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Sales + Inbound Marketing + HubSpot

Salesforce vs Infusionsoft as a Small Business CRM In 2019

Posted by Wes Schaeffer | May 06
Salesforce vs Infusionsoft

Additional Salesforce vs Infusionsoft Resources:

Is Salesforce.com really a viable platform for a small business CRM?

What does a small business—any business for that matter—need now?


Not software.

Not a repository of information.

Not an online calendar.

Not an online task tracking and generating platform.

Not a 2 hour to 48 hour email "support" process.


Take The CRM Quiz

And where do sales come from?

  • Advertising and marketing.
  • Building large, targeted lists.
  • Joint venture and affiliate partners.
  • Buzz creation.
  • Generating word of mouth referrals.

Sales Grow From Systems and Automation

How do you do all of the above?

You advertise and market creatively and consistently and you offer something of value to your prospects in return for them giving you their information.

You then communicate with them in a manner and with a tone they desire so a relationship and trust is built and forged and crafted over a period of days or even months.

But as a business owner you don't get paid to educate.

So you MUST be able to do all of this automatically.

The A.B.C.D.E. Sales & Marketing System™

That's where I think Salesforce.com misses the mark for the small business crm market.

Salesforce.com 2019 Pricing (Sales Cloud)

As of May 2019, Salesforce.com offers the following pricing:

  • Salesforce Essentials, "our all-in-one sales and service solution for just $25 a month." (Billed annually. In other words it's $300 up front for the year or $360/year/user if you pay monthly but it's still an annual contract.)
    • Run away from this.
    • In 2008 I found Infusionsoft and they promoted themselves as an "all-in-one" solution. Learn from their mistake. THERE IS NO SUCH THING AS AN ALL-IN-ONE-SOLUTION.
    • Here are the Salesforce Gotchas:
      • Only one list. 
      • On the Salesforce site they say "Lists are an easy way to keep track of your opportunities, deals, customers, or other processes."
      • What does it cost you if you have the four lists they mention? 
    • CRM for up to 5 users
    • Billed Annually so pay $1,500 up front and hope this is the right platform for your company of five users for the year
  • Salesforce Lightning Platform Plus: "Digitize business processes for any department." (These friggin names change every year! AHHHHHH!)
    • So they admit that the Lightning Platform Starter edition is incomplete.
    • Also billed annually at $100/USD/user/month so for five users you're at $500/mo with a one year contract
    • No mass email, which means you have to pay for another platform and integrate it, i.e. more costs and potential for lost data, time, and sales
  • Salesforce Lightning Enterprise (Most Popular) "Deeply customizable sales CRM for your business"
    • So for $150/USD/user/month (billed annually) you can finally make this CRM your own by customizing it! That's $750/mo for five users FOR A YEAR to have a CRM you can "deeply customize."
    • Do you want to pay $9,000 per year to be able to customize your CRM and yet you still can't do bulk emails, e-commerce, affiliate marketing, or sales and marketing automation?
  • Lighting Platform Unlimited used to be "Unlimited CRM power and support." Now it's "Transform app dev for entire organization."
    • Now you must request a quote.
    • It used to be $1,500/USD/user/month for your five users you can FINALLY get phone support! So hand over $18,000 for a one year contract and someone at Salesforce will finally speak to you and your other four users.
    • That IS NOT what small business owners need to grow sales

Get More Traffic Than You Can Handle

Salesforce.com lets you "kind of" capture web leads, but it's REALLY limited.

Salesforce.com lets you "kind of" send mass emails, but it's REALLY limited.

But Salesforce.com doesn't help you with eCommerce and you can't do drip campaigns or nurture sequences that are triggered and run automatically when certain events occur.

If you want to do that you must go to the Salesforce.com AppExchange and bolt on a product like Exact Target or Vertical Response.

These type of bolt-ons are what my prospect described the other day as...

Salesforce.com's never-ending-tack-on-expenses."

He said that because each one adds another $20 to $100 to $500/mo or more depending on the size of your list, the number of products you sell, etc.

Besides the money, though, you're having to learn and integrate another system, which is EXACTLY what you do not want or need to do as a small business owner.

You need sales.

Keap & Infusionsoft 2019 Pricing

As of May 2019, Keap has simplified their pricing.

Infusionsoft has done away with Essentials, Deluxe, Complete, and Team.

With Keap you start with:

  • 1 User
  • 500 Contacts
  • The CRM, and 
  • Marketing Automation

For just $99/mo.

You can then add other features such as the Sales Pipeline and/or E-commerce as needed as well as additional Contacts, Users, and Emails.

Phone and chat support comes with Keap at no extra charge.

When it comes to "legacy" Infusionsoft the pricing is this:

  • Basic, $199/mo
    • 2,500 contacts
    • Marketing Automation
    • Unlimited Emails
    • Invoices and Payments
    • Additional Users $29/mo
  • Pro, $299/mo
    • 5,000 contacts
    • Marketing Automation
    • Unlimited Emails
    • Invoices and Payments
    • Additional Users $29/mo
  • Premier, $399/mo
    • 10,000 contacts
    • Unlimited Emails
    • Invoices and Payments
    • Additional Users $29/mo

Phone and chat support comes with all editions of Infusionsoft at no extra charge.

All Infusionsoft editions may also be purchased on a month-to-month basis.

Salesforce.com Knows CRMs Are Dead

Salesforce was early to market in the online CRM SaaS space and evolved to become the 800 pound gorilla in the space.

This has helped them become the Kleenex or Coke of their market segment...but small businesses are not buying a one cent tissue or 50 cent soda to be consumed and immediately thrown away.

You're buying a tool—a platform—that will become the engine of your business.

Like your car's engine, it's useless to a commuter or a soccer mom without a gas tank, a transmission, a steering wheel, comfy seats, and an entertainment system for the kids, which is why Salesforce is moving beyond the CRM.

As I linked to above, Salesforce vs Infusionsoft: After The ExactTarget Purchase, Salesforce is trying to move into email marketing and marketing automation to address the evolving market.

Sure, Salesforce is probably the best, shiniest filing cabinet on the market today.

They make nice pie charts and bar graphs and are the go-to CRM for Fortune 500 companies that have the size and scope, budget and staff to run such a massive platform.

But buying a pretty filing cabinet just because Apple or Ford might use it is not only foolish, it could put your small business out of business.

Infusionsoft Knows Sales and Marketing Automation Is The Name of The Game

The internet never sleeps.

Your competition is no longer the guy in the strip center across the street or the gal across town.

With smart marketing, relevant content, and timely delivery of targeted information at the moment of relevance, you can now compete with the provider across the country and across the ocean...but you need more than a pie-chart-creating CRM with expensive support and annual contracts.

You need web forms that segment your visitors into leads that you capture 24/7, automatically, and predictably.

You need to track the actions—or inaction—of your leads to turn them into prospects.

You need to schedule and send appropriate information—including calls, text messages, direct mail, and even faxes—to those prospects to move them through your sales pipeline.

You need online order forms and shopping carts to make sales while you sleep.

You need affiliate marketing that helps your biggest fans and supporters promote you and get paid for their efforts...but only after they generate the sale.

You need support on Friday night and Saturday morning and Sunday before your big launch on Monday and you don't need to spend extra for that support.

That's why, if you're even considering the question of "Salesforce vs Infusionsoft," I'd say you need Infusionsoft.

If you still have questions about ordering the right CRM for you, take the Best CRM For Me survey for free here.

Take The CRM Quiz

If you know what you want and you'd like to secure up to $2,741 in bonuses and savings by ordering through me, please contact me now and I'll help you secure your own CRM + Sales Automation + Marketing Automation + E-Commerce + Affiliate Marketing platform today.

If you already own Infusionsoft or HubSpot and need to get more out of it just pick the block of time for my Infusionsoft Services that fits your budget at my page, The CRM Butler, and get ready to get more leads, convert more sales and make more money...while you sleep.

If you need more help growing your sales, check out the following resources scattered around this site and a few others I operate, such as:

Good Selling,

Topics: SFDC, Infusionsoft Consultant, Salesforce vs Infusionsoft, customer relationship management, automated marketing, Email Marketing Best Practices, Infusionsoft vs Salesforce, Infusionsoft, CRM

Written by Wes Schaeffer

The Reassuringly Expensive, Ruthlessly Pragmatic pig-headed entrepreneur dedicated to discovering proven, transferable, effective tools for creating inbound sales so he can help you automate, integrate, and dominate your niche.


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Is Selling Harder Than It Should Be?

May I share a little sales wisdom with you?

As long as you remember that there's a scared, tired, worried, anxious, frustrated, hopeful person on the other end of the email, phone call, social media post, webinar, or letter who just wants help with what you offer, you'll be fine. If you'd like to discuss your situation with me to see how I might be able to shorten your learning curve or accelerate your growth with your CRM, your sales processes, and/or your marketing just click here and pick a time to chat. ~Wes

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