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

セールスフォースとは何ですか？

Salesforceは大企業向けの堅牢なCRMプラットフォームであり、営業、マーケティング、サービス、分析のためのツールを提供し、広範な拡張性を備えています。

Salesforceの主な機能

• 包括的なエコシステム：CRM、マーケティングオートメーション、カスタマーサービス、カスタムアプリ開発を提供する統合プラットフォームで、大企業の多様なニーズに適しています。
• カスタマイズ性と拡張性：Salesforceは高度なカスタマイズ性と拡張性を備えており、大規模組織が複雑なワークフローに合わせてプラットフォームを調整し、大幅な成長を管理することを可能にします。
• 人工知能（AI）統合：Salesforce EinsteinはAI駆動の分析と自動化を提供し、大企業が戦略を最適化するのに役立つ洞察を提供します。
• 広範な統合機能：SalesforceのAppExchangeを活用することで、大企業はプラットフォームを多様なサードパーティ製アプリケーションと統合でき、異なる業務システム間でのシームレスな運用を実現します。
• エンタープライズレベルのセキュリティとコンプライアンス：Salesforceは、機密性の高い顧客データを扱う大規模組織にとって不可欠な、堅牢なセキュリティ対策とコンプライアンス機能を提供します。
  

カプセルCRMとは何ですか？

• カプセルCRMは、中小企業向けに設計された使いやすい顧客関係管理プラットフォームです。洗練された直感的なインターフェースにより、ユーザーは顧客関係の管理、販売パイプラインの追跡、タスクやコミュニケーションの効率的な整理を実現できます。

カプセルCRMの主な機能

• 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. 営業パイプライン管理

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. 使いやすさ

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. コンタクトエンリッチメント

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. アウトリーチ

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. 自動化

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. 統合

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. 人工知能

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.

価格とプランの比較

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

セールスフォースの価格

• スタータースイート：月額25ドル／ユーザーで、中小企業向けの基本CRM機能を提供します。
• プロスイート：月額80ドル/ユーザー。成長企業向け高度なツールが含まれます。
• エンタープライズプラン：165ドル/ユーザー/月で、大企業向けに広範なカスタマイズと自動化を提供します。
• 無制限プラン：330ドル/ユーザー/月で、大企業向けの包括的な機能を提供します。
• アインシュタイン1 セールス：500ドル/ユーザー/月で、大企業向けにAI駆動のインサイトと高度な機能を提供します。

カプセルCRMの価格

• スタータープラン： ユーザー1人あたり月額21ドルから。
• 成長プラン： ユーザーあたり月額38ドルから。
• アドバンスプラン： ユーザーあたり月額60ドルから。
• 究極プラン： ユーザーあたり月額75ドルから。

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.

主な特徴

• 使いやすさとカスタマイズ性：パイプライン、ダッシュボード、自動化、メールシーケンスを簡単にカスタマイズできるため、営業サイクルやパイプライン管理はもちろん、採用、マーケティングなど他の業務機能にも幅広く活用できます。
• ソーシャルメディア連携：folkのGoogle Chrome拡張機能により、LinkedIn、Sales Navigator、Instagram、Xからワンクリックで人物や企業をインポートできます。
• GmailおよびOutlookからの連絡先同期：完全なメール同期により、ユーザーはCRMから直接すべての通信を管理できます。
• ワンクリックでメールアドレスを検索：ApolloとDropcontactによる連絡先情報補完機能で、不足しているデータポイントをワンクリックで入力可能。
• メールシーケンス：見込み客が最初のメールに返信しない場合、リマインダー付きのメールシーケンスを送信します。AI統合機能により、大規模なメールパーソナライゼーションを実現します。

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価格とプラン

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

• スタンダードプラン：1ユーザーあたり月額20ドル。
• プレミアム：ユーザー1人あたり月額40ドル。
• カスタムプラン：ユーザー1人あたり月額80ドルから。

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

よくある質問

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.

Pipedriveは何に使われますか？

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.