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Zoho CRM Plus vs Salesforce Financial Services Cloud: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Zoho CRM Plus vs. Salesforce Financial Services Cloud is based on a specific set of business needs and context. The comparison uses 1372 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Zoho CRM Plus and Salesforce Financial Services Cloud

Zoho CRM Plus, Salesforce Financial Services Cloud, Soffront, Salesseek, 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.

Zoho CRM Plus covers Engagement Management with Social Media, Social Media Management with Social Media, Social Media Marketing with Social Media, Helpdesk Management with E-Mail, etc.

Salesforce Financial Services Cloud focuses on Engagement Management, Contact List Management with Website, Collaboration with Mobile, Lead Management with Website, etc.

"We Have Been A Zoho Customer For Many Years. As CSMO's Secretary, I Frequently Use And Love Zoho CRM Plus. Zoho Helps Me Manage Customer Data Efficiently, Send And Evaluate Marketing Emails, Seamlessly Welcome New Members, And Keep In Touch With The...m. During Remote Work, CSMO Is Still Active On Social Networks. Thanks To Zoho CRM Plus, I Can Build And Maintain Strong Relationships With All Stakeholders. " - Pham Phuong Ha

"The Salesforce Platform is a very mobile, 21st-century environment that complements [our] talents at connecting with clients. " - John Joseph

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 Zoho CRM Plus

Focus area

Zoho CRM Plus is better than Salesforce Financial Services Cloud for

Software Failure Risk

  • medium

logo Salesforce Financial Services Cloud

Focus area

Software Failure Risk

  • medium

About

Zoho CRM Plus | The customer experience platform across every channel

Build a lifetime of trust with a unified financial services experience

Age

1996

1999

Financials

PRIVATE

IPO

Business Need

Total Processes
(we found evidences for)

50

48

Total Goals
(we found evidences for)

6

6

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up


social media management

engaging on social media

managing social media account


social media marketing


helpdesk management



customer feedback management


lifetime value management


conversion management


competitive intelligence


campaign management


workflow management


contact list management


knowledge management


training & onboarding



pipeline management


communication management

sending & publishing communications



promotion management


discount management




generation of new leads


lead qualification


sales document management





relationship management



relationship marketing


products & pricelist management


opportunity management



Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve digital and social presence

  • Improve stakeholder relations

  • Grow market share

  • See 3 more
  • Enhance customer relationships

  • Acquire customers

  • Improve visibility

  • Increase sales & revenue

  • Increase customer life time value

  • Improve ROI

  • See 3 more

Top Channels

Channels Used

  • website

  • promotions

  • mobile

  • offline

  • point of sale

  • mobile app

  • social media

  • See 4 more
  • website

  • promotions

  • mobile

  • offline

  • point of sale

  • mobile app

  • social media

  • See 4 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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low

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Migration Risk

medium

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medium

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Business Setting