Salesforce与HubSpot与Zoho：哪个营销自动化工具适合您？

Salesforce与HubSpot与Zoho：营销自动化是您可以做的最重要的事情之一，以促进您的业务增长。但您应该使用哪个营销自动化平台？Salesforce、HubSpot还是Zoho？

答案并不像看起来那么简单。每个公司都有其优缺点，但有几个关键点可以帮助您决定哪个工具可能最适合您的业务。

CRM软件的功能是什么？

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CRM软件旨在组织和跟踪您公司与当前和潜在客户的互动。

CRM软件用于跟踪您所有的联系人和重要客户信息。

它还可以帮助管理营销活动、进行销售预测和组织客户数据。

CRM软件通常具有一个仪表板，其中包含潜在客户、机会、联系人和客户历史等信息。

大多数CRM都内置有联系人管理工具，帮助您跟踪所有客户的公司、职务、位置等详细信息。

如何决定最佳的CRM软件是什么

好的CRM软件应该能够让您在一个地方访问所有客户信息和数据。它应该帮助您管理销售管道，识别关键机会并创建有效的活动。它还应该易于使用且具有适应性。

HubSpot与Salesforce与Zoho功能比较

营销自动化工具正成为任何组织营销策略中越来越重要的一部分。

它们提供广泛的功能，帮助企业自动化其营销任务和流程。

但哪个工具适合您的业务？

以下是HubSpot、Salesforce和Zoho的比较——市场上三种最受欢迎的营销自动化工具。

团队协作与集成

团队协作与集成对营销很重要，因为今天营销人员所做的许多任务需要多个人合作。无论是设计师、开发人员还是文案撰写者——使用能够与团队协作的工具对企业来说极其宝贵。

团队协作被定义为两个或更多人共同努力以实现共同目标的集体努力。这很重要，因为它帮助营销人员比单独工作时更快、更轻松地完成任务。

集成被定义为将一个或多个事物纳入更大系统的过程。这很重要，因为它允许营销人员使用和访问他们可能使用的其他工具中的数据，而无需复制和粘贴信息，这可能导致错误。

HubSpot通过允许用户与其他团队成员共享任务来帮助团队协作和集成。您还可以添加笔记、文件或评论，让多个人能够实时共同参与项目。此外，HubSpot与Google Drive等工具集成，使营销人员能够轻松创建项目文档，全部在平台内部完成。

HubSpot还提供内置聊天功能，让团队成员实时沟通。这是快速获取项目反馈或在需要时请求帮助的好方法。

Salesforce与HubSpot的不同之处在于它提供了一个更封闭的系统。在Salesforce中，团队成员只能与同一账户上的其他用户共享任务。这对一些企业来说可能是限制，因为他们可能希望与公司外部的人进行协作。

Salesforce也没有像HubSpot那样与其他工具的原生集成。然而，许多第三方集成可用，允许用户将其Salesforce账户与他们可能使用的其他工具连接。

Zoho在团队协作和集成方面提供与HubSpot类似的工具。用户可以与同一账户上的其他用户共享任务，向项目添加笔记或文件，并在需要时通过聊天进行沟通。

Zoho与HubSpot的不同之处在于它没有提供像Google Drive（与HubSpot集成）或Salesforce（与HubSpot集成）这样的原生集成。然而，第三方集成可用，允许用户将其Zoho账户与他们可能使用的其他工具连接。

在团队协作和集成方面，HubSpot显然是赢家。它的工具使用户能够轻松与其他团队成员共享任务，向项目添加笔记或文件，并实时沟通。它还与许多其他工具集成，允许营销人员使用来自其他来源的数据，而无需复制和粘贴信息。

Salesforce提供与HubSpot类似的功能，但其系统更加封闭。团队成员只能与同一账户上的其他用户共享任务，这对一些企业来说可能是限制。它也没有与其他工具的原生集成。

Zoho提供与HubSpot和Salesforce类似的功能，但它的集成数量较少。虽然有第三方集成可用，但它们并不能像HubSpot和Salesforce那样原生地将用户的Zoho账户与其他工具连接。

报告和分析

报告和分析是帮助您确定营销工作成功或失败的两个最关键元素。了解哪些工作有效，哪些无效是很重要的，这样您才能将时间集中在前者上。

报告和分析对于营销自动化工具尤其重要，因为它们需要大量的试验和错误才能正确。

HubSpot 在营销自动化工具中拥有最全面的报告功能之一。它提供有关流量来源、参与度指标、社交媒体活动和转化的详细报告。

免费版本允许您跟踪最多 100 个联系人在 20 种不同活动中的表现，包括网站访问、已打开/点击的电子邮件和拨打的电话。完整套件计划起价为 $200/月，提供更多功能，如 A/B 测试、自定义报告和高级过滤器。

Salesforce 并不提供广泛的报告和分析，因为它主要是一个 CRM 工具。然而，它的潜在客户评分功能允许您自动跟踪潜在客户的参与程度，以便销售代表了解他们的潜在客户是否准备好进行销售。

Salesforce 还与多个第三方分析工具集成，如 Google Analytics、Mixpanel 和 Tableau。

Salesforce 的报告和分析功能远不如 HubSpot 的全面。

Zoho 提供了大量关于营销活动、网站访客、潜在客户转化和电子邮件打开/点击的详细报告。它还为电子邮件和着陆页提供 A/B 测试。

然而，它没有 HubSpot 和 Salesforce 提供的全面报告功能。此外，它与第三方分析工具的集成仅限于 Google Analytics。

Zoho 的报告和分析功能与 Salesforce 最为相似，因为它不提供有关流量来源、参与度指标或社交媒体活动的详细报告。

在报告和分析方面，HubSpot 是营销自动化工具的最佳选择。它的免费计划提供有关流量来源、参与度指标和社交媒体活动的详细报告，而其完整套件计划则提供 A/B 测试和自定义报告等附加功能。Salesforce 是 CRM 工具的最佳选择，其潜在客户评分功能允许您自动跟踪潜在客户的参与程度。Zoho 提供了大量关于营销活动、网站访客、潜在客户转化和电子邮件打开/点击的详细报告，但其与第三方分析工具的集成有限。

可扩展性

可扩展性是指系统、网络或过程处理不断增长的工作量的能力。营销自动化平台是软件系统，自动执行传统上由营销人员和销售团队完成的任务，具有电子邮件营销、社交媒体管理工具、潜在客户培养程序等特殊应用。由于这些系统代表您的企业接触潜在客户，您希望它们具备可扩展性，以便能够跟上不断增加的潜在客户和客户数量。

可扩展性通常被视为软件架构的一个功能。

HubSpot 的平台非常可扩展。HubSpot 的架构允许您添加无限的用户、联系人和公司，而不会导致性能下降或增加成本。HubSpot 还可以通过使用分布式缓存系统来处理增加的数据负载。

HubSpot 的可扩展性在现实世界中得到了测试和验证。该公司在过去六年中每年规模都翻了一番，其营销自动化系统在没有任何问题的情况下处理了这种增长。

HubSpot 的可扩展性功能也在不断改进。HubSpot 于 2010 年发布了 HubSpot 应用程序编程接口（API），以便开发人员能够创建与其营销自动化系统集成的应用程序。该公司还围绕其 API 创建了一个开发者社区，以便开发人员可以分享利用 HubSpot 可扩展性的技巧和窍门。

Salesforce 的可扩展性比 HubSpot 更复杂。Salesforce 旨在为拥有数千名用户和联系人的大型跨国企业服务。HubSpot 更适合中小型企业。

Salesforce 多年来一直成功地进行可扩展性。它可以通过根据需要向其架构添加新服务器或集群来处理负载增加。

Salesforce 还提供一套名为 Sales Cloud 的工具，帮助销售团队管理他们的潜在客户和客户。Sales Cloud 是可扩展的，可以处理大量数据。

Zoho 的可扩展性非常简单。它是为没有很多用户或联系人的中小型企业设计的。

Zoho 的可扩展性功能也在不断改进。每年 Zoho 发布新版本的软件，包含性能改进、错误修复、安全更新等，因此随着时间的推移，它在不需要用户额外努力的情况下变得更好。

Zoho 提供了适合小型企业的广泛报告和分析功能。该公司多年来也一直成功地进行可扩展性。它可以通过根据需要向其架构添加新服务器或集群来处理负载增加。

在可扩展性方面，HubSpot 是明显的赢家。它可以处理无限的用户、联系人和公司，而不会导致性能下降或增加成本。HubSpot 还有一个分布式缓存系统，确保其平台能够处理增加的数据负载。

Salesforce 的可扩展性比 HubSpot 更复杂，但由于其 Sales Cloud 工具套件，它可以处理大量数据。Salesforce 多年来也一直成功地进行可扩展性。

Zoho 的可扩展性非常简单，它可以通过根据需要添加新服务器或集群来处理负载增加。Zoho 的可扩展性功能每年都在不断改进，发布的新版本包括错误修复、安全更新等。Zoho 还提供了适合小型企业的广泛报告和分析功能。

价格

定价是考虑营销自动化工具时的重要因素。Salesforce 是最昂贵的选择，其次是 HubSpot，然后是 Zoho。这三者都有不同的定价模型，因此了解哪一种最适合您的业务非常重要。

定价被定义为决定某物在其价值方面的价值的过程。

HubSpot 的定价基于您数据库中联系人数量。您拥有的联系人越多，价格就越高。Salesforce 和 Zoho 都是按用户数量收费。

HubSpot 还提供免费试用，以便您在决定它是否适合您的业务之前先测试该工具。此外，请记住，HubSpot 拥有多种功能，因此根据您的需求（例如网络研讨会、活动和比赛），价格可能是值得的。

Salesforce 的定价基于您数据库中联系人和用户的数量。它也提供免费试用，但需要注意的是，Salesforce 的价格比 HubSpot 更高。

Salesforce 的功能种类比 HubSpot 更多，因此如果您需要访问所有这些功能，那么价格可能是值得的。需要注意的是，Salesforce 拥有广泛的功能，因此根据您的需求（例如报告和客户服务请求），价格可能是值得的。

Zoho 的定价基于您拥有的用户数量。Zoho 还提供免费试用，并且不需要合同，这意味着您可以随时取消而不受罚款或费用。

Zoho has fewer features than HubSpot and Salesforce but still has enough to meet your needs such as reporting, lead scoring, and email marketing automation. Zoho also offers integration with Google Analytics, which is a bonus.

In terms of pricing, HubSpot is the most affordable option, followed by Salesforce and then Zoho. Keep in mind that HubSpot offers a free trial so you can test out the tool before deciding if it’s the right fit for your business. If you need access to all of HubSpot’s features, then the price may be worth it.

Salesforce is more expensive than HubSpot, but it has a wider variety of features. If you need access to all of those features, then the price may be worth it depending on your needs such as reporting and customer service requests.

Zoho is the cheapest option out of the three with pricing based on user numbers rather than the number of contacts or users like Salesforce and HubSpot. Zoho also offers a free trial so you can test out the tool before deciding if it’s the right fit for your business. If you need access to all of Zoho’s features, then the price may be worth it.

In conclusion, when considering a marketing automation tool, pricing is an important factor to consider.

客户支持

Customer support is important in marketing because it helps to keep customers happy and engaged. Happy, engaged customers are more likely to remain loyal to your brand and recommend you to others. Customer support can be provided through a variety of channels, including email, phone, chat, or social media.

Customer support is defined as the provision of assistance to customers who have questions or problems with a product or service. It can include anything from answering customer inquiries to resolving complaints.

Hubspot provides excellent customer support. Customers can call, email, or chat with a representative. Representatives are available around the clock and there is always someone working to answer questions for customers.

Hubspot’s customer support is available through phone, email, and chat. Hubspot is also known for its excellent documentation which provides users with all the information they need to get started quickly.

Salesforce is different than HubSpot in terms of customer support. Salesforce does not offer phone or chat assistance, but they do have an extensive library of well-written documentation that is searchable by keywords and phrases to help users solve problems on their own.

Salesforce’s customer support is available through email only. However, representatives are available 24/11 and usually reply to emails within a few hours.

Zoho’s customer support is different than HubSpot and Salesforce. Zoho offers phone, email, and chat support. Representatives are available 24/365 and usually reply to emails within a few hours.

Zoho’s customer support is available through all three channels – phone, email, and chat. They also have an extensive library of well-written documentation that is searchable by keywords and phrases to help users solve problems on their own.

In terms of customer support, HubSpot, Salesforce, and Zoho all offer similar options such as phone, email, and chat support. However, HubSpot’s customer service is available around the clock while both Salesforce and Zoho are only available during certain hours. Additionally, Hubspot has an excellent reputation for providing quality customer support while Salesforce’s customer service is sometimes criticized. Zoho’s customer service is praised for being quick and helpful, but some users have reported a lack of phone availability.

自动化

Automation is the use of software and computer systems to complete tasks that would be time-consuming or otherwise impossible for a human alone. Marketing automation is used in marketing to automate many different processes such as email, customer relationship management (CRM), social media, and website analytics tracking.

Automation is important in marketing because it allows marketers to save time and effort by automating repetitive tasks. Automation also allows for more efficient and effective communication with customers, which can lead to better customer relationships and increased sales.

Hubspot is a popular marketing automation tool that allows users to automate many different tasks such as email, customer relationship management (CRM), social media, and website analytics tracking. Hubspot also offers a wide range of features such as lead scoring, contact insights, and A/B testing.

Hubspot’s automation features are designed to help users save time and effort by automating repetitive tasks. Hubspot also offers a wide range of features such as lead scoring, contact insights, and A/B testing that can help marketers improve their marketing campaigns.

Salesforce differs from Hubspot in that it offers much fewer automation features. Salesforce focuses more on sales and therefore has tools such as lead scoring, contact insights, and A/B testing for marketing purposes.

Salesforce’s focus is not entirely on marketing like HubSpot but this does allow them to offer a suite of other useful business management apps including CRM, resource management, and time tracking so marketers don’t have to rely solely on automation.

Salesforce’s automation features are less comprehensive than HubSpot’s, but they offer a wide range of features that can help sales teams manage their sales processes more effectively.

Zoho differs from HubSpot and Salesforce in that it offers even fewer automation features than Salesforce. Zoho instead focuses on providing a wide range of business apps that can help users manage their businesses more effectively.

Zoho’s lack of automation features may be seen as a disadvantage by some users, but this allows them to provide a suite of other useful business management apps including CRM, resource management, and time tracking so marketers don’t have to rely solely on automation.

Zoho’s focus is not entirely on marketing like HubSpot but this does allow them to offer a suite of other useful business management apps that can help sales teams manage their sales processes more effectively.

In terms of automation, HubSpot offers the most comprehensive set of features, followed by Salesforce and then Zoho. However, it is important to note that HubSpot’s automation features are designed mainly for marketing purposes, while Salesforce’s focus is on sales, and therefore their automation features are more suited for sales teams. Zoho offers the least amount of automation features but they do provide a suite of other useful business management apps.

Ultimately, the decision of which marketing automation tool is right for you depends on your needs and what you are looking to achieve with your marketing campaigns. All three tools offer different features and it is important to choose the tool that best suits your individual needs.

易用性

Ease of use is the ability of a website to not only look good but also be easy to navigate, intuitive, and simple. If your site is difficult for people to use or lacks the features they need it will result in lower conversions which means less revenue. Marketing automation tools need to be easy to use because a user can’t take advantage of the features they aren’t aware that exist.

Hubspot is a no-brainer to use once you become familiar with the platform. It has features that help users design, send and track emails as well as manage contacts without having to leave your browser tab if they aren’t using Salesforce.

Hubspot’s ease of use may be attributed to its simple and organized user interface. Users can drag-and-drop content blocks, create custom workflows and manage their contacts all in one place.

Salesforce is notoriously difficult to navigate for first-time users but offers a wealth of features for those who are willing to invest the time to learn. It can be used to manage your contacts, create and send emails, track website visits, and more.

While Salesforce may require a little more work upfront to learn its ins and outs, its features are hard to beat for users who want total control over their marketing campaigns.

Zoho is similar to Hubspot in that it is easy to use and has a lot of features. It also offers users the ability to drag-and-drop content blocks, create custom workflows and manage their contacts all in one place.

Zoho’s ease of use may be attributed to its simple and organized user interface. Users can drag-and-drop content blocks, create custom workflows and manage their contacts all in one place.

In terms of ease of use, Hubspot, Salesforce, and Zoho are all fairly comparable. They all offer users the ability to drag-and-drop content blocks, create custom workflows and manage their contacts all in one place. However, Hubspot is likely to be the easiest for those who are not familiar with marketing automation tools as it has a very intuitive interface. Salesforce is designed for users who want total control over their marketing campaigns but it will take some time to learn. Zoho may be the most difficult of these three tools to use because there are no pre-made workflows or templates that can help you get started quickly.

用户体验

User experience is how a person feels when using a product or service. It encompasses all the aspects of using a product, from the initial contact with marketing materials to signing up for an account and using the product. Good user experience is important in marketing because it can make people more likely to buy your product or use your service. If the process is confusing or difficult, for example, people may become frustrated and give up. If the process is simple and easy to use, on the other hand, they’re more likely to be satisfied with it and proceed successfully through all stages of purchase or signing up. User experience can also affect referrals; if someone feels good about using your product or service, he may recommend it to his friends.

Hubspot is known for its user-friendly interface and easy-to-follow steps. It’s often cited as a favorite among users, partly because of the pleasant experience it provides. The company has invested heavily in making sure that its software is not only effective but also delightful to use.

Hubspot’s user experience is largely positive, but there are some common complaints. Some users have trouble importing existing contacts into the contact database–a basic function that should be intuitive enough not to require any formal training. Others complain that it’s difficult or time-consuming to figure out how to apply automation rules in Hubspot when you’re just starting because of the sheer number of options available.

Salesforce is also known for its user-friendly interface, but it’s not as widely praised as Hubspot. One reason may be that the company has been around longer and has more features, which can make it seem more complex to newcomers. However, Salesforce is highly customizable and offers a lot of options for users who want to fine-tune their experience.

Salesforce’s user experience is generally positive, but there are some areas where it falls short of Hubspot. One common complaint is that the interface can be overwhelming for beginners; in particular, there’s a lot of information presented on each page and it can be difficult to know where to start. Additionally, some users find the process of setting up automated email sequences or tasks cumbersome and time-consuming.

Zoho is the only other marketing automation tool that matches Hubspot’s user-friendliness. It has a simple, streamlined interface but still offers many of the same features as Hubspot or Salesforce. The transition from Zoho to Hubspot might be difficult for users who are accustomed to Zoho because it lacks some of the more complex functions available in those other products.

Zoho’s user experience is universally praised. There are no major complaints about the interface or the process of using the product. Many users say that it’s one of the easiest marketing automation tools to learn and use.

In terms of user experience, Hubspot, Salesforce, and Zoho are all solid products. Hubspot is widely acknowledged as the most user-friendly of the three, but it’s not necessarily better if you’re looking for something more customizable or that offers a lot of features. If you need an intuitive marketing automation tool with lots of functions available to help boost your company’s productivity, Hubspot is the best option. If you’re looking for something simpler that still offers a lot of features, Zoho is a great choice. And if you want the most user-friendly interface with little hassle, go with Salesforce. Whichever tool you choose, make sure to take advantage of the free trials available so that you can try them out for yourself and see which one works best for your business.

Mobile accessibility

Mobile accessibility is the ability of a website or app to be used by people with different disabilities. This includes blindness and low vision, color blindness, deafness and hearing loss, learning disabilities, cognitive limitations, and physical disabilities.

Mobile accessibility is important in marketing because it ensures that all potential customers can access your content. If your website or app is not accessible, you are missing out on a large segment of the population.

Make sure to test your website or app for mobile accessibility to ensure that everyone can enjoy your content. You may need to hire a specialist to help you with this.

Hubspot is one of the most accessible marketing automation tools available. It has a wide range of features that make it easy for people with disabilities to use.

Hubspot also offers a wide range of support for people with disabilities. You can access help articles, videos, and webinars to learn more about how to make your website or app accessible.

Hubspot’s accessibility makes it a great choice for businesses of all sizes.

Salesforce is one of the most accessible marketing automation tools available. It has a wide range of features that make it easy for people with disabilities to use.

Salesforce also offers a wide range of support for people with disabilities. You can access help articles, videos, and webinars to learn more about how to make your website or app accessible.

Salesforce’s accessibility makes it a great choice for businesses of all sizes.

Zoho is not as accessible as Hubspot or Salesforce, but it is still one of the most accessible marketing automation tools available. Zoho has a wide range of features that make it easy for people with disabilities to use.

Zoho also offers a wide range of support for people with disabilities. You can access help articles, videos, and webinars to learn more about how to make your website or app accessible.

Zoho’s accessibility makes it a great choice for businesses of all sizes.

In terms of mobile accessibility, Hubspot, Salesforce, and Zoho are all great choices for businesses of any size.

Each company has a wide range of features that make their marketing automation tools easy to use by people with different disabilities. They also have a large amount of support available for users who need assistance in making their website or app more accessible.

Lead management

Lead management is oftentimes misunderstood. Many companies see it just as a list of leads that are being followed up with, but there is so much more to lead management than the simple follow-up.

Most importantly, good lead management can help you figure out who your target audience is and how they go through the buying cycle. This will allow you to better focus your marketing efforts and produce better results.

Hubspot 拥有一个非常全面的潜在客户管理系统，涵盖了所有基础功能及更多。您可以跟踪潜在客户的来源，了解他们在购买周期中的位置，甚至可以将他们分配给不同的团队成员进行跟进。

Hubspot 还提供多种工具，帮助您将潜在客户转化为客户，包括表单、弹出窗口和着陆页。

Salesforce 的潜在客户管理比 Hubspot 更复杂。它提供了许多选项和功能，您可以根据需求使用。这既有好处也有坏处，因为对某些用户来说可能会感到不知所措。

Salesforce 还内置了客户关系管理 (CRM) 系统，让您不仅可以跟踪潜在客户，还可以跟踪客户及其与您公司的互动。

Zoho 的潜在客户管理是三者中最简单的。它没有 Hubspot 或 Salesforce 那么多的功能，但能有效完成任务而不会让人感到压倒。

Zoho 的潜在客户管理也与其 CRM 系统集成，使得跟踪潜在客户和客户变得简单。

在潜在客户管理方面，Hubspot 是最全面的，Salesforce 更复杂但功能更多，而 Zoho 是最简单的。三者各有优缺点，因此重要的是要弄清楚您的需求，然后选择最适合您需求的工具。

何时选择 Zoho CRM

当您需要一个强大且价格合理的 CRM 解决方案时，选择 Zoho CRM。Zoho CRM 非常适合希望在一个地方管理销售、营销和客户支持操作的小型企业和初创公司。它提供了您发展业务所需的所有功能，包括潜在客户管理、电子邮件营销、活动跟踪等。此外，Zoho CRM 易于使用，可以根据您的特定需求进行定制。