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

세일즈포스란 무엇인가요?

세일즈포스는 대규모 기업을 위한 강력한 CRM 플랫폼으로, 영업, 마케팅, 서비스 및 분석을 위한 도구를 제공하며 광범위한 확장성을 갖추고 있습니다.

Salesforce의 주요 기능

• 종합적인 생태계: CRM, 마케팅 자동화, 고객 서비스 및 맞춤형 앱 개발을 제공하는 통합 플랫폼으로, 대기업의 다양한 요구에 적합합니다.
• 사용자 정의 및 확장성: Salesforce는 높은 수준의 사용자 정의와 확장성을 제공하여 대규모 조직이 복잡한 워크플로에 플랫폼을 맞춤화하고 상당한 성장을 관리할 수 있도록 합니다.
• 인공지능(AI) 통합: Salesforce Einstein은 AI 기반 분석 및 자동화 기능을 제공하여 대기업이 전략을 최적화하는 데 도움이 되는 통찰력을 제공합니다.
• 광범위한 통합 기능: Salesforce의 AppExchange를 통해 대기업은 플랫폼을 다양한 타사 애플리케이션과 통합할 수 있어 서로 다른 비즈니스 시스템 간 원활한 운영을 보장합니다.
• 기업급 보안 및 규정 준수: Salesforce는 민감한 고객 데이터를 처리하는 대규모 조직에 필수적인 강력한 보안 조치와 규정 준수 기능을 제공합니다.
  

캡슐 CRM이란 무엇인가요?

• 캡슐 CRM은 중소기업을 위해 설계된 사용자 친화적인 고객 관계 관리 플랫폼입니다. 깔끔하고 직관적인 인터페이스를 제공하여 사용자가 고객 관계를 관리하고, 영업 파이프라인을 추적하며, 업무와 커뮤니케이션을 효율적으로 정리할 수 있도록 지원합니다.

캡슐 CRM의 주요 기능

• 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. 영업 파이프라인 관리

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. 사용 편의성

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. 접촉 강화

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. 외부 협력

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. 자동화

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. 통합

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. 인공 지능

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.

가격 및 요금제 비교

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

세일즈포스 가격

• 스타터 패키지: 월 25달러/사용자 기준으로 소규모 기업을 위한 기본 CRM 기능을 제공합니다.
• 프로 제품군: 사용자당 월 80달러, 성장하는 기업을 위한 고급 도구를 포함합니다.
• 엔터프라이즈 플랜: 사용자당 월 165달러로 대기업을 위한 광범위한 맞춤 설정 및 자동화 기능을 제공합니다.
• 무제한 플랜: 사용자당 월 330달러로 대기업을 위한 포괄적인 기능을 제공합니다.
• 아인슈타인 1 판매: 사용자당 월 500달러로 대기업을 위한 AI 기반 인사이트 및 고급 기능을 제공합니다.

캡슐 CRM 가격

• 스타터 플랜: 사용자당 월 $21부터 시작합니다 .
• 성장 플랜: 사용자당 월 $38부터 시작합니다 .
• 고급 플랜: 사용자당 월 $60부터 시작합니다 .
• 최상위 플랜: 사용자당 월 $75부터 시작합니다 .

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.

주요 기능

• 사용 편의성과 맞춤 설정: 파이프라인, 대시보드, 자동화, 이메일 시퀀스를 손쉽게 맞춤 설정하여 영업 주기 및 파이프라인 관리 전반에 활용할 수 있습니다. 또한 채용, 마케팅 등 기타 비즈니스 기능에도 적용 가능합니다.
• 소셜 미디어 통합: folk의 Google Chrome 확장 프로그램을 통해 LinkedIn, Sales Navigator, Instagram, X의 사람 및 기업 정보를 클릭 한 번으로 가져올 수 있습니다.
• Gmail 및 Outlook 연락처 동기화: 이메일 전체 동기화를 통해 사용자가 CRM에서 직접 모든 커뮤니케이션을 관리할 수 있습니다.
• 클릭 한 번으로 이메일 주소 찾기: Apollo와 Dropcontact의 연락처 보강 기능으로 누락된 데이터 항목을 1클릭으로 채울 수 있습니다.
• 이메일 시퀀스: 리드가 첫 이메일에 답장하지 않을 경우 리마인더가 포함된 이메일 시퀀스를 발송합니다. AI 통합 기능을 통해 대규모로 이메일을 개인화할 수 있습니다.

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가격 및 요금제

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

• 표준: 사용자당 월 20달러.
• 프리미엄: 사용자당 월 40달러.
• 맞춤형: 사용자당 월 $80부터 시작합니다.

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

자주 묻는 질문

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.

파이프드라이브는 무엇에 사용되나요?

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.