Asana与HubSpot：哪个更适合营销自动化和客户关系管理？

HubSpot和Asana是两个流行的营销自动化平台，可以帮助您提高转化率。它们都提供许多相同的功能，包括电子邮件营销、潜在客户跟踪、分析报告、社交媒体管理工具等。哪个更适合您？这可能取决于您的业务类型或您对技术的熟悉程度。在这篇博客文章中，我们将讨论每个平台的一些优缺点，以便您可以决定哪个更适合您的业务！

什么是CRM？

CRM代表客户关系管理。它是一种跟踪您与客户、潜在客户和前景的所有互动的方式，以便您可以分析跨接触点的数据。

CRM允许营销人员按公司或个人组织他们的联系人，管理电子邮件活动，并自动化营销流程，如潜在客户评分（以衡量某人成为客户的可能性）。

CRM还提供数据来告知您的营销策略，例如在着陆页上生成的潜在客户数量或某人查看电子邮件的次数。

您为什么需要CRM？

CRM提供了一种跟踪您与潜在客户和客户所有互动的方式，以便您可以分析跨接触点的数据。CRM还提供数据来告知您的营销策略，例如在着陆页上生成的潜在客户数量或某人查看电子邮件的频率。

并不是每家公司都需要CRM，但它允许营销人员按公司或个人组织他们的联系人，管理电子邮件活动并自动化营销流程。

CRM如何帮助您和您的品牌？

CRM可以通过确保每位客户都受到尊重来帮助您和您的品牌。

CRM还可以帮助管理潜在客户、活动、客户，分享潜在客户信息等。

为了使CRM成功，它需要合适的工具。选择工具时，您应该关注以下三个关键特性。首先，该工具应该能够管理潜在客户。其次，它应该能够与团队成员共享信息。最后，寻找一个能够有效管理活动和事件的平台。

CRM对所有企业都很重要，无论其规模如何。然而，大型公司从CRM中受益最多，因为他们需要管理和跟踪的内容比小型或中型企业（SME）多得多。如果您的公司是90%不将CRM作为其营销策略一部分的公司之一，是时候做出改变了。

关于Asana

Asana是一款基于网页的软件，帮助您将任务组织成项目，与团队成员协调并跟踪进度。

Asana非常适合小型到中型企业和自由职业者，因为它专注于您的项目。

Asana提供更多功能，成本更低，不限制用户或集成的数量。

Asana允许您创建任务并为其分配截止日期。

用户能够从整体上看到项目的独特能力，使他们能够轻松掌握最重要的事情。

关于HubSpot

HubSpot是一个营销和销售平台，帮助企业与客户建立联系。

不过，它远不止是电子邮件工具！在HubSpot中，您可以访问CRM、社交媒体管理、潜在客户跟踪软件、博客平台，甚至是团队成员实时协作的项目管理功能。这意味着无需在一个工具和另一个工具之间切换，这样可以节省时间和成本。

HubSpot与您的网站集成，以提供准确的分析数据，您可以将其用于营销目的——而且所有数据都在一个地方！营销团队喜欢这一点，因为他们不再需要依赖多个工具或工作流程来执行他们的策略。他们通过HubSpot平台看到一切的整合。

Asana与HubSpot功能比较

在这篇博客文章中，我们将向您展示哪个更适合营销自动化和CRM：Asana还是HubSpot。我们将对它们的功能进行正面比较，以便您更容易根据业务需求选择最佳工具。

易用性

易用性是营销中一个非常重要的因素。这不仅仅是为了用户，也因为它使营销人员能够更快、更有效地实现自动化。提高易用性的一种方法是包含工作流程，允许您设置自动任务而无需编写任何代码。

正在考虑CRM系统的营销人员希望拥有一个易于使用的系统，使他们能够管理工作流程，而无需依赖IT。

Asana的易用性未达到HubSpot的标准，但Asana比其他CRM更易于使用。

HubSpot允许您创建自动化工作流程，而无需任何编码或开发背景，而Asana确实需要一些编码知识。通过HubSpot，营销人员还可以更好地管理他们的销售管道，并创建更准确的销售预测。

Marketers who are not tech-savvy, marketers looking for a CRM that isn’t going to cost them an arm and a leg, or someone with limited resources will benefit from Hubspot’s Ease of Use.

Asana might be better for marketers who are tech-savvy and know how to code.

If you need an easy way to automate your marketing efforts, Hubspot is definitely worth looking into over Asana because it will make things much easier on you down the road. Alternatively, if coding isn’t something that scares or intimidates you, Asana might be a better choice.

Hubspot and Asana both offer ease of use, but HubSpot’s Ease of Use is much more beneficial in terms of marketing automation. Additionally, marketers who need an easy way to manage their pipelines without having to rely on IT will benefit from HubSpot’s ease of use.

In terms of ease of use, HubSpot is by far the better option of the two. Not only will it make things easier for marketers who don’t know how to code, but also for those without a large budget or resources since HubSpot doesn’t require any coding knowledge.

Asana has shown that they can improve their ease of use and some aspects are more effective than HubSpot, but for marketers who need a way to automate without having to rely on IT, Hubspot is the better option.

报告

Reporting refers to providing data that is used by a company or organization in order to determine certain aspects of the business. This information may be used for tracking sales and marketing efforts, as well as monitoring employees’ productivity. While both Asana and HubSpot offer reporting features, each has different capabilities which make them more or less beneficial depending on your individual needs.

Reporting is most valuable when it is done automatically so that you can easily track progress and goals.

Asana’s reporting feature is a bit limited compared to HubSpot. It only provides information on the number of tasks completed, versus HubSpot’s ability to provide reports that include whether or not a task is completed. Asana does allow users to set up personal goals and track their efforts towards those targets; however, this feature is limited in how it can be used by business owners since its capabilities are based upon individual performance rather than company goals.

HubSpot includes reporting features like lead scoring, which allows marketers to keep track of what kinds of leads are converting the best and how many sales they’ve made through their marketing efforts; campaign summaries; and email performance reports for each person on your team who manages emails within HubSpot. This tool also has an extensive API that can be used with other programs in order to provide even more detailed information.

Hubspot has several built-in reports that allow you to check your progress. These reports can be set up and monitored automatically, which makes it easy for marketers to track their effectiveness and how they are performing against goals without having to manually compile the information themselves.

HubSpot and Asana have many of the same reporting capabilities, such as task management, email automation, contact lists built directly into their platforms rather than using a separate program like Gmail or Outlook; reports on how much effort people put into projects; and pre-built templates that allow companies to set up common tasks like email campaigns in order to save time.

While both HubSpot and Asana offer many of the same kinds of reporting, there is a significant difference in how detailed these reports can be depending on which tool you use. For example, HubSpot’s more advanced reporting features include lead scoring and email performance reports which help you track how effective your efforts are at acquiring new customers or sales. Asana only has a limited number of built-in reports that focus on individual goals rather than company goals.

In terms of reporting, HubSpot is better for those who want to monitor and track their progress against company goals. Asana may be a good option if you are seeking more detailed individual reports that can help you create personal action plans in order to reach specific targets; however, HubSpot’s reporting capabilities allow marketers to keep an eye on how they’re performing as individuals versus the company as a whole.

销售自动化

Sales automation is the process of using software and technology to automate, simplify and maximize sales processes. This includes lead management, marketing automation (MA), customer relationship management (CRM) – including social CRM – project management and reporting tools.

Sales automation is important for both sales and marketing because it streamlines workflows between these two teams by reducing manual tasks and allowing for better collaboration. It also helps both teams to achieve their goals by providing a platform through which they can work together more efficiently, with sales automation tools making it possible to measure marketing’s contribution to pipeline generation in real-time.

Asana’s sales automation gives businesses the power to streamline workflows and prioritize tasks. It unifies communication channels, making it easier for teams to collaborate on projects regardless of location or time zone. Asana also allows companies to track and report progress over time – giving management insight into how their team is performing against goals and enabling employees at all levels with greater visibility across an organization.

Asana’s sales automation tool doesn’t include a CRM – it requires users to connect an external CRM platform, such as HubSpot or Marketo if they want the ability to track pipeline data and email marketing campaigns in real-time. This lack of built-in integrations can make Asana less attractive for businesses that want to standardize on a single platform for sales automation and marketing (a popular option among companies looking to streamline their marketing efforts).

HubSpot’s sales automation tool allows businesses to manage the entire sales process from lead generation through close via an intuitive, easy-to-use interface. This includes all of HubSpot’s other features, including email marketing, landing pages and forms, web tracking analytics, and reporting. HubSpot also offers built-in integrations with Marketo for lead nurturing campaigns, as well as Salesforce to allow sales teams to manage deals in one system alongside all of their other data points (including contacts).

In terms of sales automation, Asana excels at streamlining workflow and prioritization but lacks the built-in integrations HubSpot offers. HubSpot’s sales automation is a better option for businesses looking to standardize on a single platform that covers both marketing and sales needs in addition to its CRM capabilities.

移动应用

A mobile app is an application that is installed on mobile devices, such as smartphones or tablets. It allows users to access the information of a particular service of business anytime and anywhere instead of being limited to using it by sitting in front of the computer.

A mobile app allows your customers/users to instantly engage with your brand. Mobile Apps provide customers with features that are easy to access, download and use on the go.

A mobile app is important for marketing because it allows you to stay connected with your customers 24/24. You can keep track of what is happening and where they are interacting the most with your brand, which will allow you to be as effective as possible.

Asana’s mobile app is very simple and it doesn’t provide a lot of options because it doesn’t give you the chance to create, update and analyze content within the app itself.

HubSpot’s mobile app is more complex but provides you with all the necessary features in order to effectively manage your work from anywhere. It also offers additional functionalities that will help you connect better with your customers/clients, which puts HubSpot above Asana. Aside from that, HubSpot’s app is completely free.

HubSpot offers everything that a marketing team needs in order to manage their work effectively and they provide it through an easy-to-use mobile app with plenty of options, so HubSpot deserves the crown! Asana’s only advantage is that it’s free but you can’t really do anything with the app itself.

In terms of a mobile app, Asana and HubSpot are very different. Asana has a basic, free app with limited features whereas HubSpot provides everything you need through an easy-to-use mobile app that comes at no cost. At the end of the day, as long as your marketing team is able to work effectively from anywhere then any mobile app will suffice but since HubSpot provides more features and is completely free, it’s the clear winner.

App Integrations

App integrations are software that can be plugged into other applications, allowing them to share data with each other. It is important to have app integrations in marketing automation software because it allows your different apps to work with each other.

Having various applications integrated makes sharing data easy and streamlined, so you don’t need multiple logins or email accounts for everything. It saves time but also can help improve the work you do. For example, if one app has a feature that another doesn’t (or vice versa), integrating them can help with this problem!

集成应用程序还通过允许某些表单连接并集成到您的CRM中来帮助营销自动化，从而轻松生成潜在客户。您可以从多个来源将数据上传到您的CRM，这样您就可以在一个地方管理所有联系人。这样更容易保持组织有序，并在需要时找到正确的信息。

Asana的应用集成包括Slack、Dropbox、Google Drive等。HubSpot的应用集成包括Zendesk、Pipedrive、Box等。

Asana和HubSpot的应用集成相似。

HubSpot的应用集成更多，但与Asana的集成选项相比可能有些过时。两者都有各种应用程序，使营销自动化和CRM变得更容易！

Asana的应用集成不允许您直接连接到您的CRM。

HubSpot的应用集成更新，但在应用之间共享的信息可能相对有限。Asana和HubSpot都使得与多个联系信息来源共享数据变得简单！您可以将潜在客户或客户信息直接上传到您的CRM，而无需在应用之间切换。这节省了时间，同时确保所有重要信息始终集中在一个地方，便于访问。

Asana的应用集成选项让您能够与多个联系信息来源共享数据！您可以将潜在客户或客户信息直接上传到您的CRM，而无需在应用之间切换。这节省了时间，同时确保所有重要信息始终集中在一个地方，便于访问。

在应用集成方面，Asana和HubSpot都是很好的选择。Asana的集成选项允许您将来自多个来源的数据上传到您的CRM，这样您就可以轻松保持组织有序！这也使得作为营销人员的生活变得更轻松，因为与不同应用共享联系信息可能非常耗时。

HubSpot的应用集成比Asana更多，但与Asana的集成选项相比可能有些过时。两者都有各种应用程序，使营销自动化和CRM变得更容易！

在应用集成方面，Asana和HubSpot都非常适合营销人员，因为它可以节省在多个信息来源之间切换的时间，同时确保您将所有重要数据集中在一个地方。

Asana和HubSpot都使得与多个联系信息来源共享数据变得简单！您可以将潜在客户或客户信息直接上传到您的CRM，而无需在应用之间切换。这节省了时间，同时确保所有重要信息始终集中在一个地方，便于访问！

用户支持

用户支持是任何营销平台的重要方面，因为它帮助用户理解产品如何运作以及他们可以如何使用他们的购买。良好的用户支持意味着客户满意，他们会对您的软件感到满意，不会抱怨错误或其他问题，而这些问题在没有适当测试的情况下您也无法知道。

如果您是一家小企业，您将无法雇佣许多支持人员并在公司内部建立一个完整的部门。这就是小企业营销自动化派上用场的地方——它通过让用户自己找到答案，提供了所有CRM软件解决方案中最好的用户支持。

如果没有令他们满意的答案，他们可以联系能够回答任何问题的支持人员，无论问题多么复杂。

Asana的用户支持不如HubSpot好，因为它反应慢，无法提供即时帮助。这意味着大多数用户会尝试自己寻找解决方案，或者直接联系您的支持团队以获取更具体的信息，而这些信息在Asana的平台上无法获得。

HubSpot在其网站上提供即时答案，并为需要更多关于您的营销平台如何运作的信息的用户提供实时聊天选项。这使他们能够快速找到解决方案，重新回到工作中，而无需直接联系客户支持或自己尝试解决所有问题。

如果您是企业主，HubSpot为您提供了在不雇佣代理的情况下为您的企业建立客户支持部门的机会。您可以将其添加到他们的月度套餐中，或者仅获取CRM，其中包括HubSpot营销平台的所有功能，并允许您轻松监控您的营销效果，谁与您的网站互动，以及他们最喜欢什么样的内容。

Asana没有提供类似的机会，这意味着如果您的企业需要比仅仅通过电子邮件来回沟通更多的支持，您将不得不自己雇佣一名代理。

HubSpot是小企业寻找营销自动化的最佳选择，但仍希望提供出色的客户支持。它也非常适合需要将CRM软件的所有功能与营销平台结合在一起的大型公司。

如果您仅仅寻找客户支持，Asana就不那么理想，但对于希望拥有一个完整的代理团队以便于任务委派并更好地管理社交媒体平台时间的企业来说，它是最佳选择。

在用户支持方面，Asana并不是营销自动化的最佳选择，因为它提供的用户支持反应慢且不可靠，尤其是与HubSpot相比。

HubSpot允许用户在没有在线代理的情况下自己寻找答案，这意味着您的企业无需提供一个完整的客户服务员工部门或花费额外资金自己雇佣他们。

Asana没有相同的功能，这就是为什么它在客户支持方面不如HubSpot。

定价是为商品、服务或无形项目设定价格的过程。

价格

请记住，定价策略应与目标市场和您的营销目标相关。

Asana有三个定价计划，价格范围从每月50元到每月150元。这些计划可用于跟踪和管理Asana项目。

HubSpot有四个不同的定价套餐，价格范围从每月200元到每月800元，每个套餐都有一套独特的功能，旨在满足特定的企业规模和需求。HubSpot的高端产品还包括培训和客户支持等附加服务。

Asana has three pricing plans that range from $50/month to $150/month. These plans can be used to track and manage asana projects.

HubSpot has four different pricing packages that range from $200/month to $800/month, each with a unique set of features designed for specific business sizes and needs. Hubspot’s higher-end offerings also include additional services like training and customer support.

HubSpot has four different price ranges based on the features you need, starting at free for beginners and up to over a thousand dollars per user with all of their advanced tools. This gives users the flexibility to choose what is best for them within an appropriate budget.

Asana has three different price ranges, but they are a bit more costly in comparison.

In terms of pricing, HubSpot is more flexible for businesses of different sizes and budgets. Asana’s pricing plans are a bit too expensive for the average business, so it may be better to go with Hubspot instead.

Asana has three different price ranges based on features you need: $50/month, $150/month, or $300/month. HubSpot has four different price ranges based on features you need: free, $200/month, $800/month, or custom.

Hubspot is more flexible for businesses of different sizes and budgets. Asana’s pricing plans are a bit too expensive for the average business, so it may be better to go with Hubspot instead.

Templates

Templates are important for marketing because they allow marketers to maintain the same look and feel in their email, social media posts, landing pages, etc. This consistency builds trust with your audience by making you more recognizable.

Templates also help keep things organized in CRMs like HubSpot or Asana when content is reused.

Asana’s templates are more limited than HubSpot’s. Asana has five templates, while HubSpot gives you access to 40+ templates. Aside from that, Asana’s templates are more customizable. You can’t move fields around or add your own, but you have to option to change the color and font of Asana’s template text boxes from a selection of six colors and four fonts.

HubSpot also lets you add a pre-header to your email, while Asana does not. A pre-header is the line of text at the top of an email that usually has the subject and sender information about who sent it, which gives users more context when they first look at their inboxes.

HubSpot comes out on top when it comes to templates because of its large selection and ease of use. It also offers a wider range of integrations with popular email marketing and CRM tools.

In terms of templates, HubSpot is the better option for marketing automation and CRM. It offers a much larger selection and more user-friendly templates than Asana does.

Customization Capabilities

Customization capabilities are the ability to add new fields, edit existing ones and delete/add on reports that are available. The customization capabilities of HubSpot make it very easy for users to collect data through forms (namely landing pages) then analyze all the info in one place which allows you to see your sales funnel at a glance. It is important because you can see how your salespeople are performing which gives them the opportunity to improve their work.

Customization capabilities are important because they help marketers analyze their leads/prospects better by knowing what is the best way to engage them. It also gives marketers insight into their sales process which can help improve it in the long run.

Asana’s customization capabilities are not as advanced. It’s very limited to the number of fields that can be added and it doesn’t allow you to see your sales funnel at a glance as HubSpot does.

Hubspot’s customization capabilities are advanced and it’s very easy to add new fields, edit existing ones and delete/add on reports that are available. Aside from that, you can see your sales funnel at a glance which gives you the opportunity to improve your work.

In terms of customization capabilities, Asana is not as advanced. It’s very limited to the number of fields that can be added and it doesn’t allow you to see your sales funnel at a glance like HubSpot does which gives marketers more insight into their lead/prospects, helps improve their work in the long run.

项目管理

Project Management is the discipline of getting things done. It’s about how to create, plan and manage your project across all departments that are involved in it (e.g., marketing). While many companies embrace agile methodology for their development projects, they often overlook its potential use throughout the company as a whole.

Unlike traditional approaches, an agile team does not plan projects as a series of sequential tasks with owners and deadlines. Instead, they work in “sprints” where the entire team works on one project at a time for defined periods of time (e.g., 30 days). This helps to break down large-scale initiatives into smaller pieces that can be completed over shorter periods and allow teams to adjust to changing priorities.

Asana’s project management is built around three central features: boards, tasks, and conversations. You can create a board for each project or initiative that you’re working on (e.g., Marketing). Each task should be an actionable work item assigned to an individual person (or organization that will change status as it progresses through the process flow of your workflow (e.g., In progress, On hold, Completed)) – who can then assign themselves tasks.

Asana’s project management also includes a Task view and Calendar view which you can use to keep track of the progress on your board. You’ll be able to see who has assigned themselves tasks, what is in progress at any given time, and when deadlines are approaching (with Asana’s Timeline View).

HubSpot doesn’t have a native project management tool, but it does integrate with Asana. HubSpot customers can link their existing Asana boards and tasks to their projects inside of HubSpot – or create new ones from within the platform.

Hubspot is primarily built around marketing automation tools which include email marketing, lead generation, social media publishing/monitoring as well as landing pages and forms. It also includes a CRM tool, Sales email templates & reporting as well as call tracking. In this way, HubSpot is more of a marketing platform than just project management or an all-in-one solution like Asana which has many other features that you can use to enhance your company’s workflow processes.

HubSpot’s project management is all about the team, not individual tasks. That means that they don’t have an option to assign a task directly to someone (every action item needs to be assigned to either “the project” or every member of your company). HubSpot doesn’t offer boards in their Free plan and only provides you with a single bucket called “Inbox” which is your to-do list.

In terms of project management, both Asana and HubSpot can help your marketing team to collaborate more closely. However, HubSpot’s project management is built around the idea of a project manager which you may not have in your company whereas Asana was designed to work for distributed teams who don’t necessarily know each other well or are scattered across various timezones.

This makes Asana better for marketing automation and CRM.

Who Shouldn’t Use Salesforce & HubSpot CRM?

Who Shouldn’t Use HubSpot CRM

Businesses that should not use HubSpot CRM are businesses that have a low budget for marketing automation and CRM. The HubSpot CRM is too expensive for these types of businesses to even consider using the platform.

Who Shouldn’t Use Salesforce

不应该使用Salesforce CRM的企业是员工不多的企业。对于这些类型的企业来说，Salesforce CRM的费用太高，甚至无法考虑使用该平台。

常见问题

HubSpot工作流是什么？

HubSpot工作流允许您自动化营销和销售流程。

您将能够为不同的团队创建特定的工作流，包括相应命名，以便团队成员确切理解他们为什么会在收件箱中收到某些电子邮件或任务。

当推送通知开启时，工作流的成员将在新任务或电子邮件到达他们的收件箱时收到手机提醒。

这使得团队沟通在整个业务中变得更加流畅和一致。

哪个更适合移动和随时随地使用？

最适合移动和随时随地使用的平台无疑是Asana。

HubSpot没有像Asana那样为移动和随时随地的用户提供应用程序，这对于需要能够随时随地快速更新团队的人来说是一个巨大的缺陷。此外，HubSpot的用户界面根本不适合移动设备。

Asana的用户界面完全兼容移动和随时随地使用，非常适合需要在离开电脑或在一天的空闲时间检查工作电子邮件的忙碌专业人士。您还可以将Asana应用程序下载到手机上，这对于需要随时检查工作电子邮件的移动用户来说非常方便。

HubSpot通常也没有移动友好的界面，因此您可以忘记在移动中打开工作电子邮件。

还有哪些替代方案？

HubSpot和Asana的一些替代品是Marketo、Pardot和Salesforce。

Marketo、Pardot和Salesforce都与Asana相似，提供项目管理工具。HubSpot的主要功能集中在营销自动化、电子邮件活动、着陆页、SEO优化、社交媒体集成能力、分析报告以及关于ROI测量和跨平台潜在客户生成机会的自动化洞察。

Marketo是唯一一个拥有像Asana和HubSpot那样的CRM平台的替代品。Salesforce因其与营销自动化工具的集成以及其他功能，如潜在客户路由、电子邮件活动管理和社交媒体集成能力，而受到用户的青睐。

Pardot专注于通过培养活动、电子邮件营销自动化来管理潜在客户，强调潜在客户评分和定制参与。

HubSpot在项目管理能力方面优于其竞争对手，并且拥有类似于Asana的CRM平台。与HubSpot或Asana相比，Marketo的功能最多，但在通过任务管理项目方面有所欠缺，而Pardot则更专注于培养活动。HubSpot通常是营销自动化和CRM能力的最受欢迎选择，其竞争对手在功能上相似，但在管理项目或培养活动方面效果较差。

结论：HubSpot与Salesforce

我们已经详细讨论了HubSpot和Asana，但现在是时候看看哪个更适合营销自动化和CRM了。虽然这两个工具在这个领域都是很好的选择，但我们认为HubSpot更胜一筹；它的用户友好界面使设置电子邮件活动和营销自动化规则变得更加容易，并且它有更多的集成选项。

Asana非常适合需要帮助管理项目的小型企业；然而，如果您希望将团队的生产力提升到另一个层次，HubSpot应该是更好的选择。也就是说，根据您公司的需求，Asana可能仍然是更好的选择。