Home > CRM Software > Zoho CRM > Zoho CRM vs Salesforce Health Cloud

Zoho CRM vs Salesforce Health Cloud

Last Updated: November 18th, 2024

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

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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.

Salesforce Health Cloud enables healthcare providers to store, track and monitor health records while building stronger relationships with patients. It assists healthcare professionals in providing more comprehensive care by knowing and meeting patient expectations. The easy-to-use interface allows patients to gain real-time connections with medical teams. When combined with Salesforce Service Cloud, it gives providers a more precise view of patient information such as demographic, lifestyle and health to better serve customers.

It allows users to access data from various sources, including wearables and EHR/EMR platforms, as well as view critical information such as past patient health records, current and past medications, and appointments.

$14/User, Monthly

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$325/User, Monthly

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Tailored to your specific needs

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Chromebook

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Cloud

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Mobile

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Product Assistance

Documentation

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Live Online

Videos

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Documentation

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Videos

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Phone

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FAQ

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Knowledge Base

24/7 Live Support

Phone

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FAQ

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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.

Personalized Engagements: The platform connects teams on a single and secure platform so doctors are available for their patients. This makes patients feel cared for and connected when in need.
Proactive Care: Predictive analytics helps identify patients who are at high risk. This lets users proactively prioritize, manage and cater to patients with appropriate care and management programs.
Time Saved: Quick approvals and data updates reduce a significant amount of man-hours, enabled by multiple integrations that allow users to automate workflows.
Care Coordination: Providers can improve services through better data insights with a platform that simplifies viewing patient records and consolidates a real-time view of patient records.
Data Intelligence: The system assists in data segmentation so users can create personalized patient engagement. Artificial Intelligence helps extract data and turn it into useful insights.
Engaged Patients: Patients are able to engage via their preferred channels and modes of communication such as text, email, web chat or phone call, helping practices be more approachable for patients.
Member-Centricity: The platform provides a 360-degree view of the member journey to quickly resolve questions related to plan details, coverage and costs. AI identifies high-risk members, recommends the next best actions and increases member engagement.
Escalations: Call center representatives have easy access to medical history, patient details, plan information, communication history, preferences, medical claims and offerable benefits.
AI-Based Intervention: The platform suggests the best methods for intervention, using AI and data analysis to predict patients who are likely to stop adhering to a medical routine.
Trial Candidate Recruiting: Salesforce Health Cloud uses AI to surface data insights and applies predictive analytics to identify and recruit candidates for clinical trials.
Optimized Support Programs: Users can improve support programs by leveraging AI to surface data for predictive recommendations. It also gains access to real-world data to gain patient-related outcomes.
Data Insights: AI helps sales teams in real-time by informing production and covering needs across sales, marketing and service. The platform also pulls competitor data with actionable insights so companies can compete in the market more effectively.
Actionable Insights for Devices: The software helps evolve devices and services by offering actionable insights for R&D purposes across all devices, aiding performance and supporting patient and clinician feedback.
Personalized Communications: Health Cloud allows users to integrate EHRs and other systems to identify, segment and personalize communications for patients with the help of HIPAA-compliant self-service portals.

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.

Native Mobile Application: Salesforce Health Cloud is compatible with both iOS and Android devices and can be accessed through Salesforce's mobile app so users and patients can stay connected anytime, anywhere.
Account Management and Forecasting: Access to detailed patient histories lets healthcare workers take the best actions needed. Additionally, AI helps prioritize activities to spot new prospects and close deals.
Sales Dashboard: This feature helps users manage new sales initiatives, improve account performance and monitor sales effectiveness all in one place. It’s supported by insights derived from the software’s data analytics.
Real-Time Messaging: This feature enables real-time, collaborative messaging for everyone from medical professionals and patients to family members and care teams. It also allows patients to reach out to medical advisors through live chat.
Patient Portal: Combining several associated apps, this feature helps patients connect with medical providers in a secure environment. The portal makes it easy for patients to share information and simplifies their healthcare journey. It also assists users in acquiring new patients and providing a comprehensive data view that supports existing patients.
Approval Workflows: This feature allows users to create customized workflows for obtaining therapy approvals. The platform integrates data from multiple systems, and AI tools monitor data to provide insights that allow even greater automation.
App Builder: The software provides drag-and-drop tools such as the Lightning App Builder so users can build apps with less hassle.
Territory Management: Salesforce Health Cloud provides a combination of forecasts that cover industry data, allowing a real-time view for users to create multiple territory models. Using it alongside Salesforce’s territory management capabilities promotes optimum results.

Product Ranking

#9

among all
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#67

among all
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Analyst Rating Summary

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User Sentiment Summary

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.

74%

of users recommend this product

Salesforce Health Cloud has a 'good' User Satisfaction Rating of 74% when considering 11 user reviews from 2 recognized software review sites.

5.0 (20)

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4.1 (2656)

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4.67 (3)

4.3 (6776)

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4.5 (797)

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4.2 (951)

3.35 (8)

Awards

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.

Centralized Patient View: Many users appreciate having all patient data in one place, including medical history, appointments, communications, and care plans. This comprehensive view helps them understand patient needs better.

Personalized Engagement: Salesforce Health Cloud enables tailored communication with patients based on their individual health data. This could involve sending personalized reminders, educational content, or follow-up messages, leading to better patient engagement.

Streamlined Processes: Users report improved efficiency due to automated workflows and tasks. For example, appointment scheduling, referrals, and claims processing can be streamlined, freeing up staff for more critical tasks.

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.

Complex Configuration: Some users have reported that setting up and configuring Health Cloud can be quite complicated and may require significant technical expertise or the involvement of Salesforce consultants.

Limited Customization: While Health Cloud offers industry-specific features, some users have expressed that customization options can be somewhat limited, making it challenging to tailor the platform precisely to their unique workflows and requirements.

Integration Challenges: Integrating Health Cloud with existing systems, especially legacy healthcare applications, has proven difficult for some users, potentially leading to data silos and workflow disruptions.

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.

Is Salesforce Health Cloud the crème de la crème of healthcare CRM? User reviews from the past year suggest that Salesforce Health Cloud is a strong contender in the healthcare CRM space, but it's not without its drawbacks. Users praise its comprehensive features, highlighting its ability to manage patient data, track appointments, and facilitate communication. They also appreciate its customizability, allowing it to be tailored to the specific needs of different healthcare businesses. The integration with other Salesforce products is another major plus, boosting efficiency and productivity. However, some users find the platform's complexity daunting, particularly for smaller practices with limited IT resources. Others point to the high cost of implementation and maintenance as a potential barrier. Despite these drawbacks, Salesforce Health Cloud's strengths make it a good fit for larger healthcare organizations with the resources to maximize its potential. Its robust features and seamless integration with other Salesforce products can streamline operations and enhance patient engagement. However, smaller practices might find more user-friendly and cost-effective solutions on the market.

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FAQ

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