; In the left sidebar menu, navigate to Users & Teams. Hover over the sequence you want to edit, then click Edit. Double-check all links and CTAs, personalization tokens, spelling, and. To set up a data formatting action: In your HubSpot account, navigate to Automation > Workflows. There are a few differences between HubSpot sequences and workflows. If you want to personalize this email or send a different email based on a record property, using if/then branches:HubSpot offers both Sequences and Workflows as part of its marketing and sales automation tools, but they serve slightly different purposes. They are designed to automate a series of follow-up emails and tasks, helping sales teams nurture leads and maintain a consistent, targeted communication. In your HubSpot account, navigate to Automation > Workflows. Discussion Topics Ab Bulk Mailer | Acelle Mail | Autofunnels | Automated Email System | Autoresponder Madness | Aweber Affiliate. In today's video, we will be exploring the HubSpot Workflows tool. HubSpot uses two email automation tools; workflows and sequences. 1. Analyze your sequence performance using the following reports: Sequence enroll, opens, and clicks by month: it shows the total number of. The email reply will also be. You can add. Welcome to Part 2 of the Lead Nurturing With HubSpot series. With workflows in the realm of Sales and Service, the goal is to automate processes and reduce admin for your. With the sequences tool, you can send a series of targeted, timed email templates based on where the prospect is in the. Select Quote if you want to copy the value from the quote onto another quote property. Easy to build powerful automated workflows; Very affordable and no setup fees; A/B testing automation sequences & campaigns; Cons. You can get acquainted with the Salesforce platform using the 30-day free trial while HubSpot provides a 14-day free trial. Onboarding Email Drip Campaign. The notification can have a subject and a customized message that can include personalization tokens for the type of record the workflow is for. 6. HubSpot helps you store, track, manage, and report on each action a customer makes throughout the sales cycle. In the left panel, select Branch. For. Can I combine these together and send one Sequence or on. With HubSpot, you can automate emails using two tools—Workflows and Sequences. Enter your sequence’s name and click the “Create” button. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. -2- You're using bad criteria for your If/Then Branch. The two systems available for email automation through HubSpot are “Workflows” and “Sequences”. Also an integrated software, HubSpot CRM consists of tools that make it easy to manage. If you're reading this article, chances are you know how. To edit an existing workflow, hover over the workflow, then click Edit. Workflows. Click Save. Sequences vs. From any manual or automated email click + Add A/B test. HubSpot Workflow vs. Up to 300 fully customizable workflows for 10 teams, including quote-based workflows. After composing your email, click Save email at the bottom of. Our APIs are designed to enable teams of any shape or size to build robust integrations that help them customize and get the most value out of HubSpot. When you navigate to a email (Menu > Marketing > Email) and check the Recipients tab for Not sent, this is what you'd see for such a contact:It will show up along with contact with email server issues, hard. Click the 'Create Workflow' button at the top right of the screen. With workflows in the realm of Sales and Service, the goal is to automate processes and reduce admin for your sales reps. To edit or delete a single task, hover over the task and click Edit. ; Communicate: click the dropdown menu to control the contacts, companies,. The best lead nurturing campaigns begin with content mapping, a process in which you decide what content is most appropriate for a person to receive at a given time. Here's a quick overview. One of the most important things to g. Discussion Topics Ab Bulk Mailer | Acelle Mail | Autofunnels | Automated Email System | Autoresponder Madness | Aweber Affiliate | Aweber Autoresponder | Aweber Free Plan | Aweber Landing Page | Aweber Pricing | B2b Email List | B2b Mail | B2b Newsletter | Best Autoresponder | Best Days To Send Emails | Best. Integration with regie. Since they’re blasted to a wide audience, they are not personalized in a meaningful way. . Automate repetitive and complex tasks through workflows, sales sequences, territory management, auto profile enrichment and IntelliAssign. RELATED: Sequences vs. 3. Sequences are used for simple time-based email sequences (e. All 100 contacts would receive Email 2 (A). Not sure if this is just a 'me' thing but any tips to improve workflow are appreciated. We created a breakdown of HubSpot sequences vs. Marketing Vs. The HubSpot team launched a new feature that allows Sales Hub Enterprise customers to enroll and unenroll contacts in sequences using the HubSpot workflows tool. If you are enrolling a contact into a sequence, select the Sequence you want to enroll. Actions are functions that the workflow will execute for enrolled records. In the left sidebar menu, navigate to Objects > Tickets. HubSpot allows you to create and edit your own sales pipeline, based on your sales process and goals. In the top left of the workflow editor, click Details. Mar 21, 2018 5:24 PM Follow Workflows vs Sequences Hi Jason, I find that a good rule of thumb in workflows v sequences is first determining when the trigger. Additionally, you can only use marketing workflow actions like “send email” or “add to ads audience” with marketing contacts. There needs to be an option in Workflows that allows for the assigned Contact Owner's HubSpot Signature to populate to Email Templates and Templates in Sequences triggered by the Workflow. Proceed to select the type of workflow you want to create. This is where you can access 'RollWorks Engagement Spike' information. Workflows: Choosing the Right Path for Your Marketing Success Understanding HubSpot's Email Automation Tools. This feature would be good for companies with longer buying cycles and send out emails to nurture contacts to become leads every quarter. In your HubSpot account, click the settings settings icon in the main navigation bar. HubSpot Sequences are perfect for managing outbound sales emails and nurturing leads through personalized email sequences, while HubSpot Workflows are more versatile and can be used for automating various marketing campaigns. Josh. Unlike Sequence, which is focused on outbound sales, Workflows can be used for a variety of marketing purposes, such as lead nurturing, internal notifications, and customer. This workflow tool will allow you to send and streamline your marketing emails directly through HubSpot. It can be used for: Customer segmentation; Resource management; Creating a marketing messaging framework; Generating headlines HubSpot sequences are your tool!Curious? Here’s what this video. In just one click, HubSpot's VoIP (Voice over IP) software connects you to your prospects and customers. Discussion Topics Ab Bulk Mailer | Acelle Mail | Autofunnels | Automated Email System | Autoresponder Madness | Aweber Affiliate. Aritic is an all-in-one marketing, sales, and support platform for businesses of all sizes. Onboarding Email Drip Campaign. HubSpot Tutorial Summaries. Customize access to bulk actions, property settings, and the workflows tool. Limited dashboard customization options;- Marketing emails with invitations and follow-ups managed via workflows for all eligible clients. These interactions include meetings, conversations, tasks, notes, one-to-one emails, phone calls, postal mail LinkedIn, WhatsApp, and SMS. Free HubSpot CRM. HubSpot Sequences vs Workflows. You can use a saved view to help you select the correct contacts. But while a little bit of psychic ability would certainly help, there's actually a structure you can follow to map. Sequences vs Workflows You have probably noticed that apart from Workflows, HubSpot allows you to create sequences, so you might be wondering what the difference is? It’s pretty simple. Resa and the team at Cacao Media recently hosted their 5th Hubspot workshop this year. Templates. Criteria options might include: contact property, company property, deal property, list membership, form submission, email, page view, custom event, workflow status, and call-to-action. janinel. Sequences and. ” Knowing which one to use and when can be tricky at first, so here are the primary use cases for each one: HubSpot Sequences are great for: 1-on-1 communication; Only needing to know upfront metrics like whether someone opened/replied backOne of the key differences between workflows and sequences in HubSpot is how they are triggered. Step 3: Click the ‘Pipelines’ tab. However, I think it would be better if I just had the ability to if/then in a sequence. Your enrollment criteria would use Marketing Emails, then choose the relevant email, followed by Contact Clicked Link in an Email. Hello, our team just upgraded to Sales Enterprise so we could use the "Enroll in Sequence" actions within our workflows. Create custom objects to have complete flexibility and control to perfectly match your CRM data to your business. Click the ‘Settings’ icon in the navigation bar. That’s why INBOUND 2020 introduces the massively improved Sales Hub Enterprise, featuring an enterprise-grade CRM, AI-powered sales acceleration, Connected Configure-Price-Quote Tools, and Streamlined Sales Reporting. HubSpot Sequences vs Workflows: HubSpot Sequences. If the action determines a singular, individualized contact attempt then I would recommend using workflows to set that task. Ticket and deal pipeline and stages. Connect HubSpot. To update your existing Google Sheet rows: In your HubSpot account, navigate to Automation > Workflows. In short, JBA is a digital advertising strategy where you tailor your ad targeting and ad creation to align with the buyer’s journey. Zoho's base CRM is more of a pure CRM with chat, email, workflow management, and more limited marketing and automation features. My course on HubSpot Workflows - Pro free trial - the video quality to 1080. HubSpot and Pardot both provide advanced lead scoring capabilities. In this article, we will dive deeper into the world of marketing automation and explore the nuances. Below you’ll find some selected questions from the latest real certification exam. How to Market A Construction Company: Bringing it All Together . Click the name of an existing workflow, or create a new workflow by clicking Create workflow. Pick a shortcut you will easily remember, and click Save. Create seamless customer experiences and keep them satisfied with a variety of payment options and commerce services. com), you will need to update A records. Sequences, on the other hand, function best when used towards the bottom of the funnel once a lead becomes SQL. Click on the “Add email” button to add an email to your sequence. The Hubspot platform is missing out big time on additional automation from sequences. Every event focuses on a different topic, and one thing is for sure, as each one progresses, the room gets. For example, you can add actions to send emails, create new records, manage your contacts' subscriptions, and more. Instead of complicating this step with an overload of data points, keep it simple and concise. AND logic; OR logic . 17:56 - Closing. One of the most compelling aspects of the. HubSpot Sequences vs Workflows: We created a breakdown of HubSpot sequences vs. Hubspot Sequences: Automated Sales Emails. Mailchimp at a glance. Click the + plus icon to add a new action. Setting unenrollment, exclusion or goal criteria are effectively all doing the same thing. HubSpot Marketing Hub™ plans start at $0 to $3,600 per month, with the number of marketing contacts allowed ranging from 1,000 to 10,000. Property to copy from: The quote property that you want to use the value for. You can create additional workflows to trigger from another email engagement event by clicking Add a new workflow. Remarketing Emails: Home Shopping Cart. An onboarding email drip sequence should provide value, entice leads to keep engaging, and prompt them to speak to your sales team. Nurture new leads . To identify objects that meet all criteria within a set of list filters or workflow enrollment triggers, use AND logic. Sequences Vs Workflows Hubspot HubSpot is a software application company that provides automation and integration to aid small and medium-sized companies to expand. 2. If I want to A/B test emails as part of my nurture/promotion workflows, I should be able to. HubSpot's lead status contact property offers a solution for managing potential sales leads and organizing their contact information. After a lead submits their email through a form, it’s time to welcome them to the business by sending them content that would interest them. Sales Sequences are fairly simple: you set a few emails and delays between them and then they will send on that timeline as long as the contact does nothing. In this blog, we’ll discuss what HubSpot sequences are, the difference between workflows and sequences, and more. This is where you can adjust the contact and account push and pull settings to a specific users liking. Click + Create new email. You might find yourself switching backward and forward between different systems, and even worse losing data in the process. Lead nurturing workflows in HubSpot are a game changer. In the left panel, click tasks Task. Discussion Topics Ab Bulk Mailer | Acelle Mail | Autofunnels | Automated Email System | Autoresponder Madness | Aweber Affiliate. We should be able to use individual sequences in workflows with these parameters at a minimum: Sequence is active; Sequence has completed; Sequence bounced; Sequence unsubscribed; This could help me automate my deal stages further. Workflows: select the checkboxes to let the user Delete, Edit, or View access to the workflows tool. This is set automatically by HubSpot based on the date/time set for an activity when it's logged on the record only when the Contact owner property has a value. Last sequence enrolled date: the date the contact was enrolled into a sequence. com), you will need to update A records. I'm curious as to whether the workflow passes the enrollment as the action (causing the contact to move on immediately to the next step), or the completion of the sequence as the action. For example, if you want to standardise contact’s names, the workflow can automatically capitalise letters in a name. Comment was inaccurate - I meant that I cannot schedule an email to be sent automatically e. Short A: Could be one of a couple of things. Or allowing Workflows to conduct more sequence-based actions could be a good solution too (e. A smart list is triggered. Triggers for HubSpot sequences: Sequences are typically. Sequences: What’s the Difference? One notable difference between workflows and sequences is the type of HubSpot subscription you’ll need to access the features. Q: Workflow not recognizing YES branch (contact replies to email). ’. In the right panel, enter the details of your email. In your HubSpot account, navigate to Automation > Workflows. Email Automation 101: HubSpot Sequences vs. Step 1: Choose a Starting Condition. Your third and final ad should entice the contacts from your second ad and encourage them to make a purchase. Freshsales vs. via GIPHY . In this article, we'll walk you through four of our favorite parts of the Workflows tool you might have missed. Alternatively, you can also send test emails. Click New Snippet. Click Create. Or, create a new workflow. Sequences vs Workflows You have probably noticed that apart from Workflows, HubSpot allows you to create sequences, so you might be wondering what the difference is? It’s pretty simple. ⭐⭐⭐⭐ Powerful sales features, but not as. This is a critical element impacting the overall effectiveness of this automation expansion. 3. To get the most out of HubSpot’s sequences, ensure your sequences are programmed around the specific action you’re trying to get leads to take. Throttling is a super important feature to add to HubSpot. To personalize forms to your brand, you need to have technical. Improve sales efficiency. HubSpot Sequences vs. Type your text. I've implemented hubspot for some clients that have a qualification team on their sales process. On the workflow details page, click the Action logs tab or the Enrollment history tab. Sprout Social. 1. Its unified CRM suite has marketing, CRM & Sales, and Service bays. Cacao Media hosted its 5th Hubspot workshop! Every event focuses on a different topic. The CRM (Customer Relationship Management, or to put it even more simply, the database). You can also customize reports to monitor the deal metrics and performance you care about most. Sales Hub increases productivity and improves customer connections with a slew of new features that help sales teams prospect smarter, accelerate revenue growth, and scale insightfully. Talk about key challenges you will solve with your strategy. Before you set up a Sequence, create the emails you’ll be sending. Sequences Demystified! Curious about the differences between workflows and sequences in HubSpot? 🤔 Look no… Recomendado por Carlos Gutiérrez FlórezIn the left sidebar menu, navigate to Objects > Activities. Click the Automation tab in the HubSpot navigation bar. Common Difference between Workflows and Sequences Subscription Level. ActiveCampaign: Offers hundreds of integrations. Good luck! In this video, we explain the differences between a Workflow and Sequence in HubSpot. After a lead submits their email through a form, it’s time to welcome them to the business by sending them content that would interest them. At the top right, click Create workflow. Save by Comparing CRM Software Quotes. Calculate the Costs of a CRM that Integrates with Constant Contact. For example, to identify contacts that are from North America AND have a lifecycle stage of Customer, click AND before adding. In the left panel, click Delay. When meeting certain criteria in workflow A, contact is. ) Action 2: Delay schedule and timing. HubSpot's email marketing, automation, CRM, pricing and more head-to-head in this 2023 comparison. Here you can include contact and company tokens to keep your content personalized. Workflow tasks for calls - weekday vs weekend. Randomization is per step in the sequence. In the actions panel, select Unenroll from sequence . The “New template” button is on the top. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. Best HubSpot alternative for in-depth customer data. Marketing Workflows allow you to get a bit more savvy to alternate the content you're sending based on the behavior of the contact. Understanding sequences vs workflows hubspot processes will help you decide which is the best option for your needs. Set how long the delay will last by using the Days, Hours, and Minutes fields. Will it work where a workflow is triggered by the events in a sequence? For example, 1) Sequence - contact fills out form, gets download email, clicks download link . It will prevent our domain from being blocklisted as well as our emails automatically going into the spam folder of recipients. Click the Delay type dropdown menu and select Set amount of time. Workflows and Sequences cater to different organizational goals. ; Academy Certification Courses A collection of lessons and practical exercises leading to an industry-recognized certification in HubSpot’s tools or strategy. . . Looking to use automation to save you time and make a follow-up with sales leads even easier? HubSpot Sequences are designed for sales automation situations like follow-up, while HubSpot workflows offer more flexibility in your automation and have virtually unlimited uses. Twitter. Omnisend. In this section, we'll compare and contrast these two tools so you can figure out which one is best for your needs. We’ll cover: - How to enroll contacts in HubSpot sequences - When you should use Sequences -----. It’s equally important to notice that sequences versus workflows in HubSpot is never an either/or decision. It's the option that I didn't want to go through. Navigate to the Goals tab, than click Set goal. Vous pouvez déclencher des e-mails en fonction de l'intérêt initial qu'ils portent à votre entreprise (par exemple, s'ils ont téléchargé un livre blanc) et entretenir ces. Sequences are best for developing 1:1 relationships between leads and sales representatives. Sales automation benefits your business, sales team, and bottom line in multiple ways. Select +Add next to HubSpot. We've heard from our users that there should be an option. With sequences I know you can more reflexively personalize client outreach on an individual basis. Reports. I'm trying to add a filter to a branch of a workflow that checks if a contact is a member of a list but when I search for list under contact properties, nothing shows up. You can convert them to IPv6 format using an online tool like this one. Use the workflows tool to take your automation to the next level. You can also store up to one million contacts you don’t. Select the workflow you want to create the list from. You can also use workflow actions from. It aims to manage or own responsibilities that sales reps and managers do on a daily, weekly, or monthly basis. Click on the “Create Sequence” button. An onboarding email drip. 0 upvote. 1. ; Classroom Training Schedule in-person training for a hands-on and personalized. HubSpot allows you to keep all of your prospects' information in one simple-to-use platform, keep all conversations in one inbox, and automate follow-up emails. Discussion Topics Ab Bulk Mailer | Acelle Mail | Autofunnels | Automated Email System | Autoresponder Madness | Aweber Affiliate | Aweber Autoresponder | Aweber Free Plan | Aweber Landing Page | Aweber Pricing | B2b Email List | B2b Mail | B2b Newsletter | Best Autoresponder | Best Days To Send Emails | Best. These workflows allow you to trigger automated email sequences that nurture contacts down the marketing funnel and allow you to segment your audience based on their behavior, lead scoring, and what stage they are in the buyer lifecycle. Marketing automation verdict. Sales Email. Select the goal for your sequence. ; Classroom Training Schedule in-person training for a hands-on and personalized. In this article, you'll learn all the steps you need to take to create lead nurturing workflows that will shorten your sales cycle. At the top right, click Create workflow. Hubspot Workflows Vs Sequences. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Improve your revenue by implementing advanced, comprehensive Workflows. When it comes to email automation with HubSpot, it shouldn’t be an either/or decision. I believe that this is something Hubspot's workflows tool should accommodate. HubSpot Workflow vs. Pausing individual contacts is not a process that scales well. (Knowledge base: Enroll and unenroll contacts in sequences using workflows) Select workflow object and type. HubSpot is the only platform you require to connect your information, group, and consumers. Just Subscribed: Home Shopping Cart. Email 3 will also be split with 50 contacts receiving A and 50 receiving B. Instead, Sequences and Workflows should be used in tandem for different. If the campaign was created from a template, in the upper right, click. Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. HubSpot’s developer platform is a core part of our mission to empower organizations to grow better. While HubSpot Sequences focus primarily on email automation, HubSpot Workflows take automation to the next level. Hover over an event for the record, then click Unenroll. More details on the related work and progress can be found in the update for the Idea: Drill-downs for Sequences Open/Click Reporting . Currently 'In development', this will provide the ability to automatically trigger a sequence, or set criteria for unenrollment on an indvidual sequence. (I'd appreciate it!) Have a great dayOpt-in Doctor: Home Shopping Cart. Click the Pipelines tab. You know they’re not. In this article, you'll learn all the steps you need to take to create lead nurturing workflows that will shorten your sales cycle. In the top right, click Create Sequence. I want to leverage the a/b performance results but I found a possible way: - When creating a/b testing email marketing, on the performance option, you can create a static list from each one of the versions. Use the workflows tool to take your automation to the next level. If you want to personalize this email or send a different email based on a record property, using if/then branches: HubSpot offers both Sequences and Workflows as part of its marketing and sales automation tools, but they serve slightly different purposes. Question 74. Go to Automation > Sequences. Then, click Turn on. 1. Select the goal for your sequence. Reading Time:. 💼 Subscription Requirements: Sequences are available with Sales or Service Pro. ( Hubspot Annual ROI Report)In Sequences today, task completion is NOT required before progressing onto the next step in a sequence. Set up your third ad to close deals. HubSpot Sequences vs. Here’s how to set up your first sales pipeline: Step 1: Open HubSpot. Marketing Email. Pinterest. HubSpot email sequence. Here's the summary of the difference between marketing email and sales email in HubSpot. Sequences are available to Sales Hub, Service Hub Enterprise, or Professional subscribers, while workflows require a Marketing Hub Professional or. You can access the sequences tool if you have a Sales Hub Professional or Enterprise user or Service. In a nutshell, the lead status contact property tracks exactly where a lead is from the first moment they’re identified until they become an opportunity. Here’s a step-by-step guide to setting up email sequences in HubSpot: Log in to your HubSpot account and navigate to the “Workflows” section. Feature Release: Automated Sequence Enrollment. The first option will unenroll the contact from the workflow they are currently in; the workflow where they are currently completing actions. If you are looking to have more than one person in a sequence on the HubSpot marketing side of the product we have a feature called Workflows that allows you to set actions like 'send an email' and then enroll contacts based on certain. Visual Editing. @PamCotton Thanks, so I'm aware of that. To edit an existing workflow, hover over the workflow, then click Edit. In the final drop down, you will see a list of workflows that have been created. Instead, Workflows and Sequences can and should work together harmoniously to. Start by connecting your HubSpot account to Cartfuel. To set your criteria: Select a list, then select an option: is member of list: any record included in the selected list will be added to the new list. . This sets contact owner and creates a task to call the contact for a screening chat. In the search bar in the upper right, search for sequences . Sales Hub customers close 36% more deals on average after 12 months. No automation features. To preview a template, click the Preview tab in the right panel. The most fundamental difference is that a sequence is a sales tool while a workflow is a marketing tool. At the top of the table, click the More dropdown menu and select Set as non-marketing contacts. We will help you understand the purpose of workflows, how to manage your workflows, and wa. . Opt-in Guru: Home Shopping Cart. Resource HubSpot Knowledge Base What is a workflow goal and whyHubSpot users have access to two different types of email automations: Sequences and Workflows. 2. We use Hubspot primarily as a lead assignment and qualification tool for our Sales team, which experiences frequent turnover, so any amount of "hard coding" names into our workflows adds up to more maintanence. With workflows in the realm of Sales and Service, the goal is to automate processes and reduce. Discussion Topics Ab Bulk Mailer | Acelle Mail | Autofunnels | Automated Email System | Autoresponder Madness | Aweber. There are two integrations available from HubSpot that you can use to build lists from: SurveyMonkey & Citrix. Optin Campaigns: Home Shopping Cart. Under the heading, view the count of included and additional paid users. 1. If you’re unsure why an object was suddenly. . To create a permission set: In your HubSpot account, click the settings settings icon in the main navigation bar. As you're first tackling the HubSpot platform, the amount of features that make it a powerful tool can be overwhelming. Generate detailed reports with insights from. 1. In the dialog box, hover over the sequence and click Select . The user can enroll up to 49 contacts at a time into a predefined sequence of actions. Click on a campaign. HubSpot sequences: What’s the difference . 1. . Giving customers a clear view of “what’s next” with a success plan. You can get acquainted with the Salesforce platform using the 30-day free trial while HubSpot provides a 14-day free trial. Click the name of an existing workflow, or create a new workflow. Workflows: Choosing the Right Path for Your Marketing Success Understanding HubSpot's Email Automation Tools. After creating your workflow and setting enrollment triggers, choose actions to add to your workflow . Used by. By default, your HubSpot workflows will have several tabs that you can use to look at different workflows: All workflows, Deleted workflows, Needs Review, and Unused workflows. If a contact receives version A of Email 1, they still have a 50/50 chance of receiving A or B for Email 3. g. We’ll cover: Show more Show moreCommunity Blogs Knowledge Base right Sales Tools right Sequences right Create and edit sequences Create and edit sequences Last updated: October 24, 2023. Marketing Analytics & Dashboard Software. HubSpot Marketing Email is designed for marketers to create targeted and visually appealing emails. , sending emails on day 1, day 3, day 5) and cold outbound sequences. Whether you're a HubSpot newbie or a curious marketer looking to elevate your strategies, you've landed in the right spot. /mo. Click the Create Sequence button. None of the above. 6 calendar connections per person. We use cookies to make HubSpot's community a better place. Workflows. When comparing Zoho CRM vs.