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

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。
  

什么是胶囊客户关系管理？

• 胶囊CRM是一款专为中小企业设计的用户友好型客户关系管理平台。其界面简洁直观，助力用户高效管理客户关系、追踪销售流程、统筹任务与沟通。

Capsule CRM 的主要功能

• 简易联系人管理：Capsule提供直观的联系人整理与管理方式，助力企业轻松追踪客户信息与互动记录。
• 销售渠道追踪：它能让您轻松管理销售机会，监控渠道各阶段的交易进展，为销售流程提供清晰的可视化管理。
• 任务管理：Capsule内置任务管理功能，助您高效跟进事项、把握截止日期并完成重要待办事项。
• 可定制报告：生成并定制报告，深入了解销售业绩、客户活动及团队生产力。

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. 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. 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. 易用性

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. 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. 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. 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. 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. 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. 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. 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. 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.

价格与套餐对比

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

Salesforce定价

• 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。

胶囊CRM定价

• 入门套餐： 每位用户每月仅需 21美元起 。
• 增长方案： 每位用户每月38美元起 。
• 高级方案： 每位用户每月60美元起 。
• 终极方案： 每位用户每月75美元起 。

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。

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价格与套餐

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

• 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. 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

常见问题解答

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 用于什么？

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.