Salesforce & Zoho – Feature Comparison


Your Business Process Review

When we start working with you typically we carry out a business process review (BPR).  This provides both you and us with a high level overview of your organisation from several angles.  Combined with face to face and group sessions this becomes part of the SWOT analysis and will feature in the road map that we will create for you.

If you have custom applications or objects, bespoke code, integrated applications or are using third party apps, we can review these as part of an initial system review and will advise accordingly.

We are familiar with most of the major popular applications that Clients use alongside their CRMs – ERP & accounting packages, email campaign tools, customer service, project management, sales enhancement, business intelligence tools, mobile apps, CPQ and telephony applications.

Please contact Tim Pullen at telephone +353 86 6044820 or e-mail tim.pullen@cloudtech.ie for further information and pricing.


Salesforce.com and Zoho – Comparison of Applications, Features, Functions & Objects

FeatureDescriptionSalesforceZoho
AccountsOut of the Box
AnswersOut of the Box
APEX – app builderCustom
APICustom
ApprovalsOut of the Box
AssetsOut of the Box
Auto RespondersOut of the Box
Campaigns – Lifecycle MarketingZoho App
Campaigns – standardOut of the Box
CasesOut of the Box
Change SetsOut of the Box
Chatter / Chat / CliqOut of the Box
CommunitiesSFDC App
Complex document creation & managementThird Party App
ConsoleOut of the Box
ContactsOut of the Box
ContractsOut of the Box
Copy CustomisationOut of the Box
Creator – app builderZoho App
DashboardsOut of the Box
Data Management – backup etc.Out of the Box
Data Wizards – import / exportOut of the Box
Dataloader – data managementOut of the Box
Deluge – scriptingOut of the Box
Desk.comSFDC / Zoho App
Docs – document storageZoho App
Docusign – online signingThird Party App
Online signingNative Zoho app
Email Integration & syncingOut of the Box
Escalation RulesOut of the Box
Events & CalendarsOut of the Box
ForecastingOut of the Box
GroupsOut of the Box
IdeasOut of the Box
InventoryOut of the Box
InvoicesOut of the Box
Jitterbit – data managementThird Party App
LeadsOut of the Box
Letterheads & FootersOut of the Box
Lightning & Canvas App BuilderOut of the Box
OpportunitiesOut of the Box
Page LayoutsOut of the Box
Partner Relationship Management – PRMSFDC App
PortalOut of the Box
Price BooksOut of the Box
ProductsOut of the Box
ProjectsOut of the Box
QuotasOut of the Box
Quotes & Sales OrdersOut of the Box
Record TypesOut of the Box
ReportsOut of the Box
Analytics (Reports – Advanced)Zoho App
Roles & ProfilesOut of the Box
SalesIQZoho App
SandboxOut of the Box
SearchOut of the Box
SecurityOut of the Box
Self Service – web2case & web2leadOut of the Box
ServiceMax – field service managementThird Party App
Sheet – spreadsheetZoho App
Skyvia – data managementThird Party App
SLA’s – contracts casesOut of the Box
SocialZoho App
SolutionsOut of the Box
SupportZoho App
SurveysZoho App
System AdministrationOut of the Box
Talend – data managementThird Party App
Tasks & ActivitiesOut of the Box
Templates – Email, mail, web formsOut of the Box
Territory ManagementOut of the Box
Translation WorkbenchOut of the Box
User, Company & Org AdministrationOut of the Box
ViewsOut of the Box
VisualForce – creating custom user interfaceCustom
Wiki – knowledge baseZoho App
Workflows & RulesOut of the Box
Writer – document creationZoho App