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Exam Code: PDX-101 Practice test 2023 by Killexams.com team
PDX-101 Essentials of Pardot Lightning App for Digital Marketers

Exam Details for PDX-101 Essentials of Pardot Lightning App for Digital Marketers:

Number of Questions: The test consists of approximately 60 multiple-choice and multiple-select questions.

Time Limit: The total time allocated for the test is 90 minutes (1 hour and 30 minutes).

Passing Score: To pass the exam, you must achieve a minimum score of 67%.

Exam Format: The test is conducted online and is proctored. You will be required to answer the questions within the allocated time frame.

Course Outline:

1. Pardot Basics:
- Understand the role of Pardot in digital marketing
- Familiarize with key Pardot terminology and concepts
- Learn about the features and benefits of Pardot for digital marketers

2. Lead Generation and Management:
- Set up and configure Pardot for lead generation
- Create and manage landing pages and forms
- Implement lead scoring and grading strategies

3. Email Marketing and Automation:
- Create and send targeted email campaigns
- Personalize email content and templates
- Automate email marketing workflows and nurturing programs

4. Engagement Studio:
- Build and manage Engagement Studio programs
- Define program steps and automation rules
- Monitor and analyze program performance

5. Marketing and Sales Alignment:
- Understand Pardot's integration with Salesforce CRM
- Establish lead synchronization and data sharing between Pardot and Salesforce
- Collaborate with sales teams using Pardot-Salesforce integration features

6. Reporting and Analytics:
- Generate and interpret Pardot reports and dashboards
- Track and measure campaign performance and ROI
- Utilize Pardot's analytics features for data-driven decision making

Exam Objectives:

1. Understand the fundamentals and terminology of Pardot for digital marketers.
2. Configure and manage lead generation processes in Pardot.
3. Create and execute email marketing campaigns and automation workflows.
4. Build and optimize Engagement Studio programs.
5. Establish marketing and sales alignment through Pardot-Salesforce integration.
6. Analyze and interpret Pardot reports and analytics for campaign performance.
7. Utilize Pardot features to track and measure ROI.

Exam Syllabus:

The test syllabus covers the following topics:

1. Pardot Basics
- Pardot role in digital marketing
- Pardot terminology and concepts
- Pardot features and benefits for digital marketers

2. Lead Generation and Management
- Pardot setup and configuration for lead generation
- Landing pages and forms creation and management
- Lead scoring and grading strategies

3. Email Marketing and Automation
- Targeted email campaigns creation and sending
- Email content personalization and templates
- Email marketing workflows and nurturing programs automation

4. Engagement Studio
- Engagement Studio programs building and management
- Program steps and automation rules definition
- Program performance monitoring and analysis

5. Marketing and Sales Alignment
- Pardot-Salesforce CRM integration
- Lead synchronization and data sharing between Pardot and Salesforce
- Collaboration with sales teams using Pardot-Salesforce integration features

6. Reporting and Analytics
- Pardot reports and dashboards generation and interpretation
- Campaign performance tracking and measurement
- Pardot analytics features utilization for data-driven decision making

Essentials of Pardot Lightning App for Digital Marketers
Salesforce Essentials test syllabus
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Killexams : Finra Exams

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Killexams : Oracle vs Salesforce: CRM Providers Compared

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Our research has found that Salesforce is the better choice than Oracle when it comes to CRM platforms. Thanks to rich features, immediacy, and a very compelling pricing structure, there's a reason so many companies adopt its CRM solution.

That's not to say that Oracle should be dismissed. Sure, it's more expensive, but it is a strong CRM platform which has a wealth of integrations and excellent features too. We're going to talk you through your options and demonstrate what each package offers, helping you make the right choice.

30 days

An excellent, feature-rich CRM solution for businesses of all sizes, although more expensive than competitors

If you'd rather just cut to the chase, you can start with a free personalized quote from Salesforce, or use our CRM software pricing quotes tool to find comparable quotes from different CRM brands.

Of course, these aren't the only CRM tools to consider. Check out some of these further alternatives, below. Or, scroll on to learn more about Salesforce and Oracle.

 

A complete CRM solution that competes with Salesforce

Pros

  • Robust enterprise features
  • Customizable dashboard
  • Allows team file sharing/downloading

Cons

  • Learning curve may be sharp
  • Comparatively high price for low tier service plans

Oracle Sales Cloud

Oracle’s version has all the essential data records of a CRM: activities, leads, opportunities, contacts, accounts, as well as analytics and forecasts. It also has a dashboard for each member of the sales team that shows the top open deals, a summary of current top leads, a graph of the current sales pipeline, and the next 10 activities (tasks) that person needs to do. Oracle allows for customization of this section for companies that need more or less information on their dashboard.

One nice feature that Oracle has built-in is Lightbox. This feature allows sales team members to access shared presentation files and get them on demand. Salesforce doesn’t offer a feature like this by default, but its vibrant application market, AppExchange, may have some options that would work.

A scalable, highly customizable platform that's great for managing teams

Pros

  • Wide range of help & support options
  • Lots of customization opportunities
  • Provides a good infrastructure for supporting multiple sales teams

Cons

  • Lack of digital selling tools on all plans
  • Definitely expensive compared to competitors

Salesforce Sales Cloud

In the world of CRM for sales, Salesforce is understandably one of the most popular options out there. It's got name recognition, a vast library of features, and plenty of resources to provides companies with all the help they need to get started. Especially compared to Oracle, it provides a bit more of a flexible option, as you won't need an enterprise-level business to get started.

Even better, Salesforce Sales Cloud is extremely customizable and scalable, with prices ranging from $25 to $330 per month depending on your needs. You'll also have a wide range of team infrastructure features at your disposal, which can be beneficial in the age of remote work. While it is affordable compared to Oracle, there are much more affordable options when it comes to CRM for sales, though, so make sure your budget can handle those high costs.

Salesforce and Oracle Integrations

One of the key considerations when weighing up you CRM options is integrations – that is, what other services and platforms that the CRM software will work alongside, seamlessly. It's important, because it will save your staff, and you, time, not to mention frustration.

As you might expect, both Salesforce and Oracle boast a large number of integrations.

First off, lets take a look at Salesforce. The service offers full integrations with a range of other software, including Google Cloud, Slack, Quickbooks, Mailchimp, LinkedIn, Docusign, Jira, Hellosign, Code Science, Active Campaign and DropBox. It also recently announced integration with RingCentral.

Next up, Oracle.  It has a large number of integrations, from social media and productivity software to e-commerce and beyond. These include Trello, Slack, SurveyMonkey, Shopify, Microsoft Office, Paypal, Evernote and more.

On paper, Oracle offers a wider range of integrations, but it's suitability for your business depends on the services and software that you use – it's no good opting for the CRM software that has the most integrations, if you don't use many of them!

Oracle and Salesforce Pricing

An important factor when choosing your CRM platform is, naturally, price. Our research has shown that Salesforce is the cheaper option, but that doesn't quite tell the whole story, as it depends on what package you're most interested in. Lets take a closer look.

How Much is Oracle Sales Cloud?

Oracles Sales Cloud offers four tiers of pricing, with an increasing feature set for each subsequent one. We can tell you what to expect, but for a bespoke quote, use our online CRM quote tool to find the best price for your business.

Oracle Sales Cloud Professional Edition ($65 user/month) – This is the cheapest option, and also the newest addition to the Oracle Sales Cloud family. With it you can expect to get the basics, such as appointments, tasks, sales appointments, automated assignments and so on. You'll also get sales analytics, the enterprise mobile app, and revenue forecasting.

Oracle Sales Cloud Standard Edition ($100 user/month) – A step up in price here by $45, but you'll get everything included with the Professional Edition, as well as Oracle Sales Cloud for Outlook, and more customer data management tools, including a customer hub, and customer data steward.

Oracle Sales Cloud Enterprise Edition ($200 user/month) – Add another $100, and you're onto the Enterprise tier. Again, this includes all the features of previous tiers, as well as more sales performance management tools. These include quote and territory management, incentive commission, and a mobile commissions app. You'll also have more access to integrations, including Gmail and IBM Notes.

Oracle Sales Cloud Premium Edition ($300 user/month) – Lastly, we have, of course, the Premium Edition. At $300, this isn't cheap, but it is the most fully fledged package offered by Oracle Sales Cloud. This adds enterprise contracts, whitespace analysis, and Oracle Voice, its AI voice assistant.

How Much is Salesforce Sales Cloud?

Salesforce is one of the most popular CRM options for businesses around the world. Here's how its pricing plans match up against Oracle:

Salesforce Essentials ($25 user/month) – The most basic package, at $25 a month your expectations might be low, but the Essentials tier is competent, and a good fit for small and fledgling businesses, offering account, contract, lead and opportunity management, email integration with Gmail and Outlook, and the Salesforce Mobile app.

Salesforce Professional ($80 user/month) – The Professional tier brings with it everything in Essentials, as well as lead registration and rules-based lead scoring, as well as collaborative forecasting.

Salesforce Enterprise ($165 user/month) – The Enterprise package folds in everything in Essentials and Professional, but also includes workflow and approval automation.

Salesforce Enterprise ($330 user/month) – Finally, we have Enterprise, which offers the full Salesforce Cloud Sales experience, and adds 24/7 support and configuration services.

One more thing to add about Salesforce Cloud Sales – it offers a free trial, meaning that you can try it before you commit, with no penalty if you decide that it isn't right for your business.

File storage: 1GB
Data storage: 10GB + 20MB per license

File storage: 10GB + 2GB per license
Data storage: 10GB + 20MB per license

File storage: 10GB + 2GB per license
Data storage: 10GB + 20MB per license

File storage: 10GB + 2GB per license
Data storage: 10GB + 20MB per license

$15/user/month

Salesforce is a huge CRM provider, and has many large clients to prove it, including Amazon, Toyota, T-Mobile, Spotify, The New York Post and US Bank.

According to data from last year, it's close. In July 2020, Salesforce's market capitalization was at $180 billion, whilst Oracle trailed slightly behind at $174 billion.

In our research we found that Oracle and Salesforce are both excellent CRM options, but Salesforce has the edge thanks to its lower price point, and it's ease of use when initially setting up.

Yes- Oracle and Salesforce are two of the biggest names in the CRM space, and are fierce competitors. From a consumer perspective, both offer excellent CRM solutions, and have comparable CRM packages to suit businesses from small start ups to large, multi-national corporations.

Oracle CRM pricing starts at $65 per user per month. This is for the Professional Edition tier, but it goes up to $300 per user per month for the Premium edition tier. By comparison, Salesforce CRM starts at $25 per user per month.
Wed, 03 Oct 2018 05:17:00 -0500 en-US text/html https://tech.co/crm-software/oracle-vs-salesforce-crm-providers-compared
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Why is Salesforce expensive?

As part of the Salesforce subscription, a limited amount of storage is provided. There are complex limitations on storage, and many organizations will need to increase their storage, which will result in higher costs.

How many small businesses use Salesforce?

Small businesses will be convinced to throw out their spreadsheets and switch to a platform relied on by 83 percent of Fortune 500 companies by using Salesforce Essentials. The small business community shouldn't be disadvantaged any longer.

Can small companies afford Salesforce?

Salesforce Essentials is a low-cost option. Salesforce Essentials CRM is available for $25 per user/month for businesses with five or fewer employees. The cost of moving more employees over to SF CRM is $75/user/month, a price that many small businesses are willing to pay.

Can small businesses use Salesforce?

Small businesses make up a large portion of Salesforce's customer base. Salesforce started out as a small business that catered to the needs of other businesses. Some of the world's most recognizable brands rely on Salesforce, but many of its clients are small businesses and startups.

How much do companies spend on Salesforce?

ProfessionalSalesforce Sales CloudSalesforce Service CloudSalesforce Marketing Cloud$25 per user, per mo$25 per user, per mo$400 per mo$75 per user, per mo$75 per user, per mo$1,250 per mo$150 per user, per mo$150 per user, per mo$3,750 per mo

Is Salesforce affordable for small business?

For many small businesses, the Salesforce small business edition is a cost-effective solution. Annual plans cost $25 per month per user, with month-to-month plans costing a little more. It enables smaller businesses to function in the same way as larger corporations without incurring the costs of an enterprise-level solution.

What is the cheapest Salesforce license?

Can you tell me where I can get a cheap t Salesforce license? Salesforce's Sales Cloud and Service Cloud each cost $25 per user per month, making them the cheapest Salesforce licenses.

Is there a free version of Salesforce?

The CRM software provided by Salesforce does not have a free version, so it has three pricing plans users must choose from.

What percentage of companies use Salesforce?

The Salesforce platform is used by over 150,000 companies. The revenue from Salesforce was 21. In the fiscal year 2021, the budget will be $25 billion. Salesforce is ranked number 19 in the world. a market share of CRM of 8 of the CRM market of 8 of the%

What top companies use Salesforce?

  • Spotify.
  • Web services offered by Amazon.
  • It is nationalized by the USA bank.
  • Toyota.
  • Macy's.
  • T-Mobile.
  • Aldo.
  • I read The New York Post daily.
  • Who are Salesforce biggest clients?

    Walmart Inc. is among the companies that use Salesforce CRM for Customer Relationship Management. With 2200000 employees and $559 million in revenue, is a retail company based in the United States. UnitedHealth Group Incorporated, a healthcare company based in the United States with 330000 employees and $255 billion in revenue, has a market capitalization of $15 billion. 64 .

    What company did Salesforce buy?

    In August 2019, Salesforce completed the acquisition of Tableau Software, bringing together the #1 CRM in the world with the #1 analytics platform in the world.

    Is Salesforce expensive?

    Salesforce isn't overly expensive when compared to other top CRM providers, but it's also not dirt cheap. Salesforce is about average for the industry, with prices ranging from $25 per user per month to $300 per user per month, depending on the plan.

    Why Salesforce is bad?

    The Bad. It is expensive to use Salesforce as a comparison to other products, and small businesses will experience this the most. Too much for small teams and businesses: Smaller teams and businesses that don't require all of Salesforce's features may find the software to be overwhelming or too large to fully utilize.

    Is Salesforce actually good?

    The Salesforce CRM software finishes as our No. 1 pick for our Best CRM Software of 2021 list. CRM is a well known product on the market, so it makes sense that many customers, particularly those in large businesses, are attracted to it. It's best for companies that are willing to put in the effort and spend the money to get the most out of their CRM software.

    Can small businesses use Salesforce?

    For small businesses, Salesforce is an excellent platform for managing existing customers. With the tools provided by Salesforce, finding new customers is easy. Salesforce makes it easy for marketers to manage online and social media marketing. In addition to managing sales, Salesforce also aids small businesses with customer support.

    What size companies use Salesforce?

    The sales force. Companies with 10-50 employees and a revenue of $1 million to $10 million are the most common users of com CRM.

    Do a lot of companies use Salesforce?

    According to reports, Salesforce's software was used by 150,000 companies as of 2017, including Amazon (AMZN) - Get Amazon. com, Inc. Automatic Data Processing, Inc. Report: Adidas (ADDYY) , ADP (ADP) - Get The Latest News. The American Express Company Report - Get all the details for American Express (AXP).

    How much is Salesforce per month for a small business?

    Salesforce Essentials lets you grow revenue, engage leads, and provide outstanding service - all from one platform - for just $25 per month*.

    How much does Salesforce cost for a business?

    Name Price
    Sales Essentials Edition $25/user/month*
    Professional Edition $75/user/month*
    Enterprise Edition $150/user/month*
    Unlimited Edition $300/user/month*

    How much do companies pay for Salesforce?

    Professional
    Salesforce Sales Cloud Salesforce Service Cloud Salesforce Marketing Cloud
    $25 per user, per mo $25 per user, per mo $400 per mo
    $75 per user, per mo $75 per user, per mo $1,250 per mo
    $150 per user, per mo $150 per user, per mo $3,750 per mo

    How many small businesses use Salesforce?

    Over 150,000 Salesforce customers thrive on our secure, scalable cloud platform, ranging from small businesses to FORTUNE 500** companies.

    How many organizations use Salesforce?

    Its cloud-based solutions are used by more than 150,000 organizations worldwide.

    Is Salesforce for large companies?

    Salesforce is a secure, scalable cloud platform used by 150,000 companies ranging from small corporations to FORTUNE 500** entities. We're the leading enterprise software company when it comes to managing customer relationships, because we do this well.

Tue, 09 Nov 2021 18:55:00 -0600 en-US text/html https://www.ictsd.org/business/how-much-does-salesforce-cost-for-small-business/
Killexams : Salesforce Pricing: How Much Does Salesforce Cost in 2023?

Salesforce pricing starts at $25 per user, per month for its Sales Cloud and Service Cloud platforms, with more expensive plans getting as high as $330 per user, per month. These monthly fees will vary depending on the needs and scale of your business. The difference between the above two figures is startling, so the smartest move you can make is to get a direct price quote from Salesforce for how much Salesforce will cost for your exact business needs.

You can also use our CRM quote comparison tool to receive quotes from a range of CRM providers, in addition to Salesforce. It's worth noting that, in August 2023, Salesforce changed its pricing across most of its prominent plans, increasing most plans by an average of 9% each. Luckily, the $25 per user, per month plan was unchanged, but more expensive plans did see an increase.

The most popular Salesforce platform is the Sales Cloud, which is why we've outlined this in the table below. Scroll down for all of Salesforce's plans and pricing information, including Sales and Marketing solutions.

File storage: 1GB
Data storage: 10GB + 20MB per license

File storage: 10GB + 2GB per license
Data storage: 10GB + 20MB per license

File storage: 10GB + 2GB per license
Data storage: 10GB + 20MB per license

File storage: 10GB + 2GB per license
Data storage: 10GB + 20MB per license

$15/user/month

Salesforce's most expensive solutions are its robust marketing automation platforms. Prices for this come in at between $1,250 per month and $15,000 per month, so you can see the price tag can vary wildly depending on exactly what you're looking for.

Worried about how much Salesforce will cost your business? Compare price plans in a few simple steps with our custom quote tool.

Salesforce CRM Pricing

When it comes to determining the best price your business can get for Salesforce, or any software, the most important thing is to understand which pricing plan is sufficient for your exact business needs so you're not overpaying for features you won't use.

That’s why we’ve created our unique quote matching tool – it takes seconds to fill out but can save your business time and money. Last year, we helped thousands of businesses like yourself find the right services and products. Fill in a few quick questions about your business and we'll match you to the best solution.

Keep scrolling to work out for yourself which Salesforce price plan might best meet your needs. We'll look at Salesforce's costs for each tier and product. Plus, help you decide if this Salesforce is the right CRM system for your company, or if an alternative might offer you better value.

Since our last update...

For the first time in more than seven years, Salesforce has increased its prices on the majority of its popular plans, with the changes effective from August 2023. The Professional, Enterprise, and Unlimited plans all saw an average increase of around 9%, while the Starter plan fortunately stayed at the competitive $25 per user, per month.

What's the reason for the increase? According to the official Salesforce press release, it's because the company has substantially increased its generative AI offerings, including AI Cloud, Einstein GPT, and Sales GPT and Service GPT. As a result, the platform has increased prices to make up for the increased functionality of Salesforce as a whole.

Salesforce Pricing Plans

Salesforce divides its various services into what it calls “clouds.” Unsure about what service your business might need? Tired of the ambiguous pricing models of business software? We get it – comparing the different pricing plans is confusing and it can be extremely costly should you get it wrong. If you want to save time, you can join the dozens of other businesses who have used our quote-finding form and get matched to a pricing plan much quicker this way.

  • Sales Cloud Costs – from $25 per month, is the company's basic CRM system; it includes all the basics you need for client management, including client records, lead tracking, deals, notes, and more.
  • Service Cloud Costs – from $25 per month, allows for online customer service on any device, and the ability to integrate customer service data with client records in other Salesforce clouds.
  • Marketing Cloud Engagement Costs– from $1,250 per month, allows you to create one-to-one marketing campaigns.
  • Marketing Cloud Account Engagement Costs (Formerly Pardot)– from $1,250 per month, this marketing automation platform can streamline a lot of your marketing.
  • Salesforce Quip Pricing – from $100 per month, this collaboration platform helps ease the transition to remote work.

Sales, Marketing, and Service are the primary clouds Salesforce offers. Beyond that, the company has a variety of other services, including a development platform for building Salesforce-powered apps, online forums connected to CRM data, and more.

For those just starting out, however, Sales Cloud is the place to start.

For pricing, Salesforce offers a wide variety of pricing levels. Essentials is for teams of five or less and applies only to the Sales and Service clouds. As you go up in pricing tiers, Salesforce becomes more customizable and adds higher levels of support.

There's also Lightning Professional, Lightning Enterprise, and Lightning Unlimited. The Lightning suite of services all use a different user interface than the classic versions of these plan tiers but offer the basically same features (albeit with a few new productivity tools).

You can read more about the Lightning services here. Ultimately, while the “Lightning” name can be a little confusing, the services it offers are just a mildly revamped version of the services we discuss here and come with the same benefits and price tags.

Salesforce Marketing Cloud

Salesforce Marketing Cloud

Salesforce Marketing Cloud

Salesforce Marketing Cloud Account Engagement (Formerly Pardot)

Salesforce Marketing Cloud Account Engagement (Formerly Pardot)

Salesforce Marketing Cloud Account Engagement (Formerly Pardot)

Salesforce Marketing Cloud Account Engagement (Formerly Pardot)

Salesforce Sales Cloud Costs

The Sales Cloud is the standard Salesforce software. The main features will allow every employee in a company to easily manage their accounts, contacts, leads, and opportunities, all from a single interface. It's also one of the few CRM options that allows for sales forecasting functionality across all its pricing plans. AI-powered tools and customizable templates can further streamline and automate daily chores, cutting down on costs and helping agents focus on what matters.

Each of the four tiers offers more features and functionality than the last. Sales Essentials costs $25 per user, per month; Lightning Professional is $80 per user, per month; Lightning Enterprise is $165 per user, per month; and Lightning Unlimited is $330 per user, per month.

It's worth noting that the Unlimited plan is where you can unlock the built-in AI features, which provide in-depth lead and opportunity scoring, as well as insights into customer interactions and deal health at your business.

As is often the case, the closest competitor to Salesforce Sales Cloud is the HubSpot Sales Hub, which offers many of the same features at a slightly lower price (starting at $23 per user per month). You are required to have at least two users though, so starting price is actually a minimum of $45 per month.

Salesforce is a good option, but it isn't the best CRM for sales, according to our research. That honor goes to Zoho CRM, which offers lots of features but at a reasonable price point that won't scare off smaller businesses. Salesforce does, however, offer some of the most robust sales dashboards on the market.

File storage: 1GB
Data storage: 10GB + 20MB per license

File storage: 10GB + 2GB per license
Data storage: 10GB + 20MB per license

File storage: 10GB + 2GB per license
Data storage: 10GB + 20MB per license

File storage: 10GB + 2GB per license
Data storage: 10GB + 20MB per license

$15/user/month

Salesforce Service Cloud Costs

Service Cloud is a key part of Salesforce's products. It's a fully functional customer service platform that integrates seamlessly with Salesforce, putting your customer data at the fingertips of all those in your company that need it.

The Community 360 feature, for example, allows customer service agents to see if your clients have looked for help already on your website or filed any support tickets. This helps the agents get a better picture of what's going on with any given client.

With Service Cloud, Salesforce says you can reach any customer on any device to meet their needs as they arise.

The costs for Service Cloud are the same as for the Sales Cloud. Essentials is $25 per user, per month, Lightning Professional starts at $80 per user, per month, Lightning Enterprise costs $165 per user, per month, and Lightning Unlimited starts at $330 per user, per month.

The availability of Einstein AI features is relegated to the Enterprise plan and Unlimited plan only. Additionally, the functionality will cost extra, running businesses an additional $50 per month for advanced analytics and smart service features.

While Salesforce Service Cloud is a respectable option when it comes to customer support platforms, our research showed that Zendesk is actually the better option, depending on your needs. It's more affordable, easier to use, and allows support across virtually every channel you can imagine, whereas Salesforce is missing some, like phone support.

Read our full Salesforce vs Zendesk comparison here.

Website Live Chat Comms Channel

Requires Telephony Integration

Requires Telephony integration

Requires Telephony Integration or Service Cloud Voice Add-on

Yes – but limited to 1 license

Additional cost

Yes (Maximum of 2).

Yes (maximum of 2)

Yes (maxium of 2)

Yes (maximum of 2)

  • Internal knowledge base
  • Agent monitoring
  • Unified Case Queue
  • Task Dashboard
  • Team Comms
  • Manual Ticket Routing
  • User hierarchy
  • Int. knowledge base
  • Team SLAs
  • Agent monitoring
  • Ind. Targets
  • Unif. Case Queue
  • Calendar
  • Task Dashboard
  • Team Comms
  • Manual Ticket Routing
  • User hierarchy
  • Int. knowledge base
  • Team SLAs
  • Agent monitoring
  • Ind. Targets
  • Unif. Case Queue
  • Calendar
  • Task Dashboard
  • Team Comms
  • Manual Ticket Routing
  • User hierarchy
  • Int. knowledge base
  • Team SLAs
  • Agent monitoring
  • Ind. Targets
  • Unif. Case Queue
  • Calendar
  • Task Dashboard
  • Team Comms
  • Manual Ticket Routing

Salesforce Marketing Cloud

Salesforce also offers a Marketing Cloud, which is made up of a wide range of different platforms, each with their own set of pricing plans. For the average business, there are two platforms that our research shows are the best fit for you: the Marketing Cloud Engagement platform and the Marketing Cloud Account Engagement platform.

As for the difference between the two platforms, Marketing Cloud Engagement is intended for B2C businesses whereas Marketing Cloud Account Engagement is intended for B2B businesses. The difference in the max number of contacts per plan is the key indicator here because Marketing Cloud Account Engagement has a lot less contacts allocated to customers as B2B businesses have less need for a huge library of customer details.

Read on for the pricing information about each of these two Marketing Cloud platforms.

Salesforce Marketing Cloud Engagement Costs

The Marketing Cloud Engagement platform is Salesforce's one-to-one marketing platform, which integrates with other Salesforce “clouds” for a more complete understanding of your customers' history.

The idea with Marketing Cloud Engagement is to meet your customers wherever they are. You can use Salesforce's platform to send out marketing emails, advertise to them online, send them mobile alerts, and encourage them to land on your e-commerce pages.

Salesforce says this can all happen at scale, giving your customers a more personalized experience without handcrafting every single message that goes out the proverbial door.

Marketing Cloud Engagement's pricing is a little more expensive than the Sales and Service Clouds. It offers three distinct plans: Pro, Corporate, and Enterprise. The Pro plan costs $1,250 per month, and the Corporate plan rounds it out at $3,750 per month. The Enterprise plan requires you to contact Salesforce to get a quote.

For the best AI-powered results, you'll need to subscribe to the Corporate or Enterprise plans, as the Pro plan does not have AI functionality built in. With these features, you can supercharge your marketing campaign with smart insights to reach and convert customers.

In our research, we found that Salesforce Marketing Cloud Engagement platform isn't the best CRM for marketing, particularly if you're panic about price. It's very expensive and outside of extensive data visualizations, doesn't offer as much as our top pick, HubSpot Marketing Hub. With this robust option, you'll be able to take care of all your marketing needs from a single hub, including email, social, content, and paid. It's also quite expensive, but at least you're getting a lot of bang for your buck.

Custom automation builder

30 days

30 days

30 days

Salesforce Marketing Cloud Account Engagement Costs (Formerly Pardot)

Salesforce acquired the marketing automation service Pardot in 2012, and now offers it as an add-on for Salesforce users. Formerly known as Salesforce Pardot and now referred to as the Marketing Cloud Account Engagement platform, the service streamlines a marketing team's daily and long-term tasks, from automating all the simple chores to sending custom alerts that can jog agents' memories to ensure they follow up on all of their clients' needs.

Marketing Cloud Account Engagement offers an impressive range of features in four main marketing categories: lead generation, thanks to tools covering lead tracking, email, social media, landing pages, and A/B testing; lead management, due to custom-designed engagement and nurturing programs; sales alignment, with tools including customer activity tracking, campaigns, and CRM integration; and, finally, ROI reporting, with metrics tracking tools that cover the whole sales funnel.

Salesforce Marketing Cloud Account Engagement comes in four plans — Growth, starting at $1,250 per month; Plus, starting at $2,500 per month; Advanced, starting at $4,000 per month; and Premium, starting at $15,000 per month. All four plans cover up to 10,000 contacts at this base price — except for Premium which allows for 75,000 and are differentiated mainly by the features each offers.

You'll need to grab the Advanced or Premium plans if you're interested in using artificial intelligence to Excellerate your business. These plans come with Einstein AI built in, so you can reach out to your leads at the perfect moment to ensure a sale is as likely as possible.

If Salesforce Marketing Cloud Account Engagement sounds right for you, or you just want to check out whether it will work for your specific business needs, then you can join the thousands other businesses we helped to get set up with the platform. Save time and money by taking a minute to fill out our free, no-commitment form right now.

You can check out the pricing table below to see a few main differences, though you'll need to head over to our dedicated Salesforce Marketing Cloud Account Engagement pricing and benefits page to get the full breakdown.

Does Salesforce Have a Free Plan?

No, Salesforce does not offer a free plan. The cheapest basic plan is the Sales or Service cloud, either one of which starts at $25/user/month.

A few big names in CRM – Apptivo, HubSpot, and Zoho CRM – do offer free plans, although all of them come with one big caveat: a limited feature set. Apptivo's free plan only supports a maximum of three users, for instance, compared to Salesforce's minimum of five.

Cost is not the only issue to consider, of course: You also have to decide whether the CRM platform you pick has the right features, integrations, and storage capacity for your needs. Not all CRM systems are the same, and any free option is unlikely to have all the features you'll need, particularly if you plan to expand your operation in the future.

What you'll notice from the pricing table above is that Salesforce – like pretty much all CRM platforms – charges on a per user, per month basis. Salesforce Essentials for Sales Cloud, for example, charges $25 per user, per month. There's a set minimum of five users, but no maximum.

If, however, you need help with marketing, we'd recommend the Salesforce Marketing Cloud Account Engagement platform. This option is just a simply monthly fee, but prices can up from there depending on your needs — it starts at $1,250 per month and goes all the way to $15,000 per month.

Annoyed by complicated pricing models? Compare the cost of Salesforce plans in a minute or two with our free quotes tool.

Per-user pricing schemes are typical for business software. It ensures the pricing structure is scalable, so it won't break the bank for the smallest companies that only need Sales Cloud for a few users, while still charging a fair price for larger companies.

If you need a CRM system for a full five users, you'll be paying around $1,500 per year for Salesforce. If you're a small company of 10 users moving up to the Lightning Professional tier, then you'll be paying about $9,000 per year.

When you're considering which clouds to pay for, keep in mind the number of current employees as well as how quickly you plan to expand. Keeping the per-user pricing in mind means you'll always know how much you'll be paying for Salesforce at any given time, which you can evaluate with our price comparison form.

New Salesforce Pricing: August 2023 Price Increase Explained

Salesforce recently announced in August 2023 that the platform would be undergoing a price increase across the majority of its Clouds and pricing plans. The move is a rare one from Salesforce, as the company hasn't seen a price increase to its popular CRM platform in more than seven years. Still, it can be a bit jarring for those familiar with Salesforce, which is why we wanted to explain it as effectively as possible.

For starters, it's not a massive increase, which is always good to hear. Pricing plans are getting on average a 9% increase, which certainly won't break the bank. The Professional plan has gone from $75 to $80 per user, per month, the Enterprise plan has gone from $150 to $165 per user, per month, and the Unlimited plan has gone from $300 to $330 per user, per month.

As for the reason behind the price increase, the development and rollout of generative AI technology to the platform is the main driver – at least according to the company itself.

“Salesforce is leading the way on delivering trusted generative AI for the enterprise and helping customers in all industries adopt and deploy AI.” – Salesforce

Salesforce has been hard to work to bring generative AI functionality to its wide variety of platforms. More specifically, Salesforce recently launched an Einstein GPT tool that can Excellerate sales, service, and marketing efforts at your business. On top of that, it has rolled out AI Cloud and Sales GPT and Service GPT, so it's safe to say that the slight price increase is more than worth it.

HubSpot pricing vs Salesforce pricing

Salesforce Marketing Hub is a competitive, albeit very expensive option when it comes to CRM, but our research found that HubSpot is your best bet in that regard. Both are quite expensive, with the HubSpot Marketing Hub starting at $45 per month, but HubSpot offers a great free plan, whereas Salesforce merely has a 30-day free trial. Simply put, HubSpot is just more accessible to users than Salesforce, particularly when it comes to marketing.

Zendesk pricing vs Salesforce pricing

For customer service, we highly recommend Zendesk for your business as a low-cost alternative to Salesforce. This platform offers a whole bunch of pricing plans and options — starting at $19 per user per month — so you can cater the cost to your particular needs. Zendesk offers the most built-in communication channels on the market, as well as some great perks like offline customer service options and ticketing functionality.

Zoho CRM pricing vs Salesforce pricing

Obviously, Salesforce is known for its sales platform, and if you can afford the cost and have a bigger team, we definitely recommend going with Salesforce. Still, Zoho CRM provides a great sales platform that can handle your needs at a lower price, starting at $14 per user per month and offering free plan to try, too. In fact, we found that Zoho CRM is the best option for small businesses, thanks to low prices and still plenty of features.

Verdict: Is Salesforce Worth the Cost?

As you can tell, Salesforce pricing varies dramatically from plan to plan, with options starting at $25 per user, per month for basic sales and service software, all the way to $15,000 per month for more robust marketing tools.

As you can imagine, smaller teams won't need to pay that much for a comprehensive platform that can get work done. Small businesses should stick to the lower priced Sales Cloud and Service Cloud options, as costs are low and competitive with other platforms. For marketing, Salesforce gets pretty complicated and expensive, and there are better options out there, like HubSpot.

Still unsure about Salesforce pricing? For a quick price comparison, use our free CRM price comparison tool and receive exact prices matched to your business requirements. It only takes a minute but can save you a lot!

No, all Salesforce plans are billed annually, despite Salesforce prices being broken down on a monthly basis. So, you'll have to sign up for at least a full year of service when it comes time to pay.

Unfortunately, Salesforce does not offer a free plan. However, if you're wary about purchasing the software for a full year without having a chance to try it out first, have no fear. Salesforce does offer a free trial of 30 days, so you can decide whether or not it's the right CRM software for you and your business.

Salesforce pricing starts at $25 per user, per month for basic sales and service plans, with more expensive plans as high as $330 per user, per month. For more advanced tools like Marketing Cloud, you'll pay between $1,250 per month and as much as $15,000 per month. Simply put, an average Salesforce cost is hard to nail down, but we'd say you can expect to pay around $80 per user, per month for a standard plan as a small business.

The cheapest Salesforce licenses are the Sales Cloud and the Service Cloud, which individually cost $25 per user, per month.

Our research shows that Salesforce is not a great value for the money, due to its high price and somewhat limited feature offering for its less expensive plans. Larger businesses may be interested in its enterprise offerings, but smaller businesses should likely look elsewhere to save a few bucks.

Compared to other top CRM providers, Salesforce isn't expensive, but it isn't super cheap, either. With a price range of $25 per user per month to $330 per user per month depending on the plan, Salesforce comes in at about the average for the industry. To find out exactly how much Salesforce will cost for your business, check out our Salesforce quote tool.

As far as value for money is concerned though, Salesforce does offer a robust features package as well as impressive support options, so you're definitely getting some serious bang for your buck.

Salesforce is considered one of the best CRM software choices on the market today. Between the robust customer support options, the vast catalog of CRM features, and the frequently updated platform to keep up with changing trends, Salesforce offers a high quality, efficient platform across the board.

However, it's always important to consider exactly what you need CRM software for at your business before making a decision, and Salesforce may not always match those needs, which is why a little bit of research on other CRM providers can go a long way.

Mon, 05 Oct 2020 07:03:00 -0500 en-US text/html https://tech.co/crm-software/salesforce-pricing-how-much-does-salesforce-cost
Killexams : IPPB Executive Syllabus 2023: PDF Download, Subject Wise Topics, test Pattern

 IPPB Executive Syllabus 2023: The India Post Payments Bank Limited (IPPB) has invited applications for the recruitment of Executive posts on a contractual basis. IPPB Executive Syllabus PDF get and test Pattern here.

IPPB Executive Syllabus 2023: The India Post Payments Bank Limited (IPPB)  releases an official IPPB Executive notification every year to recruit eligible aspirants for Executive on a contractual basis. The candidates are selected for IPPB Executive posts based on their performance in an online exam, group discussion, and interview round. All interested and eligible candidates should check the latest IPPB Executive syllabus and test pattern and plan their strategy accordingly.

Along with the IPPB Executive syllabus, candidates must also check the IPPB Executive test pattern to get familiar with the test format, number of questions, maximum marks, and marking scheme prescribed by the officials. As per the previous year's test analysis, it is found that the questions asked in the IPPB Executive test were easy to moderate level. So, aspirants should check the official IPPB Executive test syllabus for effective preparation.

Career Counseling

In this blog, we have shared a detailed IPPB Executive syllabus PDF, including the IPPB Executive test pattern, preparation strategy, and a list of the best books here.

IPPB Executive Syllabus 2023

Here is the major overview of the IPPB Executive syllabus and test pattern shared below for the reference of aspirants.

IPPB Executive Syllabus 2023

Exam Conducting Body

India Post Payments Bank Limited (IPPB)

Post Name

Executive

Vacancies

132

Category

IPPB Executive Syllabus and test Pattern

Selection Process

Online Exam, Group Discussion, and Interview

Maximum Marks

200

Duration

2 hours

Negative Marking

1/4th mark for every incorrect answer

IPPB Executive Syllabus 2023 PDF

Aspirants must get the IPPB syllabus PDF for Executive from the link shared below to understand the courses covered in each section of the syllabus. Get the direct link to get the IPPB Executive test Syllabus below:

IPPB Executive Syllabus 2023

The IPPB Executive syllabus is divided into five subjects, i.e., Reasoning, Quantitative aptitude, English, General Awareness, and Computer Knowledge. Check the subject-wise IPPB Executive syllabus PDF for the written test discussed below.

IPPB Executive test Syllabus 2023

Subject

Important Topics

Quantitative Aptitude

Average

Simplification/ Approximation

LCM and HCF

Percentage

Permutation and Combination

Probability

Number Systems

Profit and Loss

Ratio and Proportion

Simple Interest and Compound Interest

Time and Work

Speed, Time, and Distance

Partnership

Mixtures and Alligations

Data Interpretation

Pipes and Cistern

Mensuration

Surds and Indices, etc

IPPB Reasoning Ability Syllabus

Odd One Out

Alphanumeric Series

Puzzles

Directions & Distance

Venn Diagram

Alphabet Test

Ranking and Order

Syllogism

Coding-Decoding

Seating Arrangement

Blood Relations

Input-Output, etc

English Language

Reading Comprehension

Fill in the blanks

Cloze Test

Para jumbles

Tenses Rules

Vocabulary

Fillers

Sentence Rearrangement

Phrase Replacement, etc

General Awareness

Banking and Financial Awareness

Culture

Current Affairs

Static General Knowledge

Science

Important Schemes

Books and Authors

Sports

Awards and Honors

General Polity etc

Computer Knowledge

Basic Knowledge of the Internet

History of computers

Networking

Short cut keys

Computer Abbreviations

MS Office

Software and Hardware Fundamentals

Input & Output Devices

Database, etc

Weightage of IPPB Executive Syllabus 2023

The IPPB Executive test pattern comprises five objective-type sections for 200 marks and will be conducted online. The test duration is 2 hours, and there will be a negative marking of 1/4th mark for every incorrect answer in the exam. Check the test pattern for IPPB Executive recruitment shared below.

IPPB Executive Syllabus 2023 test Pattern

Subject

Number of Questions

Maximum Marks

Duration

Reasoning

50

50

2 hours

English

40

40

Quantitative Aptitude

50

50

Computer Knowledge

20

20

General Awareness

40

40

Total

200

200

How to Cover IPPB Executive Syllabus 2023?

Acing the IBBP executive online test is no cakewalk. However right strategy can maximize the chances of qualifying for the exam. A huge number of candidates appear for this online test every year, which in turn increases the competition against limited vacancies. So, candidates should check the Executive IPPB syllabus carefully and jot down important topics. Here are the best tips and tricks to ace the IBBP executive online test with flying colors.

  • Analyse the IPPB Executive syllabus and test pattern carefully and prepare a list of courses as per their marks' weightage.
  • Choose the best IPPB Executive books and online resources to gain conceptual clarity in order to solve a wide range of courses with ease.
  • Attempt mock papers and IPPB Executive's previous year's question papers to boost question-solving speed and focus on all the points that require attention.
  • Revise all the topics/chapters covered so far, formulas, short-cut techniques, etc. regularly.

Best Books for IPPB Executive Syllabus 2023

Candidates should finalize the best IPPB executive books for every subject based on the exact edition, pattern, and curriculum. The right books and materials can help them to prepare for the latest subject-wise IPPB syllabus executive. The list of best IPPB Executive test books for all the sections is tabulated below:

IPPB Executive Books 2023

Subject

Book Names

General Awareness

Lucent’s General Knowledge

English

Objective General English by SP Bakshi

Numerical Ability

Quantitative Aptitude for Competitive Examination by RS Aggarwal

Reasoning

A Modern Approach to Verbal and Non Verbal Reasoning by RS Aggarwal

Computer Knowledge

Objective Computer Awareness by Arihant Experts

FAQ

How to prepare for IPPB Executive Syllabus?

To prepare well for the IPPB Executive online exam, one must thoroughly check the IPPB Executive syllabus, gain conceptual knowledge, and attempt mock papers and previous papers to obtain desired results.

What is the IPPB Executive 2023 test Pattern?

As per the IPPB Executive test pattern, the online written test is divided into five sections. The written test comprises 200 questions for 200 marks. The test duration is 2 hours.

Is there any negative marking in IPPB Executive 2023 Exam?

Yes. There will be a negative marking of 1/4th or 0.25 marks for every incorrect response in the IPPB Executive 2023 exam.

What is IPPB Executive Syllabus 2023?

The IPPB Executive syllabus is divided into five subjects, i.e., Reasoning, Quantitative aptitude, English, General Awareness, and Computer Knowledge.

Sun, 30 Jul 2023 22:56:00 -0500 text/html https://www.jagranjosh.com/articles/ippb-executive-syllabus-pdf-1690800774-1
Killexams : HubSpot vs Salesforce CRM: which is best for small business in 2023?

Following months of extensive research, we think HubSpot is the better CRM option for SMEs over Salesforce. Our analysts gave HubSpot an overall score of 4.2 out of 5, while Salesforce CRM gets 3.8 out of 5.

Crucially in today's poor economy, HubSpot comes out on top for pricing. Its generous free plan is a godsend for cash-strapped SMEs, capable of delivering a premium CRM service for zero charge.

Price per month (billed annually):
Price per month (billed annually):
  • Automatic data capture
  • Mobile access and administration
  • Salesforce Inbox
  • 10 user limit
  • Send 2,000 emails per month
  • 5 active contact lists for outreach
  • Thorough 12-step onboarding process
  • Chatbots, campaigns, and webforms

Finding the right CRM brand for your organisation means researching one of the most competitive industries in the world – a frustrating task for busy small business owners. That's where we come in.

We’ve carried out in-depth research into both platforms over the past half decade. Below, you’ll find everything we’ve learnt in our expert guide to HubSpot CRM vs Salesforce for small business.

In a hurry? For speedier advice on which platform you should purchase, we’ve also designed a specialist online comparison tool. It gives you free quotes from the top CRM providers in the UK, tailored to your specific needs.

Read More About CRM

This page is part of a larger series on CRM. Read more about the top CRM systems in our full guide:

Best CRM Software for Small Businesses

Our research methodology

Since 2017, our experts (alongside a specialist independent researcher) have been working on a rigorous and up-to-date list of the top CRM brands for UK SMEs.

The need for CRM software has skyrocketed post-COVID. Working remotely has completely changed the way companies interact with customers. According to Fortune Business Insights, CRM will be worth almost £100bn globally by 2028.

Our most exact round of intensive research took place over a two-month period. We analysed 11 competitors, judging them on five specific categories that our small business readers told us were important for CRM software and managing their sales teams:

  1. Usability: (user limitations, feature limitations, etc.)
  2. Customisation: (can you tailor your pricing plan and features to your business requirements)
  3. Customer service: (what help and support options are available?)
  4. Functionality: (depth of features and software specialism)
  5. Pricing: (including initial setup costs, any equipment costs, and ongoing service fees)

HubSpot vs. Salesforce: at-a-glance

Once we had assessed the platform on these five metrics, we were able to award scores based on how well they performed in each area. For a quick overview of where HubSpot and Salesforce excelled, you can see their scorecards below.

  • Usability
  • Customisation
  • Functionality
  • Pricing
  • Help and Support
  • Usability
  • Customisation
  • Functionality
  • Pricing
  • Help and Support

This guide will bring you the results of our testing in an in-depth analysis into how HubSpot CRM compares to Salesforce CRM. But remember – there are plenty more fish in the sea when it comes to CRM software. If you want a wider range of options to choose from, get quotes from the top providers on the market.

HubSpot vs. Salesforce: which is best for my business?

Here's a quick overview of where Salesforce and HubSpot excel – and what type of business they are best suited for.

Who is Salesforce CRM best for?

  • Large teams: Salesforce's managerial features makes it best for organising teams with 10+ employees
  • Retail chains: Salesforce is excellent for analytics and data storage, two key benefits for large retailers
  • Technology, insurance, and banking SMEs: Salesforce is better at customisation, making it a good choice for industries with complex sales needs

Who is HubSpot CRM best for?

  • Businesses on a budget: Salesforce is more expensive than HubSpot, which boasts a generous free plan
  • Startups: Salesforce is good for large or growing organisations. HubSpot is best for getting up and running
  • Marketing SMEs: HubSpot is better-equipped for email outreach and campaigning than Salesforce

HubSpot vs. Salesforce: Pricing

Key takeaway: our research found HubSpot is the best CRM for affordability. It beats Salesforce in this category thanks to its generous, small business-friendly free plan.

Both HubSpot and Salesforce suffer from complicated product lists. There are lots of different CRM ‘editions’ to choose from – all of which have different costs attached depending on your size and billing cycle. Still, in terms of actual expense, Salesforce and HubSpot CRM stand at either end of the spectrum.

Salesforce’s extensive feature list and impressive customisation tools are balanced by a £20 per user, per month price tag, whereas HubSpot is famously affordable and well known for its freemium plan. In fact, it’s our top-rated free CRM for small businesses, and is one of the only providers to offer an in-built email campaign feature.

Save Money on CRM Software

We know that cost is a big concern for small business owners. You might be looking at the perfect CRM product, but if it’s out of budget, it’s a definite no. That’s why the Startups team has designed a simple CRM comparison tool to find you the best quotes from the top providers.

HubSpot vs. Salesforce: plan comparison

HubSpot CRM products HubSpot CRM products Salesforce CRM products
Sales HubSpot Sales Salesforce Sales Cloud
Marketing HubSpot Marketing Salesforce Pardot
Helpdesk HubSpot Services Salesforce Service Desk
Sales, marketing, and helpdesk combined HubSpot CRM Suite Salesforce Essentials

HubSpot vs. Salesforce: price comparison

HubSpot Marketing Hub (Starter plan)

HubSpot Sales Hub (Starter plan)

HubSpot Service Hub (Starter plan)

Price per month (billed annually)
Price per month (billed annually)
Price per month (billed annually)

Whether you’re buying HubSpot Marketing, Sales, or Service, you’ll pay £17 upfront per month, billed annually (£18 per month, billed monthly) for the Starter plan.

The bad news is that HubSpot CRM is not a very scalable option for long-term growth. With the next tier up, HubSpot Professional, you’ll pay at least £702 extra per month – a considerable and unaffordable jump. It’s also unnecessary, as the freemium and Starter plans are outstanding to begin with.

However, HubSpot does also have a HubSpot CRM Suite which combines marketing, sales, and helpdesk features for just £27 per month (or also available with a free plan).

Price per month (billed annually)
Price per month (billed annually)
Price per month (billed annually)
Price per month (billed annually)

Like HubSpot, Salesforce's prices are kept fairly consistent across each package. The Starter plan (Salesforce's lowest-tiered plan) costs £20 per user, per month, while Professional costs £60 per user, per month.

These are both very expensive price tags for SMEs. Because of this, we awarded Salesforce a full five marks less than HubSpot, with an overall score of just 5 out of 10 for value for money.

Salesforce's version of the HubSpot CRM Suite is Salesforce Essentials. This costs £20 per user, per month, making it a cheaper alternative for SMEs wanting access to the full arsenal of marketing, sales, and helpdesk features.

HubSpot vs. Salesforce for free plan

This is an easy win for HubSpot, as Salesforce does not have a freemium tier for SMEs. We gave HubSpot 10/10 for pricing, largely due to its generous free plan.

While you will have to put up with lots of HubSpot branding, it’s a great way for very early-stage firms to begin customer outreach without spending a penny. Businesses will also be able to trial the CRM software free of charge, giving excellent value for money.

HubSpot vs. Salesforce for value for money

Overall, we found HubSpot to be the best CRM in terms of value for money. Considering it is free to get started, SME users benefit from a long list of features that are ideal for marketing and scale-up.

Despite costing £30 less per month than Salesforce, on average, HubSpot has 22 features in total, which is one more than Salesforce. HubSpot also has a free plan, whereas Salesforce only offers a 14-day trial.

HubSpot vs. Salesforce: Usability

Key takeaway: HubSpot and Salesforce CRM earn near identical high scores of 3.8 and 3.9 out of 5 for usability, due to their similarly smart interfaces and user-focused designs.

  • Many of Salesforce’s features are preset, which can make them inflexible
  • Importing data is easier with Salesforce than with HubSpot
  • HubSpot’s tidy user interface makes for an attractive contact database
Salesforce call log

The Salesforce call log makes it simple to personalise each customer profile

To reach these results, we asked our testers to carry out basic CRM tasks to see how each brand performed – take a look at how we ranked the top CRM platforms for small businesses.

During testing, we found that HubSpot had a quick and easy setup process that’s guided by helpful support boxes – although the data import process left something to be desired. It took us around 17 minutes to import our contacts, as the system couldn’t interpret each contact's email addresses. That took a lot of manual work to fix.

In comparison, Salesforce CRM had a slightly clunkier interface that made onboarding difficult. Data importing took even longer with Salesforce (20 minutes). However, once we were set up, we found the platform's interface straightforward and neatly laid out, making it intuitive to use and navigate.

HubSpot customer import

We were able to create different ‘views’ of our HubSpot contact list in order to segment them by certain characteristics.

In July 2023, HubSpot introduced ten new template campaigns that small business users can easily set up in their CRM. These include an abandon cart template, so that online sellers can automatically send an email to chase customers who don't checkout their items.

HubSpot vs. Salesforce: Customisation

Key takeaway: Most of the HubSpot Free features are branded, which is why Salesforce earns the top spot here. But HubSpot still had lots of nifty customisable tools in the back-end.

Every business has a unique sales strategy. Rather than spending months overhauling yours, it makes sense to find a CRM that can work with your plans.

Pretty much every one of Salesforce’s tools was customisable. This is particularly true for reporting – we were able to use number and speedometer widgets or select chart options such as donut, funnel, line, bar, or dot charts to generate powerful sales insights.

Because HubSpot is a less-powerful system than Salesforce CRM, we were more limited when it came to customisation. While Salesforce came preloaded with lots of different options for displaying data, we had to use workarounds to design our own version of these for HubSpot.

For example, we weren't able to upload a spreadsheet with more than one tab, so we were forced to integrate the platform with Google Excel instead.

That said, Salesforce was still quite fixed in its layout. When the platform first loaded, it was set up in a very specific way. We were given separate databases for our contacts, leads, accounts, and opportunities and we weren't able to remove these from the top banner – only reorder them (as shown above).

HubSpot vs. Salesforce: Functionality

Key takeaway: Salesforce has more features than HubSpot. However, many of Salesforce's tools are unnecessary for SMEs. HubSpot also performs better for marketing – a big small business priority

Salesforce is undoubtedly a more powerful platform than HubSpot, boasting a much more sophisticated set of features and data storage capabilities. Sadly, with great power comes poor practicality. On closer inspection, many of Salesforce’s features will be superfluous for small businesses, as they’re better suited for large teams with more than 10 employees.

And surprisingly, important marketing features for startups – like webforms and an email design editor – are missing. Meanwhile, HubSpot boasted all of the above. Plus, we found it had lots of smart automations that are designed to grow your business while you sleep.

During testing, we particularly liked how the platform provides advice on common sense actions which you're likely to need. For instance, HubSpot sent us email remarketing prompts to send to our most engaged customers.

Salesforce was harder to grasp. During testing, we came unstuck several times by Salesforce's clunky interface which overall made the onboarding process very time-consuming. The main issues we ran into were error messages when trying to access settings to edit things like user permissions, and email campaigns.

What do HubSpot users say?

Liesa Stecher is Chief Marketing Officer at Addition, an accounting software company. Stecher told us: “HubSpot has one of the best free content libraries out there when it comes to digital marketing, SEO and automation.”

It’s worth stating that both platforms are excellent for communication and team collaboration. HubSpot provided a surprisingly advanced chatbot feature (unavailable with Salesforce), while Salesforce offers a shared team inbox and internal messaging feature.

What's new for Salesforce?

In July 2023, Salesforce unveiled some artificial intelligence (AI) enhancements to its various software-as-a-service products. Following the updates, customers will be able to access a real-time, generative AI assistant to help them carry out tasks and, ultimately, ensure the sales process runs more smoothly.

HubSpot vs. Salesforce: Help and support

Key takeaway: Neither HubSpot Free and Salesforce Essentials offer onboarding support. However, Salesforce CRM provides email support, while HubSpot does not, meaning it ultimately triumphs.

We’d prefer to end on a high note. Unfortunately, support tools is where the Salesforce vs HubSpot competition ends, with both platforms dramatically underperforming.

The two platforms are both resource-light, with only a knowledge base and community forum for users to try their luck on should they encounter a problem.

In the end, it’s Salesforce CRM that comes out on top. As we’ve mentioned, HubSpot requires a few more workarounds for some functions, and without the help of a service desk, these issues are going to be much more difficult for small businesses to overcome.

What do Salesforce users say?

One Salesforce user left this review on Trustpilot: “Salesforce support is not great. As a user, I will raise a case to be troubleshooted, but they don’t seem to assign it to the right channel. I am not happy with the customer service provided.”

How to switch your CRM software

Maybe you're debating switching your current CRM software over to HubSpot or Salesforce. Or, perhaps you're even considering migrating from one to the other.

The process of changing any business tool can be overwhelming. Carrying over huge volumes of data might feel risky, and you want to prioritise minimal disruption to your customers. But despite the potential drawbacks, switching might still be the best way forward. Here are three benefits of finding the right CRM:

  1. You can match its feature list to your business objectives, so you won't lose growth opportunities
  2. You could save money by switching to low-cost or even a free plan, like HubSpot
  3. A more efficient system means more time and money for improving customer relationships

5 tips for a hassle-free migration

With the right amount of preparation, there's no reason you can't make a seamless switch over to a new CRM software. Here are our top five tips for a smooth CRM changeover, without downtime:

1. Keep the entire team involved – getting team buy-in for the new CRM system is crucial to the implementation process. Train managers on the platform first so they can drum up excitement in the workforce. Take advantage of a free trial for this – Salesforce offers a 14-day demo, while HubSpot is entirely free to use.

2. Research, research, research – make sure your new CRM has all the right features to fulfill your business needs. Less is more when it comes to CRM. Before you begin looking for a new system, audit your existing software so you know exactly what you expect your next platform to Excellerate upon.

3. Set a changeover date – be very clear about the exact date that employees must stop using the old CRM and fully migrate onto the new platform. During the first few months, schedule regular meetings or appraisals to review CRM reports, and make sure everyone is developing good data-entry habits.

4. Design a data action plan – transferring data to a new platform is one of the most important stages of any tech migration. Create an action plan that allows ample time for both data transfer. Set up all automations, integrations, and customisations so that everything is ready for your sales reps to begin training on.

5. Communicate with clients – if you think the switch might cause disruption to your customers, come up with a custom, clear communication plan together that keeps them in the know. It's better to be upfront and honest about how the change might impact them. If there are any issues, acknowledge and address them as they arise.

When should you switch your CRM?

Considering switching over to a new CRM, but not sure if it's the right move for your business? Here are four reasons to consider purchasing new software:

  • It's missing key features and hampering your business growth objectives
  • You're consistently running out of features or data before the month ends
  • Employees find it hard to use and struggle to onboard new clients
  • You’re overspending and think you can find a better deal

HubSpot vs. Salesforce: CRM alternatives

We think SMEs deserve a proper understanding of the CRM market before deciding on a software option. Because of this, we’ve designed a specialist online CRM comparison tool, to help you find the provider that best fits your unique business strategy.

That’s also why, during our exact CRM research round, we didn’t just compare HubSpot to Salesforce – we examined 11 CRM software solutions in total, to decide upon a fair and inclusive recommendation of the top small business options available.

  • monday.com is our top overall CRM for SMEs, scoring highly for customisation, functionality, and usability
  • Runner-up is Freshsales, thanks to its superb usability and affordable pricing range

Despite these results, HubSpot CRM still came out in pole position for pricing and marketing tools – arguably the top two priorities for most small business owners.

Final verdict

HubSpot is the conclusive winner in the Salesforce vs HubSpot CRM battle. Its features are far more oriented towards brand-building and marketing, which is what most small business owners need to focus on during early-stage growth.

Budget is also a big concern for small business owners, and Salesforce’s expensive £20 per user price tag is just no match for HubSpot’s freemium plan. 

Nonetheless, Salesforce is a rare product in that it has excellent usability and is a good choice for growing small businesses. The biggest fans of the platform will be those that might not have a huge IT department, but still want a platform that can cope with a large volume of sales or customer enquiries.

Next steps for small business owners

This recommendation is the result of Startups’ two decades of experience working with small business CRM products. Our intensive research is updated regularly to ensure that we are being properly reflective of the fast-growing CRM industry.

Don’t forget that you can use our online comparison tool for a more detailed overview of the top CRM providers on the market. Just tell us a bit about your business, and we’ll supply you quotes that match your specific requirements.

Find the best CRM platform for your business.

Compare quotes with our online tool to get started now.

HubSpot vs Salesforce: FAQs
  • Which is better: HubSpot or Salesforce?
    Overall, we think HubSpot is the better CRM for small businesses over Salesforce. It has similar functionality, is much better for marketing, and also costs much less.
  • Is HubSpot easier to use than Salesforce?
    Our testers gave HubSpot and Salesforce the same usability score of 7.8 out of 10. This is because they are both fairly easy-to-use platforms, and possess clean, smart interfaces.
  • What are the limitations of HubSpot Free?
    One of the biggest limitations of HubSpot Free is its poor customisation – an area where Salesforce performs well.
  • How many users can I have on HubSpot Free?
    HubSpot Free rivals many paid-for CRM platforms with its allowances, permitting an unlimited number of users per account.

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Thu, 31 Mar 2022 22:07:00 -0500 Helena Young en-GB text/html https://startups.co.uk/crm-software/hubspot-vs-salesforce/
Killexams : MP Police Constable Syllabus 2023: PDF Download, test Pattern, Important Topics No result found, try new keyword!MP Police Constable Syllabus 2023: The Madhya Pradesh Professional Examination Board (MPPEB) conducts MP (Madhya Pradesh) Police Constable recruitment in two stages written test and a physical ... Fri, 23 Jun 2023 02:40:00 -0500 https://www.jagranjosh.com/articles/mp-police-constable-syllabus-physical-measurement-and-latest-exam-pattern-1687529863-1 Killexams : CAT test books 2023: Begin your preparations for all subjects (August, 2023) The Common Admission Test (CAT) is a highly competitive test taken by students pursuing management degrees in reputed B-schools in India. The test tests the aptitude of candidates in various subjects including Quantitative Ability (QA), Data Interpretation and Logical Reasoning (DILR), and Verbal Ability and reading Comprehension (VARC). The 2023 CAT test books play a crucial role in preparing you for the exam. It is important to choose the right books that cover the syllabus comprehensively and provide a variety of practice questions and mock tests. The 2023 CAT test books are designed to provide students with a deep understanding of the concepts, tips, and tricks to solve the questions, and strategies for efficient time management during the exam. In addition to the traditional textbooks, various online resources such as video lectures and interactive quizzes are also available to supplement students' preparation.
Starting preparation early gives students an advantage in covering the extensive curriculum and identifying their strengths and weaknesses. This helps them develop a learning plan and focus on improving their weaker areas. In conclusion, choosing the right 2023 CAT test books and starting preparation early can greatly Excellerate a student's chances of passing the test and gaining admission to their desired B-School.
Here’s a list of some of the best CAT test books for 2023:

How to Prepare for the CAT (Set Of 4 Books) By Arun Sharma And Meenakshi Upadhyay

The How to Prepare for the CAT (Common Admission Test) book set by Arun Sharma and Meenakshi Upadhyay is a comprehensive guide to help aspiring MBA candidates prepare for the challenging CAT exam. The set contains four books covering various aspects of the CAT exam, including quantitative skills, data interpretation and logical reasoning, language skills and reading comprehension, and finally the entire CAT test syllabus. The books are written in simple language and offer practical tips and techniques to help students Excellerate their performance. With this set of books, candidates can gain a deeper understanding of the CAT test and increase their chances of success.

Oswaal CAT 25 Years' Chapter-wise and Topic-wise Solved Papers Question Bank

Oswaal CAT 25 Years' Chapter-wise and Topic-wise Solved Papers dumps questions 1990-2008, 2017-2022 VARC, DILR & QA is an essential study material for MBA aspirants preparing for the CAT exam. This comprehensive dumps questions contains solved papers from the last 25 years of the CAT exam, chapter-wise and topic-wise, covering all three sections of the CAT exam: VARC, DILR, and QA. The book includes detailed solutions and explanations for each question to help students understand the concepts and Excellerate their problem-solving skills. This dumps questions is an excellent resource for candidates who want to strengthen their CAT preparation and increase their chances of success in the upcoming 2023 exam.

CAT 2023: Data Interpretation & Logical Reasoning by Gautam Puri

The book "CAT 2023: Data Interpretation & Logical Reasoning" by Gautam Puri is an excellent resource for MBA aspirants preparing for the CAT exam. This book comprehensively covers the data interpretation and logical reasoning sections of the CAT exam, with an emphasis on improving problem-solving skills. The book contains various practice problems with solutions for each question to help students understand the concepts and Excellerate their problem-solving skills. The book also includes tips and techniques to help students solve complex problems quickly and effectively. With this book, candidates can develop a solid foundation in data interpretation and logical thinking and increase their chances of success in the CAT exam.

CAT Books by Arun Sharma 2023 ( Set of 4 Books )

Arun Sharma's CAT Books Three books in a package called 2023 are designed to help MBA aspirants prepare for the CAT exam. The package contains works on logical reasoning, data interpretation, verbal ability and quantitative aptitude. These books contain all the information needed to pass the CAT exam, as well as useful advice and techniques to Excellerate problem-solving skills. The package also includes CAT practice exams on Pull Marks, which supply students hands-on experience with the test. With the help of these books, candidates can build a solid foundation and learn the ideas needed to pass the 2023 CAT exam.

9 Previous Year CAT QA, DILR & VARC Topic-wise Solved Papers set of 3 Books

For MBA students preparing for the CAT exam, this CAT 2023 Complete Test Preparation Kit is a complete package. All three CAT test sections - Quantitative Aptitude, Data Interpretation & Logical Reasoning, and Verbal Ability & reading Comprehension - are covered in the three books in this package. Each Topic is covered in detail in the books, and they also include practice problems and simulated exams to help students Excellerate their conceptual understanding and problem-solving skills. The package also provides students with access to previous year solved papers, giving them a comprehensive educational experience. With the help of this package, candidates can prepare efficiently and increase their success rate in the CAT exam.

28 Years CAT QA, DILR & VARC Topic-wise Solved Papers by Shipra Agarwal Deepak Agarwal

For MBA candidates preparing for the CAT exam, the book package "28 Years CAT QA, DILR & VARC Topic-wise Solved Papers" by Shipra Agarwal and Deepak Agarwal is an excellent resource. The package consists of three books covering the CAT test papers of the last 28 years for Quantitative Aptitude, Data Interpretation & Logical Reasoning, and Verbal Ability & reading Comprehension, Topic by Topic and section by section. With detailed solutions and explanations of the solved problems, students can better understand the ideas and Excellerate their problem-solving skills. With the help of this book, candidates can become more familiar with the CAT test format, boost their confidence, and pass the CAT test with flying colors.

How to Prepare for VERBAL ABILITY & reading COMPREHENSION for CAT By McGraw Hill

The comprehensive book, How to Prepare for Verbal Ability and reading Comprehension for CAT, by Arun Sharma and Meenakshi Upadhyay, is designed to help MBA students prepare for the Verbal Ability and reading Comprehension components of the CAT test. The book provides a thorough explanation of the ideas along with useful advice and techniques to Excellerate reading and comprehension skills. To Excellerate comprehension of the material and enhance performance, the book also includes practice problems and mock exams. With the help of this book, candidates can Excellerate their vocabulary, gain strong speaking skills, and perform well in the Verbal Ability and reading Comprehension sections of the CAT exam.

CAT 2023: MBA Entrance Exam- 12 Solved Topic-wise Tests by EduGorilla Prep Experts

For MBA students preparing for the CAT test, the book "CAT 2023: MBA Entrance test - 12 Solved Topic-wise Tests" by EduGorilla Prep Experts is an excellent resource. The book contains 12 topic-specific tests with answers that cover verbal skills, reading comprehension, quantitative skills, and data interpretation. These tests are designed to help students assess their level of preparation, identify their strengths and weaknesses, and develop their problem-solving skills. The book also provides free access to online exams that allow students to practice and evaluate their performance in an environment similar to a CAT exam. Candidates can Excellerate their chances of passing the CAT test by preparing well for it with the help of this book.
FAQ's: Books for CAT test 2023
  1. How can I choose books for CAT preparation?
    You need to choose the books based on the recommendations of professionals if you want to choose the best books for CAT preparation. Also, you should supply preference to the latest edition of the book as it contains questions and study guides based on the latest changes in the syllabus.
  2. Can I prepare for the CAT test using only books, or should I use other resources as well?
    While books are excellent learning tools, you should round out your CAT test preparation with other materials. Online forums, question banks from previous years, and practice exams can be used to develop a thorough and well-rounded test preparation strategy. These resources provide opportunities for test simulation, on-site practice, peer learning, and clarification of doubts.
  3. Are there books for the CAT test with solved test questions from previous years?
    Yes, there are several books that contain CAT test questions from previous years with detailed solutions.

DISCLAIMER: The Times of India's journalists were not involved in the production of this article. The product prices mentioned in the article are subject to change with offers given by Amazon.
Fri, 09 Jun 2023 19:54:00 -0500 en text/html https://timesofindia.indiatimes.com/most-searched-products/books/cat-exam-books-2023-begin-your-preparations-for-all-subjects-early/articleshow/99758778.cms
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