Zoho CRM vs D&B Hoovers

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Our analysts compared Zoho CRM vs D&B Hoovers based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

Zoho CRM enables an organization’s sales force to work more effectively and close more deals. It incorporates lead management, marketing automation, contact management, multichannel forecasting, territory management, and a host of other capabilities.

Built with conversational AI, it supports users by predicting lead and deal success, offering a voice assistant, and suggesting activities to automate based on behavior analysis. Users can leverage workflow automation to streamline manual tasks and stay on top of performance with real-time reporting and analytics.
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D&B Hoovers offers sales intelligence to help convert prospects by leveraging data and analytics. It enables faster communication between users and customers that helps businesses grow. It accelerates sales and combines comprehensive business data directly through Dun & Bradstreet Data Cloud along with analytics to deliver insight-driven outcomes.

Users can leverage it to plan sales calls to have more informed conversations, increase productivity and receive actionable data within their CRM dashboard for easy access. Real-time business intelligence, robust search capabilities and in-depth company profiles make targeting opportunities easier. The ability to reach people at the right time with the right message helps close business deals faster.
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$14/User, Monthly
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Tailored to your specific needs
$49 Monthly
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Tailored to your specific needs
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Product Assistance

Documentation
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Knowledge Base
24/7 Live Support
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Product Insights

  • Real-Time Data Analysis: Track KPIs across the sales cycle with advanced analytics tools providing visibility for everyone from the C-suite to sales reps. We set up dashboard widgets and customized the metrics displayed, so we could surface the most important data. The system includes standard and custom reports, which you can filter to locate specific information and blend to create multidimensional reports.
  • AI-Powered Performance Optimization: Use Zia is the system’s conversational AI assistant and helps users get more done and work smarter. We searched through our database by sending a request via text. You can use Zia to improve data accuracy, optimize timing for emails and calls, and understand the sentiment behind the emails your leads and customers send.
  • Automated Lead Creation: Use the email parser tool to automate lead creation by sending email enquiries to the parser email that extracts the information. You can then reduplicate and approve the leads to ensure they’re good. We could add and color code tags, create custom views for leads and view leads in Zoho sheets.
  • Support Mobility: Mobile CRM apps for both Android and iOS devices provide users with immediate access to important information, no matter where they are. Sales reps can view daily activities and optimize in-person meetings with geo-location. They can also manage records even while offline — all changes automatically sync once their device reconnects. The card scanner app, supported on iOS and Android devices as well, enables users to digitally capture business cards at events and meetings.
  • Personalized Solutions: Use the developer platform for full control over your software ecosystem. Unify data across business systems, develop apps and boost the capabilities of the CRM interface with a combination of tools including widgets, a REST API and SDKs for web and mobile. We found that it incorporates both code and WYSIWYG elements so users of all technical levels can leverage it successfully.
  • Easy To Set Up: Speed up the onboarding process via Zwitch, with the help of Zoho support staff or use the built-in tools to transfer from other CRM platforms. We liked how easy it was to navigate the header-style menu. Add new products, contacts and accounts with the same form style. Set up was also a breeze with helpful pop-ups and links to knowledge base articles if we got stuck.
  • Tailor-Made Customizations: Create your own workflow rules. We tested out adding a “Big Fish” tag when leads recorded an annual revenue of above $100,000 and a follow-up automation. You can also use the Kiosk Studio to build page layouts and automations, its a bit more technical but offers helpful pop-ups and tips. We were also able to create a rule that assigned all leads that started with a 222 area code to a specific user.
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  • Informed Conversations: Hold informed conversations by accessing intelligence and insights in consideration of selling and marketing efforts. 
  • Extensive Insight and Analysis: Leverage the world's largest commercial data cloud with over 170 million business records and analytics to gain sales intelligence. 
  • Global Business Growth: Increase campaign performance by focusing on the most relevant opportunities that direct marketing and sales leads directly to a CRM or marketing automation platform. 
  • Suite Applications: Employ a range of products such as Email IQ, Buyer Intent, Risk Analytics and more to deliver greater efficiency and functionality and increase business performance. 
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  • Sales Force Automation: Automate tedious sales tasks such as lead generation and routing, data entry, email notifications, field updates and more. Optimize lead management, deal management, account management, contact management, and manage workflow and assignment rules.
  • Process Management: Enable your sales team to follow a standardized sales strategy. Use the blueprint feature to log offline processes such as order management or deal closure, ensuring consistent execution. Create automated approvals for common activities such as vacation time requests, capital expense reports and pricing discount requests. Additionally, you can set rules for assigning leads, escalating cases and validating CRM data.
  • Opportunity Management: Keep everyone’s antennas tuned to the same channel with Zoho’s activity tracking for all customer interactions like emails, calls, tasks and notes. Create deals and associate them with campaigns with drop-down fields and generate multiple pipelines using the standard template or your own personalized fields You can create a custom Kanban view using dropdown options and fields.
  • Multichannel Support: Connect with your email platform to send emails directly from the CRM. Connect your brand’s social media channel to respond in real-time, follow relevant conversations and automate lead generation. Use the Phonebridge integration to enable sales reps to easily log and track information from calls. You can also embed live chat and lead capture forms on your website to facilitate sales, marketing and customer service efforts.
  • Sales Enablement: Aid sales reps in their daily jobs using features like quotes and purchase orders (via integration with Zoho’s Finance Suite), a documents library, integration with Zoho’s presentation and document creation applications, and external-facing portals for partners and vendors. It also offers a calendar, a feature called SalesInbox for prioritizing the most lucrative emails, a web meeting platform through the Zoho Meeting integration, real-time notifications, collaboration feeds and more.
  • Performance Management: Gauge how a product, team or region is performing with forecasting tools. Group customers based on shared attributes (region, product, etc.) with territory management and gamify elements to encourage friendly competition that boosts performance among sales reps. Zia can also help improve performance by helping you target leads that are most likely to generate revenue. Your sales reps can engage with website visitors via chatbots for web and mobile, so every query receives attention even if they’re away from their desks.
  • Marketing Automation: Streamline marketing efforts by segmenting customers using a range of criteria, automating lead nurturing follow-ups, creating code-free web forms to gather customer information, scanning and uploading business cards, and analyzing campaign spending. Use capabilities like end-to-end event management, email campaign capabilities, surveys, and marketing details like budgets and performance metrics. A hierarchy feature lets you hook sub-campaigns to related main campaigns.
  • Team Collaboration: Use Feeds as a central location for collaborating, sharing announcements and offering advice. You can integrate chat functionality to facilitate everyday tasks and automatically send real-time sales updates. Users can leave notes on records or activities and tag other team members. Other features include groups for collaborating around specific events or for specific purposes, as well as project management tools via integration with Zoho Projects.
  • Third-Party Integrations: Connect with more than 50 third-party apps for collaboration, document management, live chat, telephony, messaging, events and meetings, quote management, document signing, lead management, marketing automation, social media, storage and more. Integrations include G Suite, Office 365, Slack, Shopify, Mailchimp, Facebook Ads, QuickBooks, GoToWebinar, DocuSign, Dropbox and Zapier.
  • Security: Store critical business data in secure vaults, choose where you want your data stored (U.S. and EU data centers) and encrypt data fields. Use audit logs to track activity, enable two-factor authentication and designate which IP addresses users can use to log in. Real-time backups on multiple servers ensure you won’t lose data due to a system-based or natural disaster.
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  • Strategic Targeting: Provides powerful search and lead list building capabilities to help with leads in the pipeline. Dynamic lists assist in monitoring the market 24/7 and help ensure the maximum number of prospects in a list. 
  • Improved Sales Prospecting: Personalize sales pitches with in-depth sales intelligence on target accounts for better outcomes. Filter according to company profiles, industry analysis, technology and financial reports, buyer intent data and more. 
  • Enhanced Sales Productivity: Offers real-time trigger alerts, predictive indicators, industry-based analysis, market research reports and more to accelerate the sales process. 
  • Economic Integration: Increase alignment of sales and marketing inputs for better engagement by connecting internal tools and integrations. 
  • Prospecting Suite: Provides insight into an organization’s financial transactions and can help target companies based on those activities. 
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Product Ranking

#9

among all
CRM Software

#93

among all
CRM Software

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Analyst Rating Summary

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93
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Zoho CRM
D&B Hoovers
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Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 100 92 93 97 100 84 100 60 95 100 84 91 93 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Great User Sentiment 11200 reviews
Excellent User Sentiment 7 reviews
85%
of users recommend this product

Zoho CRM has a 'great' User Satisfaction Rating of 85% when considering 11200 user reviews from 5 recognized software review sites.

97%
of users recommend this product

D&B Hoovers has a 'excellent' User Satisfaction Rating of 97% when considering 7 user reviews from 2 recognized software review sites.

5.0 (20)
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4.1 (2656)
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4.75 (4)
4.3 (6776)
5.0 (3)
4.5 (797)
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4.2 (951)
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Awards

SelectHub research analysts have evaluated Zoho CRM and concluded it earns best-in-class honors for Account and Contact Management, Lead Management, Opportunity Management, Platform Capabilities and Platform Security.

Account and Contact Management Award
Lead Management Award
Opportunity Management Award
Platform Capabilities Award
Platform Security Award

D&B Hoovers stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Work Offline: Users who mention this feature say the platform functions well even when used in offline mode.
Business Management: The system monitors business performance, populates the website with suitable visitors and keeps a tab on productivity and output, eliminating unmatched customers and removing hassle according to users who mention this aspect.
Affordable: Users said the software is budget-friendly as compared to other CRM systems and has considerably more adaptive features for the price.
Integrations: Reviewers appreciated Zoho’s integration with in-house tools that support unified workflows, flexibility and email functionality.
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Extensive Company Data: Provides access to a vast database of company profiles, including financials, executives, technologies used, and corporate family trees, enabling comprehensive research and lead generation.
Advanced Search and Filtering: Allows users to precisely target their ideal customers using various criteria such as industry, location, company size, and revenue, streamlining the process of finding relevant leads.
Integrations: Seamlessly integrates with popular CRM systems like Salesforce and Microsoft Dynamics, facilitating data synchronization and workflow optimization.
News and Trigger Events: Delivers real-time news updates and trigger events, such as leadership changes or funding rounds, helping users identify timely sales opportunities.
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Learning Curve: Users mentioned some features and customization requires additional time and learning to implement.
Customer Support: Zoho’s customer support and inquiry resolution isn’t very responsive, according to users who refer to support. However, the chat support is comparatively better.
Lags and Delays: Reviewers noted there is sometimes a lag in notifications for email tracking and updates.
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Cost: The platform can be expensive, especially for small businesses or those with limited budgets. The pricing structure can be complex and may involve hidden fees, making it difficult to predict the total cost of ownership.
Data Accuracy: Some users have reported issues with the accuracy and completeness of the data provided by D&B Hoovers. This can be a significant concern for businesses that rely on this data for critical decision-making.
User Interface: The user interface can be clunky and difficult to navigate, particularly for new users. This can lead to frustration and a steep learning curve.
Customer Support: Some users have expressed dissatisfaction with the level of customer support provided by D&B Hoovers. This can be a major issue for businesses that require timely assistance with technical problems or other issues.
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Zoho CRM is a cloud-based CRM solution that serves businesses of all sizes and across various industries. It provides users with real-time data analysis, AI-powered sales performance optimization and extensive automation and customization. You can streamline workflows and improve sales efficiency with lead nurturing, deal management, and third-party integrations.During our test run of their free trial, we loved working with standout features like the customizable dashboard, automated lead creation via the email parser and drop-down linking for account, product, lead and quote creation.However, users report a learning curve associated with full feature utilization and customization. Additionally, some advanced features and functionalities require upgrades to higher tiers making it expensive for smaller teams. Overall, Zoho CRM offers an interoperable solution for businesses looking for a customizable, affordable CRM platform.

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D&B Hoovers has been a big name in the biz for over a century, but how does it stack up in today's market? User reviews from the past year paint a picture of a platform with some serious strengths, but also a few drawbacks to consider. D&B Hoovers shines with its massive database of company info and insights. It's like having a crystal ball that helps you scope out potential customers and partners. Users rave about the platform's ease of use and the comprehensive data it provides, making market research and competitive analysis a breeze. But, there's a catch – the cost. Some users find the subscription fees a bit steep, especially smaller businesses or those with tighter budgets. Plus, while the data is generally reliable, there have been some grumbles about occasional inaccuracies or outdated info. Compared to alternatives like Apollo, users appreciate D&B Hoovers' user-friendly interface and extensive database, but Apollo might win out for those on a budget or needing more specific search capabilities. So, who should hop on the D&B Hoovers bandwagon? It's a solid choice for medium to large businesses that need a robust CRM solution with top-notch data and analytics. If you're willing to invest in a premium platform that can give you a leg up on the competition, D&B Hoovers is worth a look. However, smaller businesses or those just starting out might want to explore more budget-friendly options first. Remember, the CRM landscape is constantly evolving, so it's always a good idea to compare the latest offerings before making a decision.

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