cuspera logo CUSPERA
Search Your Reports For Vendors
Your Reports For Vendors

Zoho CRM Plus vs Salesforce Financial Services Cloud: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Zoho CRM Plus medium Failure Risk for Salesforce Financial Services Cloud medium
Know More

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 Implementing CRM Plus For Businesses Since 2015 And It Is Our Favourite Zoho Product Because Of The Brilliant Unified Customer Experience It Gives Our Clients. Our Clients Often Tell Us How Easy CRM Plus Is To Use And How Much Time And ...Money They Have Saved Since Streamlining And Automating Their Business Using The Nine Applications That Are Part Of CRM Plus. " - Jason Kimber

"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

Read Reviews (104)

Read Reviews (23)

engaging and following up

Read Reviews (63)

Read Reviews (14)

social media management

Read Reviews (39)

Read Reviews (0)

engaging on social media

Read Reviews (25)

Read Reviews (0)

managing social media account

Read Reviews (2)

Read Reviews (0)

social media marketing

Read Reviews (30)

Read Reviews (0)

helpdesk management

Read Reviews (19)

Read Reviews (1)

collaboration

Read Reviews (17)

Read Reviews (12)

customer feedback management

Read Reviews (15)

Read Reviews (1)

lifetime value management

Read Reviews (14)

Read Reviews (1)

conversion management

Read Reviews (10)

Read Reviews (2)

competitive intelligence

Read Reviews (10)

Read Reviews (1)

campaign management

Read Reviews (10)

Read Reviews (1)

workflow management

Read Reviews (8)

Read Reviews (2)

contact list management

Read Reviews (8)

Read Reviews (19)

knowledge management

Read Reviews (7)

Read Reviews (0)

training & onboarding

Read Reviews (7)

Read Reviews (5)

pipeline management

Read Reviews (5)

Read Reviews (1)

communication management

Read Reviews (5)

Read Reviews (0)

sending & publishing communications

Read Reviews (3)

Read Reviews (0)

promotion management

Read Reviews (4)

Read Reviews (0)

discount management

Read Reviews (4)

Read Reviews (0)

generation of new leads

Read Reviews (2)

Read Reviews (9)

lead qualification

Read Reviews (2)

Read Reviews (1)

sales document management

Read Reviews (2)

Read Reviews (0)

relationship management

Read Reviews (1)

Read Reviews (8)

relationship marketing

Read Reviews (0)

Read Reviews (4)

products & pricelist management

Read Reviews (0)

Read Reviews (4)

opportunity management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

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

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Security & Privacy Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Integration Risk

low

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Migration Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting