When it comes to comparing Salesforce Vs Zoho, two of the most prominent players in the CRM market, making a choice can be daunting or challenging, as each offers distinct features and advanced tools for different users’ needs. Here we will discuss about Zoho Vs. Salesforce in Forbes.
The best CRM Software with robust CRM features like Zoho CRM stands out with its revenue tracking feature. It enables secure connections as compared to Salesforce. With Zoho CRM, you can track everything from contact and lead management to sales forecasting to marketing and customer support service.
Zoho CRM helps to stay away from Rolodexes days, filling cabinets full of customer account paperwork and hastily, hand-scribbled notes on prospects. The CRM software can save your organization thousands of hours in data management work.
Salesforce and Zoho CRM, both rank highly on our list of the best CRM software for small businesses. They both offer trusted CRM tools designed for a wide variety of businesses and are ready to be scaled to fit your desires.
Our goal is to equip you with essential information, enabling you to choose the best CRM software solutions, that best fits your needs. This comparison is based on comprehensive evaluations, including in-house testing, feature, and, speed performance assessments, and other critical benchmarks.
Must Read: List of Top 10 Companies Using Zoho CRM
Salesforce Vs Zoho CRM – Quick Comparison Table
It might be difficult to select the best CRM Software that will likely meet your company’s needs for a better price. Salesforce is a veritable CRM software with multiple integrations and implementation advantages, but Zoho CRM software is still less expensive and offers a top-tier plan as compared to Salesforce.
Here’s a quick comparison of Salesforce vs. Zoho CRM 2023:
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|---|---|---|
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Value |
⭐⭐⭐ Pricing can be prohibitive for Salesforce; its lower tiers lose noticeable functionality, and monthly costs can quickly grow to multiple times the cost of Zoho CRM |
⭐⭐⭐⭐⭐ Value is Zoho’s calling card, with all premium functionality unlocked at a maximum of $65/user/month |
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Prices |
⭐⭐ $25 per month |
⭐⭐⭐⭐Free version then $14 per month |
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Rating |
⭐⭐⭐⭐4.2 |
⭐⭐⭐⭐⭐4.6 |
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Overall functionality |
⭐⭐⭐⭐ Salesforce is a little clunkier than other premium CRMs like Zoho, but its overall software quality is still wonderful |
⭐⭐⭐ The user experience of Zoho can be a little uneven, which is reflected in its lower price tag. However, it serves easy-to-use apps |
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Task and issue tracking |
⭐⭐⭐ Salesforce isn’t the best day-to-day task management CRM, and it doesn’t have dedicated native issue tracking modules like Zoho CRM |
⭐⭐⭐⭐ Zoho’s task manager is housed in its most attractive interface (the Projects dashboard), and issue tracking gets its own distinct module |
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Scalability |
⭐⭐⭐⭐⭐ With thousands of applications, an impressive suite of cloud products, and lots of premium options for growing enterprises, Salesforce can keep up with any business need |
⭐⭐⭐⭐ While many brands use Zoho’s enterprise-level offering, some may find its capabilities limiting at scale compared to premium options like Salesforce |
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Automation |
⭐⭐⭐⭐ Salesforce is a very capable automation platform at premium levels, but lower-tier users will likely be disappointed with its capabilities |
⭐⭐⭐⭐ Zoho has decent automation triggers for common tasks and workflows, but its sequence designer is somewhat tricky |
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AI |
⭐⭐⭐⭐⭐ Thanks to an OpenAI partnership, Salesforce has become a pioneer in CRM AI with its new generative AI product, Einstein GPT |
⭐⭐⭐⭐ Zoho’s well-established AI assistant Zia is a handy tool that can easily bring machine learning capabilities to many processes |
Zoho Vs Salesforce – Who Wins?
Based on our comprehensive testing of the best CRM software solutions, Zoho CRM appears to be the superior option for the majority of users when compared to Zoho vs Salesforce. While Salesforce provides high-quality CRM services with rapid speeds and extensive CRM tools, Zoho CRM stands out as a more budget-friendly choice.
It matches Salesforce in terms of advanced CRM tools and security features. Zoho CRM also excels with its advanced and state-of-the-art security systems and controls access to your entire organization to secure your data at different levels.
To ensure a precise comparison of Zoho vs Salesforce in 2023, we have conducted thorough tests on both CRM Software solutions and found Zoho CRM – the best CRM solution for marketing and sales processes.
How Salesforce and Zoho CRM Stack Up
Please note that both Zoho and Salesforce offer a wide range of features, and the choice between them often depends on the specific needs and preferences of the organization. It’s advisable to thoroughly evaluate each platform based on your business requirements and consider factors such as scalability, user adoption, and long-term costs.
| Feature |  |
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|---|---|---|
| User Interface | Clean and intuitive UI | Modern and customizable interface |
| Lead Management | Lead capture, scoring, and distribution | Advanced lead assignment and nurturing |
| Contact Management | Comprehensive contact details and history | 360-degree view with social integration |
| Opportunity Management | Sales pipeline tracking | Advanced forecasting and opportunity insights |
| Account Management | Account hierarchy and relationship tracking | Relationship intelligence and key account management |
| Workflow Automation | Customizable workflow rules | Robust automation with Process Builder and Flow |
| Integration | Extensive third-party integrations | AppExchange with a wide range of apps and connectors |
| Mobile App | Mobile-friendly with essential features | Full-featured mobile app with offline capabilities |
| Analytics and Reporting | Basic reporting tools | Robust reporting and analytics with Einstein Analytics |
| AI and Automation | Basic AI features like Zia | Einstein AI for predictive analytics and automation |
| Collaboration Tools | Document sharing, feeds, and task management | Chatter for collaboration and communication |
| Customization | Custom fields, layouts, and modules | Highly customizable with Apex coding and Lightning |
| Security | Role-based access control | Granular security controls with permission sets |
| Pricing | Various pricing plans based on users and features | Tiered pricing with different editions and add-ons |
Zoho CRM Free Trial:
- Duration: Zoho CRM typically offers a 15-day free trial.
- Access to Features: During the trial period, users generally get access to the full range of features available in Zoho CRM. This includes lead and contact management, sales pipeline tracking, workflow automation, and more.
- Customization: Users can explore the customization options available in Zoho CRM, such as creating custom fields, layouts, and modules to tailor the CRM to their specific business needs.
- Integration: The trial often allows users to test integrations with other Zoho apps and third-party tools.
- Support: Users may have access to customer support during the trial period, which can be helpful for resolving any questions or issues that may arise.
- Data Import: Users can typically import a certain amount of data into the CRM during the trial to evaluate how well it fits with their existing data.
Must Read: How much does a CRM Program cost in 2023?
Salesforce Free Trial:
- Duration: Salesforce offers a 30-day free trial for its various editions, such as Sales Cloud and Service Cloud.
- Access to Features: Users can explore the features available in the chosen Salesforce edition. This includes lead and opportunity management, advanced reporting, collaboration tools, and more.
- Customization: Salesforce is known for its high level of customization. Users can test and configure custom objects, fields, and workflows to suit their business processes.
- Integration: Similar to Zoho CRM, Salesforce allows users to test integrations with third-party apps through its AppExchange platform.
- Einstein Analytics (for certain editions): Depending on the edition chosen, users may have access to Einstein Analytics, Salesforce’s AI-powered analytics tool.
- Customer Support: Users may receive support during the trial period, which can be valuable for getting started and understanding the platform.
Zoho CRM Vs Salesforce: Pricing Comparison
When selecting the best CRM Software, pricing plays a major role in the decision-making process. The best CRM services may be a little expensive, but you can always leverage the best cheap CRM software:
| Feature / Pricing Aspect | |
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|---|---|---|
| Free Plan | Limited Free Edition | 30-day free trial (various editions) |
| Entry-Level Paid Plan | Standard Plan | Essentials Plan |
| Mid-Tier Paid Plan | Professional Plan | Professional Plan |
| High-Tier Paid Plan | Enterprise Plan | Enterprise Plan |
| Top-Tier Paid Plan | Ultimate Plan | Unlimited Plan |
| Pricing Model | Per user per month | Per user per month |
| User Limits | Varies based on the plan | Varies based on the plan |
| Storage Limits | Varies based on the plan | Varies based on the plan |
| Customization | Limited in lower plans | Extensive customization in all plans |
| Workflow Automation | Limited in lower plans | Available in all plans |
| AI and Analytics | Basic AI features in higher plans | Einstein AI included in some plans |
| Mobile Access | Available in all plans | Available in all plans |
| Integration Options | Extensive third-party integrations | AppExchange with a wide range of apps and connectors |
| Customer Support | Standard support in lower plans | Enhanced support options in higher plans |
Zoho CRM and Salesforce both provide a free trial with a 30-day money-back guarantee, which we have verified through CRM tools testing. Both companies stand by this promise, allowing refunds without requiring explanations or justifications for service dissatisfaction.
For those considering an annual plan, Zoho CRM Software offers an attractive deal with an additional three months free on a one-year subscription. However, you can even get a fully-featured Zoho CRM Free Trial for testing the CRM solutions and its service!
Salesforce, on the other hand, proposes significant savings for longer commitments. Opting for a one-year subscription with Salesforce can reduce the monthly cost. Underscoring the affordability aspect of the Salesforce cost. You even have a 30-day refund and a 30-day Salesforce free Trial on multiple devices.
Zoho CRM Vs Salesforce: Device Compatibility
Certainly! Below is a comparison table of Zoho CRM vs. Salesforce, including information on their compatibility with multiple devices and operating systems:
| Feature / Aspect | |
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|---|---|---|
| Device Compatibility | iOS, Android, Web | iOS, Android, Web |
| Operating System Compatibility | Linux, Windows, macOS, Web | Windows, macOS, Web |
| Mobile App Availability | Yes, for iOS and Android | Yes, for iOS and Android |
| Mobile App Features | Access to key CRM features, real-time notifications, and offline mode support | Full-featured mobile app with offline capabilities |
| Browser Compatibility | Supports major browsers (Chrome, Firefox, Safari, Edge) | Supports major browsers (Chrome, Firefox, Safari, Edge) |
| Desktop Application | No | No (Primarily accessed through web browsers) |
| Offline Access | Limited offline access through mobile apps | Extensive offline capabilities in mobile and desktop apps |
| Compatibility with Linux | Yes | No (Primarily supports Windows and macOS) |
FAQs – Zoho CRM Vs Salesforce 2023 Comparison
What are the key differences between Zoho CRM and Salesforce?
Zoho CRM and Salesforce differ in terms of pricing, customization options, and target user base. Zoho CRM is often considered more budget-friendly and user-friendly for small to mid-sized businesses, while Salesforce is known for its robust customization capabilities and is commonly used by larger enterprises.
Which CRM is better for a small business, Zoho CRM, or Salesforce?
Zoho CRM is often preferred for small businesses due to its cost-effectiveness, ease of use, and scalability. Salesforce, while powerful, may have a steeper learning curve and higher costs that may be more suitable for larger enterprises with complex requirements.
How do Zoho CRM and Salesforce handle integration with third-party apps?
Both Zoho CRM and Salesforce offer extensive integration capabilities. Zoho CRM supports a wide range of third-party apps, and Salesforce has its AppExchange marketplace with a plethora of apps and connectors. The choice may depend on specific integrations required for your business.
Can I customize the CRM according to my business processes?
Yes, both Zoho CRM and Salesforce provide customization options. Zoho CRM allows users to customize fields, layouts, and modules. Salesforce, with its robust Apex coding and Lightning platform, offers a high level of customization for creating tailored solutions.
What is the mobile app experience like for Zoho CRM and Salesforce?
Both Zoho CRM and Salesforce offer mobile apps for iOS and Android devices. Users can access key CRM features on the go, receive real-time notifications, and, in the case of Salesforce, even work offline with comprehensive offline capabilities.
Conclusion
In conclusion, the choice between Zoho CRM vs. Salesforce 2023 depends on various factors such as budget, customization needs, and the size of the business. However, Zoho CRM stands out as an excellent choice for businesses of all sizes due to its cost-effectiveness, user-friendly interface, and scalability.
It offers a comprehensive set of features, from lead management to workflow automation, making it suitable for small to large enterprises. Zoho CRM’s commitment to providing a range of solutions, combined with its focus on ease of use, positions it as a versatile and accessible option for businesses looking to enhance their customer relationship management processes.
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Choosing a Zoho Authorized Partner in India ensures a smooth and efficient adoption of Zoho CRM, allowing businesses to leverage the full potential of the platform without encountering unnecessary hurdles. With the guidance of these partners, businesses can optimize their CRM strategy, streamline operations, and enhance customer relationships effectively.
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