Small-scale and large-scale businesses use Customer Relationship Management to store every customer’s data, track each sale, monitor all service activities, and study all marketing campaigns’ effectiveness. This is why CRMs have become ideal tools for all businesses. As a result, CRMs are a must-have for every business owner.
Mentioning CRMs in most circles instantly brings Zoho and Salesforce to one’s mind. Zoho and Salesforce are top-rated CRM tools you’ll find on the market right now. In this article, we’ll shed light on these CRM, showing you which of the two is the right marketing tool for your small-, medium-, or large-scale business.
Main Difference Between Zoho and Salesforce
| Zoho | Salesforce |
| Zoho has a competitive price point, making it an affordable option for small-scale businesses. | This remains the industry giant. CRMs forerunners. Large-scale business enterprises often use Zoho. |
| Zoho offers a size fits all CRM environment. | On the other hand, Salesforce offers users a mix of CRM solutions that fit most businesses. |
The Features and Capabilities of Zoho Vs. Salesforce
Both Zoho and Salesforce have features that will help manage the sales section of your business as well as other related operations. Let’s compare their features below.
Zoho
One major note to take with the Zoho software is that it lets you import leads. You can also import notes via the API, the import wizard, or even web forms. In addition, it has an omnichannel type of communication that features a more centralized platform for all your customers’ interactions. The centralized interaction feature lets you view every conversation history. These are captured in the conversation history from social media and email to live chat.
The CRM also features a social listening option that lets users listen in on all that social media users say concerning your brand – including users from Twitter and Facebook.
Zoho has an analytic tab similar to what you’ll find on Salesforce. The analytic tab offers an overview of the crucial data the growth of your business relies on. The data include leads, monthly revenue, sales representative performance, deals, and accounts. From this tab, business owners can generate custom reports.
Salesforce
Salesforce solutions can be independently purchased, so you need not worry about spending tens of dollars on all the features, including those you might not need (though I doubt that). In addition, its sales cloud comes with a feature similar to what you have on Zoho’s social media listening feature. Tap into customers’ activity on major social media platforms to find out what they are all saying about your services and brand as a whole – thus, unraveling every crucial insight.
The Salesforce CRM also comes equipped with pipeline management that gives you a comprehensive timeline of every customer’s activity. In addition, when you opt-in for the premium Salesforce plan, you’ll enjoy rule-based and automatic lead scoring to help increase your customer conversion rate.
Reasons to choose Zoho.
The Zoho CRM solution is more affordable compared to Salesforce. The standard, professional, enterprise, and ultimate plans are all cheaper – for instance, you can try out the complete functionality of the tool with the 15-day free trial. The interface is awesome and simplistically designed to help users navigate with ease.
For the price, Zoho has plenty of features that make it great for small- or medium-scale enterprises. Even though both Zoho and Salesforce offer outstanding CRM integration options, Zoho goes a bit further with its simplistic approach. The Microsoft Outlook plug-in tool makes for a simple yet effective integrating process.
Finally, considering the free version Zoho CRM offers, it is a better option when discussing pricing.
Reasons to choose Salesforce.
But take nothing away from Salesforce. You don’t become an industry giant by playing around. The CRM functionality offers a massive infrastructure for managing huge projects. And there are tons of customization features. The communication channels are also vast.
Let’s talk about the software’s mobile app. The application lets you gain access to sales data offline. The data you are previewed to goes beyond vast contact information. Moreover, Salesforce automates a variety of businesses, hence, helping these businesses save time on all repetitive or mundane tasks. You can opt-in for Salesforce for management if you’ve got the financial strength and the needed resources.
The Similarities
Zoho and Salesforce are ideal options with a wide variety of features. When it comes to user experience, both score similar points there too. They are effective tools yet run with ease. Also, both Zoho and Salesforce CRM offer price per-user bases and per-month bases. In addition, they offer different tiers depending on the features you are looking for.
Zoho Vs. Salesforce Alternatives
The two CRM have their perks, though there’s a slight chance that neither of the two will meet your need. Whether you need a free option or a sales-focus option, there are many alternatives out there. We’ve curated the right alternatives below.
HubSpot CRM
HubSpot CRM is a perfect option for small or medium-scale businesses. But are you in need of a CRM tool with top-notch support? Then HubSpot is the right alternative. Check out the free starting price and see for yourself.
Pipedrive
The name is not the only thing you’ll love about this CRM software. If you require a user-friendly yet robust CRM that is sales-focus, then look no further than Pipedrive. It comes equipped with custom pipelines that let you track every prospective sale and other opportunity.
Insightly
Last on the list is Insightly. It is the best option for users who need the tools to manage multiple product delivery and projects coupled with marketing and sales. The starting price remains $29.
Final Verdict
Zoho, without a doubt, takes the knighthood. Take nothing away from the functionalities of Salesforce coupled with the rich customization it packs. On the flip side, when it comes to affordability and user experience, Zoho tops it. The best CRM among the two depends solely on what you want, what fits your business needs, and your sales need.
Depending on the overall state of your business, the perfect CRM could be Zoho, Salesforce, or any other CRM that we’ve highlighted. Do the needed research by reading our comparison articles before investing in any CRM, and you’ll be fine.
FAQs
How much does Zoho charge monthly?
Zoho CRM charges $12 monthly and tends to go as high as $100 based on the number of features you need or which features, you’ll need for your business.
Is Zoho CRM free to use?
If you need a CRM for a business with just one to three users, then Zoho is the right choice. But if you need more users, the free plan won’t be possible. So ultimately, you’ll need to pay for continuous usage.
Is Salesforce the best option?
Salesforce is best if you run a large-scale enterprise. However, the unmatched features aren’t for free – hence, you have the financial might and resources to use this tool and enjoy the different tools.
Is Zoho worth it?
Without a doubt, it is. Zoho remains one of the top CRM you’ll ever come across in the market.
A perfect option for small and medium-scale businesses