Salesforce vs Zoho vs OPAL CRM – Pick the one which suits best

Being a Business owner, we wonder which CRM to choose and which CRM software best suites our requirements. Here is a brief comparison about 3 widely used CRMs available in the market. Hope this article makes your decision-making process easy.

FeaturesSalesforce CRMZoho CRM
OPAL CRM
Who is this software for?Salesforce is designed for small to mid-sized businesses and large enterprises.Zoho is designed for small businesses to large enterprises.OPAL CRM software is designed for small and medium-sized enterprise. Startups and established organizations.
Ease of useSalesforce CRM is inconvenient at the beginning as there are several options to navigate and requires proper training from the consultant. The Interface is cluttered and is hard to navigate. Configuration and setup are difficult and time-consuming.
Zoho CRM has lots of features but the depth of features can be limited, it requires lots of customization for set up.OPAL CRM set up is very convenient and learning the application takes hardly any time. All the modules are self-explanatory. The support team is 24/7 available for live demo.
FeaturesSalesforce offers the following features Web to lead, customizable and tracked emails, email sync, chat functionality, customizable dashboard, mobile app, ‘lightning dialer’ for tracking calls, lead scoring, a separate marketing tool to optimize outbound email and social media.  Zoho offers the following features Web to lead, email templates and tracking, email sync, mobile app, chat and collaboration, ‘Sales Signals’ from on social media, ‘Telephony’ allows for call tracking, trend analysis.OPAL CRM offers the following features Lead Capture – Online/Offline channels, Detailed Reports, Approve & Reject Lead Quotations, Invoice Management, two lines of Code Integration to capture leads from Website, e-commerce leads, mobile app, Send email from the application, API integration for Enterprises.
CustomizationSalesforce has the ability to customize, add third-party extensions and integrate with the apps.In Zoho CRM Customization is possible and the ability to add additional modules but not at the scale of Salesforce CRM.OPAL CRM is open for customization to suit any kind of business. The support team always looks forward to the business progression of the clients by designing a suitable CRM solution.
PricingSalesforce CRM has four Editions – SalesforceIQ Starter, Lightning Professional, Lightning Enterprise and Lightning Unlimited. The price ranges from $25 to $300, billed annually for per user/month. Zoho CRM has four Editions – Standard, Professional, Enterprise and Ultimate which are designed to sever various sized organizations. The price ranges from $12 to $100, charged per user/month billed annually.  OPAL CRM offers the most economical pricing $9.99 for up to 5 users (4+1 Admin)/month and any additional users would cost $9.99/user/month. There are 3 package editions available-Individual, Professional and Enterprise, the price ranging from $9.99 to $39.99 billed monthly.
Customer Support Customer service support through phone and email is available between 8 and 8 Mon- Fri (24/7 is payable) Worldwide toll-free support for 24/7 is included in the subscription fee.  Customer support from the experienced team is available through phone, email and video call during the business working hours Mon-Fri.
Free trial30 days15 days30 days
About The companyThe company was founded by Marc Benioff, Parker Harris, Dave Moellenhoff, and Frank Dominguez in 1999. It was established as a company specializing in software as a service (SaaS) Zoho corporation was founded by Sridhar Vembu and Tony Thomas in 1996. Apart from Zoho CRM they also offer .com services,  Manage Engine, WebNMS etc.OPAL CRM is developed by KloudPortal, Mobile App and SaaS Product Experts. Being a successful software company for 5 years, KloudPortal is passionate to bridge the gap between Technology and Businesses. Apart from CRM they also offer mobile apps, Digital marketing and Magento services.

How to buy a CRM software | OPAL CRM Software

Getting the right solution right the first time is a difficult task. When it comes to choosing a customer relationship management system for your business, the process can be long and difficult.

The first step in buying a customer relationship management system is to ensure that the sales team and sales managers, as well as decision makers, are familiar with the CRM system.

The following instructions for CRM purchases provide information for prioritizing the needs and goals of an organization.

Understand the concept of CRM.

Beware of the CRM system full of jargon and buzzwords! If the supplier cannot provide a convincing explanation of the functionality of their product, do not buy it.

Define your needs in CRM.

Once the fundamental concepts of CRM are understood, it is important that senior managers and decision makers sit down to decide on the requirements for implementing a customer relationship management system.

Select your CRM providers.

Once you have defined clear business objectives, the next step is to create a list of suppliers that meet your needs. OPAL CRM is the Best option for all type of Business.

Do business with several CRM players.

Getting the true cost of a customer relationship management system is difficult, especially when the deployment requires the intervention of a third party. However, you must submit your request for proposal to the few pre-selected suppliers and wait until they offer you a good deal.

Invite meetings and demos.

Nobody understands your business better than you. So invite suppliers to prove that they can meet your needs in your business environment.

Compare and negotiate.

There are many CRM comparison tools for comparing features and prices before committing to a specific CRM solution.

Deploy your CRM solution.

Once you have all the information, it becomes easy to choose the CRM provider that meets all your CRM needs.

For more Details about OPAL CRM Software and CRM Types Visit: www.kloudportal.com

 

 

Why Your Retail Business Needs CRM Software

Why Your Retail Business Needs CRM Software

The concept of shopping has evolved considerably over the decades. A survey found that customers now make 51% of their purchases online. For retailers, this has fostered a greater online presence, even among companies specializing in local products.However, as a company’s customer base grows, customizing each interaction becomes a challenge.

The use of Customer Relationship Management (CRM) software is one of the best ways to provide tailor-made experiences and detailed management of your consumer customer relationship. The right solution will help you create a database that will help you achieve all your goals. Here are some examples of companies using CRM.

The benefits are:

Better customer relations: The more you know and remember about customers (or customers), the more your customers know you care about them. This allows you to forge a much stronger relationship and a deeper relationship with your customers.

Improved cross selling capacity: The more you know about the needs and desires of your customers, the better you will be able to provide the solution to their next problem.

Increased team collaboration: It is at this level that many companies that do not require their executives to use the CRM system fail to take advantage of it. I know that I have managed the implementation of the CRM software where the management team thought it was a good idea but would not learn or use the tool themselves.

Improved efficiency serving customers: Once again, the more you know about customers, the better you can serve them. If everyone uses the customer relationship management system to record their customer interactions, ALL customer interactions, other users can then inform the customer of what has already been discussed with him.

Better staff pleasure The more information your staff have, the more motivated and involved they are. Having an accurate and up-to-date CRM that everyone uses and has access allows employees to solve customers’ problems. It makes employees and customers happy.

Increased revenue and profitability: Once everyone has learned and used, CRM productivity increases, sales cycles decrease, you have the opportunity to provide additional products and services to your customers and their satisfaction increases.

Cost savings:  Although starting a customer relationship management software takes a lot of time and money, its benefits far outweigh its costs. Sales team members are better able to plan meetings with prospects in the same geographic area. Customer service representatives are better able to solve a customer’s problems. You now have a central database of customers and leads that everyone can access instead of keeping everyone a spreadsheet or a separate contact database on their computer.

Less attrition of the customers: When a client is hired with only one member of a professional services firm, the risk of attrition is 40%. When five or more partners are involved in a customer relationship, the risk of attrition is reduced to less than 5%.