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Salesforce Essentials vs Zoho CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Salesforce Essentials vs. Zoho CRM is based on a specific set of business needs and context. The comparison uses 25651 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Salesforce Essentials and Zoho CRM

Salesforce Essentials, Zoho CRM, Siebel CRM, Bullhorn ATS & CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Salesforce Essentials covers Engagement Management, Helpdesk Management with Social Media, Sales Document Management with Social Media, Knowledge Management with Social Media, etc.

Zoho CRM focuses on Engagement Management, Contact List Management with E-Mail, Lead Management, Communication Management with E-Mail, etc.

"Salesforce allows us to deliver personalization and transformation at scale in ways that we otherwise wouldn’t be able to. " - Adam Lavezzo

"Anybody can use Zoho. The interface is straightforward, and the initial trial setup took very little effort. Zoho had all of the functionality that we could ever need, at a fraction of the cost of Salesforce. It felt much more intuitive, and I was s...ure we would be very happy moving forward with Zoho. " - Ignacio Galarraga

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Salesforce Essentials

Focus area

Salesforce Essentials is better than Zoho CRM for

Software Failure Risk

  • medium

logo Zoho CRM

Focus area

Zoho CRM is better than Salesforce Essentials for

Software Failure Risk

  • medium

About

Build stronger customer relationships, with the CRM built for small business

Zoho CRM | Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are

Age

1999

1996

Financials

IPO

PRIVATE

Business Need

Total Processes
(we found evidences for)

82

130

Total Goals
(we found evidences for)

16

19

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up

engaging with scheduling & cadence



sales document management

proposal & quote management


knowledge management


contact list management

creating contact list


communication management

tracking & monitoring communications

sending & publishing communications





customer case management


pipeline management



sales call management

meeting management


training & onboarding


community building


conversion management


social media management

managing social media account

social media analytics

engaging on social media

scheduling post to social media




customer feedback management

measuring customer satisfaction



relationship management


lead qualification

lead qualification: demographic

lead qualification: technographic

lead qualification: firmographic


campaign management

campaign analytics

campaign monitoring


generation of new leads



content management


opportunity management


business development



rating and review management


account management


loyalty management

customise loyalty program






products & pricelist management



subscription management



promotion management


lifetime value management



sales review & feedback


discount management



competitive intelligence



trade show marketing


follower management


social media marketing


billing and invoice management



performance management





conference call management



channel management


touchpoint management


personalized marketing



segmentation and targeting


calendar management


revenue cycle management


sales commission management


relationship marketing





database marketing



advocacy management


payment management



create learning path


courses & assessment

create learning path



Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve stakeholder relations

  • Improve ROI

  • Increase customer life time value

  • Improve efficiency

  • Improve brand engagement

  • Build brand awareness

  • Grow market share

  • Increase average basket value

  • Improve digital and social presence

  • Improve internal communications

  • Scale best practices

  • Launch new products

  • Establish thought leadership

  • See 13 more
  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve ROI

  • Improve internal communications

  • Grow market share

  • Scale best practices

  • Enter new markets internationally or locally

  • Improve efficiency

  • Launch new products

  • Improve stakeholder relations

  • Improve digital and social presence

  • Improve consistency

  • Build brand awareness

  • Improve brand engagement

  • Shorten ramp up time

  • Improve visibility

  • Establish thought leadership

  • Increase customer life time value

  • See 16 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • social media

  • mobile

  • offline

  • chat

  • website

  • mobile app

  • point of sale

  • LinkedIn

  • Facebook

  • on premises

  • trade shows

  • promotions

  • user generated content

  • Whatsapp

  • blogs

  • Twitter

  • text SMS

  • video

  • Instagram

  • games

  • events

  • omnichannel

  • Slack

  • causes and charity

  • review sites

  • Amazon

  • newsletter

  • print media

  • movies

  • magazine

  • support groups

  • newspaper

  • mass media

  • channel partners

  • Netflix

  • See 34 more
  • e-mail

  • phone calls

  • social media

  • mobile

  • offline

  • chat

  • website

  • mobile app

  • point of sale

  • LinkedIn

  • Facebook

  • on premises

  • trade shows

  • promotions

  • user generated content

  • Whatsapp

  • blogs

  • Twitter

  • text SMS

  • video

  • Instagram

  • games

  • events

  • omnichannel

  • Slack

  • causes and charity

  • review sites

  • Amazon

  • newsletter

  • print media

  • movies

  • magazine

  • support groups

  • newspaper

  • mass media

  • channel partners

  • Netflix

  • See 34 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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low

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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medium

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Migration Risk

medium

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medium

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Business Setting