Last Updated: January 2025
In the realm of CRM software, it’s Salesforce Vs. Zoho. Salesforce raked in $21.25 billion in 2021, while Zoho reached $1 billion in 2022.
This comparison examines their features and capabilities, guiding businesses in making informed decisions about their CRM needs.
Salesforce vs. Zoho Quick Comparison Table
| Features | Salesforce | Zoho |
| Target Users | Enterprise businesses | Small to mid-sized firms |
| Scalability | Suited for large-scale businesses | Scalable for growing companies |
| Reporting and analytics | Robust | Intuitive |
| Automation | Advanced | Basic |
| Data Storage | Ample data storage | Data storage options available |
| Customization | Highly customizable | Flexible with customization options |
Salesforce vs. Zoho Detailed Feature Overview
1. Customization (Rating: 4.7/5; 13 reviews)
Salesforce
- High-level Customization: Salesforce provides extensive customization options, allowing you to tailor the CRM to match your specific business processes and requirements.
- Custom Objects: You can create custom objects to represent unique data entities within your organization, which can be useful for tracking specialized information.
- Workflow Rules: Salesforce offers a powerful workflow engine that enables the automation of tasks, notifications, and field updates based on specific criteria.
Zoho
- Customization: Zoho CRM also supplies a good degree of customization to fit your business processes, though it may not be as extensive as Salesforce.
- Workflow Automation: Zoho has workflow automation and blueprints to streamline your business processes and create automated workflows.
- Custom Fields: Build custom fields in Zoho CRM to capture specific data relevant to your business.
Winner: Salesforce
User reviews
“The high degree of customization ensures that Sales Cloud can adapt to our specific needs, aligning with evolving business processes.” Verified User in E-Learning
“The platform allows for extensive customization of fields, layouts, and automation rules, so you can tailor the system to meet the unique needs of your business.” Shankar S.
2. Task Management (Rating: 4.5/5; 8 reviews)
Salesforce
- Task Assignment: Salesforce permits the easy assignment of tasks to team members, ensuring that responsibilities are clear.
- Task Prioritization: Prioritize tasks based on their importance, allowing your team to focus on high-priority activities.
- Task Dependencies: Salesforce enables you to design dependencies between tasks, verifying that they are completed in the correct order.
Zoho
- Task Assignment: Zoho CRM authorizes you to assign tasks to team members, assuring clear responsibilities.
- Recurring Tasks: Zoho CRM supports recurring tasks for managing your routine actions.
- Task Tracking: Zoho presents a dashboard for tracking task statuses and due dates.
Winner: Zoho
User reviews
“Easy to use features for both the sales reps and the sales leaders such as easy task management, forecasting, lead management.” Sarah P.
“The task management is very robust it led to timely connection with clients resulting in more deal closures.” Kamal M.
3. User interface (Rating: 4.9/5; 12 reviews)
Salesforce
- Clean and Modern Design: Salesforce has a clean and modern UI design that furnishes a professional look and feel.
- Intuitive Navigation: The navigation is well-structured, making it relatively easy to find the features and tools you need.
- Dashboards: Salesforce renders interactive dashboards for data visualization and quick access to key metrics.
Zoho
- Clean and user-friendly: Zoho CRM bestows a clean and user-friendly interface, suitable for firms of any scale.
- Dashboards: Zoho imparts customizable dashboards for data analysis and performance monitoring.
- Integration with Zoho Suite: If you use other Zoho products, the integration across the Zoho Suite serves a seamless user experience.
Winner: Salesforce
User reviews
“The user interface is intuitive and user-friendly, making it easy for both beginners and experienced users to navigate.” Oscar H.
“The user interface is user-friendly and simple, which makes it simple to apply.” Suman K.
4. Analytics and Reporting (Rating: 4.6; 12 reviews)
Salesforce
- Powerful Reporting: Salesforce gives you a comprehensive reporting engine that allows you to design highly detailed and personalizable reports.
- Scheduled Reports: Schedule automated report deliveries to your inbox or others.
- Data Integration: Salesforce incorporates a wide range of third-party data sources, enhancing your reporting capabilities.
Zoho
- Robust Reporting: Zoho CRM includes a comprehensive reporting module, facilitating you to create, view, and share various reports.
- Data Integration: It supports unification with various data sources, both within the Zoho Suite and third-party applications.
- AI-powered Insights: Zoho CRM features Zia, an AI assistant that affords insights and recommendations for improved decision-making.
Winner: Salesforce
User reviews
“The real-time analytics and reporting capabilities enable our teams to make informed decisions on the spot.” Nathaniel W.
“While Zoho CRM offers basic reporting and analytics, it may not be enough for businesses that require more in-depth reporting capabilities.” Shankar S.
5. Mobile App (Rating 4.3/5; 11 reviews)
Salesforce
- Cross-platform Support: Salesforce delivers a mobile app that works on both iOS and Android devices.
- Offline Access: Users can access and work on their Salesforce data offline and sync changes when online.
- Notifications: You can receive real-time notifications and alerts to stay updated on important activities.
Zoho
- Cross-platform Support: Zoho CRM makes available mobile apps for both iOS and Android, ensuring accessibility for a wide range of users.
- Offline Access: The app allows offline access, enabling users to work with their CRM data without an internet connection.
- Notifications: Receive real-time alerts and notifications about your activities and task updates.
Winner: Salesforce
User reviews
“I love the mobile app that I can find contacts quickly and follow up on the leads on the go.” Jay K.
“Additionally, it makes it simple to call prospects and customers straight from the app on your phone.” Rochelle A.
6. Pricing (Rating: 4.2/5; 12 reviews)
Salesforce
You can choose from five different pricing plans with Salesforce: Starter, Professional, Enterprise, Unlimited, and Unlimited+. The good news is that they extend a free trial for each of these plans.
- Starter
Cost: $25/user/month billed annually
Features: Simplified setup & onboarding, lead, account, contact & opportunity management, and email integration & automated activity capture.
- Professional
Cost: $80/user/month for year-long billing
Features: Forecast management, customizable reports & dashboards, and quoting & contracting.
- Enterprise
Cost: $165/user/month yearly billing
Features: Everything in Professional plus advanced pipeline management & deal insights, territory management & planning, and workflow & approvals.
- Unlimited
Cost: $330/user/month annual billing
Features: Contains Enterprise facets along with advanced automation & sales engagement, predictive & generative AI, and a premier success plan & full sandbox.
- Unlimited+
Cost: $500/user/month billed annually
Features: Encloses unlimited specifications with performance management, enablement, and team collaboration with Slack, connects Salesforce, external data with Data Cloud, and revenue intelligence.
Zoho
Zoho’s pricing options include four plans: Standard, Professional, Enterprise, and Ultimate. Additionally, they supply a generous 15-day free trial period.
- Standard
Cost: $9.61/user/month paid per annum
Features: Advanced filters, multiple pipelines, scoring rules, sales forecasting, email insights and multiple currencies
- Professional
Cost: $16.82/user/month annual cost
Features: Entwines Standard aspects along with macros, sales signals, and assignment rules.
- Enterprise
Cost: $28.83/user/month for once-a-year billing
Features: Encloses Professional traits and multiple scoring rules, custom sales signals, and Email parsers
- Ultimate
Cost: $31.23/user/month payable on an annual basis
Features: Embraces Enterprise capabilities with data entry wizards and portals.
Winner: Zoho
User reviews
“Some users may find its pricing on the higher side and its plethora of options slightly overwhelming.” Regina C.
“This pricing model helps businesses save on software expenses and provides access to a wide range of tools without incurring additional costs for individual applications.” Mohammed E.
Salesforce vs. Zoho: Making a Choice
Salesforce is a dominant choice for large enterprises, offering extensive features and scalability. Zoho provides a more budget-friendly alternative suitable for small to mid-sized businesses.
The choice between them depends on the organization’s size, budget, and specific CRM needs.
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