比较 SalesLoft、Salesforce CRM 和 Messenger Bot：销售自动化工具的终极指南

自动化是销售过程中的一个重要部分，因为它消除了许多耗时且重复的手动任务。本文提到的工具可以帮助您更好地了解客户，更高效地管理活动，节省与传统营销相关的成本，并通过在适当的时机与潜在客户联系来增加收入。

SalesLoft 与 Salesforce CRM 与 Messenger Bot：销售自动化是销售技术的巅峰。它已经从基本的电子邮件管理发展到更先进的工具，如 SalesLoft、Salesforce CRM 和 Messenger Bot。这三种最受欢迎的解决方案在定价、功能和集成方面有很大不同。为了帮助您决定哪种解决方案最适合您的业务需求，我们创建了这本终极指南，逐一比较这三款产品！

Salesforce CRM

Salesforce CRM 是一款客户关系管理软件，帮助销售团队管理他们的潜在客户和销售管道。该平台提供诸如潜在客户培育、社交销售、预测管道等功能，帮助企业通过与客户建立牢固的关系来增加收入

使用 Salesforce 的最大好处之一是它提供无需信用卡的免费试用。该平台提供多种功能，为企业提供所需的工具，以便扩大客户基础，并更多地了解客户作为个体，而不仅仅是潜在客户。

SalesLoft

Salesloft 是一款销售自动化软件，旨在帮助企业推动销售工作。它帮助公司实时预测、关闭和跟踪交易，使他们能够通过易于理解的数据驱动洞察保持领先。

Messenger 机器人应用程序

Messenger Bot 应用程序是销售过程中的一个重要补充。销售团队现在能够更高效、更快速地与客户沟通。Messenger Bot 应用程序保持组织数据库的最新状态，从而减少了销售代表与潜在客户联系或回答现有客户问题所需的时间。此外，聊天机器人允许用户即时反馈他们的信息，从而提供实时更新。这可以帮助营销人员和销售代表跟踪某些信息或渠道的有效性。

– 保持数据库最新

– 改善与客户的沟通

– 为用户提供即时反馈

比较功能

销售自动化工具近年来变得越来越受欢迎，销售团队正在寻找提高效率和改善外展的方法。以下是比较销售自动化工具时需要考虑的功能：

Integrations

集成对于销售自动化工具的成功至关重要，因为它们允许您：

– 提高营销和销售部门的生产力

– 在不扩展团队的情况下进入新市场或推出产品。

Salesloft 与以下工具集成：

– Marketo

– Salesforce

– Quickbooks Online

Messenger Bot 与 Zapier、JSON API、WooCommerce 和 Google Sheets 集成。与这些应用程序/产品的集成将允许您：

– 更轻松地与客户沟通

– 在 Messenger Bot 的核心功能上构建并快速添加新功能。

Salesforce 与广泛的应用程序集成，包括但不限于：Google Adwords、WordPress 和 Facebook。

这三个平台有不同的集成，但它们都有很大的潜力。

在这一轮中，Salesloft 凭借其众多 Marketo 和 Quickbooks Online 集成选项获胜。Messenger Bot 因其广泛的集成应用和服务（Zapier、WooCommerce）而获得第二名。Salesforce 因其有限的集成而排名最后。

安全性

安全性在销售自动化工具中非常重要。

客户的敏感信息涉及很多利益，安全功能是确保其受到保护的关键方式。

例如，使用 Salesloft 可以通过要求用户通过 LinkedIn 个人资料登录来轻松添加额外的安全级别。

这确保没有其他人可以访问账户和潜在客户的重要数据。SalesLoft 的安全功能与 Salesforce 提供的非常相似。

最后，考虑 Messenger Bot 应用程序在营销方面提供的功能也很重要。虽然这些工具并不是专门设计为销售点平台，但它们确实为您提供了与潜在客户沟通的另一种方式。Messenger Bot 的安全功能相对基础，并未为您的潜在客户提供任何个性化体验。

找到一个在保护客户信息方面既方便又让人放心的工具是很重要的。（写一个裁决。）在这三个平台中，Salesloft 提供了最佳的安全功能。

Sales automation tools are essential to any successful business, but they must be paired with powerful marketing strategies if you want them to work effectively.

价格

Pricing for these tools is a key difference that you should be keeping in mind. Most of the sales automation tools are affordable, but some of them are more expensive than others.

Pricing in Salesloft depends on the features you’ll use where you have to request a quote for the complete list of features available.

Salesforce CRM is priced on a per-user basis which can be very expensive if you’re just starting out with your business and only have one or two team members. The price starts at $25/user/month.

Messenger Bot has three pricing plans to choose from, depending on your needs. The Premium plan is $24.99/month but can go as low as $4.99 for the first 30 days in a limited time offer.

In terms of pricing, Messenger Bot is the best deal, but if you want to use the most advanced features of these tools – Salesforce CRM will be your best option.

自动化

Automation is one of the greatest features that a sales tool can provide. With automation, you don’t have to follow up with leads manually and lose context since everything is done in an organized manner. Salesforce has its own set of automation tools which it calls “Workflows”. You can automate almost anything using these workflows: sending emails, connecting on social media, adding leads to a specific list. SalesLoft is one of the best when it comes to automation and has hit multiple big companies in Atlanta such as Coca-Cola and Cox Media Group because they fully support their sales team by providing tools that make them more efficient.

On the other hand, Messenger Bot is a new tool that helps you automate your sales by using Facebook Messenger. You can send messages to leads, get them started with the product, and share content all from within Facebook Messenger without leaving it at all. It’s very easy for someone to use since they already have a profile on one of the biggest platforms in the world.

For this round, SalesLoft takes the lead. While Messenger Bot is a new tool that has huge potential, Salesforce lacks in automation as it doesn’t have any automated email templates and only provides workflows for very specific tasks such as approving an expense report or updating sales forecasts. This can be overcome with Zapier but not everyone knows how to use it, so it puts Salesforce at a disadvantage.

Scheduling

Scheduling is a very important aspect of the sales process. Without it, you would be required to track and add follow-ups into your calendar manually which could take up lots of time that should instead be focused on other aspects such as prospecting or nurturing leads.

Scheduling in Salesloft is pretty simple. You can use the scheduler to organize calls, meetings, and events. If you are not signed in to your account then there is a popup that appears asking if you would like to schedule an event for this time or set up a call now instead of later.

Scheduling in Salesforce requires no login but will require some more work on your part. You can use Salesforce’s free appointment scheduler to create events and meetings with the click of a button. This will send out an email confirmation to all attendees so you don’t have to worry about making sure everyone knows when their meeting is scheduled for if they do not check their emails often enough.

Scheduling in Messenger Bot is very simple. You can set dates and times for campaigns, auto-responding, email sequence, and more without ever having to leave the Messenger Bot platform. Scheduling in Messenger Bot is extremely beneficial because you are not required to switch between platforms or leave the messenger platform.

In terms of scheduling, Messenger Bot is the easiest to use and has many more features than Salesloft or salesforce.

Messenger Bot also provides users with an automated workflow builder which allows you to automate your entire customer support process. You can even create custom buttons, messages, menus, workflows for any specific task.

分析与报告

Analytics and reporting are important because it provides an insight into which deals are closing and why. Having access to this information allows for a company to take action in order to improve the future performance of their sales teams.

SalesLoft, Salesforce CRM, and Messenger Bot all provide analytics reports that give insights into how your team is performing on a daily basis as well as a weekly basis. While all three platforms provide some level of reporting, SalesLoft and Messenger Bot allow for the most in-depth analytics reports due to their creativity with features like funnel tracking and email activity performance.

Salesforce CRM’s reporting is more general compared to the other two platforms because it only provides insight into how many deals were won or lost on a weekly basis. While Salesforce CRM does provide an email activity report, it only provides insight into how many emails were sent and not information about whether those leads converted to opportunities.

Salesforce’s analytics and reporting is best for users who want a very general idea of how their teams are performing. If you’re looking for more detailed analytics and reporting, Messenger Bot or SalesLoft’s platforms would be better suited to your needs.

Mobile App Access

Mobile app access is important because it allows you to access your sales data and complete work on the go. Platforms with mobile app access allow you to view emails, send follow-up messages, and schedule meetings on the go. Salesforce’s platform is incredibly helpful for this because they also provide a ‘Lightning’ feature that allows users to create new opportunities with clients right from their phones in less than 60 seconds.

Salesloft’s mobile app access, which is available for iOS and Android, allows users to view sales pipelines and manage their accounts. Salesforce’s mobile app access also has a dashboard where you can see your KPIs at any point in time. Messenger Bot App doesn’t have a mobile app yet.

In terms of mobile app access, Salesloft wins this round because they have more features and greater access to information on the go. Salesforce, on the other hand, comes with a Lightning feature that allows you to create new opportunities in less than one minute.

Email Integration

Email integration is vital for sales automation. Emails are still the most popular way to communicate in business, and they’re an important part of selling.

SalesLoft includes full-email tracking capabilities which ensure that you know when your emails have been opened by potential customers or leads. Salesforce CRM also offers email integration, but it doesn’t provide email-tracking features. Messenger Bot can be used to send messages directly from your Gmail account and includes a number of other automated capabilities that you should look into as well.

Strong email integration features are important to look for in a sales automation tool. In this round, SalesLoft and Messenger Bot come out ahead. Salesloft’s full-email tracking capabilities are particularly good, while Messenger Bot offers other automated features that can be extremely useful.

潜在客户评分

Lead scoring is an essential part of any sales process, but especially with the rise of inbound marketing tools. In fact, it’s common for a company to have so many leads that they can’t possibly follow up on them all. The problem is your best prospects are likely buried amongst those who aren’t ready now to buy from you – and those people sap your resources and energy.

The solution is to use a lead scoring model that can automate your process, so you know which leads are more likely to buy from you based on their behavior over time. For example, if someone downloads an ebook about content marketing, but doesn’t go on further – they don’t have the proverbial gun held to their head to buy from you. On the other hand, someone who reaches out to your sales team directly and engages in a conversation may be much more likely to convert into a customer.

潜在客户评分模型试图根据过去的活动预测未来的行为——因此它们实际上是潜在客户的预测分析工具！

Salesloft利用预测分析来识别谁是您最好的潜在客户，这基于他们随时间的行为。他们的潜在客户评分模型易于设置，并提供了一个良好的框架来分析数据，从而让您更深入了解某人在不同购买阶段购买的可能性。

Salesforce拥有市场上最好的潜在客户评分工具之一，它与电子邮件和客户关系管理（CRM）系统集成。设置和使用都很简单——而且它还有许多其他优秀的功能，比如报告，您可以在不同阶段跟踪与销售过程或销售管道相关的所有内容。

他们还有一个出色的销售分析平台，帮助您识别趋势，并能够比较不同部门或地区的表现。Messenger Bot App是一个很好的工具，适合希望自动化潜在客户评分和电子邮件营销的小型企业，但预算不大。他们的网站有很多教程，因此使用起来相对简单——而且如果您遇到任何问题，他们提供的支持也非常出色。

总体而言，具有最佳潜在客户评分功能的平台是Salesforce，但如果您需要更实惠的选择，Messenger Bot是您的最佳选择。

CRM同步

同步您的CRM数据对有效的销售自动化工具至关重要。这是您的CRM与SalesLoft或任何其他营销自动化平台之间数据集成的主要目标，因为它使营销人员能够创建基于真实用户访问其网站的有意义的细分。

如果没有CRM集成，您可能会得到无用的细分。例如，如果您的营销自动化平台无法跟踪来自付费活动的访客，这些访客与销售代表通过电话联系过——那么营销人员或销售代表就无法找到这些人并进行相应的跟进。当您将Salesforce和Messenger Bot引入您的营销策略时也是如此：您需要同步所有这些工具，以便充分利用它们的能力。

Salesloft允许您将所有SalesLoft联系人、电子邮件历史记录和社交媒体对话同步到CRM中。使用Messenger Bot App，用户尚无法与CRM平台集成，因为它是一个新工具。Salesforce本身就是一个CRM平台。

总之，Salesloft允许进行CRM同步，Messenger Bot App尚无法做到，但预计在发布后不久就会实现。SalesForce内置了这一功能，无需任何额外的集成。

Salesloft与Salesforce收件箱

Salesforce收件箱是一个执行以下功能的工具：

Salesloft收件箱是一个一体化的销售软件，旨在帮助BtoB公司寻找和接触潜在客户，资格审核潜在客户，识别决策者并达成交易。它也被称为内部销售技术。该服务的价格从每月$50开始。

与Salesloft相比，Salesforce收件箱更贵，功能更少。它是一个适合希望使用高级自动化并需要复杂销售流程的大型公司的优秀工具，但如果您的公司较小或快速成长，则不一定是最佳选择。

Salesforce Engage与Salesloft

Salesforce Engage是一个本地应用程序，允许营销人员发现个性化的联系信息。它还提供跟踪社交资料、电子邮件、电话号码等的能力，所有信息都集中在一个地方，并与Salesforce集成。

另一方面，Salesloft是一个销售参与平台，帮助进行潜在客户生成、营销自动化和深入分析。它以其出色的客户成功团队而闻名，他们将帮助您完成入职过程，以了解如何使其最适合您的公司。

Salesforce Engage与Salesloft之间最大的区别在于它们的集成功能。虽然两者都以客户成功而闻名，但Salesloft允许您与HubSpot CRM集成，而Engage只能与SFDC集成。

Salesforce高效销售与Salesloft

Salesforce高效销售是一个销售加速平台，提供实时洞察，以更快地达成更多交易。与Salesloft相比，Salesforce高效销售更专注于提供销售数据的洞察，内置分析可以帮助更好地决策。

Salesforce高效销售为您提供了业务中发生的事情的整体视图，而不仅仅是理解绩效的单个指标。它还与SugarCRM和Hubspot等最广泛使用的CRM无缝集成。

Salesforce高效销售最适合年收入达到$2000万或以上的中型市场公司。

另一方面，Salesloft是一个由AI驱动的下一代销售平台，使您能够轻松自动化日常销售任务，如预约设置、潜在客户评分、自动电子邮件等。

谁更贵？Salesforce CRM还是SalesLoft？

在成本方面，Salesforce CRM比SalesLoft贵得多。企业在SalesForce上的许可证费用超过$300,000并不罕见。

另一方面，如果您希望以实惠的价格创建自动化销售潜在客户工具和参与工作流程，SalesLoft是您的最佳选择。

SalesLoft没有任何强制性的合同或大额预付款，因此非常适合只需要Salesloft提供的基本功能的小型企业。

哪个软件包含更多/更好的功能？

在这三个平台中，Messenger Bot具有最多的功能和能力。SalesForce紧随其后，而Salesloft排名第三。销售自动化工具中功能的数量和实用性使其脱颖而出。工具的功能越多，满足您管理潜在客户和前景的业务需求的能力就越强。

结论：哪个更好——Salesforce CRM还是SalesLoft？

这三个平台提供不同的功能集，以满足销售自动化工具中特定用户的需求。Messenger Bot最适合需要自动化销售流程的用户。SalesLoft最适合需要管理大量潜在客户和前景的用户，而SalesForce则拥有丰富的功能，可以帮助您完成营销自动化任务。

选择销售自动化工具可能很困难。然而，您始终可以参考我们的销售自动化工具比较矩阵以及《Salesforce CRM与Messenger Bot：哪个更好 - 销售自动化工具终极指南》来帮助您做出明智的选择。