With the growing popularity of cloud-based software in recent years, CRM has become a critical tool for marketing, sales, support and accounting teams. One recent report showed that 91% of businesses with 11 or more employees use the software CRM. This is now the fastest growing software market in the world. So it goes without saying that theCRM system is a must. But to take full advantage of CRM processes, you need to choose the right tool and consider a wide range of factors, from ease of deployment to integration and user interaction.
Salesforce and Zoho CRM are two feature-rich, powerful CRM s available for your business. Looking for an alternative to Salesforce? This page is a detailed side-by-side comparison of Salesforce and Zoho features CRM to help you make the right decision. With the growing popularity of cloud-based software in recent years, CRM has become a critical tool for marketing, sales, support and accounting teams. One recent report showed that 91% of businesses with 11 or more employees use CRM software . It is now the fastest growing software market in the world.
Does Salesforce have everything you need?
Does Salesforce have everything you need?
Salesforce From the very beginning, they created their solution with the enterprise in mind. More recently, they have started offering solutions that are more oriented toward small and medium-sized businesses. As a result, the interaction with the end user is often disjointed. For example, the user has to constantly switch between the old interface and the new Lightning interface to do their job.
The user interface is cluttered, lacks what modern users expect from SaaS, and requires a lot of customization to use effectively. You can only get the most out of Salesforce if you have a dedicated implementation team.
Lead management and transaction management
Analytics and reporting
One of the most confusing aspects of Sales Cloud is that you cannot create an analytics component without first creating a report. This increases the time it takes to create complex analytics components.
Zoho CRM comes with many ready-made dashboards and reports and allows users to schedule reports. Zoho CRM offers in-depth analysis of both lead data and sales rep performance with other analytics options including KPI, funnels, target counters and comparators.
You can automate regular sales procedures with workflows in Zoho CRM . The drag-and-drop constructor and intuitive user interface make it easy to visualise, create and edit workflows according to your needs. Drawings help you create scalable and reproducible sales processes with the easy-to-use drag-and-drop constructor, and macros are available in all editions of Zoho CRM .
Feature Comparison Zoho CRM and Salesforce
Leads and transactions
| Criteria |  |  |
| Leads and contacts | + | + |
| Accounts and transactions | + | + |
| Stages of the transaction | + | + |
| Web-to-contact form | _ | + |
| SalesSignals | _ | + |
| Multiple pipeline management | + | + |
Multichannel support
| Criteria | | |
| Telephony and PBX | + | + |
| Automatic call registration | + | + |
| E-mail | + | + |
| Email parser | _ | + |
| Enrichment of data from Twitter | $ | + |
| Enrichment of data from Facebook | $ | + |
| Automated social media lead generation | $ | + |
| Live chat | $ | + |
| Online meetings | $ | + |
Process control and automation
| Criteria | | |
| Assignment rules | + | + |
| Rules of agreement | + | + |
| Process overview | _ | + |
| Checking rules | + | + |
| Macros | _ | + |
| Process builder | + | + |
Setting up
| Criteria | | |
| Setting up the page | + | + |
| Page layouts | + | + |
| Rules of design | _ | + |
| Checking rules | + | + |
| Subforms | _ | + |
| Custom modules | + | + |
| Custom fields | + | + |
| Tracking the history of the selection list | _ | + |
| Canvas | _ | + |
| Sandbox | + | + |
| Portals | + | + |
Analytics and reporting
| Criteria | | |
| Standard reports | + | + |
| Custom reports | + | + |
| KPI | + | + |
| Funnels | _ | + |
| Cohorts | _ | + |
| Quadrants | _ | + |
| Anomaly detectors | _ | + |
| Web form analytics | + | + |
| Targets | _ | + |
| A/B testing of web forms | + | + |
Sales analytics
| Criteria | | |
| Forecast of lead conversions | $ | + |
| Forecast of transaction closure | $ | + |
| Data enrichment | $ | + |
| Zia voice | $ | + |
| The best time to get in touch | $ | + |
| Offering a macro | $ | + |
| Forecast Builder | $ | + |
| Recommendation system | $ | + |
| Image check | $ | + |
Securing sales
| Criteria | | |
| Price lists | + | + |
| Sales quotas | $ | + |
| Sales orders | $ | + |
| Documents | $ | + |
| File version control | + | + |
| Reviews | + | + |
| SalesInbox | _ | + |
Marketing automation
| Criteria | | |
| Email templates | + | + |
| Mass email | + | + |
| Marketing campaigns | $ | + |
| Marketing attribution | $ | + |
| Customer segmentation | $ | + |
| Integration with AdWords | $ | + |
| Auto-answers | + | + |
Team collaboration
| Criteria | | |
| Gamescope | $ | + |
| Calendar | + | + |
| Calendar synchronization via CalDav | $ | + |
| Booking calendar | $ | + |
| Teams to work together | $ | + |
| Tagging | $ | + |
| Collaboration tool for chatting | $ | + |
Price comparison (1 user/month paid annually)
| Criteria | | |
| Free | _ | 0$ |
| Standart | _ | 14$ |
| Professional | 75$ | 23$ |
| Enterprise | 150$ | 40$ |
| Ultimate | 300 $ | 52$ |
