Did you know that CRM (customer relationship management) as we know it started back in the 1980s thanks to Robert and Kate Kestnbaum?
Salesforce and HubSpot are two of the most popular CRMs in the market. They offer different features and pricing models. Salesforce is a cloud-based CRM that provides a wide range of features and is suitable for businesses of all sizes. On the other hand, HubSpot is a more affordable CRM ideal for small businesses.
Keep reading to learn the top things you should keep in mind when making your final decision between Salesforce and HubSpot.
Salesforce has a few options when it comes to its plans. They have many options now, starting with the small business essentials plan at $25 per month per user. At the higher end for small businesses, if you’re interested in marketing automation tools, you will need a budget of $1250 per month that’s billed annually.
HubSpot also has different options when you are building your plan. To compare it with Salesforce, their sales starter plan also starts at $25 per month for two users. If you want a comparable product to SalesForce’s plans that include marketing automation expect to pay $1200 per month.
Do your research and choose a product that delivers what your small business needs now and in the near future without the product costing you more than you can afford.
More business owners want to automate their work to free up some of their time.
Salesforce has its own artificial intelligence built in to help you work smarter vs harder. You can add the Einstein add-in and set it up to deliver complete automation on processes you don’t need a human to micromanage. For example, you can set up processes that will take deliver content, accept new customer data and deliver follow-up content. Plus, create a new leads funnel and onboard customers.
HubSpot also has a feature set for those looking for automation. This includes workflows you can build around any company, contacts, and ticket values. You can create segmentation with criteria settings that make sense to your audience targeting using queries like “if this equals”, and then “this happens”. Data segmentation is essential for presenting content to audiences that engage and convert.
Remember that some of their automation features are only available with the Enterprise plan with HubSpot. Those automated features include recurring revenue tracking, event triggers, and predictive lead scoring.
Seek to understand each feature, how it works, how your business will use it and how often, so you can make an informed decision on which product is the most relevant to meet your small business needs.
For those considering Salesforce, it does offer more customization than HubSpot. The only problem is that if you are looking for extra flexibility, you will need to have specialized folks on hand to help make it work.
HubSpot, on the other hand, focuses on the user experience and user ease of use. This means that you can take care of everything on your end without calling in for help.
HubSpot’s CRM has tools to help with sales analytics, pipeline management, contact management, sales automation, etc., and is considered a complete solution.
Something else that HubSpot designed was the Flywheel Methodology. This approach puts the customers right at the center of your business. It helps the business grow through the momentum created with your marketing, sales, and service teams working as one.
To get the best results out of your CRM, you want to make sure that it is at the center of your business and that everyone understands how to use your CRM of choice. Salesforce and HubSpot have the functionality that service, sales, and marketing teams need.
You can layer their features and plans with both options to create the perfect mix you need. For example, if you opt for HubSpot, you will have a consistent user experience where individual tools and data reporting are similar and work together.
Salesforce does offer more products and tools, but it comes with a cost because you have to maintain it, and it is not as easy to use and collaborate with as Hubspot’s software.
Something that you want to keep in mind is that you want the CRM that you choose to grow with you. With HubSpot, the great thing is that you can start with a free plan and then upgrade as your business grows.
For those willing to pay for enterprise functions, it will be hard to hit the ceiling because you can always scale with HubSpot.
If you choose Salesforce, you can also scale and customize your CRM as needed. Salesforce is designed for huge companies that have specific niche requests. Both options will grow with you when you are looking for the best scalability.
With Salesforce, you will have endless customization as you grow, and with HubSpot, you will have plenty of control and flexibility to implement the bigger your business gets.
Using multiple tools and services can get chaotic and overwhelming for you and your team. You can end up losing data, and your employees might not be as productive either if all of your tools are not well-integrated.
With HubSpot, you have over 500 integrations that are really simple to set up with other apps that you might already be using, such as Mailchimp, Slack, etc. With Salesforce, you have over 3,400 apps and integrations that you can use depending on your needs.
Feeling Like a Salesforce vs HubSpot Pro?
Now that you know more about salesforce vs Hubspot you can make an informed decision on which CRM is best for your needs.
Almost every business can benefit from a CRM unless your company has no data about their leads or customers.
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