Are you stuck trying to pick between Salesforce and Zoho 客户关系管理?
这很难，对吗？
Imagine choosing the wrong 客户关系管理.
You could waste money, frustrate your team, and even lose customers.
In this article, we’ll break down Salesforce vs Zoho 客户关系管理 in simple words.
By the end, you’ll know which one will help your 商业 发光。
概述
We’ve rolled up our sleeves and put both Salesforce and Zoho 客户关系管理 through their paces.
Our team has spent hours testing features, comparing prices, and talking to users.
什么是 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 Das bedeutet, dass Ihr. It helps sales teams stay organized.
此外，探索我们最喜欢的 Salesforce 替代方案…
我们的观点
It’s incredibly powerful and flexible. The free plan is very generous, and it has many features for managing projects.
主要优点
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.
- 强大的自动化功能： 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.
定价
- Starter Suite：每位用户每月 25 美元。
- Pro Suite: $100/user/month.
- 企业: $165/user/month.
- Agora que você se inscreveu, vamos dar uma olhada no seu espaço de trabalho do Taskade.: $330/user/month.
- Einstein 1 Sales: $500/user/month.
Você pode ter mais de um espaço de trabalho.
缺点
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.
此外，探索我们最喜欢的 Zoho CRM 替代品…
我们的观点
提升你的 La machine Zoho Social 助您制定战略。从智能日程安排、社交聆听到深度分析，立即探索 Zoho Social 的强大功能！
主要优点
- 定制为王： 定制 Zoho CRM 以适合您的确切工作流程。
- 人人都负担得起： 从最多 3 个用户的免费计划开始。
- 移动应用程序访问： 随时随地管理您的 CRM。
- 内置分析： 跟踪关键指标并获得有价值的见解。
定价
- 标准：每位用户每月 14 美元。
- 专业的：每位用户每月 23 美元。
- 企业:$40/用户/月。
- 最终的：每位用户每月 52 美元。
Você pode ter mais de um espaço de trabalho.
缺点
功能比较
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 小型企业 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 自动化. 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 报告. 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 Zoho图书 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 建造者 and e-commerce platform. It is a good choice for 小型企业 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 社交 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.
选择 CRM 软件时要注意什么？
- 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 Aqui estão algumas ótimas 你的 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 应用程序? Look at the available saas services 和 integration.
- 用户体验： 是否 user interface have a clean design? A user friendly tool, like Zoho, means quicker adoption.
- 观众参与： Does it help you boost engagement with the right audience and convert them to new leads?
- Data Reporting: Look for custom reports 和 pre built reports that give you a clear picture of sales metrics 和 trends.
最终裁决
Cómo usar Perplexity AI: Guía para principiantes en 2024
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.
More of Salesforce
Here’s a brief comparison of Salesforce with these software solutions:
- Salesforce 与 Pipedrive 对比: Salesforce 是一款适用于销售、营销和服务的综合性、高度可定制的 CRM，而 Pipedrive 则侧重于直观的可视化销售管道管理，以简化销售流程。
- Salesforce 与 GoHighLevel 对比: GoHighLevel is an all-in-one platform for marketing agencies, offering white-label options and extensive automation.
- Salesforce 与 Keap: Salesforce 为各种规模的企业提供了一个庞大的、可定制的 CRM 生态系统；Keap 则提供集成的销售和营销自动化，尤其适合小型企业。
- Salesforce 与 ActiveCampaign: Salesforce 是一款广泛的企业级 CRM，具有强大的销售自动化功能，而 ActiveCampaign 则在营销自动化、电子邮件营销和客户旅程可视化方面表现出色。
- Salesforce vs Hubspot: Salesforce 强调深度定制和强大的报告功能，以满足复杂的业务需求，而 HubSpot 则提供集成的营销、销售和服务工具套件，界面更加友好。
- Salesforce vs Clickfunnels: Salesforce 是一款用于管理客户关系和销售的综合 CRM；ClickFunnels 则是专门设计的销售漏斗生成器，用于引导客户完成转换。
- Salesforce 与 Folk: Salesforce 是一款高度可扩展、功能丰富的客户关系管理软件，适用于复杂的运营和大型企业；Folk 则是一款更简单的协作式联系人管理和关系建立工具。
- Salesforce vs Instantly: Salesforce 是一个广泛的客户关系管理平台，涵盖客户管理的各个方面；Instantly 擅长自动 冷电子邮件推广 并为有针对性的宣传活动提供线索。
- Salesforce 与 ClickUp: Salesforce 是一款功能强大的专用 CRM，用于管理客户互动和销售流程；ClickUp 是一款多功能工作管理平台，在其更广泛的项目管理工具中包含了 CRM 功能。
- Salesforce 与星期一: Salesforce 是一款强大的客户关系管理软件，具有广泛的数据模型，适用于各行各业的复杂工作流程；Monday CRM 提供高度可定制的可视化工作流程，已使用 Monday.com 进行项目管理的公司通常会使用它。
- Salesforce 与 Capsule: Salesforce is an enterprise-grade CRM suitable for large organizations with complex needs; Capsule CRM is a simpler, user-friendly CRM, ideal for small to medium-sized businesses focused on core contact and sales tracking.
- Salesforce 与 Insightly: Salesforce 提供了一个全面、高度可定制的 CRM，可满足不同的业务需求；Insightly 提供了一个多功能的 CRM，集成了项目管理功能，因其易于使用而经常受到中小型企业的青睐。
- Salesforce vs Freshsales CRM: Salesforce 是一款高度可定制、可扩展的 CRM，为大型企业提供高级功能；Freshsales CRM 则侧重于人工智能驱动的销售洞察力和自动化，以简化销售管理，通常是小型团队的首选。
- 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.
Zoho CRM 的更多内容
以下是 Zoho CRM 与其替代方案的简要比较：
- Zoho CRM 与 Pipedrive: Zoho CRM 功能丰富且价格实惠；Pipedrive 提供更简单、更直观的销售渠道。
- Zoho CRM 与 Keap: Zoho CRM 是一款整体 CRM；Keap 擅长集成销售和营销自动化。
- Zoho 与 GoHighLevel 对比Zoho CRM 是一款非常灵活且功能丰富的 CRM 软件。它适用于各种规模的企业，提供深度定制和强大的销售报告功能。GoHighLevel 是一个主要面向营销代理企业的一体化平台。
- Zoho CRM 与 ActiveCampaign: Zoho CRM 提供全面的 CRM；ActiveCampaign 在先进的营销自动化方面处于领先地位。
- Zoho CRM 与 HubSpot: Zoho CRM 具有成本效益并提供多样化的功能；HubSpot 用户友好并提供广泛的平台，但价格可能更高。
- Zoho CRM 与 ClickFunnels: Zoho CRM 是一款完整的业务管理套件；ClickFunnels 专注于构建转化率优化的销售渠道。
- Zoho CRM 与 Folk 对比: Zoho CRM 是一款功能广泛、可定制的 CRM；Folk 是一款更简单、协作的联系人管理工具。
- Zoho CRM 与 Instant: Zoho CRM 提供全周期 CRM；立即专注于 冷电子邮件推广 大规模。
- Zoho CRM 与 ClickUp: Zoho CRM 是一款专用的 CRM 解决方案；ClickUp 主要是一个多功能的项目管理平台。
- Zoho CRM 与 Monday CRM 对比: Zoho CRM 提供深度 CRM 功能；Monday CRM 强调更广泛的工作操作系统中的可视化工作流程。
- Zoho CRM 与 Capsule CRM: Zoho CRM 功能广泛且可定制；Capsule CRM 以其简单性和易用性而闻名。
- Zoho CRM 与 Insightly: Zoho CRM 提供全面的 CRM 功能；Insightly 将 CRM 与项目管理相结合。
- Zoho CRM 与 Freshsales CRM: Zoho CRM 提供强大的自动化和定制功能；Freshsales CRM 具有直观的销售渠道。
- Zoho CRM 与 Salesforce: Zoho CRM 是一款价格实惠、功能丰富的替代方案；Salesforce 是一款高度可定制、市场领先的企业解决方案。
常见问题
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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