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The best tool for segmenting your audience: HubSpot or Salesforce?

Written by Lucie Raillard | Aug 1, 2024 3:06:38 PM

Comparing the two CRM tools: HubSpot and Salesforce


"Marketing is about knowing your customer so well that you can offer them exactly what they need."
- Steve Jobs, co-founder of Apple.

This inspiring quote from Apple's co-founder is useful for understanding the value of establishing a good marketing strategy to reach the best audience.

Marketing is all about identifying customers' needs and desires, and offering them products or services that meet their expectations.

To provide greater precision, customer segmentation is therefore a factor to be taken into account.

What is segmentation?

Customer segmentation is the process of dividing a customer database into distinct groups or segments based on similar characteristics.

The aim of this segmentation is to better understand customers' needs and behaviors so that we can offer them products, services and a personalized experience that meet their expectations.

Customer segmentation can be based on many criteria, such as demographics, geography, buying behaviors, preferences, consumption habits, income level, profession, etc.

Once segments have been identified, companies can tailor their marketing strategy to meet the needs of each segment, by developing specific offers and targeted communication messages.

Customer segmentation can offer companies many benefits: a better understanding of their customer base, improved effectiveness of their marketing campaigns, increased customer conversion and retention rates, and ultimately, growth in revenues and profits.

View our demo of HubSpot's Marketing Hub

To this end, one of the key tools for segmenting customers, and thus fostering relationships with the public, is CRM.

What is a CRM?

CRM, or Customer Relationship Management in English, is an essential tool for companies concerned with customer satisfaction.

Thanks to this system, companies can centralize all information relating to their customers, be it their purchase history, preferences, interactions with the company, etc., in order to better understand their needs and expectations.

The CRM also makes it possible to track the evolution of customer relations and identify high value-added customers, to offer them a personalized experience and strengthen their loyalty.

Finally, thanks to rigorous tracking of customer interactions, companies can anticipate any dissatisfaction and take swift action to remedy it.

HubSpot VS Salesforce.

We'll explore the two above CRM tools to measure their performance.

This comparative analysis of these two tools will help you determine which one would best suit your company to segment your consumers.

 

1. Segmentation capabilities

  • HubSpot offers easy and flexible segmentation. You can easily segment your audience based on criteria you choose such as geographic location, user behavior, business type, sales, industry and more.You can also create segments based on interactions with your business, such as visits to your website, content downloads and completed forms.
  • Salesforce, on the other hand, does offer segmentation functionality, but it's more complex than HubSpot. Segmentation is achieved by creating prospect lists and using filters to sort contacts according to various criteria such as custom fields, activities and interactions.Creating lists and filters can be a little harder to navigate for new Salesforce users.

2. Ease of use

  • HubSpot is known for its user-friendliness and ease of use. Navigating the system is simple and intuitive, and creating prospect lists and segments is easy thanks to the clear, concise user interface. New features are also easily accessible via the dashboard, allowing users to discover and test new functionality with a single click.
  • Salesforce is a little more complex in terms of navigation and segment creation. Segment creation often requires the help of a Salesforce expert to get the most out of the tool. That said, Salesforce comes with many tools and features that can meet the segmentation needs of large enterprises.

3. Third-party integrations

  • HubSpot is thus known for its integration with many other third-party tools and platforms.
    You can integrate HubSpot with marketing automation tools, e-mail marketing, social network management, live chat, website analytics and more. This allows you to centralize all your company's data in one place and create a consistent user experience for your prospects and customers.
  • Salesforce also has many third-party integrations available. However, the complexity of Salesforce can make integration with other platforms a little harder to navigate.

4. Advanced marketing features

  • HubSpot has a complete suite of inbound marketing tools, which include content creation, SEO, social media, e-mail marketing campaign management, automated marketing and results measurement. These tools are integrated with your CRM system, making it easy to track and measure the results of your marketing efforts, and adjust accordingly.HubSpot is particularly well known for its ease of use, making it a popular option for small and medium-sized businesses.In terms of specific features, HubSpot is known for its blogging and e-mail marketing tools, as well as its reporting and analytics dashboard.
  • Salesforce also offers e-mail marketing tools, but is particularly popular for its lead management and lead scoring features. In contrast, Salesforce is designed for businesses of all sizes, and offers a suite of marketing tools that can be customized to meet the unique needs of each company.Salesforce offers advanced segmentation features for marketing campaigns, such as lead scoring, segmentation based on website activity and social media interactions.Salesforce also offers content personalization tools to tailor marketing messages to audience segments.

Overall, both HubSpot and Salesforce offer audience segmentation capabilities, but HubSpot is easier to use and navigate for new users, with a range of third-party integrations available.

Salesforce, meanwhile, may be more appropriate for larger companies that need a more complex system and have the resources to train on the tool.

In the end, the choice of tool will depend on your company's specific needs and the size of your business.

Download the guide Why choose HubSpot: 40 reasons to choose this CRM platform