Are you stuck trying to pick between Salesforce and Zoho CRM?
It’s tough, right?
Imagine choosing the wrong CRM.
You could waste money, frustrate your team, and even lose customers.
In this article, we’ll break down Salesforce vs Zoho CRM in simple words.
By the end, you’ll know which one will help your negocio shine.
Descripción general
We’ve rolled up our sleeves and put both Salesforce and Zoho CRM through their paces.
Our team has spent hours testing features, comparing prices, and talking to users.
Listo para explorar el líder mundial CRM? Sign up for a free trial of Salesforce today!
Precios: Tiene una prueba gratuita. El plan premium cuesta desde $25 al mes.
Características principales:
- Gestión de clientes potenciales
- Sales forecasting
- Opportunity management
¿Quieres un sistema simple pero potente? CRM ¿Quieres organizar tus relaciones con los clientes? ¡Puedes experimentarlo sin riesgos!
Precios: Tiene una prueba gratuita. El plan premium cuesta desde $14 al mes.
Características principales:
- Gestión de contactos
- Automatización de la fuerza de ventas
- Análisis e informes
¿Qué es Salesforce?
Salesforce? Yeah, it’s a big name in CRM.
Think of it as a super-powered tool for managing customers.
It’s used by tons of big companies.
It can handle a lot of datos. It helps sales teams stay organized.
Además, explora nuestros favoritos Salesforce alternatives…
Nuestra opinión
It’s incredibly powerful and flexible. The free plan is very generous, and it has many features for managing projects.
Beneficios clave
Salesforce helps businesses connect better with customers. It gives a full view of each customer.
This helps improve sales and service.
- 360-Degree Customer View: See all customer interactions in one place.
- Boosts Sales by 39%: Many users report higher sales and productivity.
- Automatización potente: Automate tasks like emails and lead tracking.
- Huge AppExchange: Connects with thousands of other apps.
- Scalable for Growth: Grows with your business, from small to large.
Precios
- Starter Suite:$25/usuario/mes.
- Pro Suite: $100/user/month.
- Empresa: $165/user/month.
- Ilimitado: $330/user/month.
- Einstein 1 Sales: $500/user/month.
Ventajas
Contras
What is Zoho?
Zoho CRM? It’s a solid choice, too.
It’s known for being budget-friendly. It’s great for small to medium businesses.
You get a lot of features for the price. It’s also pretty easy to learn.
Además, explora nuestros favoritos Alternativas a Zoho CRM…
Nuestra opinión
Eleva tu redes sociales Estrategia con Zoho Social. Desde programación inteligente y escucha social hasta análisis exhaustivos, ¡descubra el poder de Zoho Social hoy mismo!
Beneficios clave
- La personalización es el rey: Adapte Zoho CRM para que se ajuste a su flujo de trabajo exacto.
- Asequible para todos: Comienza con un plan gratuito para hasta 3 usuarios.
- Acceso a la aplicación móvil: Administre su CRM sobre la marcha, en cualquier momento y en cualquier lugar.
- Análisis integrado: Realice un seguimiento de métricas críticas y obtenga información valiosa.
Precios
- Estándar:$14/usuario/mes.
- Profesional:$23/usuario/mes.
- Empresa:$40/usuario/mes.
- Último:$52/usuario/mes.
Ventajas
Contras
Comparación de características
Choosing the right CRM solutions means looking closely at the details.
We’ve gone in-depth on the major differences. Here is a feature-by-feature breakdown to help you decide.
1. Core Sales Management (Sales Cloud vs Core CRM)
- Salesforce CRM: This centers on the powerful Sales Cloud. It provides advanced tools to manage the entire sales pipeline. The salesforce team can use features like sophisticated territory management, advanced forecasting, and guided selling. It is built for complexity as your business grows.
- Zoho CRM: The core CRM system offers solid contact management and lead tracking. It is a best bet for pequeña empresa needing to streamline daily tasks. It includes tools for quoting and order management right in the standard offering.
2. Marketing Automation Capabilities
- Salesforce CRM: You get the dedicated Marketing Cloud. This salesforce products suite offers deep, cross-channel journey building. It allows for highly complex segmentation and detailed customer profiling, which is perfect for a large company.
- Zoho CRM: Marketing is handled primarily through Zoho Campaigns and Zoho Marketing Automatización. While very capable, it provides a more straightforward set of marketing campaigns and automation features, making it simpler to use for smaller businesses.
3. Artificial Intelligence (AI) and Innovation
- Salesforce CRM: Salesforce takes advantage of Einstein AI. This is a groundbreaking AI innovation integrated across the entire platform, including Sales Cloud and Service Cloud. It offers predictive lead scoring, opportunity insights, and generative AI capabilities powered by AI agent technology.
- Zoho CRM: Zoho’s AI is called Zia. Zia helps with automation, suggests the optimal times to contact leads, and gives basic predictions. It’s a great addition, but it lacks the deep, enterprise-level predictive analytics and sophisticated machine learning of its competitor.
4. Customer Service Management
- Salesforce CRM: The Service Cloud is a market leader. It offers a powerful omnichannel platform. Agents get a complete view of the customer, allowing them to manage service across phone, chat, and social channels efficiently.
- Zoho CRM: Zoho Desk is the core service tool, often included in the Zoho suite. It provides ticketing, self-service portals, and good reportando. It is a capable crm offers that works well for teams focused on basic to intermediate customer service.
5. Ecosystem and Integrations (AppExchange vs Zoho Suite)
- Salesforce CRM: The AppExchange is its advantage. It hosts thousands of apps and add-ons. This vast marketplace lets the salesforce crm connect to virtually any other business tool, making it the best crm for complex integration requirements.
- Zoho CRM: The main strength here is the Zoho suite integration. Connecting the crm solutions to other Zoho apps like Libros de Zoho or Zoho Social is seamless. It uses third-party connectors for external apps, such as QuickBooks, but the ecosystem is smaller.
6. Commerce Capabilities
- Salesforce CRM: They offer the Commerce Cloud. This is an enterprise e-commerce platform that links directly to the customer data in the CRM. It delivers a personalized customer experiences across B2B and B2C digital storefronts.
- Zoho CRM: Zoho Commerce is a site constructor and e-commerce platform. It is a good choice for pequeñas empresas setting up their first online store. It has good functionality but cannot match the scale and complexity of Commerce Cloud.
7. Social Media Management
- Salesforce CRM: Salesforce products use Social Studio within the Marketing Cloud. This allows for deep social listening, publishing to social media platforms, and advanced customer engagement. It is geared towards complex brand management.
- Zoho CRM: Zoho Social is a dedicated tool for social media management. It offers powerful scheduling features, monitoring of social media accounts, and the ability to monitor mentions. This is a great solution for maintaining an active social media presence.
8. Customization and Extensibility
- Salesforce CRM: Salesforce is legendary for its customization. A chief digital officer could build almost anything on this platform. Its highly adaptable infrastructure is why it serves the enterprise industry.
- Zoho CRM: It allows users to customize modules, fields, and workflow blueprints. While effective for most businesses, it can hit limits if your business data structure becomes extremely complex.
9. Pricing and Total Cost
- Salesforce CRM: Known for premium pricing often billed annually. The total cost includes high subscription fees and potential high implementation costs. It offers powerful solutions but requires a significant budget.
- Zoho CRM: The core CRM offers a much lower cost of entry. It even has a free plan. While adding extra zoho apps and add ons increases the price, it remains a cost-effective option for smbs.
¿Qué tener en cuenta al elegir un software CRM?
- Training & Adoption: Look at the training offered to your employees. A complex CRM limits customer success if people can’t use it on a daily basis.
- AI Vision: What are the vendor’s AI commitments? Salesforce’s focus on data cloud and AI is a game changer for future growth.
- Social Capabilities: Do you need a strong social media management tool? See if it can monitor hashtags, track performance across multiple social media accounts, and let your social media manager schedule posts.
- Mobile Tools: Can you access and manage su account on the move? The zoho social mobile app, for instance, is designed for flexibility.
- Ecosystem: Will the CRM solutions integrate with other crm solutions and your existing aplicaciones? Look at the available saas services y integración.
- Experiencia de usuario: ¿El? user interface have a clean design? A user friendly tool, like Zoho, means quicker adoption.
- Audience Engagement: Does it help you boost engagement with the right audience and convert them to new leads?
- Data Reporting: Look for custom reports y pre built reports that give you a clear picture of sales metrics y trends.
Veredicto final
So, which one wins? It really depends on you.
For SMBs needing a budget-friendly option, Zoho CRM is a solid pick.
It has features like workflow automation and good reporting.
But if you need a powerful and highly customizable CRM system, Salesforce is the way to go.
It can help businesses handle complex needs.
It really shines with AI and integrations, allowing businesses to scale.
We have tested both extensively, giving you real-world insights to improve your customer relationship management.
Más sobre Salesforce
Here’s a brief comparison of Salesforce with these software solutions:
- Salesforce frente a Pipedrive: Salesforce es un CRM completo y altamente personalizable para ventas, marketing y servicios, mientras que Pipedrive se centra en la gestión visual e intuitiva de las canalizaciones de ventas para agilizar los procesos de ventas.
- Salesforce frente a GoHighLevel: GoHighLevel is an all-in-one platform for marketing agencies, offering white-label options and extensive automation.
- Salesforce frente a Keap: Salesforce ofrece un amplio ecosistema de CRM personalizable para empresas de todos los tamaños; Keap proporciona automatización integrada de ventas y marketing, especialmente potente para las empresas más pequeñas.
- Salesforce frente a ActiveCampaign: Salesforce es un CRM amplio y de nivel empresarial con una potente automatización de ventas, mientras que ActiveCampaign destaca en automatización de marketing, campañas de correo electrónico y visualización del recorrido del cliente.
- Salesforce vs Hubspot: Salesforce hace hincapié en la personalización profunda y la elaboración de informes sólidos para necesidades empresariales complejas, mientras que HubSpot ofrece un conjunto integrado de herramientas de marketing, ventas y servicios con una interfaz más fácil de usar.
- Salesforce vs Clickfunnels: Salesforce es un CRM completo para gestionar las relaciones con los clientes y las ventas; ClickFunnels está diseñado específicamente como constructor de embudos de ventas para guiar a los clientes a través de una ruta de conversión.
- Salesforce frente a Folk: Salesforce es un CRM altamente escalable y repleto de funciones para operaciones complejas y grandes empresas; Folk proporciona una herramienta de gestión de contactos y creación de relaciones más sencilla y colaborativa.
- Salesforce vs Instantly: Salesforce is a broad CRM platform that covers various aspects of customer management; Instantly specializes in automated difusión por correo electrónico en frío and lead generation for targeted campaigns.
- Salesforce frente a ClickUp: Salesforce es un potente CRM dedicado para gestionar las interacciones con los clientes y los procesos de ventas; ClickUp es una plataforma versátil de gestión del trabajo que incluye funcionalidades CRM dentro de sus herramientas más amplias de gestión de proyectos.
- Salesforce frente a Monday: Salesforce es un CRM sólido con amplios modelos de datos para flujos de trabajo complejos en diversos sectores; Monday CRM ofrece flujos de trabajo visuales altamente personalizables y las empresas que ya utilizan Monday.com suelen utilizarlo para la gestión de proyectos.
- Salesforce frente a Capsule: Salesforce es un CRM de nivel empresarial adecuado para grandes organizaciones con necesidades complejas; Capsule CRM es un CRM más sencillo y fácil de usar, ideal para pequeñas y medianas empresas centradas en el seguimiento básico de contactos y ventas.
- Salesforce frente a Insightly: Salesforce ofrece un CRM completo y altamente personalizable para diversas necesidades empresariales; Insightly ofrece un CRM versátil con gestión de proyectos integrada, a menudo preferido por las pequeñas y medianas empresas por su facilidad de uso.
- Salesforce vs Freshsales CRM: Salesforce es un CRM altamente personalizable y escalable con funciones avanzadas para grandes organizaciones; Freshsales CRM se centra en conocimientos de ventas impulsados por IA y automatización para una gestión de ventas optimizada, a menudo preferida por equipos más pequeños.
- Salesforce vs Zendesk: Salesforce is a comprehensive CRM that covers sales, marketing, and customer service; Zendesk is a specialized customer service platform designed for ticketing, support, and omnichannel customer interactions.
Más de Zoho CRM
A continuación se muestra una comparación concisa de Zoho CRM con sus alternativas:
- Zoho CRM frente a Pipedrive: Zoho CRM es rico en funciones y asequible; Pipedrive ofrece un flujo de ventas visual más simple.
- Zoho CRM frente a Keap: Zoho CRM es un CRM holístico; Keap se destaca en la automatización integrada de ventas y marketing.
- Zoho frente a GoHighLevelZoho CRM es un CRM muy flexible y repleto de funciones. Es ideal para empresas de todos los tamaños, ya que ofrece una gran personalización y sólidos informes de ventas. GoHighLevel es una plataforma integral, principalmente para agencias de marketing.
- Zoho CRM frente a ActiveCampaign: Zoho CRM ofrece un CRM integral; ActiveCampaign es líder en automatización de marketing avanzada.
- Zoho CRM frente a HubSpot: Zoho CRM es rentable y ofrece diversas funciones; HubSpot es fácil de usar y ofrece una plataforma expansiva, pero puede ser más costoso.
- Zoho CRM frente a ClickFunnels: Zoho CRM es una suite completa de gestión empresarial; ClickFunnels se centra en la creación de embudos de ventas optimizados para la conversión.
- Zoho CRM frente a Folk: Zoho CRM es un CRM amplio y personalizable; Folk es una herramienta de gestión de contactos más sencilla y colaborativa.
- Zoho CRM frente a Instantly: Zoho CRM ofrece CRM de ciclo completo; se especializa instantáneamente en difusión por correo electrónico en frío A escala.
- Zoho CRM frente a ClickUp: Zoho CRM es una solución de CRM dedicada; ClickUp es principalmente una plataforma de gestión de proyectos versátil.
- Zoho CRM frente a Monday CRM: Zoho CRM ofrece una funcionalidad de CRM profunda; Monday CRM enfatiza los flujos de trabajo visuales dentro de un sistema operativo de trabajo más amplio.
- Zoho CRM frente a Capsule CRM: Zoho CRM es extenso y personalizable; Capsule CRM es conocido por su simplicidad y facilidad de uso.
- Zoho CRM frente a Insightly: Zoho CRM ofrece funciones integrales de CRM; Insightly combina CRM con la gestión de proyectos.
- Zoho CRM frente a Freshsales CRM: Zoho CRM ofrece automatización y personalización sólidas; Freshsales CRM cuenta con un flujo de ventas intuitivo.
- Zoho CRM frente a Salesforce: Zoho CRM es una alternativa asequible y repleta de funciones; Salesforce es una solución empresarial líder en el mercado y altamente personalizable.
Preguntas frecuentes
Is Salesforce better than Zoho CRM for small businesses?
Small businesses often prefer Zoho CRM due to its affordability and ease of use. Salesforce, while powerful, can be complex and expensive for smaller teams. However, it depends on the business’s specific needs.
Can I integrate my email marketing with Zoho CRM or Salesforce?
Yes, both platforms offer email marketing integrations. Zoho CRM has built-in email features, while Salesforce integrates with various email marketing platforms, allowing for robust campaign management.
Which CRM offers better customization options?
Salesforce offers extensive customization, allowing businesses to tailor the platform to their specific workflows. Zoho CRM also provides customization, but to a lesser degree, focusing more on user-friendliness.
Does Zoho CRM or Salesforce offer a free trial?
Zoho CRM offers a 15-day free trial and a limited free plan. Salesforce also offers a free trial, allowing users to test its features before committing to a paid plan.
Which CRM is better for large enterprises?
Salesforce is generally considered better for large enterprises due to its scalability, advanced features, and robust customization options. It can handle complex workflows and large volumes of data.
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