What’s a Rich Text element?
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
Static and dynamic content editing
Static and dynamic content editing
"A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!"
How to customize formatting for each rich text
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Customer Relationship Management (CRM) tools are essential in today's business world.
These tools help businesses manage their customer interactions, improve customer relationships, and streamline their sales processes.
In this article, we will compare two popular CRM tools - Salesforce and Zoho - to help businesses decide which tool to use.
What is Salesforce?
Salesforce is a cloud-based CRM software that offers a range of features, including sales automation, marketing automation, customer service, analytics, and mobile app development. It is used by businesses of all sizes, from small startups to large enterprises.
What is Zoho?
Zoho is a web-based CRM software that offers a range of features, including sales automation, marketing automation, customer service, analytics, and social media integration. It is used by small and medium-sized businesses.
So, which tool to choose?
Let’s take a look at the usability and pricing plus the features and integrations available in these tools to help you make an informed decision.
Usability
How user-friendly is Salesforce?
Salesforce has a reputation for having a steep learning curve due to its extensive range of features. It can be overwhelming for new users who are not familiar with the software. However, Salesforce's intuitive interface and customisable dashboards make it easy to use once you get the hang of it.
The software allows users to create custom dashboards that can be tailored to their specific needs, providing easy access to the features and information that matter most to them.
Additionally, Salesforce provides excellent customer support and training resources, including online tutorials, webinars, and a knowledge base, to help users navigate the software and get the most out of its features. With time and practice, users can become proficient in using Salesforce and benefit from its extensive range of tools and features to improve their business processes and customer relationships.
How user-friendly is Zoho?
Compared to Salesforce, Zoho has a reputation for being more user-friendly and easy to navigate. Its simple interface makes it a great option for businesses that need a CRM tool that is easy to use. Zoho's interface is intuitive, and users can quickly find what they need without the need for extensive training or support.
The software provides a clean, straightforward layout that allows users to manage their leads, contacts, and deals with ease. Additionally, Zoho offers various customisation options, allowing businesses to tailor their CRM to their specific needs. For instance, users can add fields, tabs, and modules to meet their unique requirements. Zoho's user-friendly interface and customisation options make it an excellent option for businesses looking for a CRM tool that is easy to use and manage.
Winner: Zoho is the most user-friendly out of these tools. 1-0.
Pricing
How much does Salesforce cost?
Salesforce is a more expensive option, with pricing ranging from $25 to $300 per user per month. The more advanced features, such as AI-powered insights, cost extra.
How much does Zoho cost?
Zoho, on the other hand, offers a range of pricing plans, starting from free to $50 per user per month. Its pricing plans are affordable and flexible, making it a great option for small businesses.
Winner: Zoho if you’re looking for affordability. 2-0.
Top Features
Both Salesforce and Zoho offer a range of features, including sales automation, marketing automation, and customer service.
What can you do with Salesforce?
- Lead and Opportunity Management: Salesforce allows businesses to track and manage their leads and opportunities through the entire sales process. This helps marketers to focus on the most promising leads and prioritise their efforts to convert them into customers.
- Campaign Management: Salesforce enables marketers to plan, execute and track their marketing campaigns across various channels, such as email, social media, and events. It provides detailed analytics and reports on the effectiveness of these campaigns, enabling marketers to optimise their strategies for better results.
- Customer Data Management: Salesforce provides a centralised platform for businesses to store and manage customer data, including contact information, buying behavior, and preferences. This helps marketers to personalise their marketing messages and offers based on the customer's specific needs and interests.
- Marketing Automation: Salesforce offers robust marketing automation capabilities that enable businesses to automate routine tasks, such as lead nurturing, email campaigns, and social media posting. This frees up marketers' time, allowing them to focus on more strategic activities that drive business growth.
- Analytics and Reporting: Salesforce provides advanced analytics and reporting tools that enable businesses to track and measure their marketing and sales performance in real-time. This allows marketers to identify trends, patterns, and opportunities for improvement, making data-driven decisions to achieve better business outcomes.
What can you do with Zoho?
- CRM: Zoho CRM is a customer relationship management software that allows businesses to manage their sales, marketing, and customer support operations. It provides a centralised platform for businesses to store and manage customer data, track leads and opportunities, and automate their sales processes.
- Campaign Management: Zoho offers a comprehensive suite of marketing automation tools that enable businesses to plan, execute and track their marketing campaigns across various channels, including email, social media, and mobile. It provides detailed analytics and reports on campaign performance, allowing marketers to optimise their strategies for better results.
- Analytics and Reporting: Zoho provides advanced analytics and reporting tools that enable businesses to track and measure their marketing and sales performance in real-time. It offers various dashboards and reports to help businesses identify trends, patterns, and opportunities for improvement, making data-driven decisions to achieve better business outcomes.
- Social Media Management: Zoho Social is a social media management software that enables businesses to manage their social media presence across multiple platforms. It provides features such as scheduling, publishing, and analytics to help businesses engage with their audience and track their social media performance.
- Project Management: Zoho Projects is a project management software that helps businesses to plan, collaborate, and deliver projects on time and within budget. It provides features such as task management, time tracking, and Gantt charts to help businesses stay organised and focused on their project goals.
We have to give a point to each tool here as they have a wide range of features. 3-1.
Customer Reviews
According to G2, Salesforce has an overall rating of 4.3/5. Salesforce has received positive reviews for its extensive range of features and customer support.
Zoho has an overall rating of 4.⅘ on G2. Zoho has received positive reviews for its affordability and user-friendly interface.
Winner: Zoho has the edge here but only by a small amount. 4-1.
Integrations
Both Salesforce and Zoho offer a range of integrations with other software tools, such as marketing automation tools and project management tools.
Salesforce Integrations
- Marketing Automation: Salesforce integrates with popular marketing automation tools, such as Marketo, HubSpot, and Pardot, to help businesses automate their marketing campaigns and manage their leads and opportunities more efficiently.
- Email Marketing: Salesforce integrates with email marketing platforms, such as Mailchimp and Constant Contact, to help businesses send targeted and personalised email campaigns to their customers and prospects.
- Customer Support: Salesforce integrates with customer support tools, such as Zendesk and Freshdesk, to help businesses manage customer inquiries and support tickets more effectively.
- E-commerce: Salesforce integrates with popular e-commerce platforms, such as Shopify and Magento, to help businesses manage their online sales and customer data more efficiently.
- Business Intelligence: Salesforce integrates with business intelligence tools, such as Tableau and Power BI, to help businesses analyse their data and generate insights to drive better business decisions.
- Collaboration: Salesforce integrates with collaboration tools, such as Slack and Microsoft Teams, to help businesses streamline their communication and collaboration processes.
- Social Media Management: Salesforce integrates with social media management tools, such as Hootsuite and Sprout Social, to help businesses manage their social media presence and engage with their audience more effectively
Zoho Integrations
- Email Marketing: Zoho integrates with popular email marketing platforms, such as Mailchimp and Constant Contact, to help businesses send targeted and personalised email campaigns to their customers and prospects.
- E-commerce: Zoho integrates with popular e-commerce platforms, such as Shopify and Magento, to help businesses manage their online sales and customer data more efficiently.
- CRM: Zoho integrates with popular CRM platforms, such as Salesforce and HubSpot, to help businesses manage their sales, marketing, and customer support operations more effectively.
- Business Intelligence: Zoho integrates with business intelligence tools, such as Tableau and Power BI, to help businesses analyse their data and generate insights to drive better business decisions.
- Accounting: Zoho integrates with popular accounting software, such as QuickBooks and Xero, to help businesses manage their finances more efficiently.
- Project Management: Zoho integrates with popular project management tools, such as Asana and Trello, to help businesses plan, collaborate, and deliver projects more effectively.
- Social Media Management: Zoho integrates with social media management tools, such as Hootsuite and Sprout Social, to help businesses manage their social media presence and engage with their audience more effectively
Both tools deserve a point for the large amount of integrations available. 5-2.
Which tool is best for your business?
When it comes to choosing between Salesforce and Zoho, it ultimately depends on the needs of your business.
When to use Salesforce
- Large companies that need advanced features and customisability
- Businesses that have the budget for a more expensive CRM tool
- Businesses that need extensive integrations
When to use Zoho
- Small and medium-sized businesses that need an affordable CRM tool
- Businesses that need a user-friendly interface
- Businesses that need basic CRM features
Overall, both Salesforce and Zoho are great CRM tools that offer a range of features to help businesses manage their customer relationships. If you have the budget for it and need advanced features, Salesforce is the way to go. If you have a smaller business or have budget constraints, Zoho is a great option. Ultimately, it's important to assess the specific needs of your business and choose the CRM tool that best fits those needs.
Just a heads up, some of the links in this article may be affiliate links, meaning we may make a small commission on any sign-ups or purchases for the tools we recommend.
