Service theme through forums and ticket adding services. Salesforce requires a more technical knowledge on understanding certain terms like Opportunities and poses information in a normal format. Zoho has an amazing Social CRM where social media posts are revealed. Salesforce lacks this feature. Sales and Marketing automation is best in both CRMs and cannot be compared, as both have their differences.

Pricing

Zoho is famous for being the cheapest CRM as they have now introduced a new package called ‘Zoho One’ where all of their products are bought together for a cost-friendly rate. Salesforce CRM is known for its high costs, only because it can be customized and is immensely flexible. Both Zoho as well as Salesforce are cloud-based CRMs that call for a monthly or annual subscription fee. While Salesforce requires a year-long contract, Zoho does not ask for one. Zoho does not ask for any other fee once subscribed for its services, while Salesforce requires additional fees for support.

Support

Zoho’s support is included in the package that they offer and no additional fee is required. Salesforce’s support is to be purchased and comes with a fee. Both CRMs provide 24/7 support through phone, cat and email services. Zoho has a separate customer self-service portal where the support requests are tracked.

Software Category

CRM Software CRM Software

Mobile Platform

Desktop OS Support

Language Support

Yes Yes

Customization

Yes Yes

Deployment

Cloud based Cloud Based

Target Business

Small, Medium and Large Business Small, Medium and Large Business

Payment Term

Monthly or Yearly Payment Monthly or Yearly Payment

Technical Support

Phone Support, Chat Support, Email Support, Video Tutorials, Knowledge Base Phone Support, Chat Support, Email Support, Video Tutorials, Knowledge Base

Features

Key Features

Salesforce Features

  • Einstein AI
  • Contact Management
  • Opportunity Management
  • Salesforce Inbox
  • Salesforce Engage
  • Lead Management
  • Reports and Dashboards
  • Wave App for Sales
  • Mobile
  • Sales Forecasting
  • Sales Collaboration
  • Email Integration
  • Salesforce Quote-to-Cash
  • Workflow and Approvals
  • Territory Management
  • Sales Data and Intelligence
  • Files Sync and Share
  • Inside Sales Console
  • Partner Management
  • Marketing Automation

Prioritize sales activities

  • Visitor tracking
  • Zoho CRM for Google AdWords

Sales force automation

  • Lead management
  • Contact management
  • Account management
  • Sales collateral
  • Web forms
  • Workflow automation
  • Marketing automation

Sales tracking

  • Opportunity management
  • Role-based security
  • Sales reports and dashboards
  • Advanced CRM analytics
  • Sales tracking

Sales performance management

  • Gamification
  • Territory management
  •  Sales forecasting

Engage

  • Social CRMPhone
  • Bridge
  • Email

Extend CRM

  • Customization
  • Custom apps
  • Custom functions
  • Developer API

Go Mobile

  • iOS and Android apps
  • Leads app
  • Card Scanner app

Pricing

Salesforce CRM

Zoho CRM

Integration

API Integration

  • Force.com
  • Heroku
  • ExactTarget Fuel
  • Third-party apps at Salesforce
  • AppExchange
  • Service Cloud
  • Marketing Cloud
  • Pardot,
  • Desk.com
  • Analytics Cloud
  • Data Cloud
  • JIRA
  • Freshdesk
  • FinancialForce
  • LeadExec
  • Samanage
  • Zuora
  • Zendesk
  • LinkedIn Sales Navigator
  • Shopify connector for Zoho CRM
  • Google Apps Sync
  • Plivo
  • Address Locator
  • Zoho Writer for Zoho CRM
  • Zoho and Saasu
  • Zillow
  • Piesync
  • Zoho Reports
  • Zoho Survey for Zoho CRM
  • Kanban Board
  • Round Robin Lead Assignment
  • message360°
  • Leads Scoring for Zoho CRM
  • ServiceNow
  • Zoho SalesIQ for Zoho CRM
  • Zoho Projects for Zoho CRM
  • Excel Add-in for Zoho CRM
  • Skyvia
  • Google Analytics
  • BedrockData
  • SMS Magic
  • Blitzen
  • dotConnect for Zoho CRM
  • SignEasy
  • WebMerge
  • SurveyMonkey
  • ODBC Driver for Zoho CRM
  • QuickBooks Connector
  • Dropbox
  • Google Apps for Zoho CRM
  • MailChimp
  • Zendesk
  • Zoho Motivator for Zoho CRM
  • Zoho Creator for Zoho CRM
  • Microsoft Office for Zoho CRM
  • Twilio SMS
  • Microsoft Outlook for Zoho CRM
  • Google Drive
  • Capture for Zoho CRM
  • SAML SSO
  • Zoho Finance Suite for Zoho CRM
  • Google AdWords For Zoho CRM
  • Citrix GoToMeeting
  • Eventbrite
  • SSIS Data Flow Components for Zoho CRM
  • Box
  • DocuSign
  • SimplyCast
  • DSYNC
  • Idle Deal Alert
  • Zoho Inventory
  • Aplynk
  • Slack
  • Constant Contact Connector
  • Quickbooks Online Extension for Zoho CRM
  • Zoho Desk for Zoho CRM
  • io
  • Kixie
  • Azure SMS – Australia
  • Amity
  • Inventory Templates
  • Facebook Adverts Manager
  • QuickBooks Desktop Extension for Zoho CRM
  • Zoho Social
  • Zoho Forms
  • Zoho Campaigns for Zoho CRM
  • Contactous

SUMMARY

Zoho CRM is better than Salesforce CRM in terms of UI, Support and Pricing, while Salesforce is better than Zoho in terms of Customization, wide variety of features and high-end quality of CRM. There will always be both pros as well as cons in every product and some of the cons may not apply for your business. Upon research and use on a trial basis, the right CRM for you can be chosen appropriately.