CRM applications are used with the aim of managing your potential customers, collecting your customer data, finding new customers, tracking possibilities, or preventing loss of data. If you are searching for some CRM applications for your business, perhaps the question “Should I choose Zoho or Salesforce? Which one is better?” will take you a lot of time. Both of them are on the lists of the best CRM applications that we should consider to purchase.Each product has its own advantages and disadvantages. In this post, we will provide you with the needed information about the differences between them. From that, you can consider which one is more suitable for your requirements.
#1. Easy Usage
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Zoho has a clear layout which will make your usage become easy. Thanks to Potential Amount, Closing Date, and Potential Stage, you can easily navigate it and filter your data such as adding new contacts, customizing the screen views and importing contacts. Zoho CRM’s format layout only contains two columns and customizable dashboards for several modules.
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Like Zoho, Salesforce’s home screen offers you an array of report widgets. Therefore, you can see the performance of your business. However, the UI of the Salesforce seems to be not as user-friendly as Zoho. When you log in into Salesforce, it will show you a series of tasks that you have to complete. After all the tasks are finished, you can modify your own dashboard and then integrate it with other applications, full up your contacts, establish your pipeline, etc. It can be said that because of its multiple features, Salesforce is harder to navigate.
Zoho includes four Editions based on support and features. They are Standard, Professional, Enterprise and Ultimate. Therefore, each type will have different price, and the price is from $12 to $100 per user per month billed annually. The most popular plan is the Enterprise Plan, which costs $35 per user per month. If you want to try a free Trial of Zoho CRM, you can access here https://www.zoho.com/crm/lp/signup.html
On the other hand, Salesforce solutions are considered as the higher end of the market. Like Zoho, Salesforce contains four Editions – Lighting Professional, Lightning Unlimited, Lightning Enterprise and SalesforceIQ Starter to add online training, 24/7 support and other premium services. The price starts from $25 to $300 per user per month. Compared to Zoho editions, Salesforce Lightning Unlimited is 90% more expensive. And the Enterprise Edition which costs $150 per user per month (billed annually) to access the maximum number of subscribers. While Zoho offers month-to-month billing, Salesforce requires an annual contract for all the new customers. You can access https://www.salesforce.com/form/signup/freetrial-sales.jsp to get a free trial for 30 days.
#3. Outstanding Features
These two CRMs enable you to import users’ accounts and contacts from Google or Outlook contacts or even by spreadsheet them. You can also manage accounts, leads and business opportunities. With these imported accounts, you are able to select fields that you want to appear in your dashboard (on both systems) through a drag-drop interface. Moreover, they will show you data about rich customers, the timeline of recent calls, notes or emails.
With Zoho, you are capable of recording emails, meeting notes, documents, phone numbers and to-do lists. Because it’s integrated with other office applications, you can do much more without leaving Zoho system. In order to easily import contacts from other third-party business applications, you are recommended to use Web Forms, Zoho Import Wizard, or Zoho CRM API. Thanks to a built-in social CRM feature, data pulled from Facebook, Twitter and Google+ allows you follow the social conversations around your customers, prospects and leads. This is an outstanding feature of Zoho when Salesforce needs an add-on for it.
On the other hand, the Salesforce database includes customer data, communication history, activities and other related information about that contact. In order to get a deeper view of your customers, you can enter from other major networks. For example, if the lead’s account is imported, you are able to track his or her activity in real time. Furthermore, it allows you to import up to 50000 records at one time via Data Import Wizard.
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Forecasting and Reporting
If your job is related to sales, forecasting and reporting is very significant. While Zoho is regarded as a good solution for the price, you have to pay $75 per month per user on Salesforce to get these features.
Thanks to the recent updates of the new version of Zoho, you are provided more attractive visualizations and reports. It’s shown where your customers are on a pipeline, sales forecast, lead conversation and other reports. The dashboard components may be embedded in third-partydashboards and charts can be enlarged or popped-out. Other options of the visualization are area or donut charts.
Reports can be added to a favorite folder, and the deleted reports are included in an archive folder. That’s the reason why you don’t need to worry about the report’s disappearance if you delete it by chance. Although reporting options of Zoho are not as extensive as Salesforce’s, they are still one of the best CRM applications as they are better than any other CRM solutions with the similar price range. All the reports in Marketing, Support, and Sales modules are customizable. With a click, you can get access to 40+ standard reports.
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If you are a leader of a large sales team, Salesforce is very beneficial for you if you want to implement individual sales forecasts into one report. The more members your team has, the greater it is! That’s the reason why Salesforce is said to get more useful and unique features than Zoho. In addition, you are capable of creating multiple user-dashboards to track your sales activity, biggest deals and current pipeline.
Salesforce provides built-in reports and dashboards to help you track the conversion rates, lead volume, metrics, and sale forecasts without bothering data analyst to manipulate spreadsheets. You can also access pre-built reports or use the Report Builder to create a custom report. You just need to drag and drop the filters and fields, then select a type of chart and it’s completed. When you want to have more advanced reporting options for sales managers, you should purchase Wave Analytics add-on for an additional cost. It will add more reporting capability to the sales process by showing sales forecast metrics, performance, risks indicators quarterly and in many years.
Other features of these two CRMs will be shown in the following table:
|Email Templates & Insights||Offer a stack of pre-scripted templates||Branded Email Templates & Insights have the same functions like Zoho’s.|
|CRM mobile apps||Access, create and update all the records. The user can access data when offline.||Access, create and update records securely. Data can also be accessed when offline.|
|CRM for Outlook||Available plugins for directly syncing emails from Outlook and other email clients.||Through plugins, emails from Google or Outlook can be directly synced.|
|Connection||Chatter connects and engages all the employees. Product team will be connected directly with the customer’s feedback.||Promote team collaboration and allow sharing documents with other colleagues.|
|Web-to-lead||Directly collect the information of website visitors in CRM||Salesforce includes a “Contact us” form in websites which will automatically create a Lead record.|
|SalesSignals||Keep sales reps updated on customer interaction via support tickets, social media, etc.||No|
|Sales Inbox||Emails are organized depending on the sales stage to help users focus on the deals to get more revenue.||Directly shares the calendar with customers to schedule a meeting.|
|SalesIQ||Tracking website visitors, customer database.||Available apps in Salesforce Appexchange.|
|Lightning Dialer Voicemail Drop||No||Pre-record a message and leave a voicemail for similar prospects.|
|Lightning Dialer||Creating inbound and outbound calls, have reminders and add call details during calls||Manage outbound and inbound calls, set reminders and log calls.|
|Artificial Intelligence||Zia Artificial Intelligence shows the best time to contact your leads and customers.||Sales Cloud Einstein Artificial Intelligence|
|Mobile Capabilities||Including mobile apps for Android and iOS. Zoho can provide you calendars, geolocation, meeting check-ins, and team news feeds. If you lose wireless or cellular network, the app will sync your data when you are online.||Including mobile apps for Android and iOS, too. Salesforce also offers you a wide range o mobile features such as updates, file sharing, task management, and mobile dashboards. Plus, you can host a conference call from the app and record notes afterwards.|
|Providing marketing services||Providing Web forms, campaign management, and email marketing in all-in-one Zoho CRM.||Marketing Cloud with dedicated marketing features. Licensing costs are not included|
|Potential Sales Opportunities||Zoho has featured a new timeline view which allows users to view customer’s historical data and interactions with other sales team members.||Like Zoho, you can track leads, accounts and opportunities under each relevant tab through Salesforce.|
Although these two best CRM solutions – Zoho and Salesforce have lots of things in common, they of course have a wide range of differences. And all of these differences between them are shown in this post. Moreove, nowadays, some developers have created and provided Zoho CRM Integration and Salesforce CRM Integration for more solutions. Therefore, before choosing the most suitable CRM for you, you need to understand about your business’s needs clearly. And remember to not choose a CRM just because of its fantastic features.
If you want to have a highly-advanced system, if you’re seeking for collaborative sales forecasts or multi-user dashboards or if your sales team is familiar with Salesforce, let’s choose Salesforce CRM for your business. However, if you have started out with basics and you want to save on costs, we recommend Zoho for you because it’s still a good serve with a more affordable cost.