Best CRM Applications – Zoho vs. Salesforce | Magenest

If you’re already familiar with the best CRM applications, you might be wondering:

“Should I choose Zoho or Salesforce? Which one is better?”

Of course you might have heard of alternatives, but really these two are top-tier. Both of them are on the lists of the best CRM applications that we should consider to purchase.

It turns out you might be scratching your head already over choosing which one for your business.

Don’t worry, though. Each product has its own advantages and disadvantages.

Fortunately we’ve compiled them all here, and we compiled in details to save you from an awful lot of time doing research.

#1. The Best CRM Applications, yet so easy to use

Zoho

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Zoho has a clear layout that makes your day less tense. Period.

Thanks to Potential Amount, Closing Date, and Potential Stage, you can easily navigate it and filter your data such as adding new contacts, customizing screen views and importing contacts.

It gets better.

Zoho CRM’s format layout only contains two columns and customizable dashboards for several modules.

Photocredit: Mike Gallow via www.flickr.com

But wait, what about Salesforce?

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 finishing all tasks, you can modify your own dashboard and then integrate it with other applications, full up your contacts, establish your pipeline, etc.

It is safe to say that because of its multiple features, Salesforce is harder to navigate. But well everything comes with two sides, right?

So, in terms of ease of navigation, score one for Zoho.

#2. Pricing of the two Best CRM Applications

Zoho includes four Editions based on support and features. They are Standard, Professional, Enterprise and Ultimate.

What’s so special about them?

Well, 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, click here: https://www.zoho.com/crm/lp/signup.html

On the other hand, Salesforce solutions are 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.

What’s the bottom line here?

The price starts from $25 to $300 per user per month. Compared to Zoho editions, Salesforce Lightning Unlimited is 90% more expensive. Yes, 90%!

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.

In all, considering how these are the best CRM applications, the pricing may actually be reasonable.

#3. Outstanding Features of the two Best CRM Applications

Contacts Management

What’s the deal here?

These two CRMs enable you to import users’ accounts and contacts from Google or Outlook contacts or even by spreadsheet them. Convenient isn’t it?

You can also manage accounts, leads and business opportunities, just in case you forget now and then.

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. Good for absent-minded individuals here.

A deeper dive

Now let’s take a closer look at our two contenders.

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’d better 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.

We don’t understand the logic behind Salesforce’s decision to not include this as a built-in feature, but hopefully in time they will correct this. Hopefully.

But wait, we haven’t checked out Salesforce in this part yet.

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 50,000 records at one time via Data Import Wizard. So far, for Contacts Management, we guess it’s a tie.

Best CRM applications - Salesforce

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Forecasting and Reporting

Zoho

Thanks to the recent updates of the new version of Zoho, you are provided more attractive visualizations and reports.

Alright, so what can it do with these?

Well it shows whether your customers are on a pipeline, sales forecast, lead conversation and other reports. You may embed the dashboard components in third-party dashboards. You can also enlarge or pop out charts.

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.

This is just too nice.

Although reporting options of Zoho are not as extensive as Salesforce’s, they are still one of the best CRM applications compared to competitors with similar price. We’re looking at the top tier, not middle-of-the-road tier.

All the reports in Marketing, Support, and Sales modules are customizable.

But how can you can get access to, say, 40+ standard reports?

With a click.

Best CRM applications - Zoho

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Salesforce

Enough about Zoho here. Let’s look at Salesforce.

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.

Here’s the kicker:

The more members your team has, the greater it is! This is why many consider Salesforce to have 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 template reports or use the Report Builder to create a custom report.

But wait, there’s more.

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 enhance reporting capability to the sales process by showing sales forecast metrics, performance, risks indicators quarterly and in many years.

Check out the table below if you’re still curious:

Table: Other features of the two Best CRM Applications:

FeaturesZohoSalesforce
Email Templates & InsightsOffer a stack of pre-scripted templatesBranded Email Templates & Insights have the same functions like Zoho’s.
CRM mobile appsAccess, 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 OutlookAvailable plugins for directly syncing emails from Outlook and other email clients.Through plugins, emails from Google or Outlook can be directly synced.
ConnectionChatter 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-leadDirectly collect the information of website visitors in CRM Salesforce includes a “Contact us” form in websites which will automatically create a Lead record.
SalesSignalsKeep sales reps updated on customer interaction via support tickets, social media, etc.No
Sales InboxEmails 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.
SalesIQTracking website visitors, customer database.Available apps in Salesforce Appexchange.
Lightning Dialer Voicemail DropNoPre-record a message and leave a voicemail for similar prospects.
Lightning DialerCreating inbound and outbound calls, have reminders and add call details during callsManage outbound and inbound calls, set reminders and log calls.
Artificial IntelligenceZia Artificial Intelligence shows the best time to contact your leads and customers.Sales Cloud Einstein Artificial Intelligence
Mobile CapabilitiesIncluding 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 servicesProviding 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 OpportunitiesZoho 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.

So in conclusion, what can we say about both contenders?

They surely have lots of things in common. There are of course a wide range of differences too. We can’t really say which is better than which, however.

Why? It depends on the context of usage.

Today some developers have created and provided Zoho CRM Integration and Salesforce CRM Integration for more solutions. Therefore, before choosing the most suitable CRM application, you need to understand about your business’s needs clearly.

Oh and remember to not choose a CRM just because of its fantastic features.

Overall, they are the best CRM applications, but optimized for different target users. 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 began 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.

We hope that you had a good read! If you’re still curious or want to ask us something, contact us at support@magenest.com or send us a message at http://magenest.com/contact-us/.

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