ZOHO vs SALESFORCE

Zoho CRM vs Salesforce
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DEVTAC PRODUCT COMPARISON 2020


DEVTAC PRODUCT COMPARISON 2020
FEATURE TITLEZOHO (Enterprise)SALESFORCE
PRICING
Billed Annually$35 /user /month
Billed Monthly$45/user€ 150 / user / month
SALES FORCE AUTOMATION
Leads
Contacts
Accounts
Deals / Opportunity
Task, Events, Call Log, and Notes
CRM Views
Sales Forcecasting
Approvals
BCC Dropbox for email
Email Sharing
Attachements in Email
Email InsightEinstein Email Insights
IMAP
Macros
Multiple Currencies
Contextual custom related list
Email Authentication
SalesSignals
Advanced Filter
Scoring Rules30 fields/module
Reminder
Email Parser
Email Association with Deals
Quote Management

PRODUCT CUSTOMIZATION
Page Customization
Rename Tabs
Custom Field310 fields/module (Note: Activities module has only 230 fields)
Picklist History tracking
Custom Links10/module
Web Tabs25
Custom Modules100 modules
(2 modules/user license)
Territories
Custom Buttons50 buttons
Sandbox
Page Layouts3/module
Canvas View3 views/module/org. with every user license
Layout Rules10/layout
Validation Rules10 rules/layout
Subforms2/module
Translations
Reporting Hierarchy
Multi-Select LookUp2/module
Unique Fields2 fields/module
Custom List ViewUnlimited
Copy Customization
Tab Groups25 groupsCustom Object Tabs
Formula Field
Bugs Module25 groups
WORKFLOW MANAGEMENT
Workflow Rules50 rules/module
10 conditions/rule
Email Notification5 emails/rule
500 emails/ User License
25000 emails/ Day
Task Action5/action
Field update Action3 updates/action
Functions Using Deluge Script
Webhook Action1/action
25000 calls/day or 500 calls/user license/day
Limit applicable for the org. (whichever is lower)

Convert Action
Functions1 Instant Action and 5 Scheduled Actions per Rule
Schedule Actions5/workflow rule
Approval Process
Assignment Rules20 rules & 50 rule entries
Schedules
Case Escalations rules
PROCESS MANAGEMENT
Active Blueprints20Process per Org
Common Transition per Blueprint5
Transition per Blueprint100
Field count during transition10
ARTIFICIAL INTELLIGENCE
Lead ConversionEinstein AI need to Integrate
Deal Closure PredictionEinstein AI need to Integrate
Data EnrichmentEinstein AI need to Integrate
VoiceEinstein AI need to Integrate
ReminderEinstein AI need to Integrate
Best time to contactEinstein AI need to Integrate
Macro Suggestion
Intelligence for AutomationEinstein AI need to Integrate
REPORTS
Standard Reports
Custom ReportsUnlimited
Schedule Reports20 Schedulers/user Maximum 100 schedulers/day.up to 24 Reports
ANALYTICS
Charts
KPI
Funnels
Target Meter
Comparator
Anomaly Detector10 trends
Standard Dashboards
Custom DashboardsUnlimited
SOCIAL
Enrich Data with Twitter ProfileAs well as Instagram
Enrich Data with FacebookAs well as Youtube
Social Tab2 BrandsSocial Customer Service
Automated Lead Generation from Social Media
Social Interaction with Lead/Contact
Social Lite
MARKETING AUTOMATION
Email TemplatesUnlimited
Email Opt-Out
Mass Email1000 email per day
Email relay200 relay servers
Marketing CampaignSalesforce Campaign Influence
Auto-responders3 autoresponders
Google Ads
WEB FORM
Web to lead form20 form / module
Web to contact form20 form / module
Web to case formOnline Case Submission (2 day respones)
Website Visitor Engagement
Website Visitor Tracking
Visitor Segmentation in CRM
Website Visitor Reports
Unsubscription Form
Custome Process Builder - Blueprint
Notify Owner
SELL ON THE MOVE
Mobile Application
Check-ins for Customer Meeting
Locate Prospects Nearby
Geo-Locate Customers
Voice Notes
Call Analytics
Call Recording
Contextual Call Pop-ups
Log Calls
Complete Offline Mobile Functionality
TEAM COLLAORATIONS
Gamescope
Calendar
Calendar Sync Through CalDAV
Calendar Booking
Status Updates
Direct Messages
Attach files to feeds
Follow-Up rules
Groups for team collaborations
Tagging10 tags per record, 100 tags per module
INVENTORY
Products
Price Books
Sales Quotes
Sales Orders
Invoices
Vendors
Purchase Order
CUSTOMER SUPPORT
Cases
Solutions
Web to case form20 forms per module
Business Hours
USER PORTAL
Portals
DOCUMENT LIBRARY
Folder Sharing
Attach Documents
File Versioning
Reviews
FILE STORAGE
Free Storage/Org 1 GB10 GB
Free Storage/User License1 GB2 GB
Additional file Storage$4 / month / 5 GB
DATA ADMINISTRATION
Data Storage (All modules)10 GB
Storage/User Lincense20 MB20 MB
Additional Max purchase Limit10 GBcan’t be added once the allocation is exceeded. the allocation of big object records is enforced contractually.
Additional data storage 100 MB
Import data (per batch)30, 000
Export Module Data
Free Data Back Up2 back ups/month
Additional Data Back Up$10 / request
De-Duplicate Data
Import HistoryPast 60 days
SECURITY ADMINISTRATIONS
Profiles25
Organizational hierarchy (Roles)250
Field-level security
Data sharing rules15 rules / module
Groups50
Record-level sharing
Data encryption (EAR)Available as an add-on
Territory Managements150 territories
Audit Logs
GDPR Compliance Settings
Allowed IPs
ADD-ONS & INTEGRATIONS
CRM MarketPlace (Extension for Zoho CRM
Mapsimise

Sugar Connector for LinkedIn Sales Navigator

Glances

Zoho Phone Bridge for Call CenterringDNA
Zoho Motivotor
Zoho CampaignsSalesforce Lead Capture
Zoho AnalyticsSales Analytics - Available for an extra cost in Enterprise
Zoho Projects
Zoho SalesIQ
Zoho Desk Zendesk
Zoho Cliq
Zoho Survey Survey Monkey
Zoho Social
Zoho Forms
Zoho Mail Add-on
Zoho Writer Add-On
Zoho Finance Suite Integration
Zoho Webinar Integration
Zoho Back Stage Integration
Plug In Microsoft Office
Plug In Microsoft Outlook
Zoho Creator
Slack Integration
Zoho SalesInbox
WhatsApp
WordPress
SAP Business Suite
Microsoft Dynamics
INTEGRATIONS WITH GOOGLE APPS
Zoho CRM Contextual Gadget for GMAIL
Web Forms for Google Sites20 / Module
Google Calendar
Google Contacts
Google Mail
Google Talk
Google Drive
Google Site
WEB Apps SDK
Connections
Functions100,000 credits/day/org.
Functions Send Mail1000 emails/day.
SUPPORT
BasicStandard
ClassicPremier
PremiumPaidPremier Plus
EnterprisePaid
DEVELOPER TOOLS
Mobile SDK
Widgets
Connections
API1000000 credits/day/org.
BUSINESS TYPE
Small Business
Large Business
Medium Business
AVAILABLE DEVICES
Windows
Linux
Mac
Web-Based
Android
iPhone/iPad
DEPLOYMENT OPTIONS
On-Cloud(Dedicated or shared services)
On-Premise
Try Zoho CRM Enterprise now!