Overview: Insightly CRM and Salesforce Essentials as CRM Category solutions.
Insightly CRM and Salesforce Essentials are robust CRM tools catering to different user needs. Insightly CRM focuses on comprehensive contact and engagement management, ideal for large enterprises in IT and services. It emphasizes integration and data import, appealing to firms needing extensive data handling. Salesforce Essentials, on the other hand, is more agile, serving mid-market and smaller enterprises with strong support for engagement and knowledge management, paired with integration for diverse operations. Insightly dominates in segments needing extensive customization and migration, while Salesforce Essentials fits businesses seeking simpler, cost-effective CRM solutions.
Insightly CRM: Insightly, the modern CRM, helps teams sell smarter and grow faster. Watch a demo-on-demand to build lasting customer relationships affordably.
Salesforce Essentials: Salesforce-essentials offers a powerful CRM solution for small businesses to enhance sales processes and stay competitive. Control of sales processes and business success is facilitated.
Insightly CRM and Salesforce Essentials: Best Use cases based on the customer satisfaction data
Key Capabilities Supported
Insightly CRM excels in contact list and engagement management, making it suitable for businesses needing robust workflows and detailed sales document oversight. read more →
Salesforce Essentials supports engagement and helpdesk management, fitting companies that prioritize interactive customer service and streamlined support operations. read more →
Business Goals
Insightly CRM helps in enhancing customer relationships and acquiring customers, aligning with companies looking to expand their market reach and improve communications. read more →
Salesforce Essentials is designed to enhance customer relationships and improve ROI, catering to businesses focused on maximizing customer lifetime value and efficiency. read more →
Core Features
Insightly CRM offers features like analytics and custom reports, aiding businesses in detailed data export and integration for better decision making. read more →
Salesforce Essentials features compliance and AI-powered tools, supporting businesses that require quick adaptation to compliance needs and insightful analytics. read more →
Vendor Support
Insightly CRM provides robust vendor support, including 24/7 assistance and diverse communication channels, catering to enterprises requiring constant support. read more →
Salesforce Essentials includes continuous support with options like chat and phone, beneficial for businesses preferring interactive and on-demand support. read more →
Segments and Industries
Insightly CRM primarily serves large enterprises and industries like IT, ensuring scalability and flexibility for complex organizational structures. read more →
Salesforce Essentials is popular among mid-market customers and the manufacturing and IT industries, offering adaptable solutions for medium-sized firms. read more →
Operational Alignment
Insightly CRM aligns with the workflows of large, data-driven operations, providing features that support large-scale data handling and integration needs. read more →
Salesforce Essentials fits smaller and mid-sized firms, designed for operations seeking simplified processes and improved knowledge management. read more →
Applying your context and needs changes the comparison
Failure Risk Guidance?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
Data
Support
Others
Insightly CRM in Action: Unique Use Cases
How does Insightly CRM facilitate Contact List Management?
How can Insightly CRM optimize your Lead Tracking Workflow?
What solutions does Insightly CRM provide for Workflow Management?
What Are the key features of Insightly CRM for Communication Management?
Salesforce Essentials in Action: Unique Use Cases
How can Salesforce Essentials optimize your Engagement Management Workflow?
How does Salesforce Essentials facilitate Helpdesk Management?
Why is Salesforce Essentials the best choice for Sales Document Management?
What solutions does Salesforce Essentials provide for Knowledge Management?
Alternatives
Integrations
Few Insightly CRM Integrations
Few Salesforce Essentials Integrations
News
Latest Insightly CRM News
Crest Rock-backed Unbounce merges with CRM software provider Insightly - PE Hub
Based in Vancouver, British Columbia, Unbounce is a provider of landing page creation and optimization software.
Latest Salesforce Essentials News
Salesforce Unveils Life Sciences Partner Network to Accelerate Digital Labor and Data Programs
Salesforce has launched the Life Sciences Partner Network, aiming to accelerate digital labor and data initiatives for pharmaceutical and biotech companies by connecting them with specialized partners and solutions within its ecosystem.
