Salesforce Service Cloud
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
Sales Force Automation
- Lead Generation & Qualification
- Pipeline Analysis
- Sales Stage & Probability Analysis
- Competitive Analysis
- Real-Time Forecasting
- Quota Management
Lead Management
- Automate lead management process
- Fast track lead to deal process
- Capture leads from website
- Import leads from trade shows, seminars, direct mail, etc.
- Match sales-ready leads to the right sales people
- Convert prospects into opportunities, accounts, and contacts with a single click
- Sales processes as per own best practices (B2B & B2C)
Account Management
- Single database
- Customer data across products, geographies, account, and status
- Parent-child relationships between customer accounts and their subsidiaries
- Price quotes, sales orders and invoices
- Purchase history to find cross-sell and up-sell opportunities
- Loyalty programs
Effective Follow-up
- Log important customer calls
- Save customer meetings and calls in an intuitive calendar
- Invite employees, leads and contacts to meetings and events
- Manage recurring events by day, week, month and/or year
Website Integration with Forms
- Create forms with no coding
- Set rules to simplify lead distribution
- Upload forms live instantly
- Catch leads directly into your CRM
CRM Workflow Management
- Workflow alerts while creating or modifying records
- Associate tasks to the workflow rules with CRM records
- Email notifications with templates and upon triggering a workflow rule
- Auto schedule the workflow actions at pre-defined interval
- Instant notifications to 3rd party applications via Webhooks
- Custom Functions
- Macros automate tasks
Sales Tracking
- Sales Opportunity Management
- Monitor sales opportunities across sales cycle
- Import sales opportunities from third-party solutions and services
- 360-degree view
- Drag-and-drop customization wizard
- Big deal alert
- Sales pipeline and sales escalation process
- Free Edition
Pulse
- Track records that are critical to your business based on your criteria
- Stay on top of sales updates in real time
- Identify cold prospects for a sales follow-up
- Sort updates by users and modules
- Sort records by record owner and module
- Complete visibility based on last activity
Sales Forecasting
- Revenue based on data within Zoho CRM
- Create, assign and revise sales quotas
- Assess individual and team performance
- Forecast accuracy against commit amounts
- Fully customizable forecast reports and dashboards
Productivity
- Business Card View
- Quick glance at important details of the contact without scrolling or searching
- Customize fields
MailMagnet
- Captures, collates and distributes customer email activity within your CRM
- Get notification and reply to customer emails within CRM
- Intuitively scans your mailbox and displays only relevant emails
- Send emails via your favorite mail client
- Get a copy of the email linked to the right lead or contact in CRM
- Link prospect and customers emails with your CRM data
- Share emails from prospects based on your own rules
- Create mail merge templates for different modules
- Get updated user info in merged documents
- Manage templates in secured folders
Document Library
- Role-based folders, sub-folders
- Share collateral to your salespeople
- Send documents from your CRM
- One document can have multiple versions
- Quick feedback from colleagues to improve document
Social CRM
- View social interactions of your brand with prospect
- Reply to direct messages, likes and mentions via your brand’s social profile
- Engage future prospects from within the social stream
- Stay tapped on customer’s interests and updates
- Comment or like them inside CRM
Mobile CRM
- Real time access to customer data
- Receive sales alerts
- Search customers nearby, create tasks
- Capture trade show leads directly into Zoho CRM
- Digitalize and save business cards on your iPhone
CRM for Google Apps
- Custom Modules, API, Webhooks and Custom Functions
- Create campaigns, email marketing & autoresponders
- Enable security controls, organizational hierarchy & territories
Pricing Info
Pricing Info
Zoho CRM offers a free edition and per user subscription plans that are billed monthly or annually. All major cards, and bank or check transfers are accepted. There is also a great free trial plan that you can opt for. Choose from a list of SMB and Enterprise pricing plans mentioned below.
Free Edition – Up to 3 users, No credit card required.
- Leads
- Contacts
- Accounts
- Opportunities / Deals
- Tasks, events, call logs, and notes
- CRM views
- Advanced filters
- Status updates
- Direct messages
- Attach files to feeds
- Follow up rules
- Twitter, Facebook & Google+ integration
- 10 Email templates
- Email opt-out
- Free Email support
- Live Chat
- Several other features
Standard – $20/user/month (billed monthly) or $14/user/month (billed annually) plus tax, as applicable
- All features from Free Plan +
- Workflow rules
- Email insights
- Workflow conversion
- Tags and groups
- Scoring rules
- Webforms
- Sales forecasting
- Custom fields
- Roles and profiles
- Document library
- Charts and KPIs
- Secure, encrypted transmission
- Call center connectors
- Free Email, Live Chat and Toll-Free call support
- Paid support plans with a guaranteed response time of 1 hour maximum
Professional – $35/user/month (billed monthly) or $23/user/month (billed annually) plus tax, as applicable
- All Features from the Standard Plan +
- Social CRM
- Web-to-case forms
- Validation Rules
- Automatic Field Updates
- Webhooks
- Blueprint – Process management
- Macros
- Email integration
- Inventory management
- Google AdWords integration
- Sales signals – Real-time notifications
- Free Email, Live Chat and Toll-Free call support
- Paid support plan with a guaranteed response time of 1 hour maximum
Enterprise – $50/user/month (billed monthly) or $40/user/month (billed annually) plus tax, as applicable
- All Features from the Professional Plan +
- Multi-user portals
- Custom Modules and Buttons
- SalesInbox – Email for salespeople
- Canvas – Visual CRM view
- Auto Responders
- Email Parser
- Data Encryption
- Subforms
- Zia Voice – Conversational AI
- Conditional Fields
- Mobile SDK and App Distribution
- BI Tools – Target meters, Anomaly detectors, Predictive AI
- Free Email, Live Chat and Toll-Free call support
- Paid support plan with a guaranteed response time of 1 hour maximum
Ultimate – $65/user/month (billed monthly) or $52/user/month (billed annually) plus tax, as applicable
- All Features from other plans +
- Advanced customization
- Data enrichment
- Email sentiment
- Automation suggestions
- Enhanced storage
- Dedicated Database cluster
- Free Basic and Classic support
- Exclusive 30-day free trial
Integrations
Integrations
Extend Zoho CRM’s potential with over 400+ integrations and extensions. Here are some of the popular ones:
- Google G Suite
- Microsoft Office 365
- Google Ads
- Slack
- Mailchimp
- QuickBooks
- PandaDoc
- Xero
- Join.me
- Zoom
- Dropbox
- OneDrive
- Survey Monkey
- Shopify
- PayPal
- Trello
- Eventbrite
- SimplyCast
- GoToMeeting
- AdobeSign
- GoToWebinar
- DocuSign
- Zendesk
- Hubspot
- Zoho Cliq
- Zoho Meetings
- Zoho Finance Suite
- Zoho Mail
- Zoho Desk
- Zoho Writer
- Zoho ShowTime
- Zoho Social
- Zoho Campaigns
- Zoho SalesIQ
- Zoho Projects
- Zoho Creator
- Zoho Analytics
- Zoho Survey
- Zoho Webinar
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
ClearTrip for Business, TDirect, ThinkCre8tive, Pepperstone
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A go-to product for many businesses of different types and sizes, Zoho CRM is a true leader in the CRM software category. It is easy to use from its contact management module to its customer engagement interface. The platform also includes powerful automation and reporting features. It is great for omnichannel CRM.
Company Email
sales@zohocorp.com
Contact No.
Company's Address
4141 Haciendra Drive
Pleasanton, CA 94588
USA
Zoho CRM Comparisons
Popular Zoho CRM Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Computer Telephony Integration (CTI)
- Record types
- Lead-contact account management
- Files
- Salesforce identity
- Roles and permissions
- Snap-ins for live agent chat
- Social customer service pro
- Knowledge
- Work order management
- Service console
- Customer community
- Chatter
- Community starter
- Email integration with Outlook
- Advanced case management
- Customer account portal
- Custom page layouts
- Standard success Plan
- Asset management
- Omni-channel supervisor
- Field service dispatch
- Service contracts and entitlements
- Developer Sandbox
- Unlimited online training
- Activity feed
- Developer Pro Sandbox
- Topics and recommendations
- Data and file storage
- Order management
- Omni-channel routing
- Case auto-assignment
- Service analytics app
- Social customer service starter pack
- Product tracking
- Case milestone tracker
- Unlimited custom applications
- Google Apps integration
- Custom profiles
- AppExchange app integration
- Offline access
- Lightning App builder
- Case escalation rules and queues
- Web services API
- Opportunity tracking
- Workflow and approval automation
- Web and email case capture
- Task management
- Customizable reports and dashboards
- Case email auto-response
- Advanced reporting features
- Salesforce mobile app
- Email templates
Pricing Info
Salesforce Service cloud offers 4 SMB and enterprise pricing plans billed annually.
Essentials – $25/user per month
- Chatter
- Salesforce mobile app
- Files
- Topics and recommendations
- Case auto-assignment
- Web and email case capture
- Case email auto-response
- Case escalation rules and queues
- Lead-contact account management
- 1 Service console app per org
- Basic omni-channel routing
- Omni-channel supervisor
- Knowledge (read only)
- Knowledge (read-write)
- Computer Telephony Integration (CTI)
- Phone
- Social Customer Service
- Live agent chat (limited functionality)
- Next best action
- Help center
- Customizable reports and dashboards
- Opportunity tracking
- Task management, activity feed
- Email integration with Outlook
- Google Apps integration
- Custom profiles and page layouts
- Lightning App builder
- AppExchange app integration
- Email templates
- Data and file storage per user
- Limited Lightning flow automation
Professional – $75/user per month
- All Essentials plan features except phone, live chat, and help center, plus:
- Service orders
- Service contracts and entitlements
- Work order management
- Asset management and product tracking
- Unlimited custom applications
- Developer Sandbox
- 2 Roles and permissions per org
- 3 Record types per object
Available add-ons:
- Knowledge (read-write) – $75/user/month
- Web services API – $25/user/month
- Developer Pro Sandbox
Enterprise – $150/user per month
- All Essentials and Professional plan features except phone, plus:
- Service console apps
- Advanced case management
- Advanced reporting features
- Offline access
- Web services API
- Lightning flow automation (unlimited)
- Roles and permissions
- Record types (per object)
- Salesforce identity
- Workflow approval
Available add-ons:
- Knowledge (read-write) – $75/user/month
- Chat (live agent) – $75/user/month
- Developer Pro Sandbox
- Full Sandbox
Unlimited – $300/user per month
- All Enterprise plan features, plus:
- Knowledge (read-write)
- Chat (live agent)
- Developer Pro Sandbox
- 1 Full Sandbox per org
- 24/7 Support and configuration services
Integrations
Salesforce Service Cloud supports integrations with the following business systems, applications and services:
- Autotask
- ConnectWise
- JIRA
- Salesforce Service Cloud
- ServiceNow
- Zendesk
- Oracle Service Cloud
- Freshdesk
- Freshservice
- Desk.com
- Help Scout
- Cherwell Software
- Wrike
- SugarCRM
- Microsoft Dynamics CRM
- Zoho CRM
- Netsuite
- Autotask
- Close.io
- ConnectWie
- Infusionsoft
- Pipedrive
- HubSpot CRM
- Oracle Sales Cloud
- Base CRM
- CustomerGauge
- Act! Essentials
- Sap Hybrid Cloud for Customers
- Sage CRM
- Bullhorn
- Maximizer CRM
- Insightly
- Microsoft Dynamics GP
- Microsoft Dynamics AX
- QuickBooks
- Freshbooks
- Taxify
- Sage Intacct
- Sage 200
- Tipalti
- Plaid
- Shopify
- Volusion
- Ecwid
- Bigcommerce
- Magento
- Etsy
- Woocommerce
- Weebly
- SAPAnywhere
- Epages
- Oracle Eloqua
- Marketo
- HubSpot Marketing
- Act-On
- MailChimp
- Mailjet
- Allbound
- Autopilot
- Constant Contact
- Kissmetrics
- Facebook Lead Ads
- Campaign Monitor
- iContact
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Stanley Black & Decker, Sprouts, Coca-Cola, Activision, Spotify, Aldo
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A cloud-hosted customer service platform designed to allow faster, smarter case resolution. By providing a 360-degree view of each customer, this IT asset management solution enables businesses to quickly resolve issues, thereby driving better user experience and higher customer satisfaction.
Company Email
info@salesforce.com
Contact No.
Company's Address
Salesforce Tower, 415 Mission Street, 3rd Floor
San Francisco, CA 94105
USA
Salesforce Service Cloud Comparisons
Popular Salesforce Service Cloud Alternatives
No CRM Software will be able to cater to all the needs of a business. Even though main functionalities of Zoho CRM and Salesforce Service Cloud are obviously a priority you should also thoroughly explore the integrations provided by each app. In many cases you will already be working with other types of B2B software in your company and it’s always better to opt for software that integrate well with one another. With that approach you can be certain of a reliable exchange of information between your teams and apps, which can considerably reduce time spent on migrating between one product and the next.
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