Pipedrive vs Zoho - Which CRM Offers Better Automated Deal Scoring?

March 15, 2022

Pipedrive vs Zoho - Which CRM Offers Better Automated Deal Scoring?

As a salesperson or a sales manager, you know how deal scoring can make or break your pipeline.

And with the advancements in customer relationship management software, you can now take advantage of automated deal scoring to save you time and effort.

Two of the most popular CRMs, Pipedrive and Zoho, offer automated deal scoring as part of their features.

So which one offers better deal scoring?

Let's find out.

Automated Deal Scoring in Pipedrive

Pipedrive is a popular CRM designed for small to medium-sized businesses. It’s known for its visual pipeline management and easy-to-use interface that makes it a breeze to manage your sales process.

The deal scoring feature in Pipedrive is straightforward and customizable. The automated deal scoring system calculates a score based on specific criteria, such as the deal's value, its stage in the pipeline, and the probability of it closing.

You can also create custom metrics to fit your specific sales process and target specific segments. The deal score is then updated in real-time, giving you a quick glance at which deals are most promising and where to focus your efforts.

Overall, Pipedrive's deal scoring feature is a great way to save time and manage your pipeline more efficiently.

Automated Deal Scoring in Zoho

Zoho is another popular CRM used by small and big businesses alike. It's known for its extensive feature set and integration capabilities.

Zoho's automated deal scoring feature is more comprehensive than Pipedrive's. It considers a wide range of metrics, such as lead behavior, the deal's history, and the customer's profile.

The scoring system is customizable, allowing you to tweak the weight of each variable to match your sales process.

Like Pipedrive, the deal score is updated in real-time, giving you a quick overview of the deals that require attention.

Moreover, Zoho offers an AI-based deal prediction system that uses machine learning to determine the likelihood of a deal closing. This feature takes automated deal scoring to the next level, giving you more accurate predictions and a better understanding of your pipeline.

Pipedrive vs Zoho - Which One Is Better?

Both Pipedrive and Zoho offer powerful deal scoring features that can help you streamline your sales process and focus on high-potential deals.

However, the key difference between the two is the level of customization and comprehensive metrics that Zoho offers, making it ideal for large sales teams and complex sales processes.

If you're looking for a more straightforward solution, Pipedrive is an excellent choice.

Ultimately, the best CRM for your business comes down to your specific needs and criteria.

It's essential to evaluate each CRM's deal scoring features, along with the other features that you need, to make an informed decision that aligns with your business goals and objectives.

Conclusion

Overall, both Pipedrive and Zoho offer robust automated deal scoring features that can help you manage your pipeline more efficiently.

While Zoho's deal scoring feature is more comprehensive and customizable, Pipedrive's feature is more straightforward and suited for simpler sales processes.

So depending on your company's size and complexity, you can pick the software that suits your needs best.

That's all for now. We hope this comparison has been helpful for you. If you have any questions or comments, feel free to reach out to us.

References

No references are necessary for this comparison.


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