Salesforce CRM Analytics vs. Zoho CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Salesforce CRM Analytics
Score 8.3 out of 10
N/A
Salesforce CRM Analytics (formerly Tableau CRM) is a cloud-based business intelligence solutions and analytics software. It provides users with automated data discovery, CRM-connected analytics, top-down views of data, augmented analytics, predictive insights, and customizable data visualization tools.
$125
per month
Zoho CRM
Score 8.4 out of 10
N/A
Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment. The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs. The product also has an integrated project management module.
$14
per month
Pricing
Salesforce CRM AnalyticsZoho CRM
Editions & Modules
No answers on this topic
Standard
$14.00
Per User/Per Month
Professional
$23.00
Per User/Per Month
Enterprise
$40.00
Per User/Per Month
Ultimate
$52.00
Per User/Per Month
Plus
$57.00
Per User/Per Month
Offerings
Pricing Offerings
Salesforce CRM AnalyticsZoho CRM
Free Trial
NoYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup fee$14 /user/month
Additional Details
More Pricing Information
Community Pulse
Salesforce CRM AnalyticsZoho CRM
Considered Both Products
Salesforce CRM Analytics
Chose Salesforce CRM Analytics
Microsoft Dynamics CRM has more modern user interface. However, Salesforce Analytics Cloud is more smooth in terms of functionality and user support.
Chose Salesforce CRM Analytics
Tableau is a great product that becomes better every year, but Salesforce is more popular and has more integration options and we had used Salesforce before, so most of our team members already knew how to use it and what features it has. Maybe in the future we will consider Tab…
Zoho CRM
Chose Zoho CRM
We required a full-featured corporate working tool, and Hubspot wasn't the most excellent alternative. We were guaranteed that Zoho CRM may fill up the holes in our earlier framework. Furthermore, Zoho is fantastically cost-effective for indeed the most minor endeavors, giving …
Features
Salesforce CRM AnalyticsZoho CRM
BI Standard Reporting
Comparison of BI Standard Reporting features of Product A and Product B
Salesforce CRM Analytics
8.5
46 Ratings
4% above category average
Zoho CRM
-
Ratings
Pixel Perfect reports8.639 Ratings00 Ratings
Customizable dashboards7.646 Ratings00 Ratings
Report Formatting Templates9.244 Ratings00 Ratings
Ad-hoc Reporting
Comparison of Ad-hoc Reporting features of Product A and Product B
Salesforce CRM Analytics
8.0
47 Ratings
0% below category average
Zoho CRM
-
Ratings
Drill-down analysis7.646 Ratings00 Ratings
Formatting capabilities8.446 Ratings00 Ratings
Integration with R or other statistical packages6.835 Ratings00 Ratings
Report sharing and collaboration9.044 Ratings00 Ratings
Report Output and Scheduling
Comparison of Report Output and Scheduling features of Product A and Product B
Salesforce CRM Analytics
8.5
45 Ratings
3% above category average
Zoho CRM
-
Ratings
Publish to Web9.335 Ratings00 Ratings
Publish to PDF9.042 Ratings00 Ratings
Report Versioning8.541 Ratings00 Ratings
Report Delivery Scheduling8.038 Ratings00 Ratings
Delivery to Remote Servers7.732 Ratings00 Ratings
Data Discovery and Visualization
Comparison of Data Discovery and Visualization features of Product A and Product B
Salesforce CRM Analytics
8.3
43 Ratings
5% above category average
Zoho CRM
-
Ratings
Pre-built visualization formats (heatmaps, scatter plots etc.)8.640 Ratings00 Ratings
Location Analytics / Geographic Visualization8.938 Ratings00 Ratings
Predictive Analytics7.540 Ratings00 Ratings
Access Control and Security
Comparison of Access Control and Security features of Product A and Product B
Salesforce CRM Analytics
8.4
46 Ratings
1% below category average
Zoho CRM
-
Ratings
Multi-User Support (named login)8.644 Ratings00 Ratings
Role-Based Security Model8.144 Ratings00 Ratings
Multiple Access Permission Levels (Create, Read, Delete)8.140 Ratings00 Ratings
Single Sign-On (SSO)8.639 Ratings00 Ratings
Mobile Capabilities
Comparison of Mobile Capabilities features of Product A and Product B
Salesforce CRM Analytics
6.6
43 Ratings
18% below category average
Zoho CRM
-
Ratings
Responsive Design for Web Access7.341 Ratings00 Ratings
Mobile Application6.032 Ratings00 Ratings
Dashboard / Report / Visualization Interactivity on Mobile7.237 Ratings00 Ratings
Application Program Interfaces (APIs) / Embedding
Comparison of Application Program Interfaces (APIs) / Embedding features of Product A and Product B
Salesforce CRM Analytics
7.3
31 Ratings
6% below category average
Zoho CRM
-
Ratings
REST API7.429 Ratings00 Ratings
Javascript API7.927 Ratings00 Ratings
iFrames6.923 Ratings00 Ratings
Java API7.926 Ratings00 Ratings
Themeable User Interface (UI)8.526 Ratings00 Ratings
Customizable Platform (Open Source)5.125 Ratings00 Ratings
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Salesforce CRM Analytics
-
Ratings
Zoho CRM
8.1
288 Ratings
5% above category average
Customer data management / contact management00 Ratings8.4279 Ratings
Workflow management00 Ratings8.1266 Ratings
Territory management00 Ratings8.1196 Ratings
Opportunity management00 Ratings8.4253 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings8.0248 Ratings
Contract management00 Ratings8.2203 Ratings
Quote & order management00 Ratings7.9203 Ratings
Interaction tracking00 Ratings7.8249 Ratings
Channel / partner relationship management00 Ratings7.7192 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Salesforce CRM Analytics
-
Ratings
Zoho CRM
7.8
221 Ratings
3% above category average
Case management00 Ratings8.0213 Ratings
Call center management00 Ratings7.4172 Ratings
Help desk management00 Ratings8.1189 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Salesforce CRM Analytics
-
Ratings
Zoho CRM
8.1
266 Ratings
6% above category average
Lead management00 Ratings8.2261 Ratings
Email marketing00 Ratings8.1219 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Salesforce CRM Analytics
-
Ratings
Zoho CRM
8.2
263 Ratings
7% above category average
Task management00 Ratings8.3248 Ratings
Billing and invoicing management00 Ratings8.0180 Ratings
Reporting00 Ratings8.2242 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Salesforce CRM Analytics
-
Ratings
Zoho CRM
8.1
258 Ratings
7% above category average
Forecasting00 Ratings8.0216 Ratings
Pipeline visualization00 Ratings8.0235 Ratings
Customizable reports00 Ratings8.3249 Ratings
Customization
Comparison of Customization features of Product A and Product B
Salesforce CRM Analytics
-
Ratings
Zoho CRM
7.9
277 Ratings
4% above category average
Custom fields00 Ratings8.3275 Ratings
Custom objects00 Ratings7.9222 Ratings
Scripting environment00 Ratings7.5178 Ratings
API for custom integration00 Ratings8.0203 Ratings
Security
Comparison of Security features of Product A and Product B
Salesforce CRM Analytics
-
Ratings
Zoho CRM
8.2
266 Ratings
1% below category average
Single sign-on capability00 Ratings8.3231 Ratings
Role-based user permissions00 Ratings8.2261 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Salesforce CRM Analytics
-
Ratings
Zoho CRM
8.0
165 Ratings
9% above category average
Social data00 Ratings8.0164 Ratings
Social engagement00 Ratings7.9156 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Salesforce CRM Analytics
-
Ratings
Zoho CRM
8.2
210 Ratings
12% above category average
Marketing automation00 Ratings8.4207 Ratings
Compensation management00 Ratings8.0138 Ratings
Platform
Comparison of Platform features of Product A and Product B
Salesforce CRM Analytics
-
Ratings
Zoho CRM
8.2
230 Ratings
10% above category average
Mobile access00 Ratings8.2230 Ratings
Best Alternatives
Salesforce CRM AnalyticsZoho CRM
Small Businesses
Yellowfin
Yellowfin
Score 9.0 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Reveal
Reveal
Score 10.0 out of 10
Creatio
Creatio
Score 9.2 out of 10
Enterprises
Jaspersoft Community Edition
Jaspersoft Community Edition
Score 9.7 out of 10
Creatio
Creatio
Score 9.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Salesforce CRM AnalyticsZoho CRM
Likelihood to Recommend
7.0
(47 ratings)
8.3
(312 ratings)
Likelihood to Renew
-
(0 ratings)
7.6
(42 ratings)
Usability
7.7
(6 ratings)
8.0
(172 ratings)
Availability
-
(0 ratings)
8.9
(7 ratings)
Performance
-
(0 ratings)
8.3
(8 ratings)
Support Rating
7.7
(6 ratings)
6.5
(69 ratings)
In-Person Training
-
(0 ratings)
8.0
(1 ratings)
Online Training
-
(0 ratings)
5.8
(8 ratings)
Implementation Rating
6.0
(1 ratings)
5.4
(16 ratings)
Configurability
-
(0 ratings)
5.2
(114 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
9.5
(21 ratings)
Ease of integration
-
(0 ratings)
7.1
(5 ratings)
Product Scalability
-
(0 ratings)
6.3
(6 ratings)
Professional Services
-
(0 ratings)
8.3
(7 ratings)
Vendor post-sale
-
(0 ratings)
8.1
(13 ratings)
Vendor pre-sale
-
(0 ratings)
8.2
(13 ratings)
User Testimonials
Salesforce CRM AnalyticsZoho CRM
Likelihood to Recommend
Salesforce
If the person/ department does not have any knowledge in open source tools such as R, and Python. [Salesforce Einstein Analytics (formerly Wave Analytics)] could be a good option with no coding background required. However, if they have such human resource or can acquire these people, I would recommend open source tech and suggest not to use this tool.
Read full review
Zoho
Interfacing with our target clients at the correct minute is crucial in today's society. Another valuable include is its capacity to coordinated with other programs. It helps me in keeping track of the every day work emails I send to my colleagues or get. Zoho CRM makes it straightforward to consequence or send out information agreeing to our needs. Zoho makes a difference keep in mind individuals by means of e-mail and pop-ups, which dispenses with the issue of overlooking follow-ups and reminders. This not as it were helps within the organization of this incredible instrument but moreover within the execution of data.
Read full review
Pros
Salesforce
  • Interactive Dashboards, it [consists] of wide variety of charts
  • Data from different sources can be easily integrated with it
  • Security, it provides easy way to secure and share the information with the users
  • Support actions like opening hyperlink etc
  • Almost everything can be done from configuration
  • Data can easily be managed from dataflow.
Read full review
Zoho
  • Hooks into our website and can import data from forms.
  • Has great automation tools built in.
  • Reporting features are great.
  • Easy to learn, makes it easy for us to onboard new users onto it.
  • Fairly customizable. We have fine tuned it to work the way we need it to.
Read full review
Cons
Salesforce
  • Implementation takes time and resources. It is a heavy lift to implement and at first, it can take a little bit of time to understand what you are looking at. But once it's implemented it's easy to get started.
  • Without any BI expertise or resources available to your organization, the implementation of this is difficult. If you aren't used to BI tools and don't have an expert in house, the terminology can be difficult to understand at first.
  • Their support is not on hand to help you if you encounter any issues, at least not on all the plans or the basic plans. Real-time support service is an add-on, so you'll need to be patient if you require help or pay extra money.
  • More functionality for the tool is needed to compete with other heavyweights in the arena like Tableau, Qlik, and Microstrategy. Still lacks the robustness, functionality, and flexibility other competing products possess.
Read full review
Zoho
  • Need some way to switch a field type without losing the pre-existing data.
  • The settings controls should be broken out differently - I don't like that I can't keep some users from exporting all contact records (i.e., the entire Contacts module) because if the export function is turned off, the export function of Reports for those same modules is also blocked.
  • Frustrating that only 3 custom lookup fields are allowed per module in our license.
Read full review
Likelihood to Renew
Salesforce
No answers on this topic
Zoho
i have already renewed my subscription twice. I am in the 3rd Year now. I have been using it for a while and have been recommending to my friends as well.. have attended ZOHOLICs the annual program of zoho and it gave me new insights of managing the crm solutoin.
Read full review
Usability
Salesforce
Overall usability is absolutely worth the price. It help me to save tons of time working on raw data in Excel file. It also minimize the discrepancy in data format when there are multiple user inputting the data. Every data inputted in Salesforce is standardized, therefore it is very easy to keep track / generating performance report even though you are having more than 20 projects recorded in Salesforce Einstein Analytics.
Read full review
Zoho
The methodology of the 'out of the box' user interface is fairly easy to learn. In some cases however, the interface is not consistent throughout the software. Upgrades to the interface has certainly improved some of this--- but now we are seeing the same kinds of inconsistencies across Zoho apps, particularly those more recently added to their platform. This issue is not major in that everybody on staff seems able to learn how to work the programs--- it's just annoying and less than efficient when inconsistent user interfaces or inconsistent terms are used in the programs and/or the requisite documentation.
Read full review
Reliability and Availability
Salesforce
No answers on this topic
Zoho
In my many years using Zoho, I think there were only 1 or 2 days when there was something happening and I was not able to log in. Sure, it wasn't fun and we all panicked a bit, but right after that, all was well and work-life continued. Being cloud based, I'm never worried about losing my iPhone, iPad or Laptop as I know I can log in anywhere on any device and workflow won't stop.
Read full review
Performance
Salesforce
No answers on this topic
Zoho
I don't recall every having any issues with a page not loading due to it being a Zoho issue. Anytime I've had any issues with something being wonky, I clear cache and that has always solved the problem. Or a simply computer reboot and we're back, hard at work. Look, I don't expect any product to delivery 100%, 100% of the time but if I had any consistent ongoing issues, I would have left many years ago. I still keep my eyes open to what is new but after a quick evaluation, I know Zoho will long be my home.
Read full review
Support Rating
Salesforce
I have not come across any bad experiences with the support provided. Also, I observed regular updates have been implemented without breaking the tool. But in my opinion, Now Tableau CRM has huge market challenges with tools like Power BI and its spread
Read full review
Zoho
We did the training and that was a huge waste of money. The information provided was basic and the instructor was sloppy (he even forgot to turn off his mic when he used the restroom - no one should ever hear what we heard). I offered up a 9 because we were able to find what we needed on your website.
Read full review
In-Person Training
Salesforce
No answers on this topic
Zoho
I attended a Zoho-Holics event in Austin, TX, several years ago, and it blew my mind. So many industries were represented using Zoho in so many different ways. It was unbelievable all that I learned from that experience, as there were features that I wasn't aware of that I immediately started using. Best of all, the trainers were patient and knowledgeable
Read full review
Online Training
Salesforce
No answers on this topic
Zoho
There is an endless supply of YouTube videos from Zoho and the many Zoho partners/consultants. Plus, Zoho has it's own library of training videos and webinars to learn from plus an entire community at the ready to answer any questions. While Zoho has been available for many years, there are constantly new training videos and webinars available for the novice and the experienced users.
Read full review
Implementation Rating
Salesforce
An implementation partner would certainly result in greater output in a more efficient amount of time. However, I have found implementation partners to be extremely expensive for the output received (at least working for a non-profit company they are frequently unaffordable). Internal implementation does help with usable output though since internal knowledge would better know the data architecture and business processes
Read full review
Zoho
When you switch CRMs, you can automatically assume everything isn’t going to match up correctly. We had used Salesforce for 10+ years and had a ton of data and customizations. It was not a clean transfer, but we were able to sort it all out. The only issue that really bothered me was Zoho support. Even simple questions couldn’t be answered over chat, and we would have some team members try for hours to find the right answer
Read full review
Alternatives Considered
Salesforce
Tableau is the absolute top of the class when it comes to business intelligence, but it doesn't make sense for every business case. In our case, we needed a simple data visualization platform for our CRM platform and sales pipeline. Salesforce Analytics, while nowhere near as robust, did the job we needed it to do perfectly in a significantly more cost-effective manner.
Read full review
Zoho
Free user access was one reason to use it more than any other software. Also, for a mid-size organization, the Salesforce cost was a little higher, and Pipedrive was almost similar to Zoho. As we were already using Zoho, we found no urgency to switch.
Read full review
Contract Terms and Pricing Model
Salesforce
No answers on this topic
Zoho
I think Zoho CRM is priced at a reasonable amount. Simply put, you get what you pay for and Zoho does not disappoint. My organization is comfortable with what we pay and pleased with continually renewing the software. The billing frequency is just right. There are no complaints on our end
Read full review
Scalability
Salesforce
No answers on this topic
Zoho
We're still in the early stages of scaling this across departments. We have high aspirations of doing this, but it takes time to migrate to the new system and to help people get acquainted of doing their work in a different way thru Zoho.
Read full review
Professional Services
Salesforce
No answers on this topic
Zoho
In addition to being a user of Zoho CRM, we are a reseller as well. Often, at times our Partners request for on-boarding the platform configuration for them. During such requirements, we have utilized the Professional services team directly from the Zoho CRM team. Our partner feedback was quite positive, throughout.
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Return on Investment
Salesforce
  • Absolutely a must-have tool if you are working on saving project
  • Create a centralized database to track project target across region
  • Easily create chart to showcase data / performance
Read full review
Zoho
  • because we are new to the CRM world, we wanted a product that was reasonably priced, yet had the features we were looking for
  • we have found a much higher customer engagement rate and ROI
  • we used to "lose" customers in our makeshift process. Now, all customers are being attended to.
Read full review
ScreenShots

Zoho CRM Screenshots

Screenshot of Deals - Cash in on all opportunities. Close more deals. Great sales management is all about prioritizing, tracking, and monitoring the deals in your pipeline. Zoho CRM gives you everything you need to manage deals across territories and sales structures.Screenshot of Activities - Keep track of all the tasks, meetings, calls, events, or activity records. Neatly organize the numerous records along with the activities associated to them such as follow-up, pre sales and post sales activities, phone conversations etc.