HubSpot CRM与Salesforce与Messenger Bot：平台之战

CRM市场竞争激烈，有许多选项可供考虑。传统的CRM工具如Salesforce和HubSpot，以及更现代的替代品如Messenger Bot。对于希望降低成本同时利用最新技术的企业来说，决策过程可能会很困难。在这篇博客文章中，我们将探讨每个平台在成本、功能、可扩展性和集成方面的比较。

HubSpot CRM平台

HubSpot CRM是一个很好的解决方案，适合那些想要一个易于使用的平台来管理他们的联系人和潜在客户，创建个性化的电子邮件模板活动，设置自动化任务，如跟进或跟踪更新。

它还与其他流行的营销工具集成，如社交媒体管理平台Hootsuite和Buffer，帮助您建立在线存在并管理您的社交媒体账户。

HubSpot CRM非常适合希望拥有一个美观平台的小型企业和初创公司，以帮助他们满足市场营销、销售和客户服务的需求。

Salesforce CRM平台

Salesforce CRM是领先的客户关系管理（CRM）平台。Salesforce基于云构建，是一个在浏览器或移动设备上运行的应用程序，使商业专业人士能够在任何地方访问公司数据。凭借这种灵活性，企业可以通过更紧密地与客户和员工联系来提高生产力。

Salesforce CRM现在可用于智能手表，让客户能够实时从任何地方控制他们的业务。这是一种强大的方式，使销售人员能够通过Apple Watch或Android可穿戴设备（如Google Glasses）更高效地使用Salesforce Wearables。

Salesforce拥有许多优秀的功能，包括潜在客户管理、电子邮件自动化和潜在客户评分。

通讯机器人

Messenger Bot是一个出色的客户关系管理平台。它可以用作应用内聊天或发送有关事件、交付等的消息和提醒。有许多功能，例如能够链接其他平台，如电子邮件、日历应用等。

即使人们没有Facebook账户或手机上安装Messenger应用，他们仍然可以在网页浏览器中查看您的消息，因为它是以可访问性为设计理念的。您还可以发送照片、视频、GIF、文件等。

概述

CRM平台是公司以客户为中心战略的核心。所有关于客户的数据、他们与您及您生态系统中其他企业的互动，都会被专门培训的员工处理。

HubSpot、Salesforce和Messenger Bot是三个在行业中引起轰动的CRM平台。它们具有不同的功能和价格，但它们有一个共同点——通过为员工提供一个中心工作地点来改善客户与您公司的互动。

我们的下一部分将为您提供这三个CRM平台的优势和劣势的见解。

HubSpot有什么功能？

HubSpot是一个旨在帮助企业驱动流量、潜在客户和客户的工具。

HubSpot是一个一体化的营销软件套件，涵盖从管理公司社交媒体账户到处理客户服务咨询的所有功能。HubSpot CRM使公司能够在一个平台内管理其联系人，具有潜在客户评分、潜在客户路由和电子邮件自动化等高级功能。

HubSpot CRM是一个强大的客户关系管理系统，帮助公司管理联系信息，以及与市场营销相关的任务，如电子邮件活动和网络研讨会。

Salesforce有什么功能？

Salesforce是全球使用最广泛的CRM系统。它旨在帮助您管理客户关系和销售机会，集成销售、服务、市场营销与广告、商业、社区建设和社交互动工具于一体。

Salesforce是您销售相关事务的基地。它可用于跟踪潜在客户的进展，管理任务和日历活动，进行竞争分析，利用其强大的预测工具精确预测收入，并通过其CRM集成功能更有效地完成交易，这些功能允许您创建自定义工作流程以自动化繁琐的过程。Salesforce还与许多其他CRM（如HubSpot和Microsoft Dynamics）集成。

Messenger Bot的功能是什么？

Messenger Bot是与HubSpot、Salesforce等CRM工具互动的绝佳方式。它是唯一一个让您通过一个界面管理销售和客户服务的平台。

能力

让我们看看这三个CRM平台的主要功能及其比较。

完全控制和灵活性

一个灵活的CRM平台应为其用户提供完全的控制和灵活性。完全控制意味着用户对如何使用其CRM平台拥有完全的自由，同时仍然受到软件实际能做的一些内置限制。灵活性指的是公司快速、轻松适应不断变化的业务需求的能力，而无需投资新软件或支付全面改造的费用。

Salesforce提供无与伦比的灵活性，具有良好组织的选项卡和选项，但没有培训或软件经验很难使用。HubSpot则更为用户友好，因为其预定义的布局易于自行导航，无需外部帮助。另一方面，Messenger Bot提供了很多灵活性，因为它非常可定制且易于使用。它还提供了HubSpot所缺乏的简单性，因为您无需在多个选项卡或页面之间导航——所有的CRM数据一目了然，便于访问。

Salesforce提供无与伦比的灵活性，具有良好组织的选项卡和选项，但没有培训或软件经验很难使用。HubSpot则更为用户友好，因为其预定义的布局易于自行导航，无需外部帮助。另一方面，Messenger Bot提供了很多灵活性，因为它非常可定制且易于使用。

功能与性能

CRM和Salesforce的功能显著不同。HubSpot CRM是一个更简单的系统，而Salesforce则提供了一系列可用于各种目的的工具。

HubSpot CRM允许您输入带有截止日期的任务，并将其分配给公司内的相关人员或部门；它还具有潜在客户评分和分析等功能，而Salesforce平台则不提供。另一方面，Salesforce提供了一系列对销售专业人士和企业主至关重要的功能——它可用于跟踪潜在客户从生成到转化的进展。

Salesforce还比HubSpot CRM更具可定制性；您可以创建自定义对象、字段和报告，以满足您的特定需求。

Salesforce还为客户服务团队提供了一套强大的功能，而HubSpot CRM则没有——它在系统中管理案例的工具，在您拥有数百或数千个具有个性化支持计划的客户时，这是一个无价的资产。

Messenger Bot则更专注于客户服务。它提供了一个直观的界面，无需任何先前的知识即可有效使用，并具有可以处理发送收据或确认航班详情等任务的聊天机器人等功能。

易用性和采用率

HubSpot是小型企业的首选CRM，它们无法负担企业资源。

HubSpot has a reputation of being intuitive to use and is great if you’re not looking for advanced features.

Salesforce won’t win any awards from anyone who’s trying to make it easier on themselves by avoiding complexity. They take pride in their user interface, which is very powerful.

But if it’s too complex for you, they have an option to simplify the user experience called Lightning Experience.

On top of this Salesforce also has a mobile app that will help make life easier on the go or in your office when you need something fast and don’t want to take time out to leave.

Messenger Bot is fast, easy to use, and can be accessed from any device or browser with an internet connection. This feature makes it a great option for people who want the convenience of having all their tasks in one place regardless if they are at work, home, on vacation, or anywhere else!

All-in-one Platform

An all-in-one platform is a system that contains all the necessary tools – in one place, for an organization to perform specific functions.

Salesforce is not an all-in-one platform because it has no chatbot or email management functionality. HubSpot and Messenger Bot are both considered All-in-One platforms as they have everything you need to run a business effectively.

All-in-one platforms will allow you to save time, money, and resources by having everything together in one place. Depending on the size of your company or organization – an all-in-one platform may not be necessary. For a small business with just one or two employees, for example, it might make more sense to use their existing CRM, rather than an all-in-one platform.

规模和定制

定制：

Salesforce has the most customization. There are many options for every aspect of your dashboard, as well as a wide range of templates that you can use to build pages or configure reports and dashboards. You’re not limited in what you can do with Salesforce, but it does take some time to get used to how all of the components work together.

Messenger Bot is the least customizable of these three platforms – it’s nearly impossible to customize anything other than your welcome message, and you can’t import any kind of data into the bot from other sources. HubSpot CRM has a few more customization options available than Messenger Bot does, but not as many as Salesforce.

规模：

HubSpot CRM scales well for smaller businesses that want to track marketing metrics like website traffic or social media engagement — all without having to maintain an additional database to do so. It offers robust features for lead tracking and conversion rates too, which makes it easy for marketers at small companies with limited resources (or no developers) to measure how their campaigns are performing across channels on a month-to-month basis.

Salesforce is the most scalable option of these three, so it’s a good choice for larger businesses with more resources and an extensive customer base to keep track of. It has features that allow you to view data from external sources like Stripe or QuickBooks online without having to import them into Salesforce yourself — no matter how many connections your company needs. Messenger Bot doesn’t scale well at all – only one person can be in a chatroom at any given time, which makes it difficult if you’re trying to manage different teams across multiple departments or geographies.

生态系统

The HubSpot ecosystem is much more robust than Salesforce in terms of marketing automation and integrations. In addition, the data between platforms mirrors this disparity: while both have integrated Marketing Automation tools, HubSpot’s CRM has a ton of additional features that allow it to be used for other purposes such as email campaigns or customer survey management.

Although Messenger Bot is new in the market, it offers a lot of features that are helpful especially to small businesses. However, it isn’t as robust as the other two platforms.

Support That Scales With You

Customer support is a critical part of any CRM. With the rise in popularity of chatbots, it is important to compare each company’s customer support strategies and how they can scale with your organization.

HubSpot:

-With HubSpot, you will get 24/365 access to their customer service team via phone or live chat;

-The software also includes an extensive knowledge base that covers everything from day one set up through advanced functionality items; and

-They offer training programs for new customers as well as a “help desk on-demand” where you are connected by video conference directly with experts who walk you step by step through whatever issue has arisen before giving out contact information if assistance is needed beyond what was offered.

Salesforce:

-They offer live chat and phone support that is available 24/365;

-You have access to a knowledge base, but it does not seem as expansive or easy to navigate through as Hubspot’s; and

-No training program. The only assistance offered for new customers is connecting you with what they call “accountability partners” who contact you on a more personal level once per week via email or phone call. They do this until your team feels comfortable in understanding the software. As far as help desk services are concerned, there really isn’t one outside of signing up for Salesforce success which costs anywhere from $50-$100 monthly depending on how many people need customer service support.

Messenger 机器人：

-There is live chat offered for Messenger Bots; and

-An automated customer service bot will send you a message when it detects an error in your system or if there has been unresponsiveness during the day, but that’s about all the help available through this channel. That being said, the company does offer a space to ask questions on their website which can be incredibly helpful with more basic issues.

To summarize everything from what we have learned so far: HubSpot seems to provide much better customer support than Salesforce at first glance because they are 24/365 accessible by phone and live chat while also offering training programs as well as video conference connections where experts walk you through how to navigate the software. Salesforce doesn’t offer a customer support training program, but they do offer a help desk on-demand where you are connected with an expert who will walk you through whatever issue has arisen before giving out contact information if assistance is needed beyond what was offered.

With that being said, all CRMs have their pros and cons so it’s up to your organization as a whole to decide which one best fits your needs. There is no right or wrong answer when comparing these two platforms; there simply exists different ones for different teams at any given time in need of new technology like this!

HubSpot and Salesforce Integration

Integrations with HubSpot and Salesforce allow for streamlined customer data entry. With the help of these integrations, you’ll be able to sync your contacts from one platform to another in seconds without duplicating lists or manually adding information each time a new contact is created. When working across multiple platforms, it’s helpful not to have to spend valuable resources on double-entry tasks like manual data entry and syncing – especially when it can all happen automatically via integration between two enterprise software giants!

价格

HubSpot

HubSpot is the most expensive CRM of them all. For a starter plan, you’ll pay $45/month. For a professional plan, you’ll pay $360/month. For an enterprise plan, you’ll pay $1200 per month.

Salesforce

The monthly fee for Salesforce is an affordable option – but it’s important to note that this doesn’t mean they’re sacrificing any features or functionality. The next four plans are very similar in cost as well so if you have a smaller team we recommend going with one of these options instead!

• Essentials: $25/user/month
• 专业版：$100/用户/月
• 企业版：$174/用户/月
• 无限制版：$325/用户/月

通讯机器人

Messenger Bot 提供免费的解决方案——非常适合刚起步的小企业或只需要基本工具如销售仪表板和电子邮件营销模板的企业。然而，如果您想访问更多功能，可以订阅 Messenger Bot 高级版。前30天仅需 $4.99，之后每月 $9.99。Messenger Bot 是三大平台中最实惠的选择。

总而言之，HubSpot 是最昂贵的 CRM，其次是 Salesforce，最后是 Messenger Bot。HubSpot 的月费起价为 $45/月，如果您支付多个用户的费用，可能会迅速累积成一笔巨款。如果您的团队员工较少或只需要基本功能，我们建议选择 Salesforce 或 Messenger Bot——这两者都是不牺牲任何功能的实惠选择。

这三大平台都提供出色的工具，但这完全取决于您具体的商业需求！

客户们怎么说？

客户喜欢 HubSpot CRM，因为它易于使用且功能丰富。

客户喜欢 Salesforce 对于最多 1000 个联系人是免费的，但他们不喜欢之后的月费太高。

Messenger Bot 的客户表示：“它有效！我和某人交谈，30 秒内就得到了我的问题的答案”或“我不确定这是否只是自动回复。”

对您的企业来说，最佳决策将取决于您的需求以及您愿意花多少钱。在购买 CRM 时，您应该考虑客户评价、定价、功能等。

HubSpot CRM 很棒，因为它拥有客户在平台上寻找的所有功能，并且易于使用。Salesforce 在超过 1000 个联系人后月费过高，因此如果您的公司没有超过 1000 人同时使用该系统，我们不推荐他们。Messenger Bot 是小企业的一个有趣选择。

您如何决定 Salesforce 或 HubSpot 哪个更适合您的企业？

您的 CRM 平台应该与您的业务需求和目标相匹配。

了解您需要什么类型的数据来做出决策是很重要的，以及如果您想要一个一体化解决方案，哪条路径是最佳的，或者单独使用电子邮件营销功能是否更好。

在决定您的 CRM 平台之前，您还需要考虑实施和培训所需的时间。

您是否有 HubSpot 或 Salesforce 无法满足的特定需求？如果是这样，其他平台可能更适合您的需求。

了解您需要什么类型的数据来做出决策是很重要的，以及如果您想要一个一体化解决方案，哪条路径是最佳的，或者单独使用电子邮件营销功能是否更好。

有些人可能只看到购买和实施一个程序的好处，而不是支付两个不同程序的费用。然而，其他人可能会发现拥有两个平台能够提供更多价值，因为他们有不同的需求（例如在家工作的销售人员）。

Which CRM should you choose?

“哪个平台最适合您的企业？”这个问题可以通过三种不同的平台来回答，具体取决于您拥有的业务类型。如果您希望管理联系人和潜在客户，并安排会议，那么 HubSpot CRM 可能比 Salesforce 或 Messenger Bot 更适合，因为它提供更深入的联系人管理功能，如备注和提醒，但仍允许与其他团队成员在任何设备上几秒钟内进行协作。但如果您只需要通过电子邮件营销活动（无论是自动的还是手动的）与潜在客户保持联系，那么像 HubSpot 这样的 CRM 就足够了，您可能可以省下 Salesforce 或 Messenger Bot 的订阅费用。

HubSpot CRM 提供许多功能，可以通过营销自动化帮助您的业务增长——例如电子邮件活动或联系人管理——同时仍允许与其他团队成员在项目上进行协作。这并不是说如果您正在寻找一个专注于潜在客户生成的工具，Messenger Bot 会更好。找出哪个平台适合您的需求的最佳方法是评估您需要什么类型的数据？我是否想管理联系人/潜在客户并安排会议？我使用该软件的主要目标仅仅是外展吗？

因此，在选择投资哪个 CRM 时，请考虑您的业务需求，并评估该服务是否适合系统中管理的数据类型。这三种选择中最适合您业务的平台完全取决于您的业务需求。