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Zoho Vs. Salesforce: Comparison 2023

Zoho Vs. Salesforce in Forbes

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:

Zoho Vs. Salesforce in Forbes

Zoho Vs. Salesforce in Forbes

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

Prices

⭐⭐ $25 per month

⭐⭐⭐⭐Free version then $14 per month

Rating

⭐⭐⭐⭐4.2 Forbes Advisor

⭐⭐⭐⭐⭐4.6 Forbes Advisor

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

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

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

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

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.

FeatureZoho Vs. Salesforce in ForbesZoho Vs. Salesforce in Forbes
User InterfaceClean and intuitive UIModern and customizable interface
Lead ManagementLead capture, scoring, and distributionAdvanced lead assignment and nurturing
Contact ManagementComprehensive contact details and history360-degree view with social integration
Opportunity ManagementSales pipeline trackingAdvanced forecasting and opportunity insights
Account ManagementAccount hierarchy and relationship trackingRelationship intelligence and key account management
Workflow AutomationCustomizable workflow rulesRobust automation with Process Builder and Flow
IntegrationExtensive third-party integrationsAppExchange with a wide range of apps and connectors
Mobile AppMobile-friendly with essential featuresFull-featured mobile app with offline capabilities
Analytics and ReportingBasic reporting toolsRobust reporting and analytics with Einstein Analytics
AI and AutomationBasic AI features like ZiaEinstein AI for predictive analytics and automation
Collaboration ToolsDocument sharing, feeds, and task managementChatter for collaboration and communication
CustomizationCustom fields, layouts, and modulesHighly customizable with Apex coding and Lightning
SecurityRole-based access controlGranular security controls with permission sets
PricingVarious pricing plans based on users and featuresTiered 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 AspectZoho Vs. Salesforce in ForbesZoho Vs. Salesforce in Forbes
Free PlanLimited Free Edition30-day free trial (various editions)
Entry-Level Paid PlanStandard PlanEssentials Plan
Mid-Tier Paid PlanProfessional PlanProfessional Plan
High-Tier Paid PlanEnterprise PlanEnterprise Plan
Top-Tier Paid PlanUltimate PlanUnlimited Plan
Pricing ModelPer user per monthPer user per month
User LimitsVaries based on the planVaries based on the plan
Storage LimitsVaries based on the planVaries based on the plan
CustomizationLimited in lower plansExtensive customization in all plans
Workflow AutomationLimited in lower plansAvailable in all plans
AI and AnalyticsBasic AI features in higher plansEinstein AI included in some plans
Mobile AccessAvailable in all plansAvailable in all plans
Integration OptionsExtensive third-party integrationsAppExchange with a wide range of apps and connectors
Customer SupportStandard support in lower plansEnhanced 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 / AspectZoho Vs. Salesforce in ForbesZoho Vs. Salesforce in Forbes
Device CompatibilityiOS, Android, WebiOS, Android, Web
Operating System CompatibilityLinux, Windows, macOS, WebWindows, macOS, Web
Mobile App AvailabilityYes, for iOS and AndroidYes, for iOS and Android
Mobile App FeaturesAccess to key CRM features, real-time notifications, and offline mode supportFull-featured mobile app with offline capabilities
Browser CompatibilitySupports major browsers (Chrome, Firefox, Safari, Edge)Supports major browsers (Chrome, Firefox, Safari, Edge)
Desktop ApplicationNoNo (Primarily accessed through web browsers)
Offline AccessLimited offline access through mobile appsExtensive offline capabilities in mobile and desktop apps
Compatibility with LinuxYesNo (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.

For businesses in India seeking the best Zoho CRM solutions tailored to their specific needs, collaborating with Zoho Authorized Partners can be a strategic move.

KG CRM SOLUTIONS stands out as the best-authorized partner of Zoho in India! These partners have the expertise to navigate the intricacies of Zoho CRM and can provide valuable insights and support throughout the implementation process.

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.

So, let’s connect with Certified Zoho CRM experts and move your business towards success!