Salesforce vs Instantly

Overview: Salesforce vs. Instantly

When it comes to managing customer relationships and boosting outreach efforts, Salesforce and Instantly offer two distinct solutions. Salesforce is a powerful, all-in-one CRM platform designed to handle the needs of businesses of any size, with advanced features for managing sales, marketing, and customer service. Instantly, however, focuses on automating cold email outreach and lead generation, providing a more targeted tool for businesses aiming to scale their outreach quickly.

In this blog, we'll compare Salesforce and Instantly, breaking down their unique strengths to help you determine which platform is the right fit for your business. Additionally, we'll introduce folk as a popular alternative.

👉🏼 Try folk now to organize your outreach and manage email sequences across your sales pipeline

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Instantly？

Instantly是市场上的新兴玩家，专注于自动化和邮件推广，帮助团队发送大批量个性化邮件并追踪反馈。Instantly CRM更侧重于助力企业最大化潜在客户开发和邮件推广活动，常被外勤销售团队和营销人员采用。

Instantly 的主要功能

• 邮件外联自动化：Instantly的一大突出功能在于能够自动化批量发送数千封个性化冷邮件。
• 高级邮件预热：通过提供邮件预热和信誉管理工具，确保您的邮件直接送达收件箱而非垃圾邮件箱。
• 基于人工智能的洞察：利用人工智能驱动的分析工具，深入了解外联活动的成效，并优化未来的营销活动。
• 多账户管理：通过单一控制面板无缝管理多个电子邮件账户和营销活动。
• 效果追踪：实时追踪打开率、点击率及其他关键指标，以评估营销活动的效果。
• 集成：Instantly CRM可与Zapier、Google表格及其他生产力应用无缝集成，助力优化工作流程。

Salesforce vs. Instantly: 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 looking for the perfect balance of functionality and usability, understanding these differences is crucial.

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.
Instantly, on the other hand, doesn't offer a clear kanban of all your deals. You can view your leads' status with the email campaigns, but there isn't a clear pipeline management view.

2. 易用性

Salesforce offers a complex interface with a steep learning curve, suitable for large enterprises needing extensive customization. Instantly, on the other hand, provides a more intuitive and user-friendly experience, ideal for small to medium-sized businesses focusing on quick setup and ease of use.

3. 接触强化

Salesforce的联系人增强功能通过Data Cloud等工具，实时自动优化和更新联系人记录，从LinkedIn和InsideView等经过验证的数据源获取信息，提供实时更新。

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. Instantly provides a strong cold outreach solution, allowing users to connect unlimited email addresses, rotate them for deliverability, and send multiple emails in campaigns, tailored for outreach at scale.

5. 自动化

Salesforce offers robust automation features designed to streamline business processes, including workflow rules, flow builders, approval processes, and AI automation through Einstein AI. Instantly CRM focuses on automating email outreach and follow-up processes, enabling users to send personalized bulk emails and schedule automatic follow-ups based on recipient behavior.

6. 集成

Salesforce integrates with a wide range of third-party applications through its AppExchange marketplace, allowing connections with tools for marketing automation, customer service, and more. Instantly CRM integrates with various third-party applications primarily through Zapier, available from their Hypergrowth plan, enabling connections with tools like Google Workspace and Slack.

7. 人工智能

Salesforce CRM integrates AI through its Einstein platform, providing predictive analytics, intelligent recommendations, and automated insights, helping automate tasks like lead scoring and opportunity forecasting. Instantly CRM uses AI to optimize email outreach by automating tasks such as email personalization and follow-up sequencing, dynamically adjusting campaigns for better engagement.

价格与套餐对比

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

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，包含面向成长型企业的高级工具
• 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
• 无限套餐：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

即时价格

• Growth CRM：每位用户每月起价37.90美元。
• Hyper CRM：每位用户每月起价77.60美元。

Introducing folk CRM: the best alternative to Salesforce and Instantly

Looking for an affordable alternative? We recommend folk CRM, which stands out as the best solution for teams of 20-50 people who need comprehensive CRM functionality without the complexity of Salesforce or the limitations of Instantly. There is a reason why folk CRM is a multiple award-winning platform loved for its easy-to-use, plug-and-play system that scales perfectly with growing sales 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。
• Notes and reminders: Create notes that can be attached to each lead's profile, and assign reminders so you know exactly when to follow up.

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. Instantly: What's the verdict?

When comparing Salesforce and Instantly, it's clear that each offers unique advantages tailored to different business needs. Salesforce is ideal for large enterprises requiring extensive customization and integration capabilities, while Instantly excels in email outreach and automation for businesses focused on lead generation. However, for mid-sized sales teams of 20-50 people seeking the perfect balance between functionality and simplicity, folk CRM emerges as the clear winner. With its user-friendly interface, comprehensive pipeline management, powerful email sequences, and affordable pricing, folk CRM provides an efficient and cost-effective solution that scales with your team's growth.

👉🏼 Try folk now to never miss a follow-up and keep deals moving in your pipeline

常见问题解答

What is the difference between Salesforce and Instantly?

Salesforce is a full CRM for sales, marketing, service, analytics, and custom apps with deep integrations and AI. Instantly centers on cold email automation and lead gen, offering multi-account outreach and tracking but limited deal pipeline features.

Instantly 是否具备销售渠道？

Not a full pipeline. Instantly tracks lead statuses within email campaigns, but it lacks a stage-based deal board or kanban view for end-to-end opportunity management.

How much do Salesforce and Instantly cost?

Salesforce: Starter $25, Pro $80, Enterprise $165, Unlimited $330, Einstein 1 Sales $500 per user/month. Instantly: Growth CRM from $37.90 and Hyper CRM from $77.60 per user/month. Pricing may vary by billing term and region.

What is a good alternative to Salesforce and Instantly?

Consider folk CRM. It offers customizable pipelines, contact enrichment, and email sequences. Annual plans: Standard $20, Premium $40, Custom from $80 per user/month, with a 14-day free trial.