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
| Feature | Description | Salesforce | Zoho |
| Accounts | Out of the Box | ||
| Answers | Out of the Box | ||
| APEX – app builder | Custom | ||
| API | Custom | ||
| Approvals | Out of the Box | ||
| Assets | Out of the Box | ||
| Auto Responders | Out of the Box | ||
| Campaigns – Lifecycle Marketing | Zoho App | ||
| Campaigns – standard | Out of the Box | ||
| Cases | Out of the Box | ||
| Change Sets | Out of the Box | ||
| Chatter / Chat / Cliq | Out of the Box | ||
| Communities | SFDC App | ||
| Complex document creation & management | Third Party App | ||
| Console | Out of the Box | ||
| Contacts | Out of the Box | ||
| Contracts | Out of the Box | ||
| Copy Customisation | Out of the Box | ||
| Creator – app builder | Zoho App | ||
| Dashboards | Out of the Box | ||
| Data Management – backup etc. | Out of the Box | ||
| Data Wizards – import / export | Out of the Box | ||
| Dataloader – data management | Out of the Box | ||
| Deluge – scripting | Out of the Box | ||
| Desk.com | SFDC / Zoho App | ||
| Docs – document storage | Zoho App | ||
| Docusign – online signing | Third Party App | ||
| Online signing | Native Zoho app | ||
| Email Integration & syncing | Out of the Box | ||
| Escalation Rules | Out of the Box | ||
| Events & Calendars | Out of the Box | ||
| Forecasting | Out of the Box | ||
| Groups | Out of the Box | ||
| Ideas | Out of the Box | ||
| Inventory | Out of the Box | ||
| Invoices | Out of the Box | ||
| Jitterbit – data management | Third Party App | ||
| Leads | Out of the Box | ||
| Letterheads & Footers | Out of the Box | ||
| Lightning & Canvas App Builder | Out of the Box | ||
| Opportunities | Out of the Box | ||
| Page Layouts | Out of the Box | ||
| Partner Relationship Management – PRM | SFDC App | ||
| Portal | Out of the Box | ||
| Price Books | Out of the Box | ||
| Products | Out of the Box | ||
| Projects | Out of the Box | ||
| Quotas | Out of the Box | ||
| Quotes & Sales Orders | Out of the Box | ||
| Record Types | Out of the Box | ||
| Reports | Out of the Box | ||
| Analytics (Reports – Advanced) | Zoho App | ||
| Roles & Profiles | Out of the Box | ||
| SalesIQ | Zoho App | ||
| Sandbox | Out of the Box | ||
| Search | Out of the Box | ||
| Security | Out of the Box | ||
| Self Service – web2case & web2lead | Out of the Box | ||
| ServiceMax – field service management | Third Party App | ||
| Sheet – spreadsheet | Zoho App | ||
| Skyvia – data management | Third Party App | ||
| SLA’s – contracts cases | Out of the Box | ||
| Social | Zoho App | ||
| Solutions | Out of the Box | ||
| Support | Zoho App | ||
| Surveys | Zoho App | ||
| System Administration | Out of the Box | ||
| Talend – data management | Third Party App | ||
| Tasks & Activities | Out of the Box | ||
| Templates – Email, mail, web forms | Out of the Box | ||
| Territory Management | Out of the Box | ||
| Translation Workbench | Out of the Box | ||
| User, Company & Org Administration | Out of the Box | ||
| Views | Out of the Box | ||
| VisualForce – creating custom user interface | Custom | ||
| Wiki – knowledge base | Zoho App | ||
| Workflows & Rules | Out of the Box | ||
| Writer – document creation | Zoho App |
- Crookstown Business Park, Crookstown, County Kildare, Republic of Ireland, R14 WN84
- +353 (86) 604 4820
- info@cloudtech.ie
- Contact Form
- VAT No. - IE 3358372 QH
- CRO No. - 478337
