Feeling lost trying to pick the right 客户关系管理?
You’ve heard of Salesforce and Close 客户关系管理, but which one fits 你的 需要什么？
Imagine picking the wrong one.
You could waste time and money or miss out on sales.
This article breaks down Salesforce vs Close 客户关系管理 in simple terms.
概述
We’ve spent hours diving into both Salesforce and Close CRM.
Running real-world sales scenarios and comparing their features side-by-side.
This hands-on experience allows us to give you a clear, practical assessment of which CRM is a better fit for your business.
Ready to explore the world’s leading 客户关系管理? Sign up for a free trial of Salesforce today!
定价： 它提供免费试用。高级计划起价为每月 25 美元。
主要特点：
- Lead management
- Sales forecasting
- Opportunity management
Start your trial and experience the CRM that’s helped thousands of businesses boost their sales.
定价： It has a free trial. The premium plan starts at $35/month.
主要特点：
- Built-in calling
- Email sequences
- Advanced Reporting
什么是 Salesforce？
Salesforce? Think of it as a super-powered tool.
It helps businesses manage customer stuff. All in one place.
You get sales, service, marketing. Everything. It’s big and can do a lot.
此外，探索我们最喜欢的 Salesforce 替代方案…
我们的观点
It’s incredibly powerful and flexible. The free plan is very generous, and it has many features for managing projects.
主要优点
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.
- 强大的自动化功能： 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.
定价
- Starter Suite：每位用户每月 25 美元。
- Pro Suite: $100/user/month.
- 企业: $165/user/month.
- Agora que você se inscreveu, vamos dar uma olhada no seu espaço de trabalho do Taskade.: $330/user/month.
- Einstein 1 Sales: $500/user/month.
Você pode ter mais de um espaço de trabalho.
缺点
What is Close CRM?
Close CRM? It’s all about sales.
It’s built for closing deals. Think simple and focused.
It helps you talk to leads. Fast. You can call and email right in it.
此外，探索我们最喜欢的 Close CRM alternatives…
我们的观点
Close the deal with Close 客户关系管理! Start your 14-day free trial and experience the CRM that’s helped thousands of businesses boost their sales.
主要优点
- 内置呼叫： Make and receive calls directly within Close.
- 强大的 email sequences: Automate your outreach and follow-up.
- Advanced reporting: Track your progress and identify areas for improvement.
- Sales automation: Streamline repetitive tasks and save time.
- Dedicated support: Get help from their expert team when you need it.
定价
- 要点: $35/seat/month.
- 生长：99 美元/席/月。
- 规模: $139/seat/month.
Você pode ter mais de um espaço de trabalho.
缺点
功能比较
Choosing the right crm solutions means looking closely at what each can really do.
This section provides a detailed comparison of Salesforce CRM and Close CRM across essential capabilities, helping you find the best crm 为您的业务。
1. Built-in Communication Tools
- Salesforce CRM: Requires third-party apps or add-ons for core calling features. You cannot 制作 native phone calls or send bulk SMS right out of the box.
- 关闭客户关系管理: 关闭客户关系管理 offers integrated calling, SMS, and bulk email right inside the app. Sales reps can dial multiple numbers quickly using the Power Dialer or predictive dialer, saving time on manual data entry.
2. Scalability and Enterprise Scope
- Salesforce CRM: Built to scale massively. Large companies with hundreds of employees and complex international operations will find Salesforce CRM’s infrastructure unmatched. It’s the best bet for when your business grows into an enterprise.
- 关闭客户关系管理: Best suited for 小型企业 or mid-sized companies. While it can scale, its sweet spot is supporting growing sales teams (typically under 100 users) looking for high growth without enterprise complexity.
3. Artificial Intelligence (AI) and Innovation
- Salesforce CRM: Salesforce CRM takes advantage of groundbreaking ai innovation through its Einstein platform. It provides predictive analytics, AI-guided sales insights, and automated task suggestions. They have strong ai commitments.
- 关闭客户关系管理: Uses AI mostly for lead prioritization and simple workflow suggestions. It is simpler and does not currently focus on the deep, expansive AI analytics found in Salesforce CRM.
4.定制选项
- Salesforce CRM: Offers deep customization options. You can build custom objects, tailor every sales workflow, and connect to its vast AppExchange of apps.
- 关闭客户关系管理: Provides essential customization options like custom fields and the ability to set up multiple pipelines. However, it is designed to be plug-and-play, so deep, developer-level customization is limited compared to Salesforce CRM.
5. Core Product Focus and Clouds
- Salesforce CRM: A broad platform focused on the customer company. It includes specialized products like Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, and the data cloud to give a complete view of the customers.
- 关闭客户关系管理: A focused crm solution built for high-velocity inside sales. Its strength is in the outreach and follow-up sequence tools designed to help sales reps close more deals.
6. User Experience and Ease of Use
- Salesforce CRM: Can have a steep learning curve. The robust features and many salesforce products mean it often requires a dedicated administrator or heavy training for full team engagement.
- 关闭客户关系管理: Highly praised for its simplicity. It’s built for the sales rep to start using immediately, making it the best crm for smaller businesses wanting fast adoption and minimal training.
7.报告和分析
- Salesforce CRM: Excels in reporting and analytics. It offers highly customizable reports, advanced forecasting, and uses AI for deep insights into business data.
- 关闭客户关系管理: Provides solid, clean reporting focused on sales activity, pipeline, and call/email volume. It includes custom graphs, but it is simpler than the salesforce’s enterprise-level analytics.
8. Ecosystem and Third-Party Integration
- Salesforce CRM: Has the largest third-party ecosystem, AppExchange. It provides thousands of apps and integrations, making it a powerful platform.
- 关闭客户关系管理: Integrates well with essential other tools like Gmail, Outlook, and Quickbooks, but its marketplace is much smaller. You might need to use APIs for connecting to other crm solutions.
9. Customer Relationship Management Scope
- Salesforce CRM: Offers comprehensive customer relationship management. It manages the entire journey from marketing leads to customer success and post-sale service through its various solutions.
- 关闭客户关系管理: Concentrates on the pre-sale and closing stages of customer relationships. It’s a fantastic sales team tool but less focused on post-sale customer support compared to sales cloud and service cloud.
选择 CRM 软件时要注意什么？
- Ease of Use for the Sales Team: Do the crm options support fast adoption for the sales team? A simple desktop and mobile device experience helps your prospects and clients get the best customer experiences.
- Sales Process Focus: Look for features that support the core of your sales processes. This includes integrated dialing, call coaching, creating new tasks and reminders, and easily setting up email templates or email sequences.
- Pricing and Tiers: Check the overall cost and whether the pricing is billed annually. See what professional features and advanced features are locked behind higher tiers. Don’t forget to track total costs, not just the base price.
- Sales vs. Service Scope: Do you need a dedicated sales tool (startup features) or a massive platform? Salesforce takes advantage of a wide scope; if you only need to create more leads and better follow-ups, then choose Close.
- Integration and Data: Can you easily connect to other crms and apps? Check for a reliable 安全 infrastructure. The system should give you quick access to contacts and account history.
- AI and Future-Proofing: Do you want a simple tool or a platform with an ai agent for a sneak peek into the future? Large systems like those from San Francisco often invest heavily in benefits and innovation.
- Support and Implementation: Look at the ease of implementation for your industry. Ask about the training needed for most businesses. This is key for any 小型企业 or large company.
- Management Tools: How well can a chief digital officer manage the salesforce team? Close offers robust product updates focused on sales metrics, making it easy to search and track performance.
最终裁决
So, which one wins? For many, Close CRM is the better choice.
Why? It’s simple. It helps you manage sales directly.
The built-in calling is a game-changer. Plus, it’s easy to learn.
If your focus is closing deals, Close CRM shines.
Salesforce is powerful, but it can be too much. We’ve tested both.
You’ll know right away. We’re here to help you pick the right tool, no fluff.
It’s just what works.
More of Salesforce
Here’s a brief comparison of Salesforce with these software solutions:
- Salesforce 与 Pipedrive 对比: Salesforce 是一款适用于销售、营销和服务的综合性、高度可定制的 CRM，而 Pipedrive 则侧重于直观的可视化销售管道管理，以简化销售流程。
- Salesforce 与 GoHighLevel 对比: GoHighLevel is an all-in-one platform for marketing agencies, offering white-label options and extensive automation.
- Salesforce 与 Keap: Salesforce 为各种规模的企业提供了一个庞大的、可定制的 CRM 生态系统；Keap 则提供集成的销售和营销自动化，尤其适合小型企业。
- Salesforce 与 ActiveCampaign: Salesforce 是一款广泛的企业级 CRM，具有强大的销售自动化功能，而 ActiveCampaign 则在营销自动化、电子邮件营销和客户旅程可视化方面表现出色。
- Salesforce vs Hubspot: Salesforce 强调深度定制和强大的报告功能，以满足复杂的业务需求，而 HubSpot 则提供集成的营销、销售和服务工具套件，界面更加友好。
- Salesforce vs Clickfunnels: Salesforce 是一款用于管理客户关系和销售的综合 CRM；ClickFunnels 则是专门设计的销售漏斗生成器，用于引导客户完成转换。
- Salesforce 与 Folk: Salesforce 是一款高度可扩展、功能丰富的客户关系管理软件，适用于复杂的运营和大型企业；Folk 则是一款更简单的协作式联系人管理和关系建立工具。
- Salesforce vs Instantly: Salesforce 是一个广泛的客户关系管理平台，涵盖客户管理的各个方面；Instantly 擅长自动 冷电子邮件推广 并为有针对性的宣传活动提供线索。
- Salesforce 与 ClickUp: Salesforce 是一款功能强大的专用 CRM，用于管理客户互动和销售流程；ClickUp 是一款多功能工作管理平台，在其更广泛的项目管理工具中包含了 CRM 功能。
- Salesforce 与星期一: Salesforce 是一款强大的客户关系管理软件，具有广泛的数据模型，适用于各行各业的复杂工作流程；Monday CRM 提供高度可定制的可视化工作流程，已使用 Monday.com 进行项目管理的公司通常会使用它。
- Salesforce 与 Capsule: Salesforce is an enterprise-grade CRM suitable for large organizations with complex needs; Capsule CRM is a simpler, user-friendly CRM, ideal for small to medium-sized businesses focused on core contact and sales tracking.
- Salesforce 与 Insightly: Salesforce 提供了一个全面、高度可定制的 CRM，可满足不同的业务需求；Insightly 提供了一个多功能的 CRM，集成了项目管理功能，因其易于使用而经常受到中小型企业的青睐。
- Salesforce vs Freshsales CRM: Salesforce 是一款高度可定制、可扩展的 CRM，为大型企业提供高级功能；Freshsales CRM 则侧重于人工智能驱动的销售洞察力和自动化，以简化销售管理，通常是小型团队的首选。
- 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.
More of Close CRM
Here’s a brief comparison of Close CRM with these software solutions:
- Close CRM 与 Pipedrive: Close CRM emphasizes robust communication tools and automation for inside sales. At the same time, Pipedrive is known for its intuitive visual sales pipeline management for small to medium businesses.
- Close CRM vs Keap: Close CRM is a sales-focused CRM with built-in calling and email sequences, whereas Keap offers more comprehensive marketing automation and e-commerce integrations.
- Close CRM vs ActiveCampaign: Close CRM excels in streamlined sales processes and communication tools, while ActiveCampaign provides more extensive marketing automation, advanced segmentation, and detailed customer journey tracking.
- Close CRM vs HubSpot: Close CRM is designed for sales teams and prioritizes built-in calling and rapid deal closing, while HubSpot offers a broader suite that encompasses marketing, sales, and customer service.
- Close CRM vs Clickfunnels: Close CRM is a sales-oriented CRM for managing leads and deals; ClickFunnels is a specialized tool for building sales funnels and optimizing conversions.
- 关闭 CRM 与民间: Close CRM is a sales-focused CRM with robust sales automation and built-in communication, while Folk offers flexible, collaborative contact management with a focus on organization and simple outreach.
- 关闭 CRM 与即时关闭: Close CRM provides a comprehensive sales CRM with integrated calling and broader sales automation, while Instantly specializes in high-volume cold email outreach and deliverability.
- Close CRM vs Clickup: Identifizierte Hauptfunktionen:
- 关闭 CRM 与星期一 CRM: Close CRM is a specialized sales CRM with advanced automation for closing deals. Monday CRM is a visual work OS offering customizable workflows for various business functions, including sales.
- Close CRM vs Capsule CRM: Close CRM offers robust sales automation and built-in communication for dedicated sales teams. 胶囊 Analysierte Benutzerbewertungen:
- Close CRM vs Insightly: Close CRM is mainly a sales-focused CRM with strong communication tools. At the same time, Insightly offers a broader CRM solution that includes robust project management and more extensive integrations.
- Close CRM vs Freshsales CRM: Close CRM emphasizes sales efficiency with built-in communication and automation. Freshsales CRM provides a comprehensive solution with advanced sales automation and in-depth reporting.
- Close CRM vs Salesforce: Close CRM is a sales engagement platform for SMBs with integrated calling and email, while Salesforce is an extensive, highly customizable enterprise-level CRM with broad sales, marketing, and service capabilities.
- Close CRM vs Zendesk: Close CRM is specifically built for sales teams and has robust calling and email features. At the same time, Zendesk is primarily a customer service platform focused on ticketing and support management.
常见问题
Is Salesforce too complex for small businesses?
Yes, Salesforce can be overwhelming. Its many features are built for larger enterprises, and small businesses might find them costly and time-consuming to implement. Consider whether you need all its advanced tools or if a simpler CRM is sufficient.
Does Close CRM offer a free trial?
Yes, Close CRM offers a free trial. You can test its features and see if they fit your sales process before committing. This allows you to experience its built-in calling and email 自动化 firsthand.
Which CRM is better for managing a high volume of leads?
Salesforce is better. Its robust features and scalability allow it to handle a large number of leads. It also offers advanced segmentation and automation to manage complex sales pipelines.
Can Close CRM integrate with my existing marketing tools?
Close CRM integrates with some, but not as many as Salesforce. Because it focuses on sales, marketing integrations are more limited. Before choosing, check if your specific tools are compatible.
Which CRM provides better customer support?
Salesforce offers more comprehensive customer support. It includes various resources, from online help to dedicated support teams. Close CRM provides basic support, primarily through email and phone.
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