Many CRM solutions are on the market today, but two of the most popular are HubSpot and Zoho. We’ll look at these two systems to make an informed decision about which one is best for your business. We’ll cover what a CRM is, why your company needs to use one, features of each platform, pros/cons of each system, and more.
What Is a CRM, and How Does It Work?
A CRM is a customer relationship management software that allows companies to manage, organize and track everything related to their sales pipeline. It’s essentially like your email inbox for business but better. HubSpot and Zoho both offer CRMs that allow you to:
Organize Contacts and Leads: Each CRM has its own way of organizing contacts and leads, but both allow you to track business relationships from the very beginning stages through sales. This allows companies to have a single place where they can see everything related to each lead or client.
Follow Up Automatically: This feature will automatically keep tabs on opportunities according to set parameters and send out emails and text messages at specific times to ensure you don’t forget about them.
Manage Deals: Enter all of your deals into the CRM system, so everyone on your team knows what’s going on with each one.
Track Emails and Social Media Conversations: This feature allows leads to be tracked using email, phone calls, or social media interactions (like Facebook Messenger) across more than one channel, saving time by eliminating the need to log in/out between programs when communicating with customers.
What Are HubSpot and Zoho? How Do They Compare to Each Other?
You’re always looking for the next big thing to help your business grow. You’ve heard about these two solutions, HubSpot and Zoho, but you aren’t sure how they work or which one is right for you. Let’s walk through some of their key features so that you can decide which solution will be best for you.
What is HubSpot?
HubSpot has everything you need for marketing and advertising, as well as powerful CRM tools such as email automation, landing pages, and website visitor tracking. It’s an all-in-one solution that can manage any aspect of your digital marketing efforts, from social media campaigns to blogging content, but it doesn’t stop there. This versatile program also tracks how much traffic comes in from various social media platforms, who visits your website, and what they’re doing when they get there. HubSpot also has extensive Sales features, including comprehensive dashboards, reporting, and integrations with outside apps that many people use for things like invoicing, signatures on documents, quotes, and pipeline projection.
HubSpot CRM: This program has all the features you need to organize customers from start to finish. You can store both personal information as well as notes on each interaction for future reference. The dashboard will even show a visual report displaying how many people have been added or removed from your list, so you always know where everyone stands for sales opportunities/leads.
Landing Pages and Forms: These tools allow users to create mobile-friendly landing pages that are simple to share across social media channels with links back to their websites having no coding experience at all. You can also use forms tied into the HubSpot CRS system, saving time because you won’t have to leave the platform to track activity.
Content Marketing: Use this feature as a central hub for creating and editing all of your blog posts and sharing them across social media platforms with just one click. HubSpot allows marketers to save time by uploading content once and making it available everywhere with no extra hassle, which is an amazing benefit of blogging regularly.
What is Zoho?
Zoho offers everything you need to manage your sales pipeline. The program is super user-friendly and allows users to view activity across the board at a glance via dashboards, reports, and charts. Hence, it’s easy for business owners of any experience level to understand what has been going on with leads/contacts all along.
Zoho CRM: This platform helps keep track of interactions between companies and their customers or prospects by allowing managers an organized way of storing notes about each interaction. It also features email templates that enable marketers to send personalized messages automatically, saving time trying to reach out to multiple people within a short period.
Reports and Charts: This feature allows users to keep track of activity in one easy view, which is excellent for marketers that want to quickly see who’s been visiting their website, how they got there, and what actions were taken. It features a visual layout, so it’s super simple for anyone to understand, which means you won’t have any issues sharing with colleagues or clients.
Lead Tracking: Zoho CRM ensures your leads don’t get lost by tracking them throughout the sales process from start to finish with tasks, events, and notes where you can add contact details and upload documents. The program has everything needed to manage deals on the go, including call logs for phone conversations between managers/clients.
What Do We Love About HubSpot?
The dashboard displays everything at a glance so you can see what needs attention immediately, rather than having to sift through several different screens/programs looking for vital information. If required, users can also create custom views based on specific criteria, such as who has engaged with their latest blog post or any specific social media post.
The content marketing feature within this program helps marketers save time by uploading content once and making it accessible everywhere with no extra hassle involved talking about an outstanding benefit if doing things like blogging regularly. The ability to generate quick reports saves even more time when trying to reach out to multiple people in a short time because marketers don’t have to leave the platform.
What Do We Love About Zoho CRM?
Zoho CRM allows users to create custom views based on specific criteria so you can always know what needs attention the most. You’ll never lose track of deals or leads because tasks, events, and notes are all available in one place, with contact details and documents attached. It’s super easy for anyone to pick up quickly, which is excellent for managers that may not be familiar with every aspect of the platform.
This tool manages your sales pipeline by allowing managers an organized way of storing notes and contact details for each interaction. It also features email templates that automatically send personalized messages, which saves time when trying to reach out to multiple people within a short period.
Another great feature is reports and charts, so it’s super simple for anyone at any experience level to understand what has been going on with leads/contacts all along.
What Are the Cons of Each? What Might Be Challenging About Using These Systems?
HubSpot CRM Cons:
The free version of this program is limiting for some users who may need more advanced features. It can get pricey if you want to use more than the basic plan offers.
One downside to this program is that it costs money to upgrade, which can be a deal-breaker for anyone on a tight budget.
Zoho CRM Cons:
Many marketers complain about how difficult it can be to learn everything involved with Zoho CRM, thus making it challenging to manage every aspect of your sales pipeline at once.
Users may not enjoy that they can’t schedule blog posts or updates ahead of time because there isn’t an option within the platform itself.
What Does HubSpot Have to Offer?
Here are just some of the features that are included with HubSpot’s platform:
Lead Generation, Tracking, and Management
Email Marketing Automation
Social Media Engagement Tools (i.e. scheduling content for Facebook)
HubSpot offers a way to manage all aspects of your sales pipeline on one platform instead of having to use multiple systems at once. As a bonus, it also includes excellent social media tools like automated posting/messaging and analytics reports so you can see what has been working best along the way based on engagement rates, etc.
What Does Zoho Have to Offer?
Here are just some of the features that are included with Zoho’s platform:
Contact Relationship Management (CRM)
Email Marketing Automation
Zoho CRM allows users to create custom views based on specific criteria so you can always know what needs attention the most. You’ll never lose track of deals or leads because tasks, events, and notes are all available in one place, with contact details and documents attached.
It may be challenging to learn how everything works if you’ve never used a CRM before, especially for those who aren’t very tech-savvy or familiar with such programs.
Why Do You Need a CRM to Grow Your Business?
Using HubSpot or Zoho CRM can help you grow your business, but here are the top three reasons every company needs a CRM:
Increase sales: Spend more time on high-priority tasks and less time doing administrative work. With one system to keep track of everything related to the sales process, it’s easy for everyone (not just salespeople) within an organization to see what deals need attention.
Form stronger relationships with customers: A CRM allows both current and potential customers to be organized, so each person is easily accessible when needed. This makes working together more manageable than ever before because all information is readily available at the click of a button without having to dig through email archives looking for that crucial piece of information.
Save time and money: Each year, the average sales rep wastes a significant amount of money on ineffective activities such as looking for essential files and emailing the wrong person at the company. A CRM solves these problems by keeping all of your business communications organized, ensuring that no one is ever left in the dark about what’s going on in your company.
Which System Should I Choose?
Suppose you want an intuitive, user-friendly system where everything necessary is presented clearly in one single interface while also having access to helpful features like mobile apps throughout the entire process. In that case, HubSpot might be right up your alley.
Zoho lacks many features and isn’t as attractive as other options, making it less appealing over time. However, users can get started quickly without spending a lot of money on the initial purchase or monthly fees because of its low cost.
If you’re looking for a CRM that is easy to use, has excellent customer service, and comes with unlimited social media updates, then HubSpot may be your best choice.
It would help to consider how much time you have available and your preferences, as these systems differ in design and functionality. This can make a difference depending on what’s more important for the particular company you’re working with.
Is It Worth It to Invest in a CRM Now or Later on Down the Road?
Yes, it is worth investing in a CRM if you want to increase productivity and revenue by giving your business the competitive advantage it needs. No matter what industry you’re working within, this software can be extremely helpful in managing data and keeping track of all critical interactions throughout every stage of the sales funnel.
It makes tracking contacts, setting up meetings, and following up much more accessible, which means less wasted time while also helping reps stay focused on closing deals rather than just trying to keep their inbox from overflowing.
Therefore, it’s crucial for any modern company to compete with larger competitors or stand out among local businesses competing for the same clients.
There isn’t a perfect system out there. Still, each unique company should prioritize multiple options based upon various criteria when choosing between HubSpot vs Zoho. Ultimately comes down to preference, technical ability, and exactly what you need your system to use.
HubSpot has become such a popular CRM option that it’s used by more than 121,000 companies worldwide in over 120 countries. HubSpot is a one-stop-shop for all of your digital marketing, sales, and CRM needs, as well as a content management system. It’s a single platform that can accommodate a variety of tools, both internal and external, and it’s all centralized, which is precisely what many large companies have wished for.
The bottom line is, whether you’re an entrepreneur working alone or part of a team at a larger company, there are plenty of benefits to be gained from using one of these systems. They can make your life much easier when keeping track of contacts and following up with potential leads.