选择正确的 客户关系管理 很艰难，对吗？
You’re stuck between Salesforce vs Copper 客户关系管理, and honestly, it isn’t very clear.
Imagine wasting money on a 客户关系管理 that doesn’t solve your problems.
Don’t worry; we’re going to break down Salesforce vs Copper 客户关系管理 in simple words.
Let’s find your perfect CRM!
概述
We’ve put both Salesforce and Copper CRM through their paces.
Our team tested each platform’s features, ease of use, and integration capabilities.
This hands-on experience allows for a direct, practical comparison beyond just surface-level reviews.
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
想要一款能与你的 Google 应用无缝集成的 CRM 系统吗？体验更顺畅的工作流程！
定价： It has a free trial. The premium plan starts at $9/month.
主要特点：
- Google Workspace 集成
- 联系人管理
- 管道管理
什么是 Salesforce？
Salesforce? Yeah, you’ve probably heard of it.
It’s a big deal in the CRM world.
Think of it as a super-powered tool for managing customers.
It helps businesses track sales, marketing, and customer service. Basically, it keeps everything organized.
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
什么是 Copper CRM？
Copper CRM? It’s all about simplicity.
It’s built right into Google Workspace.
So, if you live in Gmail, this could be your thing.
It keeps your contacts, emails, and deals organized, all within Google.
此外，探索我们最喜欢的 铜 CRM 替代品…
我们的观点
别再每周浪费 10 个小时手动输入数据了！Copper CRM 软件可自动化您的销售流程，并与 Google Workspace 无缝集成。
主要优点
Copper CRM 的简洁性和集成性非常出色。它的优势如下：
- 轻松集成 Google Workspace： 无需离开 Gmail 收件箱即可管理您的联系人、交易和项目。
- 直观的界面： 即使对于 CRM 初学者来说，Copper 也很容易导航。
- 可视化管道管理： 清晰了解您的销售流程并轻松跟踪交易。
- 自动数据输入： Copper 自动从电子邮件和其他交互中捕获联系信息，节省时间和精力。
定价
所有价格将按年计费。
- ,” “plano de projeto” ou “calendário de conteúdo”).：9 美元/座位/月。
- 基本的：23 美元/座位/月。
- 专业的：59 美元/席/月。
- É onde todos os seus projetos e tarefas são organizados.：99 美元/席/月。
Você pode ter mais de um espaço de trabalho.
缺点
功能比较
选择 最佳 CRM solution means looking closely at the specific tools each offers.
We compare nine essential crm features to help you decide which customer relationship management system is the right fit for your sales team and overall 商业.
1. Google Workspace Integration
- Salesforce： While it can integrate with Google products, it relies on add ons or third-party solutions. It is not natively built around the Google ecosystem.
- Copper CRM: Offers deep, native google workspace integration (formerly g suite). You work directly from your gmail 收件箱 using the chrome extension, making it feel like a part of gmail and google.
2. Sales Pipeline Management
- Salesforce： Allows you to create pipelines for complex sales process management. It supports multiple pipelines and offers robust visualizations and advanced capabilities.
- Copper CRM: You can create pipelines easily, and the visual drag-and-drop interface helps sales reps easily track deals. However, it offers more limited features for very complex, multi-stage processes.
3. Workflow Automation
- Salesforce： Provides powerful workflow 自动化 tools, helping you automate tasks and entire sequences across various platforms. This saves time and reduces errors.
- Copper CRM: Features solid workflow automation to help you automate tasks like setting up follow-up activities or sending automated emails when a deal stage changes. This minimizes manual Das bedeutet, dass Ihr 入口。
4. Project Management
- Salesforce： Does not offer native, dedicated project management as a core sales crm feature. This often requires purchasing a separate add ons product from the AppExchange.
- Copper CRM: Includes built-in project management capabilities. This lets your team manage projects and tasks directly alongside your sales process data.
5. Data Entry and Automation
- Salesforce： While automation is strong, some initial setup and maintenance of customer data can involve manual data entry.
- Copper CRM: Designed to eliminate manual data entry. It automatically pulls in contact data, emails, and meetings from gmail and google calendar, ensuring your contact management is always current.
6. AI Capabilities (Innovation)
- Salesforce： Salesforce takes advantage of groundbreaking ai innovation with features like Einstein. This provides predictive scoring, intelligent sales forecasting, and ai agent support, helping you become a customer company.
- Copper CRM: Integrates with Google’s AI (like Gemini) to summarize data in google sheets and suggest follow-ups, but it lacks the enterprise-level, proprietary advanced capabilities that Salesforce offers.
7. Scalability and Enterprise Use
- Salesforce： The salesforce crm is the best crm for companies anticipating high growth or needing an enterprise solution. It handles a massive number of users and complex structures.
- Copper CRM: Best suited for 小型企业 and mid-market companies that prefer simplicity. While it supports growth, its limited features 制作 it less ideal for global enterprise scaling.
8. Pricing Structure
- Salesforce： Offers many pricing tiers that quickly increase in cost for advanced capabilities. It is generally billed annually and is known for being expensive as your business grows.
- Copper CRM: Features simpler copper crm pricing that is often more accessible for a small business. You can subscribe paid monthly or annually, starting with a lower starter plan.
9. CRM Access and Usability
- Salesforce： Provides desktop access and robust mobile solutions. Learning to use salesforce takes time due to its deep functionality.
- Copper CRM: Highly focused on the gmail extension and chrome extension. The interface is incredibly easy to use because it sits right in your gmail inbox and syncs with google calendar and google drive.
选择 CRM 软件时要注意什么？
- Google Workspace Fit: If your company uses Gmail, Google Docs, and Google Calendar, Copper’s integration offers seamless customer experiences.
- 可扩展性: For large enterprises or those planning huge growth, Salesforce’s platform is your best bet. It offers solutions like Sales Cloud and Service Cloud that most businesses can build upon.
- Small Business Focus: For smaller businesses, look for simple setup and transparent pricing. Other crm solutions are often less complex than salesforce products.
- AI and Data: Salesforce provides a powerful data cloud and AI features, fulfilling modern AI commitments to manage business data and give a complete view of clients.
- Industry Specialization: Check if the crm solutions have features tailored to your specific industry.
- Core Features: Ensure you get essential features like contact management, lead scoring, and website tracking built-in.
- Ecosystem: Salesforce has a massive ecosystem of apps and services across Commerce Cloud and Marketing Cloud. Copper focuses on deeper Google Workspace integration.
- Hidden Costs: Be aware of costs associated with implementation, training, and extra add ons in saas platforms like Salesforce.
- User Adoption: An easy-to-use interface is crucial, especially for the Salesforce team and sales reps. Copper is often simpler to get new users on board.
- Specific Tools: Look for tools you need, such as email templates, email sequences, and the ability to customize for your sales process.
最终裁决
So, which one wins? It really depends on 你的 需求。
If you need a super powerful CRM for your business, like Salesforce, and want lots of customization, Salesforce is your choice.
It has tons of CRM features.
But if you live in Google Workspace and want something simple.
Copper CRM is great. It’s easy to use and fits right into your workflow.
Choosing a CRM is a big deal.
We tested both, and we got it. We know what works.
Pick the one that fits how you work best.
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.
更多 Copper CRM
以下是 Copper CRM 与这些软件解决方案的简要比较：
- Copper CRM 与 Pipedrive 对比: Copper CRM 在 Google Workspace 集成和联系人管理方面表现出色，而 Pipedrive 则专注于为销售驱动型组织提供可视化销售渠道管理。
- Copper 与 GoHighLevel 对比Copper 最适合使用 Google 的团队。它使用简单，并且内置于 Gmail 中。GoHighLevel 是一款更强大的工具，可以满足营销代理的需求。它拥有更强大的自动化功能，可以管理多个客户。
- Copper CRM 与 Keap: Copper CRM 提供无缝的 Google 集成以简化 CRM，而 Keap 提供具有广泛功能的强大销售和营销自动化。
- Copper CRM 与 ActiveCampaign 对比: Copper CRM 提供直观的 Google Workspace 集成来管理客户互动，而 ActiveCampaign 则专注于高级营销自动化和详细的客户细分。
- Copper CRM 与 Hubspot: Copper CRM 优先考虑深度 Google Workspace 集成和易用性，而 HubSpot 则提供全面的营销、销售和服务工具套件。
- Copper CRM 与 Clickfunnels 对比: Copper CRM 是一个客户关系管理系统，而 ClickFunnels 是一个专门的销售漏斗构建器，旨在产生潜在客户并实现销售自动化。
- Copper CRM 与 Folk 对比: Copper CRM 与 Google Workspace 紧密集成，用于销售和联系人管理，而 Folk 则强调简单、协作的联系人组织和定制。
- Copper CRM 与 Instantly: Copper CRM 通过与 Google Workspace 集成提供完整的 CRM 体验，而 Instantly 主要是用于冷电子邮件活动的电子邮件推广工具。
- Copper CRM 与 ClickUp 对比: Copper CRM 是一款与 Google Workspace 紧密集成的专业 CRM，而 ClickUp 是一款多功能工作管理平台，包含 CRM 功能等。
- Copper CRM 与 Monday CRM 对比: Copper CRM 提供简单的、以 Google 为中心的 CRM 体验，而 Monday CRM 提供高度可定制的可视化工作流程和强大的项目管理功能。
- 铜 CRM 与胶囊 CRM: Copper CRM 提供深度 Google Workspace 集成和强大的销售渠道功能，而 Capsule CRM 是一款更简单的联系人管理器，专注于基本的销售跟踪。
- Copper CRM 与 Insightly: Copper CRM 专注于 Google Workspace 集成和直观的销售渠道，而 Insightly 提供具有项目管理和高级工作流自动化功能的更广泛的 CRM。
- Copper CRM 与 Freshsales CRM 对比: Copper CRM 提供具有可视化管道和 Google 集成的上下文 CRM，而 Freshsales CRM 提供 AI 驱动的潜在客户评分、高级分析和集成通信。
- Copper CRM 与 Salesforce: Copper CRM 提供与 Google Workspace 紧密集成的用户友好型解决方案。同时，Salesforce 是一款高度可定制、功能丰富的企业级 CRM。
常见问题
哪种 CRM 更适合小型企业？
Copper CRM is often better for 小型企业. It’s simpler and integrates well with Google Workspace, which many small businesses know and love. It’s also less expensive, making budget management easier. Salesforce is powerful but can be overwhelming for smaller teams.
Can I customize both Salesforce and Copper CRM?
Yes, but Salesforce offers a much greater customization ability. You can tailor almost everything from reports to workflows. Copper CRM has fewer customization options and focuses on simplicity. Choose Salesforce if you need deep customization.
Does Copper CRM manage contact data effectively?
Yes, Copper CRM excels at managing contact data, especially if you use Google Contacts. It seamlessly integrates, keeping your contacts organized. Its strength lies in its tight integration with Google’s ecosystem.
What are some key features that Salesforce offers?
Salesforce offers features like advanced sales forecasting, robust 报告, and extensive marketing tools. It’s designed for scalability and complex business needs, and these features help you efficiently manage customer data.
Which CRM is easier to set up and actually use?
Copper CRM is easy to set up and use, especially if your team is familiar with Google Workspace. Its intuitive interface and seamless integration simplify the process, helping you build your CRM quickly.
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