Why I RAN From Salesforce

Why I RAN From Salesforce

I still remember in 2003 when I logged into Salesforce for the first time. I was already an avid Sugar Fan Boy at the time but knew there was a shift about to occur as the Engineering demand of Sugar was too much for a normal business. Who would have known just how right I was?

For the next 16 years I would walk almost 100 companies into launching or integrating with Salesforce in some way. I probably was one of their largest sales producers they still have no clue of. But just like in 2003 I am seeing a shift about to occur and have made a jump.

December 2018 I was tasked with selecting and launching a new CRM. Rather than just going to my default answer of Salesforce I decided to do some serious homework and see what else is out there. All that homework led me to a phone call with my friend Roxanne, CEO at Good Look Ink, that would change everything.

Roxanne had called to catch up with me and during our call shared with me that her company just moved their CRM platform and about to migrate their accounting platform to the same company. The later comment caught me off guard as I could not imagine what company she could be talking about that would do CRM, support desk, marketing automation, and accounting. Then she said a name I would have never expected… ZoHo!

Till that day ZoHo was a CRM product I only ever heard on the lips of small startups. An affordable tool that allowed them to get going quickly. Roxanne was the first established business I ever heard of using them, and can I just tell you I am so happy she did.

Following that conversation with Roxanne, I did some serious digging into ZoHo and each new layer I pulled back I became more and more excited. Not only did I find a CRM solution but a platform that would allow me to lower my monthly tech spend by $6k - $11k while centralizing all my data for better business intelligence. I was very excited!

With six figured savings at my fingertips it was easy to get my fellow executive team to buy in. Plus, with a $35 per user price tag in comparison to the $125 per user from Salesforce I did not even need to sell it that hard. 

Over the next 3 months I would lead a team of 3 – 5 people through the launching of ZoHo and watch a transformation occur in a business like I have never seen. With one simple decision to take on ZoHo ONE and launch it companywide streamlined our entire client lifecycle and forced the business as a whole to strengthen our processes 100-fold. Its exposed efficiencies and deficiencies across the enterprise. But most importantly has provided us a single data warehouse to now begin data mine and learn from.  

Has it been all smooth, NO! But at $35 per user for over 40 applications that span across every department of our seven businesses I am willing to forgive a lot. Plus, after my recent trip to the annual ZoHolics (ZoHo’s version of Dreamforce) I was exposed to their new Enterprise support team which has cleaned up more in the weeks we have been using them than in the entire time we have been with ZoHo.

My point with this article is not to sell you on ZoHo, but to open your eyes to the fact that Salesforce has become what they set out to originally destroy. They are the new Oracle, Dynamics, SAP, etc…. Just look at the cost you are incurring to turn that monster on and get it to 60% of what you really need. Your timeline to recoup your investment will take years, if ever. Just like when Salesforce came to market a pivot is happening and businesses need to get ahead of it.  

If you are in a growth business controlling your operating expenses is how you will ensure you control your burn.  

To Your Success & Prosperity,

Michael McMillan

ZoHo Fan Boy


    Access your files securely from anywhere











                            Zoho Developer Community





                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts



                                                            • Sticky Posts

                                                            • How to reach the official Zoho Support channels and avoid fake ones.

                                                              Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity.  We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbers
                                                            • Function #35: Close all tasks associated with a lead and create a new task.

                                                              Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is just
                                                            • Zoho CRM Webinar - Redesigning Daily User Experiences with Canvas

                                                              <br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,
                                                            • Join us at the Canada ZUG Meetup: What’s New in Zoho CRM

                                                              Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practical
                                                            • CRM Hack #2: Automate sending of birthday greetings to your customers.

                                                                Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ




                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • Allocating inventory to specific SO's

                                                                                                              Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could
                                                                                                            • Mail and OS

                                                                                                              Jai Hind! Zoho is doing good by creating good software (made in india) on par with other tech giants. 🥰 Suggestion: 1. Whenever we sign up on zoho mail its asking for other mail id. It shouldn't be like that. You should ask general details of a user
                                                                                                            • Personal account created under org account

                                                                                                              Hi there, I am Jayesh. We are using ME Central, and we have an account by the email ID soc@kissht.com.. Now I have created a personal account., jayesh.auti@zohomail.in, accidentally. Can you help me to remove this jayesh.auti@zohomail.in from my organization
                                                                                                            • Add another account

                                                                                                              How to add another mail account to my zoho mail.
                                                                                                            • Recover deleted user

                                                                                                              Hi by mistake i have deleted an added user and his email associated. Please help me recover it thank you.
                                                                                                            • No connection to the server

                                                                                                              Hello! I can't add a new email address to my mailbox because your server is rejecting me. Please help. I took and added a screenshot of this problem Marek Olbrys
                                                                                                            • URGENT: Business Email Disruption – SMTP Authentication Failed

                                                                                                              Dear Zoho Support, I am writing to escalate a critical issue with my business email account: 📧 marek@olbrys.de My domain olbrys.de is fully verified in Zoho (MX, SPF, DKIM, DMARC all valid – green status). I am using the correct configuration: smtp.zoho.eu
                                                                                                            • Emails missing from desktop but visible on phone

                                                                                                              Subject says it all. Windows 11 laptop. Apple phone. all systems up to date.
                                                                                                            • Website Hosting

                                                                                                              Hello, I want to host my domain on Hostinger, and I want my emails to run through Zoho Mail. Please provide me with the SPF record, MX record (Type: TXT), and A record, so that I don’t face any issues with my emails. My website is on Hostinger hosting,
                                                                                                            • Can not search zoho mail after update V.1.7.0

                                                                                                              i can not search mail on to and cc box from attached picture and then search contacts box can't click or use anything. include replay mail too.
                                                                                                            • Urgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,

                                                                                                              Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) available
                                                                                                            • How to retreive the "To be received" value of an Item displayed in Zoho inventory.

                                                                                                              Hi everyone, We have our own Deluge code to generate a PO according to taget quantity and box quantity, pretty usefull and powerful! However, we want to reduce our quantity to order according to "To be received" variable. Seems like this might not even
                                                                                                            • Add Support for Authenticator App MFA in Zoho Desk Help Center

                                                                                                              Hello Zoho Desk Team, We hope you are doing well. We would like to request an enhancement related to security for the Zoho Desk Help Center (customer portal). Currently, the Help Center supports MFA for portal users via SAML, JWT, SMS authentication,
                                                                                                            • Payment on a past due balance

                                                                                                              Scenario: Customer is past due on their account for 4 months. We suspend their billing in Zoho books. Customer finally logs into the portal and enters a new credit card. We associate that cardwith their subscription, which will permit the card to be used
                                                                                                            • Instant Sync of Zoho CRM Data?

                                                                                                              With how valuable Zoho Analytics is to actually creating data driven dashboards/reports, we are surprised that there is no instant or near instant sync between Zoho CRM and Zoho Analytics. Waiting 3 hours is okay for most of our reports, but there are
                                                                                                            • Kaizen #211 - Answering your Questions | Using Canvas and Widgets to Tailor CRM for Mobile

                                                                                                              Howdy, tech wizards! We are back with the final post in addressing the queries you shared for our 200th milestone. This week, we are focusing on a couple of queries on Zoho CRM mobile configurations and custom payment gateway integration. 1. Mobile SDK
                                                                                                            • Remove "Invalid entries found. Rectify and submit again" modal

                                                                                                              Following up on a post from a few years back, but can the Zoho team consider either removing the 'Invalid entries found. Rectify and submit again' modal that displays for empty mandatory fields OR allow an admin to change it? I've built a custom error
                                                                                                            • Validation function not preventing candidates under 18 or over 30 from submitting the web form

                                                                                                              Hello everyone, I’m trying to create a validation rule for the Candidate Webform in Zoho Recruit. I added a custom field called “Date of Birth”, and I want to make sure that candidates cannot submit the form unless their age is between 18 and 30 years.
                                                                                                            • Remember all the ways we've posted?

                                                                                                              The world celebrates World Postal Day in 2025 with the theme “#PostForPeople: Local Service. Global Reach". The story of the “post” is a story of human connection itself, evolving from simple handwritten notes carried over long distances to instant digital
                                                                                                            • Custom domain issue

                                                                                                              I recently changed records for my support area custom domain for a few months, I then wanted to come back to Zoho, but now I can't connect it and I can't login as it's having an SSL issue. I cannot get a good response from support, as I've been notified
                                                                                                            • Cadence reports as front-end reports

                                                                                                              Hello everyone, We have built a cadence which is connected to the Leads module. There are 11 steps in total, 7 are automatic emails and 4 are tasks for the Lead owners. As admins, we have access to this (very nicely made) 'View Reports' tab where we can
                                                                                                            • Zoho Commerce in multiple languages

                                                                                                              When will you be able to offer Zoho Commerce in more languages? We sell in multiple markets and want to be able to offer a local version of our webshop. What does the roadmap look like?
                                                                                                            • Show elapsed time on the thank-you page?

                                                                                                              Is it possible to display the total time a user spent filling out a Zoho Form on the thank-you? I’d like to show the difference between the `form submission timestamp` and the `start time` (currently have a hidden Date-Time field set to autofill the date
                                                                                                            • The present is a "present"

                                                                                                              The conversation around mental health has been gaining attention in recent years. Even with this awareness, we often feel stuck; the relentless pace of modern life makes us too busy to pause, reflect, and recharge. In the world of customer support, this
                                                                                                            • Cliq iOS can't see shared screen

                                                                                                              Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
                                                                                                            • Kaizen# 209 - Answering Your Questions | All About Client Script

                                                                                                              Hello everyone! Welcome back to another exciting Kaizen post! Thanks for all your feedback and questions. In this post, let's see the answers to your questions related to Client Script. We took the time to discuss with our development team, carefully
                                                                                                            • Email Integration - Zoho CRM - OAuth and IMAP

                                                                                                              Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have
                                                                                                            • Search in Zoho Community Not Working

                                                                                                              I realize this is a bit of a meta topic, but the search for the various Zoho Communities appears to not be working. I'm under the impression that they run on some version of the Zoho Desk platform, so I'm posting this here.
                                                                                                            • I need to do crud with snippet html

                                                                                                              I need to implement a form with an improved user interface. I would like to use snippets to build a CRUD that allows me to create and update records. How could I achieve this using snippets?
                                                                                                            • Allow Stripe Credit Card and Stripe ACH payment methods to be enabled separately on an invoice.

                                                                                                              I need to be able to pick at the invoice level whether Stripe Credit Card and/or Stripe ACH payment methods are available. Currently, I'm not able to select from the two Stripe payment methods individually on an invoice. However, there are some larger
                                                                                                            • Enhancements to finance suite integrations

                                                                                                              Update: Based on your feedback, we’ve updated the capabilities for integration users. In addition to the Estimates module, they can now create, view, and edit records in all the finance modules including Sales Order, Invoices, Purchase Order. We're also
                                                                                                            • Meeting impossible to use when sharing screen

                                                                                                              he Meeting tool in Brazil is practically unusable when sharing anything, whether it’s a presentation or simple navigation. When accessed via Cliq, the situation gets even worse: even basic calls fail to work properly, constantly freezing. And as you are
                                                                                                            • Connecting two modules - phone number

                                                                                                              Hi, I’d like some guidance on setting up an automation in Zoho CRM that links records between the Leads module and a custom module called Customer_Records whenever the phone numbers match. Here’s what I’m trying to achieve: When a new Lead is created
                                                                                                            • Resume Harvester: New Enhancements for Faster Sourcing

                                                                                                              We’re excited to share a set of enhancements to Resume Harvester that make sourcing faster and more flexible. These updates help you cut down on repetitive steps, manage auto searches more efficiently, and review candidate profiles with ease. Why we built
                                                                                                            • Incorrect “correct” password on email client apple mail

                                                                                                              I have troubleshot this account several times. I have deleted and re added account. It keeps saying incorrect password. Can you check that it is not locked on your end?
                                                                                                            • Is it possible to lock editing subform rows?

                                                                                                              Ideally editing would only be locked after the form has been updated but I still want them to be able to add new subform records at any time and they should be able to delete rows from the subform. It is a named subform if that's relevant however the
                                                                                                            • "Spreadsheet Mode" for Fast Bulk Edits

                                                                                                              One of the challenges with using Zoho Inventory is when bulk edits need to be done via the UI, and each value that needs to be changed is different. A very common use case here is price changes. Often, a price increase will need to be implemented, and
                                                                                                            • What is the maximum file size of a video upload in Zoho chat?

                                                                                                              Can I upload a 20 mb video file and share it with my colleagues? 
                                                                                                            • The Social Wall: September 2025

                                                                                                              Hello everyone, As we step into the fall season, some major updates are on the horizon. Meanwhile, here are the exciting updates we rolled out this September. Approvals in iOS Managing approvals just got more seamless on mobile. With this update, the
                                                                                                            • Update a field in ALL all calls under a contact

                                                                                                              HI guys! I have written some deluge code to update a field in my calls after i have comepleted the call, i need this field to update in all my scheduled calls as well that are comeing up. I just cant seem to get it to work, i have put teh code below,
                                                                                                            • Next Page