Salesforce 与 ActiveCampaign

Salesforce vs. ActiveCampaign: Overview

For busy teams that need to optimize their time, choosing the right Customer Relationship Management (CRM) platform is crucial.

Salesforce and ActiveCampaign are two prominent CRM solutions, each offering distinct features tailored to different business needs. Salesforce is renowned for its comprehensive tools and scalability, ideal for large enterprises, while ActiveCampaign focuses on marketing automation and customer engagement, appealing to small and medium-sized businesses.

This article compares their key features, pricing, and benefits to help you make an informed decision for your organization. Additionally, we'll introduce folk. A popular alternative that has proven particularly effective for sales teams of 20-50 people seeking streamlined CRM solutions.

什么是Salesforce？

Salesforce是一款面向大型企业的强大客户关系管理平台，提供销售、营销、服务和分析工具，并具备广泛的可扩展性。

Salesforce 的主要功能

• 综合生态系统：提供CRM、营销自动化、客户服务及定制应用开发的一体化平台，满足大型企业的多样化需求。
• 定制化与可扩展性：Salesforce具备高度的定制化和可扩展性，能够让大型组织根据复杂的工作流程定制平台，并管理显著的业务增长。
• 人工智能（AI）集成：Salesforce Einstein提供基于人工智能的分析与自动化功能，为大型企业提供洞察力，助力其优化战略。
• 强大的集成能力：借助Salesforce的AppExchange平台，大型企业能够将该平台与各类第三方应用程序无缝集成，确保不同业务系统间实现顺畅协作。
• 企业级安全与合规性：Salesforce提供强大的安全措施和合规功能，这对处理敏感客户数据的大型组织至关重要。
  

什么是ActiveCampaign？

Active Campaign是一款营销自动化平台，旨在帮助各类规模的企业管理客户互动，并通过个性化与自动化的沟通推动业务增长。

ActiveCampaign 的主要功能

• 电子邮件营销：通过拖放式模板、高级受众细分和自动化序列创建个性化邮件活动，有效吸引目标受众。
• 营销自动化：基于用户行为和自定义触发器，自动化处理电子邮件、短信及网站消息的工作流程，从而提升客户参与度与忠诚度。
• 销售自动化：将客户关系管理系统（CRM）与自动化工具集成，以优化销售流程、追踪潜在客户、管理交易并实现跟进自动化。
• CRM功能：以销售为导向的客户关系管理系统，通过自动化技术追踪并管理业务流程。

Salesforce vs. ActiveCampaign: Feature Comparison

让我们深入剖析两款客户关系管理软件的核心功能，重点关注其销售自动化、电子邮件营销工具及联系人管理模块。

1. 销售渠道管理

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. ActiveCampaign's sales pipeline management feature is integrated with its CRM, enabling businesses to streamline their sales processes. It allows users to visually manage deals through customizable pipelines, automate tasks like follow-ups, and track every stage of the sales journey.

2. 易用性

Salesforce can be complex due to its extensive features, requiring more training and customization. ActiveCampaign is user-friendly, with an intuitive interface that allows users to quickly navigate and implement marketing strategies without extensive training.

3. 接触强化

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. ActiveCampaign does not appear to have a contact enrichment feature.

4. 外展

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. ActiveCampaign's outreach capabilities are functional, offering email, SMS, and some social media tools for multi-channel communication. It allows businesses to segment their audiences and send personalized messages, while automations help manage follow-ups across different channels. However, the SMS functionality is quite basic.

5. 自动化

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. ActiveCampaign's automation features allow users to create workflows that automate tasks like sending emails, updating contact records, and triggering follow-up actions based on predefined conditions. These workflows can be set up using a visual drag-and-drop builder, and they support a range of triggers, such as contact behavior, form submissions, or sales pipeline changes.

6. 集成

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. ActiveCampaign offers a wide range of integrations with over 900 third-party applications, allowing users to connect the platform with tools like Shopify, WordPress, Salesforce, and Google Analytics.

7. 人工智能

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. ActiveCampaign integrates AI features to enhance various aspects of its platform, such as email marketing and automation. The AI-powered tools include predictive sending, which analyzes contact behavior to suggest the best time to send emails, and predictive content, which helps in optimizing subject lines and messaging.

价格与套餐对比

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

Salesforce定价

Salesforce的销售云定价方案如下：

• 入门套件：每月25美元/用户，为小型企业提供基础客户关系管理功能。
• 专业套件：80美元/用户/月，包含助力企业成长的高级工具。
• 企业版：165美元/用户/月，为大型企业提供全面的定制化与自动化服务。
• 无限计划：330美元/用户/月，为大型企业提供全面功能。
• 爱因斯坦1销售版：500美元/用户/月，为大型企业提供人工智能驱动的洞察分析和高级功能。

ActiveCampaign 价格

ActiveCampaign的定价方案基于您拥有的联系人数量。以下方案基于1,000个联系人的套餐。

• 入门套餐：每月仅需15美元起。
• 另：每月仅需49美元起。
• 优势：每月仅需79美元起。
• 企业版：每月145美元起。

Introducing folk CRM: the best alternative to Salesforce and ActiveCampaign

Looking for an affordable alternative? We recommend folk. There is a reason why folk CRM has become the preferred choice for sales teams of 20-50 people who need a powerful yet intuitive CRM solution that doesn't require extensive training or complex customization like larger enterprise platforms.

👉🏼 Try folk now to migrate contacts from Salesforce or ActiveCampaign and keep your deals organized

主要特点

• 易用性与定制化：轻松定制销售流程、仪表盘、自动化流程及邮件序列，使其适用于整个销售周期与销售流程管理——以及招聘、营销等其他业务职能。
• 社交媒体整合：借助folk的Google Chrome扩展程序，一键导入来自LinkedIn、Sales Navigator、Instagram和X的人员及企业信息。
• Gmail与Outlook联系人同步：实现完整的邮件同步功能，让用户能够直接在CRM系统中管理所有通信内容。
• 一键查找电子邮箱：借助Apollo和Dropcontact驱动的联系人信息增强功能，您只需单击一下即可填补缺失的数据点。
• 邮件序列：若潜在客户未回复首封邮件，系统将自动发送带提醒功能的邮件序列。该功能集成人工智能技术，支持大规模个性化邮件定制。
• 备注与提醒： 在folk中直接将 备注附加 到联系人档案，随时随地查看。设置提醒功能，确保您精准掌握跟进时机。

价格与套餐

folk提供14天免费试用。试用期结束后，可选择经济实惠的月度或年度订阅方案。年度订阅方案如下：

• 标准版：每位用户每月20美元。
• 高级版：每月每位用户40美元。
• 定制方案：每位用户每月80美元起。

Salesforce vs. ActiveCampaign: What's the verdict?

Between Salesforce and ActiveCampaign, it's clear that each has its strengths: Salesforce excels in scalability and customization for large enterprises, while ActiveCampaign offers robust marketing automation for small to mid-sized businesses. However, for mid-sized sales teams of 20-50 people seeking the perfect balance of functionality and simplicity, folk CRM emerges as the clear winner. It delivers enterprise-grade features without the complexity and cost overhead, making it ideal for growing sales organizations that need powerful relationship management tools without the steep learning curve.

👉🏼 Try folk now to automate follow-ups so your team never misses a reply when switching from Salesforce or ActiveCampaign

常见问题解答

Salesforce vs ActiveCampaign: what is the main difference?

Salesforce is an enterprise-grade CRM with deep customization, AI, and a vast app ecosystem. ActiveCampaign is automation-first with a lightweight CRM for SMBs. Choose Salesforce for complex, scalable workflows; ActiveCampaign for email-led automation.

ActiveCampaign是客户关系管理（CRM）系统还是仅限于营销自动化？

ActiveCampaign includes a built-in sales CRM, but its strength is marketing automation (email, SMS, site messaging). It suits teams needing simple deal tracking plus powerful campaigns rather than complex, highly customizable CRM workflows.

Does ActiveCampaign integrate with Salesforce?

Yes. ActiveCampaign offers a Salesforce integration to sync contacts, leads, deals, and activities. It can trigger automations from Salesforce updates and pass engagement data back. Enable it in ActiveCampaign Integrations and connect your Salesforce org.

What is a good alternative to Salesforce and ActiveCampaign?

folk CRM is a simple, customizable alternative with pipelines, enrichment, and email sequences. Annual pricing: Standard $20/user/mo, Premium $40, Custom from $80. Try a 14-day free trial at folk.