Technology

Salesforce or Zoho- Which CRM Suits your Business Better?

September 23, 2022

As far as Salesforce and Salesforce mobile app development is concerned, it may be leading the pack, but Zoho is another platform that serves a very healthy number of clients. But which one suits your business requirements?

For anyone conducting business, the term CRM will surely ring a bell. Customer Relationship Management software is a pretty big deal today and given how seamlessly the right CRM aligns multiple functions in an organization, the hype around top-class CRM software is pretty real.

A Customer Relationship Management software brings multiple operations like marketing, customer service, and sales as a single, consolidated module. With this, it becomes easier to deliver a great experience to existing customers and even gain new ones in the process.

A CRM platform acts as a backbone for proper data backup and storage. Not only it becomes easier to make sales, but it also brings a consistent degree of growth for the company. As a business, if you are looking to get a CRM platform, then it will be impossible for you to not come across the name of Salesforce and the amazing results that Salesforce mobile app development delivers.

Other than Salesforce, Zoho is another well-known player in the CRM domain. It’s a direct competitor to Salesforce, but much less expensive and small in scale as compared to Salesforce. 

However, the scale and initial costs should not cloud your judgment on the right CRM for your business. This one decision will have long-standing implications on your business, which is why your decision should involve a lot of thought and research.

1- About the Companies

Salesforce

If we talk about the market share and revenue, then Salesforce will surely come up trumps. The company was founded in 1999 and is the pioneer of software as a service (SaaS) services.  Today, Salesforce has a workforce of more than 35,000 people.

Companies like Coca-Cola and the American Red Cross are notable customers of this company.

Zoho

The Zoho web suite that competes with Salesforce did not come into effect until 2005 but was founded as an IT company called AdventNet Inc.

A privately held company as of now,  Zoho is headquartered in Chennai, India, and its clients include a number of small businesses that belong to domains like IT consulting, real estate, and media too, with their solutions tailored for companies of all sizes.

2- Feature Set and Prices

Salesforce

For every single contact, the Salesforce mobile app builder stores communication history and data, that’s clubbed with other related activities as well. You also get real-time tracking of the lead activities and then take appropriate action to close things.

What’s more, there are integrated dashboards and reports which give you insights on everything- from sales forecasts to conversion rates and even merging complex spreadsheets, Salesforce does it all for you. 

For small businesses, Salesforce has two plans on offer. It does not have any free plan as such, but the paid plans do come with a trial period, starting at $30 per user for one month in its Essentials plan. There is also a Lightning Professional plan that bills $75 per user, in a month, which gets billed annually.

Zoho

Zoho too isn’t far behind here. It stores meeting notes, contact numbers, mail ids, and more, without having to move away from the system as it gets integrated with most of the major office applications.

The Zoho dashboard allows for similar access to different analytics tools. With Zoho’s Opportunity Tracking tool, you get all the sales activities like the lead source, size of the deal, and any other metrics that you want to use.

As far as pricing goes, Zoho has a plan that’s free forever and covers a number of features like contact, deal, and lead management to a limit of up to 3 users. It’s paid plans are between $18- $45 for a single user every month, with monthly billing.

Other than this, there are some added perks in cost like-

  • A 15-day trial for every paid plan.
  • All paid plans come with the option of customizing the dashboards.
  • A 20% discount on yearly billings.

3- Managing Databases

Salesforce

Salesforce integration provides you with a much more impactful database that includes a huge variety of customer insights like their search history and recent activities among a number of other such insights. 

The data results too are much more scale when compared to Zoho in this case.

Zoho

Through Zoho, you get access to information from different platforms pretty quickly. It has a number of cutting-edge CRM features that are built within Zoho, that allow you to extract data from different platforms like Twitter, Facebook, and a number of other external platforms.

It’s a little shallow in its approach when you directly compare it with Salesforce, but pretty effective nevertheless.

Which CRM Platform is Better For You Then?

Salesforce and Zoho, both CRM platforms offer a lot of amazing features and functionality, with plans that totally suit what they bring to the table for small businesses. As to which software is actually perfect for you, that will largely depend on the needs and features that you are in need of. 

If you are looking for CRM software that’s highly advanced and gives you every chance to grow and scale-up, don’t look at anything beyond Salesforce. Yes, the plans and prices will depend on your requirements, but if it all works for you, then there’s absolutely no beating Salesforce.

However, if you are more inclined to save costs and think that sticking to the important basics would do, then Zoho too is a delightful option for you, with some truly stunning features up its sleeves.

It’s not about the better ‘platform’ obviously, but one which suits your purpose in a better way.

For exemplary Salesforce mobile app development services in USA, surely consider connecting with Consagous Technologies. They are a team of seasoned professionals that will get you top-notch solutions for your requirements.

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