¿Cuál es el mejor CRM para hacer crecer tu negocio: Freshworks vs Zoho vs Messenger Bot?

El mundo se está moviendo rápidamente hacia una sociedad digital, y eso significa que cada vez más negocios están recurriendo a su presencia en línea para el marketing.

La gran mayoría de estas empresas utilizan alguna forma de software de gestión de relaciones con clientes (CRM) para ayudarles a llevar un seguimiento de todo, desde prospectos hasta oportunidades y acuerdos.

Hoy en día hay tres CRMs en el mercado: Freshworks, Zoho, Messenger bot.

Esta publicación de blog explorará las diferencias entre cada uno para que puedas encontrar cuál se adapta mejor a tus necesidades.

Primero, conozcamos cada plataforma.

Zoho CRM

Zoho CRM es una solución perfecta para pequeñas empresas para gestionar múltiples aspectos de su negocio.

Zoho CRM cubre todas las funcionalidades necesarias para tus equipos, como la automatización de ventas y campañas de marketing. Puedes crear fácilmente nuevos prospectos u oportunidades dentro de Zoho CRM desde cualquier navegador web o dispositivo móvil.

Freshworks

Freshworks es un software de gestión de relaciones con clientes basado en la nube. Ayuda a las empresas a gestionar mejor su negocio al darles control total sobre todo el proceso, desde marketing y ventas hasta facturación. Freshworks está diseñado con la simplicidad en mente para que pueda ser utilizado fácilmente incluso por equipos pequeños o individuos que no son muy expertos en tecnología. La plataforma tiene tanto una versión de prueba gratuita como una versión freemium.

Bot de Messenger

Messenger Bot es una excelente manera de interactuar con tus clientes en Facebook.

Messenger Bot también es fácil de usar y puede ser personalizado de muchas maneras diferentes. La industria de servicio al cliente ha estado utilizando bots de mensajería durante algún tiempo, lo que significa que es una tecnología muy desarrollada con miles de horas invertidas en asegurarse de que funcione correctamente. Hay muchos bots de mensajería diferentes que puedes usar de forma gratuita para hacer crecer tu negocio, incluyendo:

Quieres un chatbot que sea fácil de crear y que no requiera demasiado tiempo en investigación de productos. También no quieres algo que tome una eternidad aprender a usar, ya que deseas que sea fácil para tus clientes.

¿Cuál es el mejor paquete de CRM?

Elegir una plataforma de CRM es una gran decisión. Si estás comenzando, puede ser difícil saber por dónde empezar y qué características son más importantes.

No hay una respuesta correcta para todos, pero hay una solución que funcionará mejor que otras dependiendo del tamaño de tu negocio y del tipo de proceso de ventas que sigas.

Zoho CRM Plus vs Freshworks: Una comparación de características.

Las tres plataformas son muy diferentes en su enfoque hacia el CRM, y la mejor opción para un negocio puede no ser la adecuada para otros. Esta comparación desglosará algunas de las características principales que cada una tiene para ofrecer, para que puedas decidir cuál se adapta mejor a tus necesidades.

1. Automatización de Fuerza de Ventas

La automatización de ventas es una herramienta poderosa que permite a las empresas gestionar y rastrear todo el proceso de ventas.

Zoho

La herramienta de automatización de ventas de Zoho es muy flexible y tiene una amplia gama de características. Te permite rastrear todos tus acuerdos, oportunidades de ventas, prospectos y más en un solo lugar.

Freshworks

Este CRM no ofrece el mismo nivel de automatización que Zoho, pero permite crear pipelines que ayudan a visualizar el progreso a través de cada etapa del proceso de venta.

Bot de Messenger

Messenger Bot te ayuda a crear un embudo de ventas para gestionar prospectos y clientes, pero sus características de automatización son limitadas. Puede enviar recordatorios automáticos a prospectos que no han interactuado recientemente contigo o que han abandonado carritos de compra en tu sitio web, por ejemplo.

Resumen:

Las tres opciones de CRM ofrecen diferentes niveles de esta característica, pero Zoho es, con mucho, el más robusto en su enfoque hacia la automatización.

Freshworks, por otro lado, es muy simple y solo ofrece un nivel básico de automatización que no permite mucha personalización. Por último, Messenger Bot tiene la menor cantidad de automatización y es más adecuado para empresas que se sienten más cómodas con un enfoque práctico en su CRM.

Zoho, Freshworks o Messenger Bot pueden funcionar solos como herramientas independientes, pero también se integran bien en una estrategia empresarial más amplia. 

2. Automatización de Marketing

La automatización de marketing es otra herramienta poderosa, y es muy beneficiosa en un CRM. Esta característica facilita la creación, gestión y seguimiento de campañas de marketing para que puedas obtener el máximo de tus esfuerzos.

Zoho

Zoho ofrece tres planes para que puedas elegir el que sea adecuado para tu negocio. El plan más barato te permite gestionar contactos, prospectos y acuerdos, mientras que también tienes acceso a características básicas de automatización de marketing como campañas de correo electrónico y puntuación de prospectos.

Freshworks

Este CRM no ofrece muchas de sus propias herramientas de marketing, pero permite la integración con aplicaciones de terceros como MailChimp, Salesforce Marketing Cloud y Marketo.

Bot de Messenger

La automatización de marketing de Messenger Bot incluye el envío de mensajes masivos, la creación de campañas de goteo y marketing por correo electrónico.

Resumen:

Como puedes ver, cada CRM tiene un enfoque ligeramente diferente hacia la automatización de marketing y cómo se integra con la plataforma. Zoho es, con mucho, el más robusto en esta área, pero Freshworks ofrece algunas capacidades de integración que pueden hacerlo más atractivo para ciertas empresas dependiendo de sus necesidades. La automatización de Freshworks es muy similar a la automatización de ventas, pero no es tan robusta y el diseño no es tan intuitivo. Finalmente, Messenger Bot ofrece la menor cantidad de características de automatización de marketing, pero permite agregar fácilmente campañas de Messenger a tu sitio web.

3. Servicio y Soporte al Cliente

El servicio y soporte al cliente son dos de los aspectos más importantes de un CRM. También son muy difíciles de gestionar sin algún tipo de plataforma de software que rastree y registre las interacciones con los clientes.

Zoho

El seguimiento de servicio y soporte al cliente de Zoho es mucho más robusto que el de Freshworks. Ofrecen un conjunto completo de herramientas y características, incluyendo cuadros de chat donde los clientes pueden comunicarse con tu equipo instantáneamente.

Freshworks

Freshworks offers a basic customer support platform that allows you to track and manage your interactions with customers. The chat feature is very simple, but it’s effective for handling most types of customer service issues that arise on the fly.

Bot de Messenger

Messenger Bot is designed to manage customer service and support without any additional tools. It’s an intuitive interface that makes it easy for customers to communicate with your business instantaneously, and the chat-like design helps you see what they’re saying in real-time so you can respond as quickly as possible.

With Messenger Bot, there is no need for complicated automation features or any extra tools and software.

Resumen:

Zoho, Freshworks, Messenger Bot have all been designed to help you manage your business from one central platform, but they’re very different in their approach. Zoho offers powerful automation features that make it easy to grow sales while also providing great customer service and support.

Freshworks offers a more limited approach, and it is simple with little customization options available to help you grow your business.

Messenger Bot doesn’t offer any advanced features at all but instead focuses on simplifying the communication process for customers so they can communicate instantly while also providing great customer service tools that are easy to use.

4. Análisis e informes

Analytics and reporting are as important for businesses to grow their customer base and revenue. Analytics is used to track how well your marketing strategy is working, which in turn will influence future decisions.

Freshworks

Freshworks offers comprehensive analytics reports on contact history, social media usage, activity logs, company profile updates, etc.

Zoho

Zoho CRM has a set of pre-built reports for sales, marketing, support, and services. (Describe the analytics and reporting features of Zoho CRM.) Moreover, it offers customized reports to meet specific requirements.

Bot de Messenger

Messenger Bot offers simple reports like the number of conversations handled by the bot per day/monthly to help you improve your strategy accordingly. You can easily track your subscribers, comments, and other campaigns on your analytics dashboard.

It allows users to set up automated emails as well, which helps with engagement. There’s also a built-in activity log for contacts so you can monitor their interactions. The messaging solution provides detailed reports on customer engagement, user activity logs, etc.

Resumen

All three CRMs allow you to create custom reports for better insights into your business growth. Some tools offer pre-built reports, while others offer both types of reporting. Messenger Bot has simple reports that are geared towards specific needs and help you improve your strategy accordingly. Freshworks focuses on a holistic approach with detailed analytics to meet all business requirements. Zoho CRM offers full-stack analysis through its set of pre-built or customizable reports based on specific requirements.

How you use the data provided by analytics and reporting will greatly influence your business growth, so it is important to choose the right CRM for your needs.

5. CRM Ampliado

Extended CRM is a feature that allows you to connect your CRM with other applications. This makes it easier for brands and sales representatives to access the information they need when they need it.

Freshworks

Freshworks extended CRM allows you to connect your account with applications such as Google Sheets, Dropbox, and Zendesk.

Zoho

Zoho extended CRM provides the option of connecting their platform with around 40 other tools via APIs or add-ons. These include services like Gmail, Twitter, Slack, and social media platforms.

Bot de Messenger

El bot de Messenger se integra con Zapier, JSON API, Google Sheets y Woocommerce.

Zapier is a third-party program that allows you to connect your CRM with many apps. This means you can quickly create new campaigns based on actions that happen in other applications such as Gmail or Excel spreadsheets.

JSON API allows you to integrate your CRM with other tools without coding. This makes it easier for marketers and sales reps in larger organizations to access the information they need when they need it.

Google Sheets is a spreadsheet application that helps organize data from different sources in one place. It can also connect with many third-party applications such as Messenger Bot.

Woocommerce is a platform that allows you to build an online store with all the features of an e-commerce site.

Resumen

Freshworks has extended integrations like Twitter, Google Calendar, Evernote, and Trello in its Freshsales Cloud offering; whereas Zoho offers integrated services through its Zoho One offering. Messenger bot, on the other hand, has limited integrations.

6. Tecnología de Producto

Product technology is essential to consider because it will determine the ease of use.

Bot de Messenger

With Messenger Bot, for example, you can manage your business processes with a few clicks or taps on Facebook from any location—no additional software required.

Zoho

Zoho CRM supports English language features in Zoho Mail and Calendar applications that are closely integrated into its interface to deliver a unique, native experience.

Freshworks

Freshworks is committed to providing organizations with modern technology that impacts the bottom line by enabling customer engagement at scale through deeper relationships and better insights – all within Freshsales CRM. That means integrating with leading cloud applications including Google Drive, Dropbox, DocuSign, Microsoft Office 365 as well as custom in-house applications.

Freshworks is committed to providing organizations with modern technology that impacts the bottom line by enabling customer engagement at scale through deeper relationships and better insights – all within Freshsales CRM. That means integrating with leading cloud applications including Google Drive, Dropbox, DocuSign, Microsoft Office 365 as well as custom in-house applications.

Resumen:

The product technology of each CRM platform is essential to consider when deciding which one best suits your needs. With Freshworks, businesses can redesign and develop their websites using the Drag-and-drop feature. Zoho is a similar platform but more suitable for mid to large-size enterprises because of its built-in reporting tools that are essential when looking at data from multiple angles. Messenger Bot will be useful if you want your customers to have an easier way to scheduling appointments or receive automated notifications.

7. Idiomas Soportados

Supporting multiple languages is very important when you are looking to achieve a wide reach with your product. For example, if your CRM only supports English and you have users who speak Spanish or French, they will not be able to use the app without translating it into their native language. This means that you will also need to provide support for these languages as well to properly service your customers.

Freshworks, Zoho, and Messenger Bot all support multiple languages: Freshwork’s is available in 11 different languages including English (UK), French, Spanish, Italian, German, etc.; while Zoho supports 20+ languages like Japanese, Russian, etc. Messenger Bot only supports the most popular ones like English (US) and Spanish.

The best CRM to grow your business is Freshworks because it supports the most number of languages compared to Zoho and Messenger Bot. The app’s localization feature allows you to quickly translate text into any language that your customers are comfortable with using, making it easier for them to use your product.

8. Gestión de Leads

Lead management allows you to track your sales activity and pipeline. You will be able to see which potential leads are in the buying cycle, who has been qualified as a lead or who is ready for an opportunity etc. This helps increase productivity by following up with customers effectively.

Lead management also allows users to segment their prospects according to where they’re at within the buying cycle. This allows sales reps to prioritize follow-ups according to each prospect’s stage of the buying process and adjust their communication strategy accordingly (using different channels for example).

Lead management also helps with account targeting, which is a key part of a CRM platform. If you struggle to attract new customers or keeping existing ones, it might be time to look into CRM options that provide account targeting features.

In the long run, lead management can help you increase your revenue and save a lot of time by knowing which contacts to prioritize. It allows salespeople to build more effective relationships with customers by using different strategies for each type of customer.

Zoho

Zoho’s lead management features allow sales managers to monitor their team’s activities. They can see who is following up with a lead, what the status of each deal is and whether it was won or lost etc.

It also allows users to manage multiple accounts from one place by grouping them (for example customers in different locations). This makes account management easier and more efficient.

Zoho offers lead scoring as well, which is a great way to evaluate potential prospects and prioritize the most qualified ones. Each time an action takes place within the platform (for example when contact is assigned to someone or when they perform an activity), it adds points that are added up at the end of every week/day, etc., depending on the user’s preference. This allows you to identify which leads are most likely to become customers and prioritize them accordingly (this is especially useful in BtoB businesses).

Freshworks

Lead management features include lead scoring, automatically categorized email templates, follow-up reminders, etc. It also has a feature called Lead-scoring rules that allow sales managers to configure rules and automatically assign points to leads based on their interactions with the company.

Freshworks also allows users to track customer activity, measure a prospect’s engagement, etc., which is very important for planning future strategies and aligning sales activities. It helps you understand your customers’ buying journey better so that you can make educated decisions when selling products/services.

Bot de Messenger

Messenger Bot’s lead management features include lead scoring, automated follow-ups, etc. It also features the Lead Scoring rules feature that allows users to configure rules and automatically assign points to leads based on their interactions with the company.

Just like Freshworks, Messenger Bot’s follow-up reminders help salespeople stay in touch with potential customers by sending them scheduled messages at specific times. This is a great way to keep customers engaged and prevent them from forgetting about your brand.

However, Messenger Bot’s lead management features are quite basic when compared with Freshworks or Zoho CRMs.

Resumen:

In the long run, lead management can help you increase your revenue and save a lot of time by knowing which contacts to prioritize. It allows salespeople to build more effective relationships with customers by using different strategies for each type of customer.

To summarize, Zoho is best for account targeting, Messenger Bot’s lead management features are quite basic when compared with Freshworks or Zoho CRMs.

Freshworks also allows users to track customer activity, measure a prospect’s engagement, etc., which is very important for planning future strategies and aligning sales activities. It helps you understand your customers’ buying journey better so that you can make educated decisions when selling products/services.

Precios

Pricing is important when considering a CRM platform. In addition to the monthly fee, there are also additional charges for agents and custom reports or integrations that must be considered.

Zoho Pricing Plans

Zoho has five pricing plans for different types and sizes of businesses. Below are the pricing plans:

Free: 2 subscriptions, 1 user

Basic: $49/organization/month billed annually (500 customers, 3 users, 3 automated workflows/modules)

Standard: $99/organization/month billed annually (2,000 customers, 5 users, 10 automated workflows/modules)

Professional: $249/organization/month billed annually (5,000 customers, 10 users, 10 automated workflows/modules)

Enterprise: Custom pricing (Pricing plans tailored to your business needs perfect for when you have more than 5,000 customers)

Freshworks

Freshworks has four pricing plans for every business need. Here are Freshworks pricing plans:

Free: $0

Growth: $15/user/month billed annually, $18/user/month billed manually

Pro: $39/user/month billed annually, $47/user/month billed monthly

Enterprise: $69/user/month billed annually, $83/user/month billed monthly

Bot de Messenger

Messenger Bot charges $4.99 for the first 30 days and $9.99 for the succeeding months. Of all three platforms, Messenger Bot is the most affordable.

Conclusion of the Comparison between Zoho CRM Plus and Freshworks

Each platform has its own strengths and weaknesses. But in the end, they are all good solutions for growing your business, so it depends on what you want and how much money do you have to invest. Zoho CRM is a complete solution that can be used both as a customer support tool and managing sales processes from lead generation to closing deals – but has fewer integrations than Freshworks. On the other hand, Freshworks is a complete platform that will help you to manage your sales and support process in one place with lots of integration options – but it lacks some important CRM features offered by Zoho CRM. And Messenger Bot can be used for lead generation, client care, or managing deals – depending on the type of account and custom settings.

All three platforms have a free plan that will be enough for most small businesses to get started, so I would recommend everyone to try them out before making any decision – sometimes it is better to pay $20/mo instead of spending hundreds or thousands on licenses you might not even need. And if something is not working for you, don’t forget to switch to another CRM platform because each of them can be used in different ways and has its own unique features.

Some examples of differences between Zoho CRM Plus and Freshworks

Zoho CRM Plus y Freshworks son ambas excelentes opciones para pequeñas y medianas empresas. Si bien son similares en muchos aspectos, hay algunas áreas donde Zoho CRM Plus y Freshworks tienen características diferentes que pueden ser más adecuadas para tu negocio.

Zoho CRM Plus tiene una aplicación móvil disponible, mientras que Freshworks no.

Zoho CRM también incluye una función de SMS/Mensajería para comunicarse con los clientes, mientras que Freshworks no.

Freshworks tiene una extensión para Chrome para un acceso fácil dentro de tu navegador web, mientras que Zoho CRM Plus no.

Algunas otras características notables son las siguientes:

Zoho ofrece llamadas gratuitas con su aplicación y reuniones en línea, mientras que Freshworks requiere un costo adicional.

Zoho tiene una mejor función de seguimiento de correos electrónicos y ofrece informes analíticos más detallados de forma gratuita que Freshworks. Sin embargo, Zoho CRM Plus es un poco más difícil de navegar y puede requerir un tiempo de adaptación por parte de los usuarios en comparación con la interfaz de usuario que ofrece Freshworks.

En resumen, Zoho CRM Plus y Freshworks tienen mucho que ofrecer. Si bien Zoho CRM Plus ofrece más características que Freshworks, puede ser más difícil para algunos usuarios acostumbrarse a la interfaz en comparación con la de Freshworks. Por esta razón, muchas personas sienten que cualquiera de los dos es una buena opción al considerar empresas como Messenger Bot y otras para hacer crecer su negocio.

Reflexiones Finales 

El CRM es una de las herramientas más importantes en el kit de herramientas de un comercializador.

Pero puede ser abrumador cuando estás comenzando y tratando de elegir qué plataforma funcionará mejor para tu negocio.

Para complicar las cosas, hay tantas características a considerar que puede ser difícil determinar qué tan bien se ajustará una solución a tu estrategia de marketing general.

La buena noticia es que estamos aquí para ayudarte.

Tomamos un tiempo para comparar Freshworks vs Zoho vs Messenger Bot para que puedas tomar una decisión informada y elegir el CRM adecuado para hacer crecer tu negocio.

Entre las tres plataformas, ¿cuál es el mejor CRM para hacer crecer tu negocio?

Las tres plataformas son excelentes opciones si estás buscando una plataforma de gestión de relaciones con clientes, cada una con su propio conjunto de fortalezas y debilidades. En última instancia, todo se reduce a cuáles son tus necesidades de marketing.