Comparison Summary
This comparison report of Zoho CRM vs. Salesforce Financial Services Cloud is based on a specific set of business needs and context. The comparison uses 23521 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Zoho CRM and Salesforce Financial Services Cloud
Zoho CRM, Salesforce Financial Services Cloud, HubSpot CRM, Hubspot Sales Hub, 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 covers Engagement Management, Contact List Management with E-Mail, Lead Management, Communication 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.
"The multiple sales pipeline feature is awesome and something I have been waiting for for a long time. It really helps me differentiate my processes for different services. The quadrant and cohort analytics features give us interesting insights we ba...se decisions on. " - Yannick Weihs
"With Salesforce, we have transformed the mortgage process at Barclays " - Jackie Uhi
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.
Zoho CRM
Focus area
Zoho CRM is better than Salesforce Financial Services Cloud for
Software Failure Risk
About
Zoho CRM | Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are
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)
130
48
Total Goals
(we found evidences for)
19
6
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Improve ROI
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Improve internal communications
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Grow market share
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Scale best practices
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Enter new markets internationally or locally
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Improve efficiency
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Launch new products
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Improve stakeholder relations
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Improve digital and social presence
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Improve consistency
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Build brand awareness
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Improve brand engagement
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Shorten ramp up time
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Improve visibility
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Establish thought leadership
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Increase customer life time value
- See 16 more
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Enhance customer relationships
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Acquire customers
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Improve visibility
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Increase sales & revenue
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Increase customer life time value
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Improve ROI
- See 3 more
Top Channels
Channels Used
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website
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promotions
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mobile
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offline
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point of sale
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mobile app
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social media
- See 4 more
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website
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promotions
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mobile
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offline
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point of sale
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mobile app
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social media
- See 4 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
