Salesforce to Zoho: Why Switchers Cut Costs by 68%

28.09.26 09:00 AM By Bill

Salesforce to Zoho: Why Switchers Cut Costs by 68%

Salesforce has long traded on being the premium option in CRM, and many businesses accept the higher cost as the price of getting the market leader. Independent analyst Nucleus Research has recently started asking whether that trade-off still holds up, and its research into customers who have actually made the switch to Zoho suggests it often does not.

The headline figure from Nucleus Research's February 2025 study is specific to this group: organisations switching from Salesforce to Zoho experienced a 68 percent reduction in total cost of ownership, the largest reduction of any migration path the study measured. For UK and Irish businesses currently on Salesforce and facing another licence renewal, that figure is worth examining properly rather than dismissing as a vendor statistic.

What the Research Found

MetricFigureSource
TCO reduction for organisations switching from Salesforce to Zoho68%Nucleus Research, Doc Z15, February 2025
Average TCO reduction across all Nucleus Zoho case studies (mixed prior platforms)47%Same Nucleus study, as reported by CX Today
ROI achieved by a former Salesforce customer (retail solutions provider)660% ROI, payback in 2.4 monthsNucleus Research case study, August 2024
Salesforce customers who felt cost outweighed benefit23% of 100+ surveyedSeparate, older Nucleus survey referenced by analyst Cameron Marsh, via CX Today, October 2025

The 68 percent figure and the 47 percent figure are not the same measurement. The 68 percent is specific to organisations that came from Salesforce. The 47 percent is a blended average across Zoho customers who switched from various platforms, so it understates what Salesforce switchers specifically tend to see. The 23 percent customer sentiment figure comes from a separate, older Nucleus survey and should be read as background context on Salesforce pricing perception rather than part of the same TCO study.

Why the Gap Is This Large

What Drives Salesforce's Total Cost Up

Nucleus points to a pattern rather than a single cause. Organisations often customise Salesforce heavily to fit their processes, and that customisation tends to accumulate over time, increasing both the licence footprint and the amount of admin time needed to keep the system running. The more customised the instance, the more that ongoing maintenance costs, and the harder it becomes to onboard new staff onto it.

What the Switch Actually Removes

The retail solutions provider in the Nucleus case study had run into exactly this problem before moving. High customisation costs and growing complexity in its Salesforce environment were limiting its ability to scale, and switching to Zoho One removed a layer of complexity rather than simply changing which vendor invoiced them.

Why the Payback Is Fast for Salesforce Switchers

The same organisation recovered its investment in 2.4 months, faster than the wider study average of 3.8 months. That is consistent with the pattern Nucleus describes: most of the value comes from removing accumulated complexity, and that saving starts showing up almost immediately rather than building slowly over several years.

The businesses seeing the fastest payback from leaving Salesforce are the ones that stop replicating their old customisations and start working the way Zoho is actually structured.

What This Looks Like in Practice

Sales
Productivity Gains Reported Across the Board

Nucleus reports that customers switching to Zoho consistently described boosts in sales productivity, though this is a qualitative finding at the aggregate level rather than a single measured percentage.

Customer Support
Enhanced Support Efficiency

The same aggregate finding applies to support functions, with organisations reporting efficiency gains after consolidating support tools alongside CRM on the same platform.

Operations
Redeploying Staff, Not Just Cutting Roles

The former Salesforce customer in the Nucleus case study achieved a 20 percent increase in new client onboarding efficiency and was able to redeploy staff across sales and customer support rather than making cuts.

Finance
Avoided Labour Costs at Scale

That same organisation reported saving over $700,000 a year in avoided labour costs (figures given in US dollars in the original study), on top of the 660 percent ROI and 2.4 month payback period.

Leaving Salesforce for Zoho, Step by Step

1
Audit the Salesforce instance you actually have

Custom objects, automations and integrations get reviewed properly, which usually reveals how much of the current setup is genuinely load-bearing versus legacy customisation nobody uses.

2
Map fields to their Zoho equivalents, not a like for like copy

Salesforce and Zoho structure data differently, so this is also the point where duplicate records and outdated picklists get cleaned up rather than carried across.

3
Test before anyone's daily work depends on it

A controlled test import is checked against live Salesforce data before the full migration runs, so mistakes surface in a test environment rather than in front of your sales team.

4
Train and measure against the old baseline

ROI depends on adoption, not just access, so hands-on training in the first weeks matters more than the go live date, and progress gets tracked against what the Salesforce setup actually cost.

What This Means for UK and Irish Businesses

These figures come from a US-based analyst firm, and the retail solutions provider's cost savings are reported in US dollars, so treat the absolute figures with some caution even where the underlying percentages are likely to hold reasonably well for a UK or Irish business. The consistent pattern across the research is that Salesforce switchers save more, and recover their investment faster, than the average Zoho customer, which fits with Salesforce's reputation as the higher cost, more heavily customised option.

If you are on Salesforce and weighing up your next renewal, the useful next question is not whether 68 percent is achievable in general, it is what your own licence stack, add-on modules and customisation overhead actually cost today. That requires a proper audit of your current instance, not a generic calculator.

1 Cloud Consultants has planned Salesforce to Zoho CRM migrations for UK and Irish businesses. We are happy to look at your current Salesforce setup and give you a straight view of what a realistic saving would look like, without the sales pressure.

Zoho CRMSalesforce MigrationZoho Partner UKROITCOCRM MigrationBusiness AutomationZoho One

Weighing Up a Move Away from Salesforce?

We will look at your current Salesforce setup and give you an honest view of the cost and effort involved, without the sales pressure.

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