Overview: Salesforce Sales Cloud and Zoho CRM as CRM Category solutions.

Salesforce Sales Cloud excels in feature richness, making it a fit for large enterprises focusing on integration and advanced reporting. Zoho CRM is ideal for small to medium businesses attracted to cost-effectiveness, strong CRM capabilities, and robust mobile and social media integrations. Both platforms support customer engagement, but Salesforce leans towards large-scale complex operations, while Zoho offers simplicity and agility.

Salesforce Sales Cloud: Salesforce-Sales-Cloud maximizes sales efficiency through advanced automation, data, and AI-powered intelligence. The right sales software and solutions enhance productivity and insights.

Zoho CRM: Zoho CRM is an online software that manages sales, marketing, and support in one platform. Trusted by over 100 million users worldwide, a free trial is available.

Salesforce Sales Cloud and Zoho CRM: Best Use cases based on the customer satisfaction data

Salesforce Sales Cloud

Key Capabilities Supported

Salesforce Sales Cloud supports contact list management, engagement and follow-up, and lead tracking, aligning with users who need robust lead management and sales process automation. read more →

Zoho CRM facilitates engagement management and communication, catering to businesses that prioritize dynamic interaction and streamlined lead management workflows. read more →

Business Goals

Salesforce Sales Cloud aids in acquiring customers and boosting sales revenue, perfectly aligning with businesses aiming to enhance customer relationships and expand market influence. read more →

Zoho CRM helps enhance customer relationships and improve ROI, appealing to companies focusing on customer acquisition and revenue growth. read more →

Core Features

Salesforce Sales Cloud's standout features include integration, advanced analytics, and comprehensive reporting, appealing to users needing extensive cross-platform capabilities and insightful data analysis. read more →

Zoho CRM offers AI-powered tools and robust data import/export functions, crucial for users seeking cost-efficient analytics and seamless data management. read more →

Vendor Support

Salesforce Sales Cloud offers 24/7 support, chat, and phone support, ideal for users needing immediate assistance and comprehensive customer service. read more →

Zoho CRM provides 24/7 support across multiple channels, aligning with customer preferences for readily available assistance. read more →

Segments and Industries

Salesforce Sales Cloud is predominantly used by large enterprises and industries such as computer software and IT services, showing suitability for complex, large-scale operations. read more →

Zoho CRM is favored by a wide range of users including small businesses and marketing firms, reflecting its adaptability to various business sizes and types. read more →

Operational Alignment

Salesforce Sales Cloud fits into large organizational workflows, suitable for businesses with sophisticated and scalable operational needs. read more →

Zoho CRM is designed for efficient use in smaller to mid-sized environments, favored for its ease of use and fast deployment. read more →

Applying your context and needs changes the comparison

Failure Risk Guidance?

Low Medium High

Compliance Risk

low

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low

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Security & Privacy Risk

low

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medium

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Integration Risk

medium

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medium

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Migration Risk

medium

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medium

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IT and Other Capabilities

Low
Medium
High

Ease of migration

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Data

Data Export

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Data Import

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Support

Email Support

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24/7 Support

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Chat Support

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Phone Support

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Others

Analytics

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Custom Reports

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AI Powered

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Most deployed common Use Cases for Salesforce Sales Cloud and Zoho CRM

Why is Salesforce Sales Cloud and Zoho CRM the best choice for Contact List Management?

Both Salesforce Sales Cloud and Zoho CRM manage contact lists. Salesforce Sales Cloud provides detailed configuration options for contact management, including profiles, record types, and page layouts. Zoho CRM is user-friendly for importing contacts and offers integration with Google and social media. Salesforce Sales Cloud allows for more granular control over contact management but has limitations with contact transfer between Mac systems and Salesforce. Zoho CRM's limitations include difficulty creating custom queries and duplicate contact issues.

"...The ability to add contact information and call data is simply exciting...." Peer review by Tim McDonald, Food & Beverages

"...We currently use Zoho CRM to manage our client contact information and overall opportunity management...." Peer review by Jonathan Graham, Senior Director, Delivery Operations, Element Solutions

What Are the key features of Salesforce Sales Cloud and Zoho CRM for Engagement Management?

Both Salesforce Sales Cloud and Zoho CRM offer features to manage customer engagement, such as tracking interactions, setting reminders, and sending follow-up emails. Salesforce Sales Cloud focuses on sales-specific functions and offers greater integration with other applications. Zoho CRM provides a broader range of functionalities, including accounting and project management, but might be less user-friendly for less technologically adept users. A limitation of both tools is that they require ongoing monitoring and training for optimal effectiveness.

"...The navigation is extremely easy to use when looking up customers and making calls/engagement plans...." Peer review by Anonymous Reviewer

"...Zoho CRM is an incredible service that for several years has allowed us to interact with customers and increase revenue of the company, this software really provides a very good experience to its users when working, really this platform is very innovative, this service allows us to contact customers in almost all channels from telephone, email, live chat and different social networks, has an option that receives real-time notifications when customers interact with the company in real time, allows you to measure the efficiency of communication with our customers...." Peer review by Eiichi M, Sales And Marketing Specialist, Food & Beverages

How efficiently Does Salesforce Sales Cloud and Zoho CRM manage your Workflow Management?

Salesforce Sales Cloud and Zoho CRM both enable users to customize and manage workflows. Salesforce Sales Cloud provides more features for complex workflows, but can be difficult to set up. Zoho CRM offers a simpler user interface and is more suitable for small businesses with simpler workflow needs. However, Zoho CRM's limitations in dynamic form layouts can restrict its usefulness for businesses with multiple workflows.

"...The ability to create products and workflows that benefit both internal and external customers is priceless...." Peer review by Linda Ray House, Banking

"...The tremendous functionality and versatility of the software and great support for follow-ups, website integration with forms and workflow management...." Peer review by Shrey s., developer, Computer & Network Security

What makes Salesforce Sales Cloud and Zoho CRM ideal for Communication Management?

Salesforce Sales Cloud and Zoho CRM both provide communication management features such as sending emails, tracking calls, and managing tasks. Salesforce Sales Cloud offers more advanced features, such as social media integration and reporting capabilities. Zoho CRM provides easier email customization and campaign management features. Both tools have limitations; Salesforce Sales Cloud struggles with tracking delivered messages, while Zoho CRM lacks business expense tracking and online community management.