Salesforce Starter vs. Zoho CRM

SalesforceIQ is a perfect CRM to start with and get your organization used to tracking customer contact. It was an easy setup and well adopted. It allowed us to rollout completely in just 30 days. We have seen a large increase in our ability to communicate. It may be lacking in some items if you already have a tracking method but was the perfect starting point for us.

Incentivized

This is very useful and handy software for initial use and sometimes later on. Its low price and rich features make it one of the most suitable software for small and midsize organizations. Customer management and tracking make your daily tasks easier.

Incentivized

• Sales CRM with built-in guidance and reminders to manage and track opportunities.
• Self-service for customers and internal employee needs. Integrates forms and chatbots very easily into your existing website.
• Guided setup with inherent flows to make transitioning from legacy systems to new age cloud-based technologies
• Integrates with Outlook and Gmail extremely well. Includes the Salesforce Inbox mobile app to link records with calendar and email. Email reminders included automatically.
• The Salesforce Mobile App comes with Starter, making it super easy to work on the go, even in remote areas.

Incentivized

• Zoho CRM has so much space to capture lots of information.
• Zoho CRM can be customized for your organization's needs.
• Zoho CRM is great for running reports to help make business decisions.
• We love all the different dashboards we can create.

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

• 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.

Incentivized

We are generally very satisfied with the zoho crm. Some extras are just added to improve productivity but overall Zoho CRM is highly recommended over many competitors. You can start with a few clicks to configure your needs. As you become an expert, you will be able to activate and configure the modules and integrations that you require. I know we still have a lot to discover so we're sticking with Zoho CRM, we're not interested in new options at the moment

Incentivized

easy to use, training is intuitive and can be peer taught if needed. Not overly complex so that users can get started within a very short period of time.

Incentivized

Compared to our previous CRM, Zoho is a breeze. I can look up customers and reports with no issue. There are times when it may be difficult to find something, but I assume that is because I am not in Zoho every day like the sales team is. It does everything we need very simply, so I would definitely recommend it to others.

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

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

Incentivized

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.

Incentivized

This should have been a project run by IT and implemented by IT but instead was implemented by Sales team and managed by them. Since this was the case our implementation has had many issues. Starting at the company required me to dig in and correct a lot of stuff within the initial set up.

Incentivized

Salesforce Starter is exactly what it says. It's specific to getting a small business up and running effectively, without unnecessary development or internal overhead required. It doesn't allow for a ton of customization, but it provides more than most other providers across sales, service, and integration/automating business processes. Some tools are more specific to organizations that want to focus on a specific area to grow or manage their business. That's where the other package types and integrations with specific tools come in

Incentivized

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 everything they need. All things considered, Zoho CRM has upgraded our client intelligent and assisted our operations.

Incentivized

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.

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

• It is very cost-effective. It has all the features we need at a significantly lower cost than the alternatives.
• It is also very customizable; we created our own set of objects, etc., based on our workflows.
• It is easy to integrate into your systems.

Incentivized