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Salesforce vs. Zoho Customer Relationship Management Systems – A Comparative Study by Flosum

There is no doubt that Salesforce is a top-notch platform, which is consistently building more and more tools and features to meet up with the growing challenges in the CRM sector. However, it is a common and good enough question from customers while considering CRM services as to whether to go for Salesforce or alternative options like Zoho. Let us explore. 

Zoho vs. Salesforce CRM

1. Ease of Use

Zoho features a very clean and simple layout, which has a modular approach. With this, it becomes easier to use and configure. The user interface of Zoho is easily navigable, and you can easily filter the data related to your Potential Stage, Amount, Date of Closing, Country, and many other such criteria. In short, Zoho had put in a fair lot of efforts with the needs of sales reps in mind and how they access data. The learning curve for Zoho is much smaller, and it is also easy to hang off this CRM quickly.

The user interface of Salesforce is also user-friendly but lacks a bit compared to the more playful UI of Zoho. Salesforce has various features, which makes it highly functional, but a little difficult for beginners to navigate through it. So, it is important that you give the Salesforce users proper training to make them work productively on it. The learning curve for Salesforce is a bit higher than Zoho.

2. Features

Salesforce has the upper hand on Zoho in terms of features, but both Zoho and Salesforce are very robust systems as coming packed with many amazing features. Even though basic functionalities are similar, like gathering leads, managing leads, managing accounts, etc., we will explore some more interesting features with a side-by-side comparison table.

Most popular features of Salesforce and Zoho:

Salesforce Sales CloudZoho
From the ‘Contact Us’ form on your contact page, Salesforce can automatically create a lead.It can capture information of website visitors and can assign the lead to a corresponding sales rep.

Pre-made email templates for general and customized communication. Automated email sending can be done. You can also track it on Salesforce when an email is received and opened by the recipient.

Email templates are available, along with insights. You can also track open rate, click-through rate, bounce rate, etc.
Emails can be sent from mail clients like Outlook, Gmail, etc., which can be synced to the Salesforce platform. Plugin for synching emails directly from Outlook and other email clients onto the Zoho platforms.
With Salesforce Mobile App, you can access the data securely and create and update the Salesforce records when you are on the go. It can help to create, access, and update the CRM records through a mobile app from anywhere at any time. The date can also be accessed while offline.
Chatter feature to connect and engage all the employees on the platform. Effective to connect the product teams by providing direct feedback from the customer and can share the files and knowledge.Connect effectively for better team collaboration and to share documents with other colleagues working on the projects.
Enhanced dashboards for arranging and sorting info related to sales data based on your preferences and key business metrics.Customizable reports are made available at the dashboard in different modules, which gives a snapshot of real-time data based on the key metrics.
Salesforce Inbox offers new opportunities right from the inbox and shares the calendar directly with the customers for easy scheduling.Sales Inbox where the emails are organized automatically. It can also prioritize emails based on various stagsale pipeline stages allow the salespeople to focus more on the priority leads.

You can see that almost all features offered by both Salesforce and Zoho are more or less the same, with a few up and downs here and there. However, on reviewing all the features in-depth, as per FLOSUM, it is found that Salesforce offers more features in its default offerings. It is also so easy to customize Salesforce based on your enterprise needs. 

3. Customization

In terms of customization of features, both Zoho and Salesforce come with many amazing features out of the box. However, now two businesses may be the same when it comes to their objectives, and their workflow and processes may largely vary. So, there may be a bit set of requirements for each business in terms of extending and modifying CRM platforms’ capabilities to make them work well.

  • On Zoho, you can easily customize the modules and add more functionalities. You can also create better new modules, add fields as needed, and also change the design layout. You can also check and update the user permissions.
  • Salesforce can also be configured as per the business needs, and the features can be customized. Admins can also make the changes through point and click through Force.com builder. The biggest advantage of Salesforce is its customizability. You can custom all the objects, fields, third-party extensions integrated into the app, etc., to ensure a comprehensive approach to CRM.

Last but not least, you have to make pricing a major consideration while making a comparison between these two technology giants. This is one reason why most of the users tend to opt for Zoho over Salesforce as it comes cheaper.

  • Zoho comes in four editions as Standard, Enterprise, Professional, and Ultimate. The price range starts from $12 to $100, which are charged on a per-use basis. The most popular Zoho CRM plan is Enterprise edition, which comes at $35 per user per month and billed on an annual basis.
  • Sales Cloud of Salesforce also comes in four editions as Essentials, Professional, Enterprise, and Unlimited. The price starts from $25 and ranges up to $300. Like Zoho, it is also billed per user. The most popular Enterprise Edition of Salesforce cloud came at a price of $150 per user per month and billed annually.

In fact, you can try out with the trial edition of both these CRMs to identify which is more comfortable for your enterprise and what all features are out there matching your needs.