You’re trying to pick the right tool to keep track of customers, right?
It’s tough!
You’ve heard about Salesforce and Salesmate, but which one fits su ¿necesidades?
Imagine losing important customer info because your system is a mess.
Good news! We’re going to break down Salesforce vs Salesmate in simple terms.
Vamos hacer this choice easy!
Descripción general
We’ve spent considerable time exploring both Salesforce and Salesmate, diving deep into their features and usability.
Our hands-on testing across various business scenarios forms the basis of this direct comparison, ensuring practical insights.
Listo para explorar el líder mundial CRM? Sign up for a free trial of Salesforce today!
Precios: Tiene una prueba gratuita. El plan premium cuesta desde $25 al mes.
Características principales:
- Gestión de clientes potenciales
- Sales forecasting
- Opportunity management
¡Adiós al caos de las ventas! Salesmate CRM Ofrece una prueba gratuita de 15 días. Experimenta la diferencia.
Precios: Tiene una prueba gratuita. El plan premium cuesta desde $23 al mes.
Características principales:
- Llamadas integradas
- Automatización de ventas
- Gestión de contactos
¿Qué es Salesforce?
Salesforce. You’ve heard of it, right?
It’s like the big boss of CRMs. It helps companies manage customers.
Think of it as a super-organized digital filing cabinet for all your customer info.
It’s powerful. It’s also very flexible.
Además, explora nuestros favoritos Salesforce alternatives…
Nuestra opinión
It’s incredibly powerful and flexible. The free plan is very generous, and it has many features for managing projects.
Beneficios clave
Salesforce helps businesses connect better with customers. It gives a full view of each customer.
This helps improve sales and service.
- 360-Degree Customer View: See all customer interactions in one place.
- Boosts Sales by 39%: Many users report higher sales and productivity.
- Automatización potente: Automate tasks like emails and lead tracking.
- Huge AppExchange: Connects with thousands of other apps.
- Scalable for Growth: Grows with your business, from small to large.
Precios
- Starter Suite:$25/usuario/mes.
- Pro Suite: $100/user/month.
- Empresa: $165/user/month.
- Ilimitado: $330/user/month.
- Einstein 1 Sales: $500/user/month.
Ventajas
Contras
¿Qué es Salesmate?
Salesmate. It’s a CRM, too. But it’s a bit different.
Think of it as a friendly, easy-to-use option.
It focuses on helping small to medium-sized businesses. It’s got built-in calling and texting.
Plus, it’s designed to be simple.
Además, explora nuestros favoritos Alternativas de Salesmate…
Nuestra opinión
¡Adiós al caos de las ventas! Salesmate CRM Ofrece una prueba gratuita de 15 días. Experimenta la diferencia y cierra más tratos. ¡Regístrate hoy!
Beneficios clave
- Llamadas integradas: Realice y reciba llamadas directamente dentro de Salesmate.
- Secuencias de ventas: Automatice su alcance con correos electrónicos y mensajes de texto personalizados.
- Gestión de tuberías: Visualice su proceso de ventas e identifique los cuellos de botella.
- Aplicación móvil: Acceda a sus datos de CRM desde cualquier lugar.
Precios
- Básico ($23/usuario/mes): Contactos, Empresas, Ofertas.
- Pro ($39/usuario/mes): Gestión de productos, Gestión de objetivos.
- Empresa ($63/usuario/mes): Gestión de equipos, módulo personalizado
Ventajas
Contras
Comparación de características
We’re going deeper now. Let’s compare nine key features head-to-head.
This will clearly show how the salesforce crm and salesmate crm handle your everyday tasks and help you track deals.
1. AI Innovation and Data Cloud
- Salesforce: Salesforce takes advantage of groundbreaking ai innovation. The new Agentforce and Data Cloud are key features. The data cloud unifies all business data. This helps the chief digital officer and the salesforce team create better customer experiences with its ai agent. Salesforce is committed to ai commitments and helps you get a sneak peek at future innovation.
- Salesmate: Salesmate is a robust crm solution for pequeña empresa needs. While it uses smart features like its own AI agents and automatización to help sales reps save time, it does not have the massive data cloud infrastructure or complex ai commitments of Salesforce. Salesmate stands strong on simplicity.
2. Scalability and Platform
- Salesforce: Salesforce is the best bet for enterprise growth. Its platform is massive, featuring the sales cloud, service cloud, commerce cloud, and marketing cloud. It easily handles hundreds of employees and helps your company manage intense growth across the industry.
- Salesmate: Salesmate is designed for smaller businesses and grows well with a mid-sized company. Salesmate’s platform is an all-in-one SAAS solution that provides services without the need for multiple cloud systems. It’s perfect for most businesses focused on core sales.
3. Gestión del canal de ventas
- Salesforce: The Sales Cloud gives the sales team a complete view of the sales pipeline. It offers advanced sales forecasting, analytics, and reportando to manage the entire sales process. It helps you track deals with precision using business data.
- Salesmate: Salesmate offers excellent pipeline management that is perfectly laid out. Sales reps can easily track deals and use the platform’s task management features to streamline the sales process and close more deals. It also uses analytics for sales performance review.
4. Marketing Automation
- Salesforce: The Marketing Cloud is designed for complex marketing automation and campaign management. It offers deep functionality to build lasting customer relationships through sophisticated email marketing and services. Options may be overwhelming for a small business.
- Salesmate: Salesmate includes strong marketing automation features like email tracking and follow-ups. It helps automate repetitive tasks like email sequences. The goal is to save time and streamline the sales process, not complex, enterprise-level campaign management.
5. Core Contact and Account Management
- Salesforce: Salesforce provides detailed contact management and account views. It stores all customer information and previous interactions, giving you a complete view of your client base. This is the foundation of the customer company model.
- Salesmate: Salesmate’s contact management is intuitive. It allows team members to manage all contacts, leads, and prospects easily. It’s a huge plus for productivity and making sure every sales rep has access to the most recent data.
6. Integrations and Ecosystem
- Salesforce: Salesforce’s integration is a massive advantage. It connects to thousands of other apps. It offers vast integration options for almost every industry, from Microsoft apps to complex enterprise systems.
- Salesmate: Salesmate provides all the necessary apis and zapier integrations. It integrates well with Google apps, Quickbooks, and other popular small business tools. They often offer numerous workarounds for connecting other apps, which is a huge plus to access data.
7. Customer Service Tools
- Salesforce: The service cloud is a full-featured customer relationship management system. It offers tools like a knowledge base and omnichannel support, which allows the support team to provide better customer experiences. It focuses on large-scale service.
- Salesmate: Salesmate includes customer service features like built-in live chat and phone functionality. It helps the support team quickly respond to customer interactions and build lasting customer relationships.
8. Mobile Access and Productivity
- Salesforce: The mobile app allows the salesforce team to manage their workflow and account data from anywhere. Its advanced functionality requires training to fully train users.
- Salesmate: Salesmate’s mobile app is highly praised for its simplicity. It helps sales reps with task management, meeting scheduler, and email tracking on the go. Many users absolutely love salesmate’s ease of use, which saves time.
9. Cost and Implementation
- Salesforce: The total cost of ownership, including license cost, add ons, implementation, and infrastructure, is high. You are billed annually. Options may require external consultants for successful implementation.
- Salesmate: Salesmate is a great SAAS alternative options to save money. The cost is lower, and the system is easy to deploy, meaning less time and cost to train users. This makes it the best bet for companies looking for a quick, cost-effective CRM.
¿Qué tener en cuenta al elegir un software CRM?
Choosing the right tool is a big decision for customer success. Here are key insights from extensive research to guide you:
- Is it the right size? If your business grows fast, you need a system that can scale. Salesforce products are best for large scale, but Salesmate is best for a small business.
- What about costs? Understand all the costs. Salesforce has higher overall costs, while Salesmate provides alternative options to save money.
- Is it easy? Look for an intuitive design that minimizes data entry. Users absolutely love Salesmate for its simplicity.
- How is the access? Check if you can easily book meetings or see accounts inside Gmail or other systems. This saves time.
- What about your industry? If you are a bienes raíces company, you might need a “fourth crm” designed just for you.
- Who is the company? Check the history of the co founder and the company. Salesforce, from San Francisco, has provided effective solutions for several other companies.
- Is your data safe? Check the security features and various options for keeping your client data safe.
- Did you try it? Always ask for a free trial today. Test at least six others before you decide on the final date.
- What are the benefits? Clearly list the long-term benefits of the CRM before you buy it.
Veredicto final
So, which one wins? It depends on you.
If you need a super powerful, customizable system, use Salesforce.
It’s great for big teams. But it’s also complex.
If you want something easy and friendly, Salesmate is a good choice.
Salesforce, while strong, has options that may overwhelm.
Follow our best practices, and pick what fits your business.
We’ve tried both, so we know what works.
Choosing the right management software makes a big difference.
Más sobre Salesforce
Here’s a brief comparison of Salesforce with these software solutions:
- Salesforce frente a Pipedrive: Salesforce es un CRM completo y altamente personalizable para ventas, marketing y servicios, mientras que Pipedrive se centra en la gestión visual e intuitiva de las canalizaciones de ventas para agilizar los procesos de ventas.
- Salesforce frente a GoHighLevel: GoHighLevel is an all-in-one platform for marketing agencies, offering white-label options and extensive automation.
- Salesforce frente a Keap: Salesforce ofrece un amplio ecosistema de CRM personalizable para empresas de todos los tamaños; Keap proporciona automatización integrada de ventas y marketing, especialmente potente para las empresas más pequeñas.
- Salesforce frente a ActiveCampaign: Salesforce es un CRM amplio y de nivel empresarial con una potente automatización de ventas, mientras que ActiveCampaign destaca en automatización de marketing, campañas de correo electrónico y visualización del recorrido del cliente.
- Salesforce vs Hubspot: Salesforce hace hincapié en la personalización profunda y la elaboración de informes sólidos para necesidades empresariales complejas, mientras que HubSpot ofrece un conjunto integrado de herramientas de marketing, ventas y servicios con una interfaz más fácil de usar.
- Salesforce vs Clickfunnels: Salesforce es un CRM completo para gestionar las relaciones con los clientes y las ventas; ClickFunnels está diseñado específicamente como constructor de embudos de ventas para guiar a los clientes a través de una ruta de conversión.
- Salesforce frente a Folk: Salesforce es un CRM altamente escalable y repleto de funciones para operaciones complejas y grandes empresas; Folk proporciona una herramienta de gestión de contactos y creación de relaciones más sencilla y colaborativa.
- Salesforce vs Instantly: Salesforce is a broad CRM platform that covers various aspects of customer management; Instantly specializes in automated difusión por correo electrónico en frío and lead generation for targeted campaigns.
- Salesforce frente a ClickUp: Salesforce es un potente CRM dedicado para gestionar las interacciones con los clientes y los procesos de ventas; ClickUp es una plataforma versátil de gestión del trabajo que incluye funcionalidades CRM dentro de sus herramientas más amplias de gestión de proyectos.
- Salesforce frente a Monday: Salesforce es un CRM sólido con amplios modelos de datos para flujos de trabajo complejos en diversos sectores; Monday CRM ofrece flujos de trabajo visuales altamente personalizables y las empresas que ya utilizan Monday.com suelen utilizarlo para la gestión de proyectos.
- Salesforce frente a Capsule: Salesforce es un CRM de nivel empresarial adecuado para grandes organizaciones con necesidades complejas; Capsule CRM es un CRM más sencillo y fácil de usar, ideal para pequeñas y medianas empresas centradas en el seguimiento básico de contactos y ventas.
- Salesforce frente a Insightly: Salesforce ofrece un CRM completo y altamente personalizable para diversas necesidades empresariales; Insightly ofrece un CRM versátil con gestión de proyectos integrada, a menudo preferido por las pequeñas y medianas empresas por su facilidad de uso.
- Salesforce vs Freshsales CRM: Salesforce es un CRM altamente personalizable y escalable con funciones avanzadas para grandes organizaciones; Freshsales CRM se centra en conocimientos de ventas impulsados por IA y automatización para una gestión de ventas optimizada, a menudo preferida por equipos más pequeños.
- Salesforce vs Zendesk: Salesforce is a comprehensive CRM that covers sales, marketing, and customer service; Zendesk is a specialized customer service platform designed for ticketing, support, and omnichannel customer interactions.
Más de Salesmate
A continuación se muestra una breve comparación de Salesmate con estas soluciones de software:
- Salesmate frente a Pipedrive: Salesmate ofrece una gestión intuitiva del flujo de ventas con llamadas integradas, mientras que Pipedrive se destaca por su claridad visual y permite una progresión de acuerdos sin esfuerzo.
- Salesmate frente a GoHighLevelSalesmate es conocido por su facilidad de uso. Ayuda a los equipos de ventas con sus acuerdos y conversaciones con los clientes. GoHighLevel es una herramienta mucho más completa, diseñada para agencias de marketing.
- Salesmate contra Keap: Salesmate ofrece una interfaz fácil de usar con canales de ventas personalizables para el seguimiento visual, mientras que Keap ofrece una potente automatización de ventas y marketing con sólidas capacidades de embudo de ventas.
- Salesmate frente a ActiveCampaign: Salesmate prioriza los canales de ventas y el seguimiento de acuerdos dentro de su CRM; ActiveCampaign integra la automatización de ventas y marketing para una visión holística del cliente y se destaca en el marketing por correo electrónico.
- Salesmate frente a Hubspot: Salesmate ofrece un CRM transparente y asequible con una potente automatización de ventas; HubSpot es una suite integral para marketing, ventas y servicio, con precios escalonados y funciones más amplias.
- Salesmate frente a Clickfunnels: Salesmate es un CRM diseñado para gestionar ventas y relaciones con los clientes; ClickFunnels es una herramienta especializada para crear embudos de ventas y páginas de destino de alta conversión.
- Salesmate vs Folk: Salesmate es un CRM completo para equipos de ventas con una sólida gestión y automatización del pipeline. Folk es una herramienta de gestión de contactos más sencilla, centrada en la organización y la colaboración.
- Salesmate vs. Instantáneamente: Salesmate ofrece un CRM de ventas integral con gestión de canalización y alcance multicanal; se especializa instantáneamente en el alcance por correo electrónico frío a gran escala y la generación de clientes potenciales.
- Salesmate frente a Clickup: Salesmate es un CRM de ventas dedicado a la gestión de canales de venta y al seguimiento de acuerdos; ClickUp es una plataforma de productividad todo en uno con funcionalidades de gestión de proyectos, seguimiento de tareas y CRM.
- Salesmate vs. Monday CRM: Salesmate es un CRM de ventas enfocado con marketing por correo electrónico integrado y sólida gestión de acuerdos; Monday CRM ofrece flujos de trabajo visuales altamente personalizables y amplias capacidades de sistema operativo de trabajo.
- Salesmate frente a Capsule CRM: Salesmate es una solución integral con automatización de ventas e informes detallados; Capsule CRM es una herramienta de gestión de contactos más sencilla y fácil de usar, a menudo más básica.
- Salesmate frente a Insightly: Salesmate ofrece un CRM fácil de usar principalmente para actividades de ventas; Insightly ofrece un CRM más sólido con funcionalidad de gestión de proyectos integrada.
- Salesmate frente a Freshsales CRM: Salesmate ofrece informes detallados en tiempo real y una amplia personalización del flujo de trabajo; Freshsales CRM ofrece una interfaz intuitiva con asistencia de IA y una automatización más amplia.
- Salesmate frente a Salesforce: Salesmate es un CRM fácil de usar ideal para pequeñas y medianas empresas, que ofrece una gestión de ventas sencilla; Salesforce es un CRM de nivel empresarial altamente personalizable y escalable con un amplio conjunto de funciones.
Preguntas frecuentes
¿Qué CRM es mejor para las pequeñas empresas?
Salesmate often provides better CRM solutions for pequeñas empresas due to its user-friendly interface and affordable pricing. It focuses on essential features, making it easier to manage sales and customer relationships without overwhelming options.
Can Salesforce be used for marketing and customer service?
Yes, Salesforce offers robust marketing and customer service features. It includes tools for email campaigns, redes sociales management, and comprehensive customer support, making it a versatile platform for various business needs.
Is Salesmate suitable for large enterprises?
While Salesmate is excellent for small—to medium-sized businesses, large enterprises with complex requirements might prefer Salesforce’s extensive customization and scalability.
How difficult is it to learn Salesforce?
Salesforce can have a steeper learning curve due to its extensive features and customization options. However, numerous training resources and a vast community are available to help users.
Does Salesmate integrate with other business tools?
Yes, Salesmate offers integrations with various business tools, including email marketing platforms, communication apps, and other CRM solutions, which streamlines workflows.
English 
Spanish 
Chinese 
German 
French 
Arabic 
Russian 
Portuguese 
Japanese 
Korean