Salesforce is a popular customer relationship management (CRM) platform, but it’s not the only option available to businesses. Zoho is a CRM platform that has gained popularity for its affordability, ease of use, and powerful features. In this blog post, we’ll explore the reasons why switching from Salesforce to Zoho can be beneficial for businesses, including cost savings, simplification of the user interface, and ease of creating workflows.
Cost Reduction
One of the biggest benefits of switching from Salesforce to Zoho is cost reduction. While Salesforce can be expensive, especially for small businesses, Zoho offers a more affordable alternative. Zoho offers plans that start at a much lower per user cost per month when compared with Salesforce. The cost of Salesforce can quickly add up, especially for businesses with a large number of users. By switching to Zoho, businesses can reduce their monthly expenses by half, or more.
Additionally, Zoho offers a free plan for businesses on its Bigin product, making it an ideal choice for small businesses. With the free plan, businesses can get started with Zoho and see if it’s a good fit for their needs, without any upfront costs.
Simplified User Interface
Another benefit of switching from Salesforce to Zoho is the simplification of the user interface. Salesforce can be overwhelming for some users, with a steep learning curve and a complex user interface. Zoho, on the other hand, has a clean and user-friendly interface that is easy to navigate. This makes it easier for users to get started with Zoho and reduces the amount of time it takes to become proficient in the platform.
Ease of Creating Workflows
Zoho also makes it easy for businesses to create workflows and automate tasks. With Zoho’s powerful automation engine, businesses can set up workflows to streamline their processes and save time. For example, businesses can automate tasks such as sending follow-up emails, assigning tasks to team members, and updating records. This can help businesses save time and increase efficiency.
Ease of Use
Switching from Salesforce to Zoho is also easy and straightforward. Zoho provides detailed instructions on how to import data from Salesforce, making it simple for businesses to make the switch. Additionally, Zoho’s customer support team is available 24/7 to assist businesses with any questions or issues they may encounter during the switch.
Bernard Health Case Study
Bernard Health, a healthcare benefits and consulting company, switched from Salesforce to Zoho and saw significant savings. According to a case study, Bernard Health saved over $500,000 in license fees by switching to Zoho. The company also noted that Zoho was easier to use, more affordable, and offered a better user experience compared to Salesforce.
Conclusion
Switching from Salesforce to Zoho can be beneficial for businesses in many ways. Zoho offers a more affordable alternative to Salesforce, with plans starting at $11 per user per month (on the Bigin product). Zoho also has a clean and user-friendly interface, making it easier for users to get started with the platform. Additionally, Zoho makes it easy for businesses to create workflows and automate tasks, saving time and increasing efficiency. Finally, the case study of Bernard Health demonstrates the significant savings that businesses can achieve by switching from Salesforce to Zoho.
