Salesforce Starter vs. Zoho ContactManager (discontinued)

If you own a business that has complex selling processes or requires integrations with 3rd party tools/systems, you should look at Professional, Enterprise, or Unlimited editions. Salesforce operates very well across pretty much every industry, but not all sales, marketing, and operational processes are created equal. If your marketing process requires a long list of sendable contacts then I would recommend adding on Pardot or Hubspot. Always start small and scale up, to avoid boxing yourself in down the road.

Incentivized

Zoho ContactManager [is great at] being able to track interactions for all users. We love that you can access information through the mobile app and makes it super easy to import contacts and create tasks very quickly. So many options and we like that we have the ability to customize fields. Zoho ContactManager does a great job of being able to follow up and track interactions.

Incentivized

• Tracking phone calls is extremely easy when using the app on the iphone. After a phone call is complete it prompts the user to enter in call details.
• SalesforceIQ also automatically logs emails for us. This has saved us time from entering in information manually.
• SalesforceIQ was easy to set up and allowed us customization for fields that were relevant to our business.

Incentivized

• Mobilbity
• Email automation
• Tracking interactions
• Tracking future interactions

Incentivized

• Table views can be sorted by column. Filters can be applied, but only to one column. Multi-column filtering like Excel allows would be extremely useful and a big improvement.
• The ability to quick copy data in a table view would also be helpful, like (ctrl ') in excel.

Incentivized

• Nothing at this time

Incentivized

The system is very user-friendly on a desktop but lacks mobile friendliness. The Customer relationship manager disappears after the deal is signed. We struggled to get the system in a usable format, which was not cost-effective. The CRM system on desktop was great but way more complicated than it should be.

Incentivized

more expensive but as an industry leader and go, the learning curve pays for itself in ROI in lost time in onboarding

Incentivized

Zoho ContactManager [is] easy to learn, use, and the setup is quick! We love the ability to track interactions and future interactions via desktop and mobile app which works great since travel frequently for work and conferences. We also use Zoho ContactManager's email automation which saves time and brings in leads for our company.

Incentivized

• It made the job more efficient for staff so they can spend time doing other tasks rather than configuring and maintaining Salesforce Starter.

Incentivized

• None at this time

Incentivized