Are you looking for a powerful tool for your customer relationship management and wondering whether Zoho CRM or Salesforce is better? Then you've come to the right place! On this page, we've compared the most important features of Zoho CRM and Salesforce. And if you want a quick answer to the question "Zoho CRM or Salesforce?" — here it is: Zoho CRM is the better choice! Read on to find out why.
Intuitive Interface
Zoho CRM impresses with a clear, intuitive user interface. With the drag-and-drop editor, you can easily create new workflows for automated sales processes, for example. Salesforce also allows this, but its interface is rather clunky and outdated.
Easy Configuration
Many features Zoho CRM offers are also available in Salesforce. However, they're significantly easier to configure in Zoho CRM. For example, you don't need any programming knowledge for custom modules and dynamic layouts.
Communication Across Many Channels
Zoho CRM lets you communicate with your customers in various ways, including a built-in live chat feature, and every social media interaction can be captured. With Salesforce, you need extra plugins for that.
Business Card Scanner
Sales reps collect a lot of business cards. Entering them by hand is tedious. Unfortunately, Salesforce offers no solution here — Zoho CRM does: the app lets you scan business cards, so you can capture new customer contacts in a few clicks, either on your phone or directly in Zoho CRM.
Fast Analysis
Zoho CRM's analytics feature is very user-friendly. Different dashboard views give you a quick overview of your customers and sales reps. With Salesforce, on the other hand, you always have to request a report first to evaluate data — impractical and time-consuming.
Built-In Artificial Intelligence
Zoho CRM uses artificial intelligence. The AI-powered sales assistant Zia helps you understand your business and your customers better — for example, by telling you who your best leads are or by forecasting future sales. Zia also lets you quickly jot down notes via voice input. Salesforce offers similar AI features too, but you have to pay extra for them.
Better Sales Enablement
Zoho CRM includes various features that make sales reps' work easier. These sales enablement tools are included as standard in Zoho CRM, whereas in Salesforce you have to pay extra for them.
More Marketing Features
With Zoho CRM, you can run email marketing campaigns even in the affordable Standard edition. With Salesforce, many marketing features are locked behind a paywall.
Price Comparison: Zoho CRM vs. Salesforce
We've given you many good reasons above why Zoho CRM is the better choice compared to Salesforce. There's one very good reason we haven't mentioned yet: the price. Zoho CRM isn't just better — it's also significantly cheaper, which makes it a great alternative to Salesforce, especially for smaller businesses.
Zoho CRM:
- Free — €0
- Standard — €14
- Professional — €23
- Enterprise — €40 (includes review capture and management)
- Ultimate — €52
Salesforce:
- Professional — €75
- Enterprise — €150
- Ultimate — €300
Use the Migration Assistant
Zoho CRM has a data migration assistant that helps ensure all your data is transferred correctly from your old CRM software. If you still run into issues, you can turn to Zoho Support — just fill out the form and a Zoho representative will contact you as soon as possible. Or give us a call! codafish is happy to support you with our international support team.
Important Notes for Migration
- All data should be in CSV format.
- A file must not exceed 4GB, and you can migrate a maximum of 200 files.
- If you upload zip files, note the following: all files inside the zip must be in CSV format, and the zip file should contain a folder named "Attachments" holding the source files from your Salesforce records. This folder structure is essential for Zoho CRM to recognise the attachments.
- Please note: entire tabs or modules cannot be migrated to Zoho CRM as a whole, but you can migrate individual data from these modules.
As an authorised Zoho agency, codafish is happy to help you explore the diverse possibilities of Zoho CRM and other Zoho apps for your business. Zoho CRM is part of Zoho One, a software package with over 40 applications for digitising, connecting and optimising your business processes. Think of Zoho One as an operating system for your company. You can buy Zoho CRM on its own, bundled with other Zoho apps, or as part of the full Zoho One package. Try Zoho CRM free for 30 days.
