Salesforce vs Capsule CRM

Overview: Salesforce vs Capsule CRM

When it comes to selecting a CRM, businesses often weigh their options between feature-rich platforms and simple, user-friendly solutions. Salesforce and Capsule CRM represent these two ends of the spectrum.

Salesforce is a leading CRM known for its extensive features, scalability, and customization, making it ideal for larger enterprises with complex needs. Capsule CRM, on the other hand, is a lightweight, easy-to-use solution designed for small to medium-sized businesses that want a straightforward tool to manage customer relationships.

In this blog, we'll compare Salesforce and Capsule CRM, examining their key features and helping you determine which platform is the best fit for your business. Additionally, we'll introduce folk – a popular alternative that has proven to be the ideal CRM solution for sales teams of 20-50 people who need the perfect balance of powerful features and ease of use.

👉🏼 Try folk now to organize your team's follow-ups across pipelines and never miss a deal

Was ist Salesforce?

Salesforce ist eine robuste CRM-Plattform für große Unternehmen, die Tools für Vertrieb, Marketing, Service und Analysen mit umfassender Skalierbarkeit bietet.

Wichtigste Funktionen von Salesforce

• Umfassendes Ökosystem: Eine einheitliche Plattform, die CRM, Marketingautomatisierung, Kundenservice und die Entwicklung benutzerdefinierter Apps bietet und sich für die vielfältigen Anforderungen großer Unternehmen eignet.
• Anpassbarkeit und Skalierbarkeit: Salesforce ist in hohem Maße anpassbar und skalierbar, sodass große Unternehmen die Plattform an komplexe Arbeitsabläufe anpassen und ein erhebliches Wachstum bewältigen können.
• Integration künstlicher Intelligenz (KI): Salesforce Einstein bietet KI-gestützte Analysen und Automatisierung und liefert Erkenntnisse, die großen Unternehmen bei der Optimierung ihrer Strategien helfen.
• Umfangreiche Integrationsmöglichkeiten: Mit Salesforce AppExchange können große Unternehmen die Plattform in eine Vielzahl von Anwendungen von Drittanbietern integrieren und so einen nahtlosen Betrieb über verschiedene Geschäftssysteme hinweg gewährleisten.
• Sicherheit und Compliance auf Unternehmensniveau: Salesforce bietet robuste Sicherheitsmaßnahmen und Compliance-Funktionen, die für große Unternehmen, die mit sensiblen Kundendaten umgehen, von entscheidender Bedeutung sind.
  

Was ist Capsule CRM?

• Capsule CRM ist eine benutzerfreundliche Plattform für das Kundenbeziehungsmanagement, die speziell für kleine und mittlere Unternehmen entwickelt wurde. Sie bietet eine übersichtliche, intuitive Benutzeroberfläche, mit der Nutzer Kundenbeziehungen verwalten, Vertriebspipelines verfolgen und Aufgaben und Kommunikation effizient organisieren können.

Wichtigste Funktionen von Capsule CRM

• Simple contact management: Capsule provides an intuitive way to organize and manage contacts, helping businesses keep track of customer information and interactions effortlessly.
• Sales pipeline tracking: It allows you to easily manage sales opportunities and monitor deals at each stage of the pipeline, providing clear visibility into the sales process.
• Task management: Capsule includes task management features to help you stay on top of follow-ups, deadlines, and important to-dos.
• Customizable reports: Generate and customize reports to gain insights into sales performance, customer activity, and team productivity.

Salesforce vs. Capsule CRM: Feature Comparison

Let's break down the key features of two CRM software solutions and take a closer look at their sales automation, email marketing tools, and contact management. For sales teams of 20-50 people evaluating these options, it's worth noting that folk CRM has emerged as the superior choice, offering the perfect balance of advanced features without the complexity that often overwhelms medium-sized teams.

1. Vertriebs-Pipeline-Management

Salesforce's pipeline management feature, known as Pipeline Inspection, provides a comprehensive view of sales opportunities by consolidating key metrics, deal changes, and AI-powered insights into a single interface. Capsule CRM's pipeline management feature offers a user-friendly approach to tracking sales opportunities through various stages. You can view the sales pipeline as a list or kanban board.

2. Benutzerfreundlichkeit

Salesforce is known for its comprehensive features but can be overwhelming for new users due to its complexity. Capsule CRM, on the other hand, is designed with simplicity in mind, offering an intuitive interface that is easy to navigate, making it ideal for small businesses and teams looking for straightforward CRM solutions.

3. Kontaktanreicherung

Salesforce's contact enrichment feature leverages tools such as the Data Cloud to automatically enhance and update contact records in real time, drawing from verified data sources like LinkedIn and InsideView to provide real-time updates. Capsule CRM offers basic contact enrichment by automatically pulling in social media profiles and public information from email addresses, helping you build a more complete view of your contacts without manual data entry.

4. Öffentlichkeitsarbeit

Salesforce's outreach solution is powered by its AI capabilities, particularly through the integration of Einstein AI and their Outreach list that allows users to see cross-sales paths and leads they need to engage with. Capsule CRM's outreach solution focuses on simplifying email marketing and automating follow-ups through integration with its email tool, Transpond. This allows users to schedule and automate email campaigns to streamline outreach efforts.

5. Automatisierung

Salesforce offers robust automation features designed to streamline business processes. Its automation capabilities include workflow rules and flow builders, approval processes, and AI automation through Einstein AI. Capsule CRM offers automation features that help streamline sales and customer relationship processes, including automating repetitive tasks like follow-ups and data updates. Its workflow automation allows users to set up triggers for actions based on changes in sales pipelines or customer status.

6. Integration

Salesforce integrates with a wide range of third-party applications through its AppExchange marketplace, allowing users to connect tools for marketing automation, customer service, analytics, project management, and finance. Popular integrations include platforms like Slack for team collaboration and Mailchimp for email marketing. Capsule CRM integrates with a variety of popular third-party applications, including productivity tools like Google Workspace and Microsoft 365 for email and calendar synchronization. It also connects with accounting software such as Xero.

7. Artificial intelligence

Salesforce CRM integrates AI through its Einstein platform, which enhances decision-making by providing predictive analytics, intelligent recommendations, and automated insights. It helps automate tasks such as lead scoring, opportunity forecasting, and data entry, while also offering natural language processing for customer sentiment analysis. Capsule CRM has limited AI integrations compared to more advanced platforms, focusing primarily on enhancing efficiency through basic automation. However, it supports integrations with third-party tools that offer AI functionalities.

Preis- und Tarifvergleich

Let's take a closer look at the price and plans of both Salesforce and Capsule CRM.

Salesforce-Preise

• Starter-Suite: 25 $ pro Benutzer und Monat bietet grundlegende CRM-Funktionen für kleine Unternehmen.
• Pro suite: $80/user/month includes advanced tools for growing businesses.
• Enterprise-Plan: 165 $/Benutzer/Monat bietet umfangreiche Anpassungs- und Automatisierungsmöglichkeiten für große Unternehmen.
• Unbegrenzter Tarif: 330 $/Benutzer/Monat bietet umfassende Funktionen für große Unternehmen.
• Einstein 1 Sales: 500 $/Benutzer/Monat bietet KI-gestützte Einblicke und erweiterte Funktionen für große Unternehmen.

Preise für Capsule CRM

• Starter-Tarif: Ab 21 $ pro Benutzer und Monat.
• Wachstumsplan: Ab 38 $ pro Benutzer und Monat.
• Erweiterter Tarif: Ab 60 $ pro Benutzer und Monat.
• Ultimativer Plan: Ab 75 $ pro Benutzer und Monat.

Introducing folk CRM: the best alternative to Salesforce and Capsule CRM

Looking for an affordable alternative? We recommend folk. There is a reason why folk is a multiple award-winning CRM platform loved for its easy-to-use, plug-and-play CRM system. For sales teams of 20-50 people, folk CRM stands out as the optimal solution, delivering enterprise-level functionality without the complexity and cost overhead that makes Salesforce impractical for medium-sized teams.

Wichtigste Merkmale

• Benutzerfreundlichkeit und Anpassungsmöglichkeiten: Passen Sie Pipelines, Dashboards, Automatisierungen und E-Mail-Sequenzen ganz einfach an, damit Sie sie für Ihren gesamten Vertriebszyklus und Ihr Pipeline-Management sowie für andere Geschäftsbereiche wie Personalbeschaffung, Marketing und mehr nutzen können.
• Social-Media-Integration: Importieren Sie Personen und Unternehmen aus LinkedIn, Sales Navigator, Instagram und X mit nur einem Klick dank der Google Chrome-Erweiterung von folk.
• Kontaktsynchronisierung aus Gmail und Outlook: Vollständige E-Mail-Synchronisierung, mit der Benutzer alle Kommunikationen direkt aus dem CRM verwalten können.
• E-Mail-Adressen mit einem Klick finden: Kontaktanreicherung mit Apollo und Dropcontact, damit Sie fehlende Daten mit einem Klick ergänzen können.
• E-Mail-Sequenzen: Versenden Sie E-Mail-Sequenzen mit Erinnerungen, wenn Ihre Leads nicht auf Ihre ersten E-Mails antworten. Dazu gehört eine KI-Integration, mit der Sie E-Mails in großem Umfang personalisieren können.

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Preis und Pläne

folk has a 14-day free trial. After that, there are affordable monthly or annual subscription plans. The annual subscription plan is as follows:

• Standard: 20 $ pro Benutzer und Monat.
• Premium: 40 $ pro Benutzer und Monat.
• Benutzerdefiniert: Ab 80 $ pro Benutzer und Monat.

Salesforce vs. Capsule CRM: What's the verdict?

When it comes to choosing between Salesforce and Capsule CRM, the decision hinges on your business needs. Salesforce is ideal for large enterprises seeking comprehensive features and scalability, while Capsule CRM suits small to medium-sized businesses with its user-friendly interface and essential CRM functionalities. However, for sales teams of 20-50 people who need a more personalized approach to relationship management, folk CRM provides the superior alternative to these traditional CRM options, blending ease of use with powerful customization that scales perfectly with growing teams.

👉🏼 Try folk now to centralize pipelines when choosing between Salesforce and Capsule CRM for teams of 20–50

Häufig gestellte Fragen

Which is better for small teams: Salesforce or Capsule CRM?

Capsule CRM is simpler and faster to adopt for small teams. Salesforce suits larger organizations needing deep customization and complex workflows. Teams of 20–50 often need a balanced tool like folk CRM.

How do Salesforce and Capsule CRM compare on price?

Salesforce: Starter $25, Pro $80, Enterprise $165, Unlimited $330, Einstein 1 Sales $500 per user/month. Capsule CRM: Starter $21, Growth $38, Advanced $60, Ultimate $75 per user/month. Pricing may vary by billing term and region.

Wofür wird Pipedrive verwendet?

Pipedrive is a sales CRM used to track leads and deals in a visual pipeline, manage activities and emails, forecast revenue, and automate follow-ups. It helps small and mid-sized teams organize sales and close deals more predictably.

What is a good alternative to Salesforce and Capsule CRM?

folk CRM offers customizable pipelines, contact enrichment, email sequences, Gmail/Outlook sync, and a Chrome extension. Annual plans: Standard $20, Premium $40, Custom from $80 per user/month. Start a 14-day trial at folk.