A CRM is a software application that helps businesses manage their interactions with customers. CRM systems can help businesses track leads, manage sales, and provide better customer service. When choosing a CRM system, it's important to consider the size of your business, the industry you're in, and your budget.
Zoho is a cloud-based software suite that provides a range of applications including a CRM, accounting, invoicing, project management, inventory management, and more.
Zoho CRM is a cloud-based CRM platform designed to help businesses manage their customer relationships, sales, and operations.
Salesforce is a cloud-based customer relationship management (CRM) platform with applications for sales, service, marketing and more that help bring customers and companies together.
Sales Cloud is Salesforce’s sales CRM that includes automation tools, reporting, deal management and more.
HubSpot is a CRM platform with all the software, integrations, and resources you need to connect marketing, sales, content management, and customer service. Each product in the platform is powerful on its own, but the real magic happens when you use them together.
Sales Hub is HubSpot’s easy and powerful sales automation software that connects without complexity, drives productivity with easy-to-adopt tools, and helps growing sales organizations prospect smarter, accelerate revenue growth, and scale insightfully.
Zoho CRM gives your sales reps visibility into every stage of the sales cycle, including lead generation, lead capture, conversion, retention, and loyalty. Using modules for leads, contacts, deals, accounts, and activities, you can accurately track your business processes and identify opportunities for cross-selling and up-selling in the future.
With their plans generally being substantially cheaper than Salesforce, Zoho CRM is a great choice for small businesses that are looking for an affordable all-in-one solution. The free-forever tier is ideal for very small businesses, as well as those wanting to give it a thorough test run.
Where Zoho Falls Short
Conversation intelligence is critical in sales as it allows sales reps to improve their performance and close more deals. By understanding what went well and the latter in conversations, reps can learn and adapt their approach to better meet the needs of their prospects. Zoho CRM does not provide this functionality.
Zoho Zia is an AI assistant that is embedded within the Zoho CRM. Zia can help manage the CRM more intelligently by fetching information, taking notes, predicting sales outcomes, detecting anomalies, and automating mundane tasks. Zia is only available with Zoho CRM Enterprise & Ultimate plans.
What Salesforce Offers
Salesforce Sales Cloud automates administrative tasks, freeing up sales reps to focus on closing deals. It provides in-depth customer insights and valuable customer data tracking, which can be used to create clear and accurate reports.
Salesforce is typically the top choice for enterprise businesses because it allows for deep customization that can meet the specific needs of these organizations. While it is more expensive to implement and support, it’s considered to be one of the most versatile.
Where Salesforce Falls Short
By listening to their own calls, outbound sales call recording helps reps to identify areas where they can improve, such as their ability to handle objections or close deals. Salesforce’s Sales Dialer offers an outbound calling product with the option and users pay for the total number of minutes the organization uses (in blocks of 1,000 minutes). Sales Dialer requires add-ons.
Salesforce Einstein is a set of AI tools that are integrated with Salesforce CRM. Einstein uses machine learning and natural language processing to analyze data from Salesforce CRM and other sources. This data can be used to predict customer behavior, identify trends, and automate tasks. Salesforce Einstein requires add-ons.
What Sets HubSpot Apart
As Sales Hub is built on HubSpot’s connected CRM platform has tools like playbooks, email templates, unified reporting, and lead scoring to help increase alignment and encourage collaboration between Sales and Marketing teams. No connectors or data sync required!
24/7 customer support is included with every plan. For Enterprise customers, phone support is included at no extra charge. Maximize Sales Hub's power and learn everything you need to know about the most sought-after business skills within the award-winning HubSpot Academy.
HubSpot’s ChatSpot is a conversational CRM bot that sales, marketing, and service professionals can connect to HubSpot to maximize their productivity. With chat-based commands, you can accomplish everything you already do in HubSpot — even faster.
72% of Sales Hub Professional and 84% of Enterprise customers display high Sales Hub feature usage. (Hubspot Annual ROI Report)
How HubSpot Measures Up
Both Zoho and Salesforce offer a comprehensive solution for contact management, reporting, sales enablement and team collaboration. With HubSpot, our customers get a connected platform that scaling companies need to deliver a best-in-class customer experience into one place. Our crafted, not cobbled solution helps teams grow with tools that are powerful alone, but better together.
Sales Hub is a powerful sales software to help teams close more deals, deepen relationships, and manage their pipeline more effectively — all on one connected platform.
We were a Salesforce-heavy organization and recently made the switch to HubSpot’s Sales Hub Enterprise. It’s an out-of-the-box solution that’s easy to use and intuitive, while also offering powerful automation tools and robust reporting. With HubSpot, we can see the complete lifecycle of a customer from lead to close, and our teams can own the customizations needed to get their job done. We have had 100% user adoption and couldn’t be happier.