What users are saying about
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Top Rated
3079 Ratings
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94 Ratings

Salesforce

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Top Rated
3079 Ratings
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Score 8.2 out of 100

Zoho CRM Plus

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94 Ratings
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Score 8.3 out of 100

Feature Set Ratings

    Sales Force Automation

    7.7

    Salesforce

    77%

    Zoho CRM Plus

    Feature Set Not Supported
    N/A
    Salesforce.com ranks higher in 9/9 features

    Customer data management / contact management

    8.1
    81%
    188 Ratings
    N/A
    0 Ratings

    Workflow management

    7.8
    78%
    180 Ratings
    N/A
    0 Ratings

    Territory management

    7.6
    76%
    149 Ratings
    N/A
    0 Ratings

    Opportunity management

    8.2
    82%
    184 Ratings
    N/A
    0 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    7.5
    75%
    173 Ratings
    N/A
    0 Ratings

    Contract management

    7.6
    76%
    146 Ratings
    N/A
    0 Ratings

    Quote & order management

    7.4
    74%
    138 Ratings
    N/A
    0 Ratings

    Interaction tracking

    7.9
    79%
    159 Ratings
    N/A
    0 Ratings

    Channel / partner relationship management

    7.7
    77%
    131 Ratings
    N/A
    0 Ratings

    Customer Service & Support

    8.6

    Salesforce

    86%

    Zoho CRM Plus

    Feature Set Not Supported
    N/A
    Salesforce.com ranks higher in 3/3 features

    Case management

    9.0
    90%
    56 Ratings
    N/A
    0 Ratings

    Call center management

    8.4
    84%
    42 Ratings
    N/A
    0 Ratings

    Help desk management

    8.3
    83%
    46 Ratings
    N/A
    0 Ratings

    Marketing Automation

    7.8

    Salesforce

    78%

    Zoho CRM Plus

    Feature Set Not Supported
    N/A
    Salesforce.com ranks higher in 2/2 features

    Lead management

    7.9
    79%
    171 Ratings
    N/A
    0 Ratings

    Email marketing

    7.7
    77%
    145 Ratings
    N/A
    0 Ratings

    CRM Project Management

    7.4

    Salesforce

    74%

    Zoho CRM Plus

    Feature Set Not Supported
    N/A
    Salesforce.com ranks higher in 3/3 features

    Task management

    7.5
    75%
    163 Ratings
    N/A
    0 Ratings

    Billing and invoicing management

    6.7
    67%
    37 Ratings
    N/A
    0 Ratings

    Reporting

    7.9
    79%
    127 Ratings
    N/A
    0 Ratings

    CRM Reporting & Analytics

    7.9

    Salesforce

    79%

    Zoho CRM Plus

    Feature Set Not Supported
    N/A
    Salesforce.com ranks higher in 3/3 features

    Forecasting

    7.7
    77%
    160 Ratings
    N/A
    0 Ratings

    Pipeline visualization

    7.9
    79%
    176 Ratings
    N/A
    0 Ratings

    Customizable reports

    8.1
    81%
    184 Ratings
    N/A
    0 Ratings

    Customization

    7.9

    Salesforce

    79%

    Zoho CRM Plus

    Feature Set Not Supported
    N/A
    Salesforce.com ranks higher in 4/4 features

    Custom fields

    8.0
    80%
    176 Ratings
    N/A
    0 Ratings

    Custom objects

    8.2
    82%
    168 Ratings
    N/A
    0 Ratings

    Scripting environment

    7.7
    77%
    128 Ratings
    N/A
    0 Ratings

    API for custom integration

    7.9
    79%
    148 Ratings
    N/A
    0 Ratings

    Security

    8.3

    Salesforce

    83%

    Zoho CRM Plus

    Feature Set Not Supported
    N/A
    Salesforce.com ranks higher in 2/2 features

    Single sign-on capability

    8.3
    83%
    146 Ratings
    N/A
    0 Ratings

    Role-based user permissions

    8.4
    84%
    139 Ratings
    N/A
    0 Ratings

    Social CRM

    7.7

    Salesforce

    77%

    Zoho CRM Plus

    Feature Set Not Supported
    N/A
    Salesforce.com ranks higher in 2/2 features

    Social data

    7.6
    76%
    118 Ratings
    N/A
    0 Ratings

    Social engagement

    7.8
    78%
    115 Ratings
    N/A
    0 Ratings

    Integrations with 3rd-party Software

    7.8

    Salesforce

    78%

    Zoho CRM Plus

    Feature Set Not Supported
    N/A
    Salesforce.com ranks higher in 2/2 features

    Marketing automation

    7.8
    78%
    152 Ratings
    N/A
    0 Ratings

    Compensation management

    7.7
    77%
    103 Ratings
    N/A
    0 Ratings

    Platform

    7.9

    Salesforce

    79%

    Zoho CRM Plus

    Feature Set Not Supported
    N/A
    Salesforce.com ranks higher in 1/1 features

    Mobile access

    7.9
    79%
    161 Ratings
    N/A
    0 Ratings

    Attribute Ratings

    • Salesforce.com is rated higher in 3 areas: Usability, Contract Terms and Pricing Model, Professional Services
    • Zoho CRM Plus is rated higher in 1 area: Support Rating
    • Salesforce.com and Zoho CRM Plus are tied in 1 area: Likelihood to Recommend

    Likelihood to Recommend

    7.6

    Salesforce

    76%
    305 Ratings
    7.6

    Zoho CRM Plus

    76%
    50 Ratings

    Likelihood to Renew

    9.4

    Salesforce

    94%
    49 Ratings

    Zoho CRM Plus

    N/A
    0 Ratings

    Usability

    8.0

    Salesforce

    80%
    94 Ratings
    7.3

    Zoho CRM Plus

    73%
    18 Ratings

    Availability

    9.8

    Salesforce

    98%
    54 Ratings

    Zoho CRM Plus

    N/A
    0 Ratings

    Performance

    9.0

    Salesforce

    90%
    36 Ratings

    Zoho CRM Plus

    N/A
    0 Ratings

    Support Rating

    7.6

    Salesforce

    76%
    121 Ratings
    9.6

    Zoho CRM Plus

    96%
    44 Ratings

    In-Person Training

    7.9

    Salesforce

    79%
    11 Ratings

    Zoho CRM Plus

    N/A
    0 Ratings

    Online Training

    9.1

    Salesforce

    91%
    15 Ratings

    Zoho CRM Plus

    N/A
    0 Ratings

    Implementation Rating

    9.4

    Salesforce

    94%
    32 Ratings

    Zoho CRM Plus

    N/A
    0 Ratings

    Configurability

    10.0

    Salesforce

    100%
    2 Ratings

    Zoho CRM Plus

    N/A
    0 Ratings

    Contract Terms and Pricing Model

    9.1

    Salesforce

    91%
    10 Ratings
    8.1

    Zoho CRM Plus

    81%
    16 Ratings

    Product Scalability

    10.0

    Salesforce

    100%
    2 Ratings

    Zoho CRM Plus

    N/A
    0 Ratings

    Professional Services

    9.3

    Salesforce

    93%
    8 Ratings
    7.9

    Zoho CRM Plus

    79%
    4 Ratings

    Likelihood to Recommend

    Salesforce

    Ability to create dashboards. The project progress can be easily tracked. Tickets can be fed with all the right data and the same can be exported. You can customize the fields as per your usage. Can be used for multiple projects. The reports generated are accurate in nature and can be used for making important decisions and improvements.
    Read full review

    Zoho Corporation

    Starting with campaigns, once we send the campaign out, prospects who open it are moved into the sales funnel; the sales team then calls or emails the prospect. Our VOIP works in conjunction with Zoho CRM Plus, so phone calls are logged into the contact. And generates another call, letter, or appointment with the client on the Zoho calendar. Emails are sent through Gmail since Zoho CRM Plus does not work with Gmail. The client's email must be copied and pasted into Gmail. (responses are tracked in the Zoho CRM Plus). Once the sales team meets with the client and starts the process, it turns into an "opportunity" where all stages in the sale are tracked. We mail merge the contact info to the correct letter template, then download it into "Word," where the letter is proofed and corrected as necessary (Zoho merge does not allow you to work in "Word" 2019). When finalized, it is then uploaded back into Zoho CRM Plus under the Opportunity. The sale then continues through the process, and once signed off on, all the details of the job are logged into the Zoho CRM Plus. When the job is completed and closed out, Zoho CRM Plus automatically sends the client a thank you email. The client will then can biannual automatic emails reminding them to set up their bi-annual inspection.
    Read full review

    Pros

    Salesforce

    • Salesforce.com is extremely customizable. I would not consider it an out-of-the-box solution, although its standard fields allow for fundamental CRM activities and reporting.
    • Salesforce.com is able to integrate with 100s of third-party softwares—often times creating efficiencies in processes.
    • Reports within Salesforce.com have the ability to be simple as a standard Account report, or you can get very granular with your report filtering to segment a very specific result, eg. Accounts in California who are active clients and fall within the pharmaceutical industry and have a specified market capitalization.
    Read full review

    Zoho Corporation

    • Zoho CRM Plus is very good at automating many functional areas of our company including: sales, marketing, operations, and engineering. It is functionally rich, and matches the functionality we used to have with Salesforce.com, but at a much more reasonable cost.
    • Zoho CRM Plus is easily "configured" to match our business processes. The ability to configure the user interface is very good, and the "BluePrint", custom functions, and reporting allow us to automate our unique operational needs.
    • The buying process for Zoho CRM is extremely friendly. You can switch between software types from basic CRM to Zoho CRM +. You also can pay monthly, or annually, and don't have to purchase months before your renewal dates and get pestered by sales people.
    Read full review

    Cons

    Salesforce

    • Would like easier integration of Einstein data in Salesforce Dashboards so we do not have to navigate to the Analytics Studio.
    • Quicker adoption of custom objects into new offerings like the Pipeline Navigator.
    • Continued expansion of Salesforce Surveys for more features and flexibility.
    Read full review

    Zoho Corporation

    • Managing attachments. Limited space for each user and you can’t easily delete attachments in bulk so if you reach your limit it becomes expensive to buy more space or labor-intensive to find and delete attachments manually.
    • You can’t filter accounts by their related module fields. For example, in list view, filter all accounts with more than one contact.
    Read full review

    Pricing Details

    Salesforce

    Starting Price

    $25 per month

    Editions & Modules

    Salesforce editions and modules pricing
    EditionModules
    Essentials$25.001
    Professional$75.002
    Enterprise$150.003
    Unlimited$300.004

    Footnotes

    1. Per User/Per Month
    2. Per User/Per Month
    3. Per User/Per Month
    4. Per user/Per month

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Zoho CRM Plus

    Starting Price

    $59 per month per user

    Editions & Modules

    Zoho CRM Plus editions and modules pricing
    EditionModules
    Basic571

    Footnotes

    1. per month per user

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Likelihood to Renew

    Salesforce

    While it's not perfect and can be overly complicated at times, there is not another solution out there that can do what it does. To get the same functionality you would need numerous disparate tools to match the amount of functionality Salesforce has. Having it all aggregated on one platform makes the complicated parts far more bearable
    Read full review

    Zoho Corporation

    No answers on this topic

    Usability

    Salesforce

    Compared to the Salesforce Classic layout, the Lightning Experience is very user-friendly. Customize your top navigation bar to include quick links to your most frequently used records, objects, or reports. There are free online courses from Salesforce called "Trail Heads" to help new users get acquainted with the CRM. As a whole, it's a well-designed and user-friendly website. All is well, and there have been no problems so far.
    Read full review

    Zoho Corporation

    I personally started off as a CRM novice. But in a matter of 2 months, I was writing my own custom workflows, playing with modules and fields, and training my sales and operations teams to manage leads and accounts. Simply put, the system is intuitive after a brief introduction. The level of customization is staggering until you change your mindset. Zoho CRM Plus excels where you're able to attack your goals as problems already solved in the platform — you just need to locate the feature to make what you want to happen... happen! I equate it to the Adobe Creative Suite. You don't pick the fun filter before you lay out what exactly you want to draw. With that mindset intact, you can dial in the system to meet your and your team's needs based on your proposed SOLUTIONS, not just leaning heavily into a single feature to "force" some ROI.
    Read full review

    Reliability and Availability

    Salesforce

    Salesforce is always available securely from any internet-capable device anywhere in the world, UNLESS you choose to set security measures so that ONLY trusted IP ranges may access the system at certain times of the day. It's all about choice and flexibility with Salesforce products.
    Read full review

    Zoho Corporation

    No answers on this topic

    Performance

    Salesforce

    Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day."
    Points per Salesforce -
    1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs.
    2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers.
    3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years.
    4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed.
    5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale.
    6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com.
    7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements.
    8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training.
    9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure
    Read full review

    Zoho Corporation

    No answers on this topic

    Support Rating

    Salesforce

    Account managers are awesome for the most part but change every year. So just as they are getting to know your business they usually switch accounts. We have premier success now which gives us 24/7 access to support, which has been helpful as we deal with integration issues with APIs and across Salesforce products.
    Read full review

    Zoho Corporation

    Every account representative I have worked with has been extremely helpful and nice. You can tell the account reps and support staff truly care about the product and want to provide you with the resources that you need. The response time is also fast for support inquiries and that has been a massive help for us.
    Read full review

    In-Person Training

    Salesforce

    I attended two training sessions. I would rate them a 4 as an advanced user. It was very basic – great for someone new – would give 8+ for new person.

    I had 3 years of experience at the time. I skipped basic and went onto advanced and still not helpful. A lot of it was best practices that didn’t feel relevant for our business
    Read full review

    Zoho Corporation

    No answers on this topic

    Online Training

    Salesforce

    I have gone through multiple. The content that’s delivered is quite basic – I wish they had more advanced training.

    We are grandfathered into premium support plus training. We get unlimited access to instructor led and online training for free. We have taken advantage of this
    Read full review

    Zoho Corporation

    No answers on this topic

    Implementation Rating

    Salesforce

    Just from an organizational standpoint - we standardized our data prior to moving to Salesforce. But we essentially standardized it wrong. That's created a big disgusting mess for us know that I'll have to deal with as the Admin. Be sure you think through use cases prior to doing something like that - seek outside opinions on how the data will work best, especially depending on what else you're going to integrate with Salesforce.
    Read full review

    Zoho Corporation

    No answers on this topic

    Alternatives Considered

    Salesforce

    When evaluating a CRM solution for our company we had a fairly simple decision process. We had to decide to buy vs build an internal solution - which we found for the cost Salesforce would save from development / IT perspective and provide a more robust solution. The closest out of the box competitor we looked at was the Microsoft Dynamics CRM product -and again, we found Salesforce to be a more robust / cost effective solution.
    Read full review

    Zoho Corporation

    I utilize HubSpot to gather data based on IP addresses from customers who visit our website. I do not use Zoho CRM for forms since the customization is clunky to design. HubSpot collects account data from the form and that helps me evaluate to sales potential of that account. Then I use Zapier to Zap the info into Zoho. Zoho CRM then is used to reach back out to the customer and begin tracking interactions
    Read full review

    Contract Terms and Pricing Model

    Salesforce

    The contract process was arduous. Some of that was because of the purchasing issues with our university, but as mentioned previously, we got a quote for a package and then they also recommended add-on fees. These were things we did not end up going with because we had budgeted based on the originally quoted amount. This has slowed down our implementation phase and meant we were paying for two CRM software for longer than I would have liked.
    Read full review

    Zoho Corporation

    I would recommend that module wise update feature be opened up, for free to an additional 50-75% of paid users. These users can be restricted to work on a single module to update information only where they do not cross over multiple modules
    Read full review

    Scalability

    Salesforce

    I've worked with Salesforce since 2001 in companies ranging from 4 to hundreds of sales people and the system has been able to scale and perhaps more importantly expand (functionally) to the needs of larger organizations. In fact in my previous company, as a provider of a solution that integrated with Salesforce, we had customers that had thousands of sales people using Salesforce.
    Read full review

    Zoho Corporation

    No answers on this topic

    Professional Services

    Salesforce

    Using Salesforce.com has made my daily routines more efficient and simplified the manual tasks I had to perform independently. I can now access data from any device, online or offline, and provide better guidance to my team about the forecasts provided by the built-in artificial intelligence (AI). A chat with a Salesforce support specialist would be great. The knowledge base has a community forum where Salesforce users can ask questions and learn more about the product.
    Read full review

    Zoho Corporation

    I already discussed this prior with the Enterprise Support. But them aside, I'd be remiss if I didn't mention Zoho is committed to connecting their userbase together. Within a month or two of using the product, we were told about Zoho User Groups. We had one right in my backyard (Chicago). I was able to both attend a meeting (pre-covid), and then stay in touch in an integrated Cliq channel. I always have power-users at my fingertips to ask quick questions. That Zoho makes it a point to keep these connections, and empower them... makes my life easier when inevitable "wants" pop up.
    Read full review

    Return on Investment

    Salesforce

    • Companies that either hire consulting expertise or have in-house experts will benefit the most. It can be a powerful tool. Manage it correctly and there will be great benefits.
    • Conversely, if companies don't implement Salesforce.com with a plan, there will be frustration and small if any ROI realized.
    Read full review

    Zoho Corporation

    • The ROI is significantly positive due to the comprehensive set of modules available.
    • Positive: My clients have better Dashboard data developed through Zoho Analytics than they do even though they use Salesforce. Also, Zoho CRM Plus can integrate with Salesforce or other system either through their own integrations or from Zapier.
    • Campaigns allows me to target specific prospects via HTML emails, and complete tracking. This is a complement to the more shotgun approach of social media,
    Read full review

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