HubSpot vs. Salesforce: Choosing the Right CRM for Your Business in 2023

Productivity tips
May 19, 2023


We all know it. CRMs are a must. Customer relationship management (CRM) platforms are instrumental in optimizing customer interactions and streamlining data management. Selecting the ideal CRM solution is paramount to achieving sales, marketing, and customer service excellence. HubSpot and Salesforce are the most known solutions, the CHADS of CRMs, and choosing the right one may be a challenge. You may be struggling wondering which one is more suitable for you and your business. No worries! We have your back.

In this article we give you a quick overview of the two solutions and explore the main differences between HubSpot and Salesforce.

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Dokin allows you to add or edit HubSpot CRM records in bulk directly from Google Sheets thanks to its 2-way sync feature.

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HubSpot and Salesforce Overview:

Overview of HubSpot:

When it comes to CRM platforms, HubSpot stands out as a comprehensive suite of tools designed to attract, engage, and delight customers. Originally launched as an Inbound marketing tool, its intuitive interface and robust features cater to businesses of all sizes. HubSpot offers solutions for lead management, email marketing, social media management, customer support, and more. Moreover, HubSpot certifications empower users to leverage the platform's capabilities optimally.

Overview of Salesforce:

Salesforce, probably the most prominent CRM platform, boasts extensive customization options and advanced features. It caters to businesses across various scales and industries. Salesforce provides functionalities for lead and opportunity management, sales forecasting, customer service automation, marketing automation, and analytics. Like HubSpot, Salesforce offers certifications to equip professionals with the skills needed to harness the platform's potential.

Comparing HubSpot and Salesforce:

Features and Functionality:

HubSpot CRM offers a user-friendly interface with tools for contact management, deal tracking, and sales process automation. Additionally, it includes marketing automation features such as email campaigns and lead nurturing. Salesforce, known for its versatility, offers customization options, robust reporting, and extensive integration capabilities, making it suitable for businesses with complex needs.

User Interface and Ease of Use:

HubSpot's interface boasts intuitive design, allowing users to quickly access necessary information. Salesforce, although highly customizable, may have a steeper learning curve due to its extensive features and flexibility.

Pricing and Scalability:

HubSpot offers a free CRM option with the flexibility to upgrade to advanced features as businesses grow. Salesforce tends to have higher entry-level pricing but provides scalability and flexibility to cater to the needs of larger enterprises.

HubSpot vs. Salesforce: Benefits and Use Cases:

HubSpot Advantages and Use Cases:

HubSpot's user-friendly interface, comprehensive marketing tools, and integrated CRM capabilities make it an excellent choice for businesses focused on inbound marketing, content creation, and lead nurturing. HubSpot certifications validate professionals' expertise in leveraging the platform effectively.

Salesforce Advantages and Use Cases:

Salesforce excels in customization options, robust reporting, and scalability. It is a suitable choice for businesses requiring complex workflows, advanced automation, and deep integration capabilities. Salesforce certifications equip professionals with the skills needed to maximize the platform's potential.

HubSpot AI and Automation:

HubSpot's AI Capabilities:

HubSpot integrates AI-driven features such as lead scoring, personalized content recommendations, and email subject line suggestions. These capabilities empower businesses to automate and optimize their marketing and sales processes, saving time and improving efficiency.

Automation Features:

Both HubSpot and Salesforce offer automation features to streamline repetitive tasks such as email automation, lead nurturing workflows, and task assignments. Automation ensures consistent and timely follow-up with prospects and customers, allowing businesses to focus on high-value activities.

Is HubSpot a Replacement for Salesforce?

It depends, it is essential to evaluate specific business requirements, budget constraints, and desired feature sets. While HubSpot offers a robust CRM solution with a focus on inbound marketing and user-friendly features, Salesforce's extensive customization options and advanced functionality cater to larger enterprises with complex sales processes. Ultimately, the decision depends on your unique needs and goals as a business, individual or team.

Introducing Dokin and Its Role in CRM Integration:

Overview of Dokin:

Dokin is the data platform of modern business teams. A no-code solution that automates the integration of data from external software into Google Workspace applications. While currently integrating with HubSpot, we are soon expanding the integration capabilities to include Salesforce as well.

Seamless Integration with HubSpot and Upcoming Salesforce Integration:

When it comes to understanding your sales performance and improvement points, it is important to use tools allowing you to make sense of your data. Dokin simplifies HubSpot and Salesforce analytics by seamlessly connecting data from HubSpot to Google Sheets, Slides, and Docs. Dokin offers customizable templates and built-in data integrations, reducing errors and saving time. Dokin currently integrates with HubSpot and and will soon be available also for Salesforce users. This means that businesses utilizing both HubSpot and Salesforce will soon be able to benefit from Dokin's data integration and reporting automation features across both platforms.


Choosing the right CRM platform is crucial for businesses to effectively manage customer relationships and drive growth. HubSpot and Salesforce are the two leading CRM solutions, each with its own strengths and target audience. HubSpot excels in user-friendliness, comprehensive marketing tools, and integration capabilities, while Salesforce offers customization, scalability, and advanced features. As Dokin expands its integration capabilities to include Salesforce, businesses can look forward to leveraging its seamless data integration and reporting automation features across both platforms. It's important to thoroughly evaluate the features, usability, pricing, and scalability of both HubSpot and Salesforce to make an informed decision that aligns with your business objectives.

Remember, the right CRM choice ultimately depends on the specific needs and goals of your business. With Dokin's integration capabilities, businesses can enhance their CRM processes and streamline reporting automation, saving time, and reducing errors.

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Jacopo Proietti

Co-founder @Dokin
Jacopo, a co-founder of Dokin, boasts 8 years in finance, having worked as a finance manager at Ogury and head of Financial Planning and Control at BlaBlaCar.
His passion for data integration led to the creation of Dokin, a game-changer for modern business teams. With customizable templates and built-in data connections, Dokin allows modern CMOs and CFOs to streamlines data reporting across Google Workspace applications.

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