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Many business leaders identify digital transformation as among their top priorities for their organization. However, organizations continue to struggle as they try to transform because of structural or behavioral barriers. For example, silos can prevent sales teams or departments from sharing or accessing information with others in the same organization. One way to break down silos is with CRM software.
CRM software can be used by sales, marketing, customer service, finance, and other departments. It promotes efficiency by eliminating double data entry and visibility by making data accessible to the appropriate team.
Among popular CRM software brands are Zoho CRM and NetSuite CRM. This comparison article will discuss common features and differences in how they provide value to users.
If you’re short on time and want to speed up your software research, we can help. Use our Product Selection Tool to get a free short list of marketing automation software recommendations based on your specific needs.
Zoho CRM
Zoho Corporation started in 1996 as AdventNet. Before it changed its name to Zoho Corp. in 2009, it had already launched several cloud products including its CRM, office suite, and project management software. Today, you can choose from over 40 applications covering most business processes and aspects. These applications work well together as an integrated solution, automate the flow of data from one source to another, and help streamline workflows.
Zoho CRM can help improve your business with features that teams across your organization can take advantage of:
- Automation to handle routine tasks and save you time and cost
- Intuitive tools to help identify, segment, and track leads
- Centralized communication to avoid using separate applications.
- Built-in collaboration to let your teams share information easily
- Analytics that give you access to powerful reports and unique insights
- A mobile app that allows your team to engage with customers consistently
NetSuite CRM
NetSuite started in 1998 as one of the pioneers in online business applications. It was acquired by Oracle in 2016, and is now known as Oracle NetSuite. It offers integrated solutions such as enterprise resource planning (ERP), financial, HR, and other systems. The products are scalable and can address businesses of different sizes. They are also comprehensive in their capabilities, and can be applied to different industries.
NetSuite CRM includes tools and features to use across the entire customer lifecycle. Marketing teams use it to develop leads, while sales teams turn opportunities to sales. Your customer service team can use NetSuite CRM as they handle customer requests and provide other departments with vital information to improve products and increase revenue. With a single platform, you can get a better view of your customer while giving your team the right tools to reach their goals and excel in performance.
Features comparison for Zoho CRM vs. NetSuite CRM
Sales productivity
Zoho CRM gives you the tools to manage leads, deals, and contacts. By automatically generating leads from different sources like websites, chat, social media, and trade shows, your sales team can focus on more critical activities like communicating with potential customers and nurturing existing customer relationships. It has scoring rules for your leads, so you can prioritize. Pre-defined workflows let you assign leads automatically to sales reps based on geography, product, or department. You can communicate through various channels using the same platform and convert leads into deals in one click.
NetSuite CRM lets your team manage accounts efficiently by providing a centralized view of all accounts and contacts. The improved visibility through a real-time dashboard shows the connections between the sales and customer buying process to help you reach sales goals. You get information on every customer such as:
- Opportunities
- Sales orders
- Fulfillment
- Renewal
- Upsell
- Cross-sell
- Customer support cases
- Contracts
- Inventories.
Probability-based forecasting tools can eliminate time consuming guesswork. Integration with order management gives you more accurate forecasts.
Also read: 5 CRM Solutions That Integrate with Microsoft Outlook
Marketing automation
Zoho CRM allows you to segment customers based on specific factors such as location, requirements, lead source, and others. You can then send customized campaigns to each segment. You can use Google Ads, email, or survey campaigns. Zoho CRM lets you build hierarchies. When running multiple campaigns, you can associate and monitor sub-campaigns under the main ones. It features marketing analysis tools to improve the returns on your campaign investments and lead nurturing tools to stay updated with their interactions. Passing quality leads to sales is easy with its integrated platform.
NetSuite CRM has campaign and email management features. You can manage target campaigns, and track and analyze them using the same application. Choose from email, direct mail, events, or multi-channel campaigns and get statistics and ROI from the start of the campaign up to the final transaction. NetSuite CRM also allows you to segment your data so you can deliver personalized marketing. Templates can help speed up the creation of campaign materials. Other automation tools include landing page and forms, website SEO, and lead reporting and analytics.
Mobile apps
Zoho CRM mobile edition lets users access information on the go, collaborate with their team, stay in touch with customers wherever they are, and make use of their time efficiently. The mobile apps support iOS and Android platforms. It includes features to manage activities where you can view scheduled tasks, events, and calls. You can set reminders, update your progress while at customer locations, review notes before meeting the customer, and more.
NetSuite also has native iPhone and Android apps that can access the CRM platform and other integrated solutions. You get real-time dashboard information that includes KPI data, scorecards of customers, and graphs from reports. With your connected mobile device, your sales team can approve sales orders, estimate customer conversion, and perform other business functions while outside the office.
Which should you choose?
Zoho CRM is a highly-rated cloud CRM solution used in various industries including life sciences, financial services, real estate, and retail. Over 150,000 businesses all over the world are aligning their sales and marketing efforts better with Zoho CRM.
NetSuite CRM is a flexible cloud CRM software with offices in North and South America, Europe, Asia, and South Africa. Over 19,000 customers trust in their solution to provide real-time and holistic view of customers. It’s used in several industries including healthcare, financial services, manufacturing, and retail.
Want more CRM software options? Use our Product Selection Tool to request a free shortlist of the best CRM software for your needs.