Salesforce vs Pipeliner CRM

Salesforce vs. Pipeliner CRM: Overview

Choosing the right CRM can be a daunting task.

Both platforms offer robust solutions to streamline operations, boost customer engagement, and drive sales growth. So what sets them apart? In this blog post, we'll compare their key features, pricing, and benefits to help you determine which CRM aligns best with your goals.

We'll also explore folk which happens to be a popular alternative that excels for sales teams of 20-50 people seeking streamlined CRM management.

Что такое Salesforce?

Salesforce — это надежная CRM-платформа для крупных предприятий, предлагающая инструменты для продаж, маркетинга, обслуживания и аналитики с широкими возможностями масштабирования.

Key features of Salesforce

• Comprehensive ecosystem: A unified platform offering CRM, marketing automation, customer service, and custom app development, suitable for the varied needs of large enterprises.
• Customization and scalability: Salesforce is highly customizable and scalable, allowing large organizations to tailor the platform to complex workflows and manage significant growth.
• Artificial intelligence (AI) integration: Salesforce Einstein offers AI-driven analytics and automation, providing insights that help large businesses optimize their strategies.
• Extensive integration capabilities: With Salesforce's AppExchange, large companies can integrate the platform with a wide range of third-party applications, ensuring seamless operation across different business systems.
• Enterprise-grade security and compliance: Salesforce provides robust security measures and compliance features, critical for large organizations handling sensitive customer data.
  

Что такое Pipeliner CRM?

Pipeliner is an AI-powered sales CRM designed for small, mid-sized, and enterprise organizations, focusing on simplicity and scalability. It offers a visual approach to sales management, allowing teams to track pipelines, forecast outcomes, and automate workflows.

Основные функции Pipeliner CRM

• Автоматизация работы отдела продаж: автоматизирует рутинные задачи отдела продаж, помогая командам сосредоточиться на продажах и обеспечивая согласованность рабочих процессов.
• Управление ключевыми клиентами: предоставляет инструменты для управления и отслеживания отношений с высокоценными клиентами, обеспечивая индивидуальный подход и стратегию.
• Отслеживание коммуникаций и действий: регистрирует и систематизирует все взаимодействия, звонки и электронные письма, обеспечивая централизованный обзор коммуникаций с клиентами.
• Механизм отчетности: предлагает настраиваемые отчеты и панели инструментов для получения информации о результатах продаж и производительности команды.
• Process and workflow automation: Automates repetitive workflows, such as task assignments and approvals, to improve efficiency and reduce manual effort.

Salesforce vs. Pipeliner CRM: Feature Comparison

Let's break down the key features of Salesforce and Pipeliner CRM and take a closer look at their sales automation, email marketing tools, user experience and more.

1. Управление каналом продаж

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. This robust tool is designed to enhance decision-making and streamline the sales process by offering predictive analytics and detailed forecasts.
Pipeliner CRM's pipeline feature offers a visual interface to track sales opportunities through different stages. The drag-and-drop functionality allows you to move deals across stages, providing an overview of your sales progress. It supports multiple pipelines to accommodate different sales workflows, with integrated tools like automation and reporting to assist with task management and deal prioritization. While the feature is functional and adaptable, its focus is primarily on sales tracking, which may limit its utility for broader business needs.

2. Простота использования

Salesforce offers a robust but complex interface that may require training to master, while Pipeliner CRM focuses on user-friendliness with an intuitive design, making it easier for teams to quickly adapt and utilize its features without extensive onboarding.

3. Обогащение контактов

Salesforce's contact enrichment feature leverages tools like the Data Cloud to enhance and update contact records in real time, utilizing verified data sources such as LinkedIn and InsideView for accurate, up-to-date information. Pipeliner CRM offers a contact enrichment feature through its Auto Profiling integration, which automatically populates additional data for contacts and accounts. But note that this Auto Profiling integration is an add-on and must be activated through the Pipeliner Automation Hub, making it a more selective and optional tool for contact enrichment.

4. Информационно-пропагандистская работа

Salesforce's outreach solution is powered by Einstein AI, offering advanced engagement insights, while Pipeliner CRM provides basic outreach through mass email features, focusing on supporting sales processes rather than comprehensive multi-channel campaigns, potentially requiring third-party tools for expanded capabilities.

5. Автоматизация

Salesforce excels in automation with features like workflow rules, flow builders, and AI automation via Einstein AI, whereas Pipeliner CRM offers workflow automation to streamline tasks like email follow-ups and deal updates, needing add-ons for more advanced setups.

6. Интеграция

Salesforce integrates with numerous third-party applications via its AppExchange marketplace, supporting tools for marketing, analytics, and more, while Pipeliner CRM's integration capabilities are less emphasized in the provided information.

7. Искусственный интеллект

Salesforce CRM integrates AI through Einstein for predictive analytics and intelligent recommendations, while Pipeliner CRM's Voyager AI Gen provides sales-focused insights, offering recommendations and forecasts to enhance decision-making, though it lacks broader AI functionalities.

Сравнение цен и тарифных планов

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

Salesforce prices

Salesforce pricing is extensive, ranging from $25 to $500 per user/month.

• Starter suite: $25/user/month provides basic CRM features for small businesses
• Pro suite: $100/user/month includes advanced tools for growing businesses
• Enterprise plan: $165/user/month offers extensive customization and automation for large companies
• Unlimited plan: $330/user/month provides comprehensive features for large enterprises
• Einstein 1 Sales: $500/user/month provides AI-driven insights and advanced features for large enterprises

Цены на Pipeliner CRM

Pipeliner offers several versions of its CRM, tailored to different price points.

• Стартовый пакет: от 65 долларов США за место в месяц.
• Бизнес: от 85 долларов США за место в месяц.
• Enterprise: от 115 долларов США за место в месяц.
• Без ограничений: от 150 долларов США за место в месяц.

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

Looking for an affordable alternative that's perfect for growing sales teams? We recommend folk. A multiple award-winning CRM platform that stands out as the ideal solution for sales teams of 20-50 people who need a balance of simplicity and powerful features. folk is highly versatile, and can support multiple business functions including sales, marketing, recruitment and more. Unlike the complexity of Salesforce or the limitations of Pipeliner CRM, folk offers exactly what medium-sized sales teams need to scale efficiently.

Основные характеристики

• Contact management: Bring all your contacts into one place seamlessly, from social media platforms such as LinkedIn, Instagram and X to multiple inboxes including Gmail and Outlook.
• Notes and reminders: Attach notes directly to a contact's profile in folk, and access them on the go. And assign reminders so you know exactly when to follow-up.
• Sales pipeline dashboard: Manage your entire sales cycle and leads with a highly customizable sales pipeline dashboard that can be used in Kanban-board view or listicle.
• Ease of use and customization: Easily customize the pipelines, dashboards, automation, email sequences, so that you can use it across your sales cycle and pipeline management – and other business functions such as recruitment, marketing, and more.
• Интеграция с социальными сетями: импортируйте людей и компании из LinkedIn, Sales Navigator, Instagram и X одним щелчком мыши благодаря расширению Folk для Google Chrome.
• Синхронизация контактов из Gmail и Outlook: полная синхронизация электронной почты, позволяющая пользователям управлять всей коммуникацией непосредственно из CRM.
• Найдите адреса электронной почты в один клик: обогащение контактов с помощью Apollo и Dropcontact, чтобы вы могли заполнить недостающие данные одним щелчком мыши.
• Последовательности писем: отправляйте последовательности писем с напоминаниями, если ваши потенциальные клиенты не отвечают на ваши первые письма. Включает в себя интеграцию с ИИ, позволяющую персонализировать письма в большом масштабе.

Цены и тарифные планы

folk предлагает 14-дневную бесплатную пробную версию. После этого доступны доступные по цене ежемесячные или годовые тарифные планы. Годовой тарифный план выглядит следующим образом.

• Стандартный: 20 долларов США за пользователя в месяц.
• Премиум: 40 долларов США за пользователя в месяц.
• Индивидуальный тариф: от 80 долларов США за пользователя в месяц.

👉🏼 Try folk now to unify your sales pipelines and never miss a follow-up

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

With two popular CRMs to choose from, it's a tough decision. It's apparent that both Salesforce and Pipeliner CRM offer robust solutions tailored to different needs. Salesforce excels in providing a comprehensive, scalable platform ideal for large enterprises, while Pipeliner CRM focuses on simplicity and visualization, catering to small and mid-sized businesses. However, for sales teams of 20-50 people that need the perfect balance of functionality and ease of use, folk CRM emerges as the clear winner. It provides a flexible alternative to these traditional CRM options, blending ease of use with customization specifically designed for growing sales organizations.

👉🏼 Попробуйте folk прямо сейчас, чтобы управлять напоминаниями на основе контактов вместе со своей командой.

Часто задаваемые вопросы

Для чего используется Pipeliner CRM?

Pipeliner CRM is a sales-focused platform for SMBs and enterprises. It offers visual pipelines, forecasting, key account management, activity tracking, and workflow automation to streamline and standardize sales processes.

Is Salesforce or Pipeliner CRM better for small teams?

Salesforce suits large enterprises needing deep customization and an extensive ecosystem. Pipeliner is simpler and quicker to adopt for small to mid-sized teams. Teams of 20–50 often prefer tools balancing power and ease, such as folk CRM.

How much does Salesforce cost compared to Pipeliner CRM?

Salesforce: $25–$500 per user/month across Starter, Pro, Enterprise, Unlimited, and Einstein 1 Sales tiers. Pipeliner CRM: $65–$150 per seat/month for Starter, Business, Enterprise, and Unlimited. Pricing may vary by billing term.

What is a good alternative to Salesforce and Pipeliner CRM?

folk CRM offers customizable pipelines, contact enrichment, email sequences, and automation with simple setup. Annual plans: Standard $20/user/mo, Premium $40, Custom from $80. 14-day free trial at folk.