Salesforce vs Zoho CRM

Last updated: December 03, 2020

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Salesforce
Most-popular CRM. Easy collaboration. Proven cloud platform. Salesforce.com offers everything you need to transform your business into a Social Enterprise, so you can connect to customers and employees like never before. With no software or hardware to install, you're up and running—and seeing a positive impact on your business—quickly.
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Zoho CRM
Zoho CRM is an alternative online software for SMB that empowers organizations with a complete customer relationship lifecycle management software for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system.
Salesforce vs Zoho CRM in our news:

2020. Salesforce announces new Service Cloud workforce planning tool



With a pandemic raging across many parts of the world, many companies have customer service agents spread out as well, creating a workforce management nightmare. To help answer that problem Salesforce is developing a new product called Service Cloud Workforce Engagement. Like many Salesforce products, this one is made up of several key components to deliver a complete solution. For starters, there is Service Forecast for Customer 360, a tool that helps predict workforce requirements and uses AI to distribute customer service requests in a way that makes sense. Next up is Omnichannel Capacity Planning, which helps managers distribute CSAs across channels such as phone, messaging or email wherever they are needed most based on the demand across a given channel. Finally, there is a teaching component that helps coach customer service agents to give the correct answer in the correct way for a given situation.


2020. Salesforce applies AI to workflow with Einstein Automate



Salesforce announced Einstein Automate, a new AI-fueled set of workflow solutions. Einstein is the commercial name given to Salesforce’s artificial intelligence platform that touches every aspect of the company’s product line, bringing automation to many tasks and making it easier to find the most valuable information on customers, which is often buried in an avalanche of data. Salesforce is also bringing into the mix MuleSoft, the integration company it bought for $6.5 billion in 2018. Instead of processes like a mortgage approval workflow, the MuleSoft piece lets IT build complex integrations between applications across the enterprise and the Salesforce family of products more easily.


2020. Salesforce beefing up field service offering with AI



Salesforce is adding some AI enhancements to its field service offerings that take advantage of this capability. For starters, the company announced Dynamic Priority. Certainly humans are capable of prioritizing a list of repairs, but by letting the machine set priority based on factors like service agreement type or how critical the repair is, it can organize calls much faster, leaving dispatchers to handle other tasks. Also Salesforce also wants to give the customer the same capability they are used to getting in a rideshare app, where you can track the progress of the driver to your destination. Appointment Assistant, a new app, gives customers this ability, so they know when to expect the repair person to arrive.


2020. Salesforce announces a new mobile collaboration tool for sales called Anywhere



Salesforce introduced a new tool called Salesforce Anywhere that’s designed to let teams collaborate and share data wherever they happen to be. As the pandemic took hold and the company saw how important collaboration was becoming in a digital context, the idea of an app like this took on a new sense of urgency. The idea is to move beyond the database and help surface the information that matters most to individual sales people based on their pipelines. Employees can share information across a team, and have chats related to that information. While there are other chat tools out there, this tool is focused on sharing Salesforce data, rather than being general purpose like Slack or other business chat tool.


2020. Zoho introduced Bigin - pipeline-centric CRM for small business



In addition to popular Zoho CRM, Zoho unveiled Bigin - new pipeline-centric CRM that is built and priced for the needs of small and micro businesses. Bigin brings spreadsheet-like simplicity to CRM so that anyone can use the tool. You don’t need prior knowledge of CRM, or have to spend additional resources to actually make your software work. While working on the new product, we also noticed that small businesses were being taken for a ride by vendors who removed essential CRM features from their basic plans but still called it the right choice for small businesses. With features like multiple pipelines, built-in telephony, and workflow automation, Bigin contains just the right feature set to help small businesses run a full-scale customer-facing process inside their CRM. Bigin is the most affordable CRM system in the market right now, priced at $7 per month, per user, when billed annually.


2018. Zoho CRM enables to convert website live-chats to phone conversations



Zoho updated its unified customer experience platform Zoho CRM Plus. The new version doesn’t just allow your customers to reach out to you through the channel of their choice, it also helps your business teams switch across channels at will. Your sales reps can convert website live-chats to phone conversations, support agents can make or answer calls from within their ticket interface, and your marketers can convert social media interactions into tickets to get problems solved faster. With the bew ASAP plug-in for Desk plug-in, customers will be able to quickly find answers sourced from your business’s knowledge base, raise tickets directly, and even chat with your support agents from within your company website or mobile app. New Blueprint lets you build and automate processes that run across your sales, marketing, and support teams. Take your daily sales orders, for example: You can set up a Blueprint for your sales orders that involves both your sales and support teams so that approving a sales order in CRM will automatically create a ticket in Desk, and conversely, the sales order will be marked as “Delivered” in CRM when the delivery is completed in Desk.


2018. Salesforce allows to enter data to CRM via voice



Sales managers love to talk. In fact, talking is their job. But when it comes to entering customer data to CRM system, they have to type. Salesforce wants to save salespeople from such a cognitive dissonance. New feature - Einstein Voice - allows to enter data into the system using natural speech. Imagine, when getting behind the wheel, you simply launch the mobile app and talk to virtual assistant: "I just met John Smith. He is interested in buying, but asked to call him in a week ...". And the virtual assistant gently adds a note to this customer history in CRM. But Salesforce should do something with personality of their virtual assistant. It looks wrong to force Einstein to perform such simple tasks.


2018. Salesforce released new product - Customer 360



Customer 360 is a new software pulls the various customer data pieces together into a more unified view from the Salesforce product family. It is based on the technology from Salesforce's $6.5 billion Mulesoft acquisition.This should in theory allow the customer service representative talking to you on the phone to get the total picture of your interactions with the company, thereby reducing that need to repeat yourself because the information wasn’t passed on. The idea here is to bring all of the different products — sales, service, community, commerce and marketing — into a single unified view of the customer. And they allow you to do this with actually writing any code, according to the company.


2018. Salesforce simplifies phone sales



Salesforce unveiled some updates to its core Sales Cloud with an emphasis toward automation and integration. For starters, the company wants to simplify inside phone sales, giving the team not only a list of calls organized by those most likely to convert, but walking them through a sales process that’s been defined by management according to what they believe to be best practices. High Velocity Sales is designed to take underlying intelligence from Salesforce Einstein and apply it to the sales process to give sales people the best chance to convert that prospect. That includes defining contact cadence and content. For calls, the content could be as detailed as call scripts with what to say to the prospect. For emails, it could provide key details designed to move the prospect closer to sale and how often to send that next email. Once the sales teams begins to move that sale towards a close, Salesforce CPQ (configure, price, quote) capabilities come into play. That product has its roots in the company’s SteelBrick acquisition several years ago, and it too gets a shiny new update for Dreamforce this year.


2018. Zoho's Zia learned to speak like Cortana


Zoho CRM 2018 update added voice to its AI-powered sales assistant - Zia. Zia can now interact with you through both voice and chat messages to perform any action inside Zoho CRM.  Want to know your schedule for the day? Just ask Zia. On the go and want to check if you have enough inventory of a particular product before your next customer visit? Just ask Zia. Want to quickly mark a deal as Closed-Won after hanging up with the customer? Just ask Zia to do it for you. You interact with Zia either through the voice interface in the Zoho CRM app in iPhone or Android, or through the chat bar in Zoho CRM in your desktop web browser. Recall that Microsoft embedded voice assistant Cortana into Dynamics CRM almost 3 years ago.