Salesforce Customer 360 and Zoho CRM Plus are sometimes compared for numerous use cases in Unified Customer Experience Platform (UXCP). We have a detailed features table below. You can also customize your requirements and get expert ratings comparing these two solutions against hundreds of data points across Sales Management, Security, Analytics and Reporting, Marketing Automation, Unified CX, Collaboration, Integration, Customer Service Management, User Experience and Compliance.
Salesforce Customer 360 is a robust platform that centralizes customer data to offer a comprehensive view of each customer across various departments. It integrates sales, service, marketing, and commerce tools, enabling businesses to deliver personalized customer experiences and streamline operations. By leveraging AI insights, Customer 360 aids in making smarter business decisions and enhancing customer relationships.
Zoho CRM is a part of the Unified Customer Experience Platforms, providing a comprehensive solution for businesses to manage customer interactions and streamline sales processes. This platform integrates marketing outreach, sales management, and after-sales service to offer a holistic view of customer interactions. It facilitates personalized experiences and efficient communication across teams, leveraging a shared database for processes such as lead generation, deal tracking, and customer support. Zoho CRM is known for its marketing automation, Sales Force Automation (SFA), and Customer Service Management (CSM) tools.
Customize these feature priorities in Taloflow and get expert ratings for your exact use case.
| Feature | Dimensions | Description | Salesforce | Zoho |
|---|---|---|---|---|
| Commenting/Notes on CX Events |
|
Allows internal teams to leave context, mentions, and annotations on customer records or journeys. | Great | Poor |
| Customizable User Roles |
|
Allow customization of user roles to tailor access and permissions. | Great | Great |
| Mobile-Optimized User Experience |
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Ensure a seamless user experience on mobile devices with optimized design and functionality. | Poor | Poor |
| Next-Best-Action Recommendations |
|
AI suggests the optimal next interaction for sales, service, or marketing based on behavior and context. | Good | OK |
| Shared CX Timeline or Account Workspace |
|
A unified, collaborative view of all customer interactions and lifecycle stages. | Good | OK |
| User-Friendly Interface |
|
Design a user-friendly interface to enhance user experience and ease of use. | OK | OK |
| Advanced Data Filtering Options |
|
Provide advanced filtering options to enhance data analysis capabilities. | Great | Great |
| CX Benchmarking Tools |
|
Compares performance metrics internally or against industry standards. | Poor | OK |
| CX Maturity Score / Heatmap |
|
Assesses the organization’s CX maturity across functions and processes. | Poor | OK |
| Customer Lifetime Value Analysis |
|
Analyze customer data to calculate and optimize customer lifetime value. | Good | OK |
| Customer Retention Analytics |
|
Analyze data to identify trends and strategies for improving customer retention. | OK | Good |
| Customizable Reporting |
|
Allow users to customize reporting dashboards to meet their specific needs. | Great | Great |
| Data Export Functionality |
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Allow users to export data in various formats for analysis and reporting. | Great | Good |
| Data Visualization Tools |
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Provide tools for visualizing data to enhance understanding and decision-making. | Great | Great |
| Digital Experience Replay |
|
Captures session replays for behavioral insight and experience optimization. | NA | Great |
| Propensity Modeling |
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Predicts likelihood of outcomes (churn, upsell, engagement) using historical and behavioral data. | Good | Good |
| CCPA |
|
California Consumer Privacy Act compliance for California residents' data protection | Great | Good |
| Consent Management |
|
Manages and tracks customer preferences regarding communication and data usage. | Great | Great |
| Data Anonymization Tools |
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Provide data anonymization tools to protect sensitive customer information. | Poor | Poor |
| GDPR |
|
General Data Protection Regulation compliance for processing EU personal data | Great | Great |
| HIPAA |
|
Health Insurance Portability and Accountability Act compliance for protecting sensitive patient health information | OK | Good |
| HITRUST |
|
Health Information Trust Alliance certification for healthcare data protection | OK | NA |
| ISO 27001 |
|
Information security management system (ISMS) certification ensuring systematic approach to managing sensitive company information | Good | Great |
| SOC 2 TYPE 1 |
|
Service Organization Control 2 Type 1 report verifying system design effectiveness | Great | Good |
| SOC 2 TYPE 2 |
|
Service Organization Control 2 Type 2 report verifying operational effectiveness over time | Great | Great |
| SOX |
|
Sarbanes-Oxley Act compliance for financial reporting and corporate governance | Good | NA |
| ActiveCampaign Integration |
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ActiveCampaign Integration is supported by the provider. | Good | Good |
| Adobe Real-Time CDP Integration |
|
Adobe Real-Time CDP Integration is supported by the provider. | Good | NA |
| Contract & SLA Integration |
|
Links account experience to contract terms, entitlements, and SLA compliance. | Great | OK |
| Freshdesk (Freshworks) Integration |
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Freshdesk (Freshworks) Integration is supported by the provider. | Poor | OK |
| GoToWebinar |
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Integrates with GoToWebinar for hosting webinars and logging attendee information. | Poor | Good |
| Headless CX Capabilities |
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Provides APIs for exposing CX data and journeys to portals or external apps. | Great | Great |
| HubSpot Marketing Hub Integration |
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HubSpot Marketing Hub Integration is supported by the provider. | OK | Good |
| Intercom Integration |
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Intercom Integration is supported by the provider. | Good | OK |
| Magento (Adobe Commerce) Integration |
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Magento (Adobe Commerce) Integration is supported by the provider. | Good | OK |
| Marketo Engage (Adobe) Integration |
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Marketo Engage (Adobe) Integration is supported by the provider. | Good | OK |
| Mulesoft (Salesforce) Integration |
|
Mulesoft (Salesforce) Integration is supported by the provider. | Great | Good |
| Oracle Eloqua Integration |
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Oracle Eloqua Integration is supported by the provider. | OK | Poor |
| Salesforce B2B Commerce Cloud Integration |
|
Salesforce B2B Commerce Cloud Integration is supported by the provider. | Great | Poor |
| Salesforce Data Cloud Integration |
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Salesforce Data Cloud Integration is supported by the provider. | Great | NA |
| Salesforce Marketing Cloud / Pardot Integration |
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Salesforce Marketing Cloud / Pardot Integration is supported by the provider. | Great | Poor |
| Salesforce Service Cloud Integration |
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Salesforce Service Cloud Integration is supported by the provider. | Great | OK |
| Segment (Twilio) Integration |
|
Segment (Twilio) Integration is supported by the provider. | Good | OK |
| ServiceNow CSM Integration |
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ServiceNow CSM Integration is supported by the provider. | Good | OK |
| Shopify Plus Integration |
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Shopify Plus Integration is supported by the provider. | Good | Great |
| Stripe Integration |
|
Stripe Integration is supported by the provider. | Great | Great |
| Webex Events |
|
Integrates with Cisco Webex for managing online events and associated data. | Good | OK |
| Zapier Integration |
|
Zapier Integration is supported by the provider. | Good | Great |
| Zendesk Integration |
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Zendesk Integration is supported by the provider. | OK | Good |
| Zoom Webinars |
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Integrates with Zoom to manage webinars and capture participant engagement data. | Good | OK |
| Data Encryption |
|
Implement robust data encryption standards to protect customer data. | OK | Good |
| Multi-Factor Authentication |
|
Secures platform access using multiple identity verification methods. | Great | Great |
| Real-time User Activity Monitoring |
|
Monitor user activity in real-time to enhance security and user experience. | Good | Good |
| Role-Based Access Control (RBAC) |
|
Define access levels based on user roles to ensure data security and privacy. | Great | Great |
| Single Sign-On (SSO) |
|
Allows users to access the platform securely with a single set of credentials. | Great | Good |
| Automated Email Campaigns |
|
Automate email campaigns to improve marketing efficiency and effectiveness. | Great | Great |
| Automated Lead Generation |
|
Automate the process of generating leads to enhance sales efforts. | Great | Good |
| Automated Social Media Posting |
|
Automate social media posting to maintain consistent engagement with audiences. | Poor | Good |
| Automated Task Assignment |
|
Automate task assignment to optimize team productivity and workflow efficiency. | Great | Good |
| Customer Data Enrichment |
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Enhance customer profiles by enriching data with additional information from external sources. | Poor | Good |
| Customer Segmentation Tools |
|
Provide tools to segment customers based on data insights for targeted marketing. | Great | Great |
| Customizable CRM Workflows |
|
Allow customization of CRM workflows to meet unique business requirements. | Great | Great |
| Customizable Email Templates |
|
Provide customizable email templates for consistent and branded communication. | Great | Great |
| Email Activity Capture |
|
Automatically logs email communications with customers into the platform. | Good | Great |
| Personalized Marketing Campaigns |
|
Create personalized marketing campaigns based on customer data and preferences. | Great | Great |
| Workflow Triggers |
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Set up automated triggers for workflows based on customer interactions. | Great | Great |
| AI-Assisted Personalized Message |
|
Utilizes artificial intelligence to help craft tailored customer communications. | Good | Great |
| Account-Based Engagement Tracking |
|
Aggregates activity across multiple contacts under one account for unified visibility. | Good | Good |
| Automated Lead Nurturing |
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Automate lead nurturing processes to guide prospects through the sales funnel. | Great | Great |
| Automated Lead Scoring |
|
Automatically score leads based on data insights to prioritize sales efforts. | Great | Great |
| Automated Sales Pipeline Management |
|
Automate the management of sales pipelines to improve sales efficiency. | Great | Great |
| Calendar Booking System |
|
Streamlines the process of scheduling meetings and appointments with customers. | OK | Good |
| Call Activity Capture |
|
Automatically records phone call interactions with customers within the system. | Good | Great |
| Contact Hierarchies |
|
Organizes contacts to reflect reporting structures and relationships within client organizations. | OK | OK |
| Data Change Notifications |
|
Notify users of significant changes in customer data in real-time. | Great | OK |
| Intent Data Integration |
|
Ingests third-party buying signals (e.g., Bombora, G2) to prioritize and personalize outreach. | Good | Good |
| Lead Routing |
|
Automatically assigns incoming leads to the appropriate sales representative or team. | Good | Good |
| Meeting Activity Capture |
|
Automatically logs details and context from customer meetings. | OK | Good |
| Multi-Stakeholder Persona Management |
|
Recognizes and customizes experiences by buyer role (e.g., user vs. decision-maker). | OK | OK |
| Opportunity Splits |
|
Enables the allocation of revenue credit among multiple contributors on a sales deal. | Good | Good |
| Proposal Builder |
|
Facilitates the efficient creation and standardization of professional sales proposals. | OK | Good |
| Sales Forecasting |
|
Use predictive analytics to forecast sales trends and inform strategic planning. | Great | Great |
| AI Chatbot Integration |
|
Integrate AI chatbots to provide automated customer support and engagement. | Great | Great |
| Automated Customer Onboarding |
|
Streamline the customer onboarding process with automation. | Good | Good |
| Automated Response Systems |
|
Implement automated response systems to handle routine customer inquiries. | Great | Great |
| Customer Sentiment Analysis |
|
Analyze customer sentiment to gauge satisfaction and improve service. | Good | Good |
| Customer Success Planning Module |
|
Tracks goals, milestones, and health plans to align service with customer outcomes. | Poor | OK |
| Feedback Collection |
|
Automate the collection of customer feedback for continuous improvement. | Great | Great |
| Interactive Customer Portals |
|
Provide interactive customer portals for self-service and engagement. | Good | Great |
| Self-Service Knowledge Base |
|
Provide a self-service knowledge base to empower customers with information and solutions. | Great | Great |
| Social Media Monitoring |
|
Monitor social media channels to track customer sentiment and engagement. | Poor | Great |
| Workload Balancing for Customer Service Teams |
|
Automatically distributes service workload based on availability, history, and skill. | Good | Great |
| Collaborative Task Management |
|
Enable collaborative task management to improve teamwork and productivity. | Good | Good |
| Real-time Collaboration Tools |
|
Facilitate real-time collaboration among team members to enhance productivity. | Great | Good |
| Audit Trail of Customer Touchpoints |
|
Logs all interactions across sales, service, and marketing for traceability and compliance. | Good | Good |
| Centralized Customer Data Repository |
|
Store customer data in a centralized repository for easy access and management by various teams. | Great | Good |
| Cross-Org Experience Governance Tools |
|
Controls roles, visibility, and tagging for teams managing shared customer experiences. | OK | OK |
| Custom Data Mapping |
|
Allow users to map data fields from different sources to a unified schema for consistent data representation. | Great | Great |
| Customer Experience Taxonomy Management |
|
Centralizes definitions of CX stages, personas, and channels to standardize cross-org strategy. | OK | NA |
| Data Lineage Tracking |
|
Track the source and transformation of data to ensure transparency and traceability. | Poor | Poor |
| Journey Analytics by Stage & Segment |
|
Tracks performance, drop-offs, and friction by journey stage and segment. | Good | Good |
| Journey Version Control & Testing |
|
Supports saving, cloning, and A/B testing of journey flows over time. | OK | Poor |
| Multi-Threaded B2B Journey Management |
|
Manages different customer journeys per contact within the same account. | Good | OK |
| Time-Based & Behavior-Based Triggers |
|
Triggers CX workflows based on activity, inactivity, or timeline events (e.g., renewals). | Great | Great |
| Visual Journey Builder with Branching Logic |
|
Drag-and-drop interface for mapping personalized, multi-path customer journeys. | Great | Good |
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