salesforce

Salesforce vs Freshsales – How Do They Compare?

Salesforce vs Freshsales

  • Salesforce:
    • Extensive customization
    • Advanced AI-driven analytics
    • Ideal for large enterprises
    • Higher cost
  • Freshsales:
    • User-friendly interface
    • Strong focus on sales automation
    • Affordable pricing
    • Suitable for small to medium-sized businesses

Salesforce vs Freshsales

Salesforce vs Freshsales

Salesforce and Freshsales are robust CRM solutions, each catering to different business needs.

Salesforce offers extensive customization and advanced AI-driven analytics, making it ideal for large enterprises that require a highly flexible and scalable CRM system.

Salesforce provides comprehensive features for contact management, sales forecasting, marketing automation, and customer support. However, It is more expensive and has a steeper learning curve, which may require significant training and resources.

Freshsales is known for its user-friendly interface and strong focus on sales automation. It is particularly well-suited for small to medium-sized businesses looking for an affordable and straightforward CRM solution.

Freshsales offers intuitive contact management, pipeline tracking, and built-in phone and email capabilities, making it easier for sales teams to manage their activities and close deals efficiently.

Read our guide on how Salesforce compares to Pipedrive.

Core Features Comparison

Core Features Comparison salesforce vs freshsales

Contact and Lead Management

Salesforce: Features, Capabilities, and Unique Aspects

  • Comprehensive Contact Management: Salesforce offers detailed contact profiles, interaction history, and social media integration.
  • Advanced Lead Management: Features include lead capture, scoring, nurturing, and automated lead assignment.
  • Customization: Extensive options for custom fields, workflows, and modules to tailor processes to business needs.
  • Example: A financial services company can use Salesforce to track customer interactions across multiple channels and prioritize leads based on engagement.

Freshsales: Features, Capabilities, and Unique Aspects

  • Simple Contact Management: Freshsales provides an easy-to-use interface for managing contacts and leads.
  • Lead Tracking: Features include lead scoring, visual pipeline stages, and activity reminders.
  • Built-In Communication: Integrated phone and email capabilities for direct communication with leads and contacts.
  • Example: A small tech startup can use Freshsales to manage leads, track communication history, and schedule follow-up activities directly within the CRM.

Sales and Pipeline Management

Salesforce: Sales Pipeline, Forecasting, and Automation Tools

  • Visual Sales Pipeline: Track and manage deals through customizable stages.
  • Sales Forecasting: Advanced tools to predict sales outcomes and set realistic targets.
  • Automation: Workflow automation, process builder, and AI-driven insights to enhance sales efficiency.
  • Example: A retail business can automate sales processes and use AI to forecast sales trends accurately.

Freshsales: Sales Pipeline, Forecasting, and Automation Tools

  • Intuitive Pipeline Management: Visual pipeline to manage deals with drag-and-drop functionality.
  • Basic Forecasting: Simple forecasting tools to predict sales outcomes.
  • Automation: Workflow automation for repetitive tasks and activity reminders.
  • Example: A real estate agency can use Freshsales’s visual pipeline to track property deals and automate follow-up tasks.

Marketing Automation

Salesforce: Marketing Tools, Campaigns, and Integrations

  • Comprehensive Tools: Email marketing, social media management, advertising, and more.
  • Campaign Management: Create, execute, and track marketing campaigns with detailed analytics.
  • Integrations: Seamless integration with third-party marketing tools and platforms.
  • Example: A healthcare provider can manage multi-channel marketing campaigns and track real-time performance metrics.

Freshsales: Marketing Tools, Campaigns, and Integrations

  • Basic Tools: Email marketing and simple campaign tracking.
  • Campaign Management: Manage and track basic marketing campaigns.
  • Integrations: Integrates with third-party marketing tools like Mailchimp for enhanced functionality.
  • Example: An ecommerce store can use Freshsales’s integration with Mailchimp to send out email campaigns and track responses.

Customer Support and Service

Salesforce: Helpdesk, Case Management, and Support Features

  • Service Cloud: Comprehensive helpdesk features, including ticketing, case management, and knowledge base.
  • Advanced Case Management: Efficient handling of customer issues with automation for case assignment and escalation.
  • Support Channels: Live chat, email, phone support, community forums, and self-service portals.
  • Example: An online retailer can manage customer service requests and automate follow-up actions to improve response times.

Freshsales: Helpdesk, Case Management, and Support Features

  • Basic Support Features: Basic helpdesk and case management through third-party integrations.
  • Simple Case Management: Track and manage customer inquiries and support tickets.
  • Support Channels: Email support and a knowledge base for self-service.
  • Example: A startup can use Freshsales’s integrations to manage customer support tickets and respond to inquiries promptly.

Reporting and Analytics

Salesforce: Reporting Capabilities, Dashboards, and Analytics Tools

  • Extensive Reporting: Customizable reports and real-time data visualization.
  • Dashboards: Interactive dashboards to monitor key performance indicators.
  • AI-Driven Analytics: Predictive insights to support data-driven decision-making.
  • Example: A logistics company can use Salesforce’s reporting tools to analyze delivery performance and optimize routes.

Freshsales: Reporting Capabilities, Dashboards, and Analytics Tools

  • Simple Reporting: Basic reporting features to track sales performance.
  • Dashboards: Visual dashboards to monitor sales activities and performance.
  • Basic Analytics: Essential analytics tools to gain insights into sales data.
  • Example: A freelance consultant can use Freshsales’s simple reporting tools to track sales performance and identify areas for improvement.

Customization and Scalability

Customization and Scalability salesforce vs freshsales

Salesforce

Customization Options: Custom Fields, Modules, and Workflows

  • Custom Fields: Salesforce allows businesses to create custom fields to capture specific data relevant to their processes. For example, a healthcare provider can add custom fields to track patient information.
  • Custom Modules: Users can design custom modules to address unique business requirements. For example, a real estate firm might create modules to manage property listings and client viewings.
  • Workflows: Advanced workflow automation enables users to streamline various business processes. For instance, a sales team can set up workflows to automatically assign leads to sales reps based on predefined criteria.

Scalability: How Salesforce Supports Growing Businesses

  • Enterprise-Grade Scalability: Salesforce is designed to support businesses of all sizes, from small startups to large enterprises. For example, Coca-Cola uses Salesforce to manage its global customer relationships.
  • Flexible Plans: Salesforce offers various pricing tiers, allowing businesses to scale their CRM usage as they grow. A small business might start with the Essentials plan and upgrade to Enterprise as their needs expand.
  • Advanced Features: Provides robust tools and features that can scale as business needs evolve. Companies can leverage Salesforce’s AI-driven analytics to gain deeper insights as their data volumes grow.

Freshsales

Customization Options: Custom Fields, Modules, and Workflows

  • Custom Fields: Freshsales allows for the creation of custom fields to capture specific business data. For instance, a manufacturing company can add custom fields to track production metrics.
  • Custom Modules: Users can develop custom modules tailored to their business processes. For example, a financial institution might create modules to manage loan applications and approvals.
  • Workflows: Workflow automation helps in optimizing business operations. For example, a service company can automate assigning service requests to the appropriate team members.

Scalability: How Freshsales Supports Growing Businesses

  • Scalable Platform: Freshsales is built to support businesses as they grow, accommodating increasing data volumes and user numbers. For instance, a growing retail chain can use Freshsales to manage more stores and inventory.
  • Integrated Ecosystem: Seamless integration with other Freshworks products supports scalability. Businesses can extend their capabilities by integrating additional Freshworks services.
  • Flexible Deployment: Options for cloud deployment provide flexibility for growing businesses. A mid-sized company might start with a basic plan and later upgrade to a more advanced plan as its IT infrastructure evolves.

Read our guide comparing Salesforce vs Insightly.

Integration Capabilities

Integration Capabilities salesforce vs freshsales

Salesforce

Integration with Third-Party Applications

  • AppExchange Marketplace: Salesforce offers many integrations through its AppExchange marketplace. These include popular tools like Mailchimp for email marketing, Slack for team collaboration, QuickBooks for accounting, and Google Workspace for productivity. The extensive range of third-party integrations makes it easy to connect Salesforce with the tools businesses already use, enhancing overall functionality and efficiency.

API Capabilities and Ecosystem

  • Robust APIs: Salesforce provides extensive API capabilities, including REST, SOAP, and Bulk APIs, enabling custom integrations and data synchronization. The platform supports developers with comprehensive resources and tools, such as the Salesforce Developer Community and Trailhead modules. This allows businesses to create tailored solutions that meet their specific needs.

Freshsales

Integration with Third-Party Applications

  • Extensive Integrations: Freshsales integrates with numerous third-party applications to enhance its CRM capabilities. These integrations include tools like Google Workspace for email and calendar management, Microsoft Office for productivity, Slack for communication, and Mailchimp for email marketing. Freshsales’s integrations help streamline business processes by connecting with the tools users rely on.

API Capabilities and Ecosystem

  • Flexible API: Freshsales offers a flexible API that allows developers to build custom integrations and automate workflows. The Freshsales API supports RESTful operations and provides comprehensive documentation to assist developers. This enables businesses to extend Freshsales’s functionality to meet unique requirements and integrate seamlessly with other systems.

Pricing and Plans

Salesforce

Overview of Pricing Tiers and What Each Includes

  • Essentials: $25 per user/month – Basic CRM features, including contact and account management, lead management, email integration, and basic reporting. Ideal for small businesses starting with CRM.
  • Professional: $75 per user/month—Includes all Essentials features, plus advanced sales forecasting, collaborative forecasting, and campaign management. Suitable for growing businesses needing more advanced tools.
  • Enterprise: $150 per user/month—This plan includes All Professional features, plus workflow and approval automation, customizable sales processes, and advanced reporting. It is designed for larger businesses with complex needs.
  • Unlimited: $300 per user/month – All Enterprise features, plus unlimited customizations, priority support, and additional administrative tools. Best for large enterprises requiring extensive customization and support.

Value for Money and Cost Considerations

Salesforce’s pricing reflects its extensive feature set and scalability. While the higher cost can be a barrier for smaller businesses, the comprehensive tools and capabilities provided justify the investment for larger enterprises and those requiring advanced customization. Businesses benefit from Salesforce’s robust support, extensive integrations, and powerful analytics.

Freshsales

Overview of Pricing Tiers and What Each Includes

  • Growth: $18 per user/month – Basic CRM features, including contact and account management, custom fields, and email integration. Suitable for small businesses.
  • Pro: $47 per user/month—Includes all Growth features, plus sales forecasting, workflows, and sales sequences. Ideal for growing businesses.
  • Enterprise: $83 per user/month—This plan offers All Pro features, plus advanced customization, a dedicated account manager, and AI-powered insights. It is designed for larger businesses with complex needs.
  • Forest: Custom pricing – Tailored features for large enterprises with specific requirements, including enterprise-grade security and extensive support.

Value for Money and Cost Considerations

Freshsales offers competitive pricing, making it an attractive option for small—to medium-sized businesses. The tiers are designed to provide value at different levels of business growth, with features that scale according to the business’s needs. The lower price points and user-friendly interface make Freshsales a cost-effective solution for businesses seeking a straightforward CRM.

User Experience and Support

User Experience and Support salesforce vs freshsales

User Interface and Ease of Use

Salesforce: User Interface Design, Navigation, and Learning Curve

  • Design and Navigation: Salesforce’s Lightning Experience features a modern, sleek design focusing on usability and efficiency. However, the interface can be complex due to its extensive features and customization options.
  • Learning Curve: Salesforce’s learning curve is steeper than that of Freshsales. Users often require dedicated training sessions to navigate and utilize the platform effectively.
  • Example: A large enterprise might invest in several weeks of training for its sales team to fully leverage Salesforce’s capabilities.

Freshsales: User Interface Design, Navigation, and Learning Curve

  • Design and Navigation: Freshsales offers a user-friendly and intuitive interface designed with simplicity. The drag-and-drop functionality for pipeline management is a standout feature.
  • Learning Curve: Freshsales’s learning curve is relatively flat. New users can quickly get up to speed with minimal training.
  • Example: A small marketing agency can start using Freshsales with a brief onboarding session, allowing them to focus on their core activities without lengthy training.

Customer Support

Salesforce: Support Channels, Response Times, and User Reviews

  • Support Channels: Salesforce offers multiple support channels, including phone, email, live chat, and a comprehensive knowledge base. Higher-tier plans receive priority support with faster response times.
  • Response Times: Response times can vary based on the support plan. Premium support provides quicker resolutions.
  • User Reviews: Users often praise Salesforce for its robust support infrastructure but note variability in response times.
  • Example: An enterprise-level client needing immediate technical support might benefit from Salesforce’s priority response for critical issues.

Freshsales: Support Channels, Response Times, and User Reviews

  • Support Channels: Freshsales offers support through email, live chat, and a detailed online knowledge base. It also offers phone support for higher-tier plans.
  • Response Times: Response times are generally quick, especially for customers on higher-tier plans.
  • User Reviews: Reviews frequently highlight Freshsales’s responsive support and the helpfulness of their customer service team.
  • Example: A small business can rely on Freshsales’s live chat for prompt assistance.

Implementation and Onboarding

Implementation and Onboarding salesforce vs freshsales

Salesforce

Implementation Process and Onboarding Support

  • Implementation Process: Salesforce’s implementation can be complex, often requiring the assistance of certified consultants or implementation partners, especially for large and complex deployments. The process involves initial setup, data migration, customization, and integration with other business systems.
  • Onboarding Support: Salesforce offers extensive onboarding programs, including guided setups and personalized support to ensure a smooth transition. New users can access one-on-one coaching sessions and detailed implementation guides.
  • Example: A multinational corporation might need several months to fully implement Salesforce across all its departments, often relying on a dedicated implementation team to manage the process.

Training Resources and Documentation

  • Trailhead Platform: Salesforce’s Trailhead platform provides a wealth of training resources, including interactive modules, hands-on projects, and certifications. This platform helps users learn at their own pace.
  • Additional Resources: Extensive documentation, webinars, and user guides help users and administrators maximize the platform. Customized training sessions and workshops address specific needs.
  • Example: An HR manager new to Salesforce can complete Trailhead modules on employee data management to become proficient in using the platform.

Freshsales

Implementation Process and Onboarding Support

  • Implementation Process: Freshsales’s implementation process is straightforward and can often be managed internally without external consultants. The process includes initial setup, data import, customization, and basic integration with other tools.
  • Onboarding Support: Freshsales provides a guided setup that walks users through the initial configuration, data import, and customization steps. Users can also access personalized onboarding support for a smooth transition.
  • Example: A small marketing agency can set up Freshsales in days, thanks to its intuitive setup process and user-friendly interface.

Training Resources and Documentation

  • Training Resources: Freshsales offers a variety of training resources, including an extensive knowledge base, video tutorials, and webinars to help users get started and make the most of the platform.
  • Additional Resources: The Freshsales Academy provides courses and certifications to help users deepen their knowledge of the platform. Detailed documentation and community forums are also available for additional support.
  • Example: A sales manager can watch video tutorials on setting up sales pipelines and automating follow-ups to quickly become proficient with Freshsales.

Pros and Cons

Pros and Cons salesforce vs freshsales

Salesforce

Advantages and Benefits

  • Extensive Customization: Salesforce allows businesses to tailor the CRM to their needs with custom fields, modules, and workflows, offering high flexibility.
  • Scalability: Ideal for large and growing enterprises, with robust tools that scale as business needs evolve.
  • Advanced Features: Includes AI-driven analytics, extensive third-party integrations, and comprehensive automation tools to support complex business processes.
  • Strong Support Network: This network provides a wealth of resources, including the Trailhead learning platform and a vibrant user community, ensuring users have access to continuous learning and support.

Disadvantages and Limitations

  • High Cost: Generally, it has a higher price point, especially for advanced features and customizations, which can be a barrier for smaller businesses.
  • Complexity: The extensive feature set can result in a steep learning curve and require significant training and resources to manage effectively.
  • Implementation Time: Longer implementation times, often requiring external consultants, especially for large-scale deployments.

Freshsales

Advantages and Benefits

  • User-Friendly Interface: Offers an intuitive and easy-to-use interface, making it accessible for users with minimal training. The drag-and-drop functionality simplifies pipeline management.
  • Affordable Pricing: Competitive pricing makes it an attractive option for small—to medium-sized businesses. It provides value at different levels of business growth.
  • Focused on Sales Automation: Designed with sales teams in mind, providing strong pipeline management tools, built-in phone and email capabilities, and sales sequences.
  • Quick Implementation: Faster implementation process that can often be managed internally, reducing the need for external consultants and minimizing setup time.

Disadvantages and Limitations

  • Limited Advanced Features: Some advanced features available in Salesforce might be limited or absent in Freshsales, which can be a drawback for businesses requiring highly complex functionalities.
  • Scalability Constraints: While scalable, it may not offer the same level of scalability and performance for very large enterprises as Salesforce.
  • Customization Limits: While customizable, it does not offer the same extensive customization capabilities as Salesforce, which may limit its suitability for businesses with highly specific needs.

This detailed comparison of Salesforce and Freshsales across implementation, onboarding, pros, and cons provides valuable insights for businesses evaluating these CRM solutions.

Salesforce vs Freshsales FAQ

What are the main differences between Salesforce and Freshsales?
Salesforce offers extensive customization and advanced features suitable for large enterprises, while Freshsales focuses on user-friendly sales automation for small to medium-sized businesses.

Which CRM is better for small businesses?
Freshsales is often better for small businesses due to its affordable pricing and easy-to-use interface.

Is Salesforce more expensive than Freshsales?
Yes, Salesforce generally has a higher price point, especially for advanced features and customizations.

Can Salesforce handle large-scale operations?
Yes, Salesforce is highly scalable and designed for large-scale operations, making it ideal for large enterprises.

Does Freshsales integrate with other business tools?
Freshsales integrates with various business tools such as Google Workspace, Microsoft Office, Slack, and Mailchimp.

Which CRM has a steeper learning curve?
Salesforce has a steeper learning curve due to its extensive features and customization options. Freshsales is more user-friendly and easier to learn.

Can both CRMs be customized?
Both Salesforce and Freshsales offer customization options, but Salesforce provides more extensive customization capabilities.

Which CRM offers better customer support?
Both CRMs offer good customer support. Salesforce provides different support levels based on pricing tiers, while Freshsales offers responsive support with various channels.

Do both CRMs offer mobile access?
Yes, Salesforce and Freshsales support mobile access through their respective mobile apps.

Which CRM is better for sales pipeline management?
Freshsales is specifically designed for sales pipeline management. Its intuitive and visual approach makes it ideal for sales teams.

Is there a free version of Freshsales?
Freshsales does not offer a free version but provides a 21-day free trial. Salesforce also offers a free trial but not a free version.

Do both CRMs offer marketing automation?
Yes, both Salesforce and Freshsales offer marketing automation tools, though Salesforce provides more advanced options.

Which CRM is faster to implement?
Freshsales is generally faster to implement due to its straightforward setup and user-friendly design. Salesforce may require more time and resources for implementation.

Can I integrate third-party applications with these CRMs?
Yes, both Salesforce and Freshsales support integration with third-party applications. Salesforce offers a broader range of integrations through its AppExchange marketplace.

Which CRM offers better value for money?
Freshsales offers better value for small to medium-sized businesses looking for an affordable and easy-to-use CRM. Salesforce provides excellent value for large enterprises needing advanced features and scalability.

Author
  • Fredrik Filipsson has 20 years of experience in Oracle license management, including nine years working at Oracle and 11 years as a consultant, assisting major global clients with complex Oracle licensing issues. Before his work in Oracle licensing, he gained valuable expertise in IBM, SAP, and Salesforce licensing through his time at IBM. In addition, Fredrik has played a leading role in AI initiatives and is a successful entrepreneur, co-founding Redress Compliance and several other companies.

    View all posts