Customer relationship management is a mouthful. That’s why it didn’t take long for the acronym CRM to take hold. CRMs are all about smartly managing customer interactions and not just data entry.
By replacing the administrative layers of spreadsheets, databases, and various apps, CRMs offer a streamlined way to manage (a lot of!) data.
It's a powerful tool that helps sales, marketing, and customer service teams work more efficiently while bettering management and organisation. With happy and even impressed clientele, the benefits of a CRM system stretch well beyond your company’s in-house practices. Such as providing:
- More hands-on customer experience that increases user retention.
- Dynamic visuals that help identify sales strengths and weaknesses.
- More time for sales to nurture leads with automation doing the heavy lifting.
- Real-time lead data capture after website interactions.
If you're looking to streamline lead management and automate internal workflows, using a CRM for your business would make for good business. But how do you know which is the best fit for you? Good question! In that spirit, let's take a closer look at popular CRMs Salesforce and Zoho CRM to help you find your CRM diamond in the rough.
Salesforce and Zoho CRM both offer tools that simplify team management, even for those without technical expertise. Both platforms also provide a range of features that cater to different requirements, giving you the flexibility to experiment with various management options.
What is Salesforce?
Salesforce's sales management tools enable businesses to manage their sales pipeline, leads, and opportunities effectively. With its powerful suite of sales, service, marketing, and analytics tools, Salesforce is transforming the way businesses interact with their customers in addition to managing their workload in-house.
With intuitive dashboards, businesses get an overview of their sales performance in real time to better optimise their sales process and drive revenue growth. Salesforce's service management tools also help businesses provide world-class customer support.
What is Zoho CRM?
Zoho CRM is a robustly automated solution for customer-facing teams of different sizes. Salespeople using Zoho CRM can be hands-on with customers thanks to the CRM handling more administrative tasks but Zoho offers personalised solutions to that end so it’s automation and workflows that work for you – not the other way around.
Available in 28 languages, Zoho prides itself on the fastest enterprise CRM installation on the market so if you’re thinking of switching to them, we would say scratch ‘time loss’ off your list of cons in moving over to Zoho for your customer relationship management needs. With its comprehensive and forecasting analytics tools, you can also get valuable insights into customer support metrics and quickly identify areas for improvement.