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Insightly CRM vs Salesforce Sales Cloud: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Insightly CRM vs. Salesforce Sales Cloud is based on a specific set of business needs and context. The comparison uses 46900 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Insightly CRM and Salesforce Sales Cloud

Insightly CRM, Salesforce Sales Cloud, Freshsales, Pipeline CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Insightly CRM covers Contact List Management with E-Mail, Engagement Management with E-Mail, Lead Tracking, Workflow Management, etc.

Salesforce Sales Cloud focuses on Contact List Management, Engagement Management, Lead Tracking, Workflow Management, etc.

"Insightly does everything in the most intuitive way possible. " - Seth Rodden

"Data is foundational, but it is only the beginning of the journey. We’re moving advanced analytics right to the forefront of our engagement strategy. " - Rob Birse

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Insightly CRM

Focus area

Insightly CRM is better than Salesforce Sales Cloud for

Software Failure Risk

  • medium

logo Salesforce Sales Cloud

Focus area

Salesforce Sales Cloud is better than Insightly CRM for

Software Failure Risk

  • medium

About

CRM Software for Gmail, G Suite and Outlook.

Sales Performance Management Software

Age

2009

1999

Financials

SERIES C

IPO

Business Need

Total Processes
(we found evidences for)

108

131

Total Goals
(we found evidences for)

13

22

Top Processes

Evidences indicate better relative satisfaction


contact list management

creating contact list


engagement management

engaging and following up




communication management

sending & publishing communications

tracking & monitoring communications


sales document management

proposal & quote management



opportunity management


generation of new leads


conversion management


relationship management



campaign monitoring




business development



social media management

social media analytics

managing social media account


training & onboarding




sales call management

meeting management


products & pricelist management


knowledge management



customer feedback management

measuring customer satisfaction

measuring net promoter score




competitive intelligence





follower management


rating and review management






customer case management




sales review & feedback


lifetime value management


revenue cycle management



loyalty management

identify target customers


trade show marketing



calendar management


advocacy management


sales commission management


discount management


promotion management




motivation management



renewal management


personalized marketing





content management


lead qualification

lead qualification: demographic

lead qualification: technographic


membership management


courses & assessment

track learning progress




international marketing


merger and acquisition


community building


relationship marketing


touchpoint management


performance management




social media marketing


billing and invoice management


community marketing



conference call management


sales quota management


license management


subscription management



distribution management


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve internal communications

  • Improve stakeholder relations

  • Enter new markets internationally or locally

  • Improve visibility

  • Improve ROI

  • Launch new products

  • Improve consistency

  • Improve efficiency

  • Scale best practices

  • Increase average basket value

  • See 10 more
  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve internal communications

  • Grow market share

  • Improve efficiency

  • Improve ROI

  • Improve stakeholder relations

  • Scale best practices

  • Improve visibility

  • Increase customer life time value

  • Enter new markets internationally or locally

  • Manage risk

  • Improve brand engagement

  • Launch new products

  • Improve digital and social presence

  • Build brand awareness

  • Improve consistency

  • Shorten ramp up time

  • Establish thought leadership

  • Increase average basket value

  • Improve navigation

  • See 19 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • offline

  • social media

  • website

  • mobile

  • point of sale

  • chat

  • on premises

  • mobile app

  • promotions

  • user generated content

  • blogs

  • causes and charity

  • Slack

  • text SMS

  • LinkedIn

  • newsletter

  • games

  • video

  • trade shows

  • Facebook

  • events

  • coupons

  • mass media

  • channel partners

  • print media

  • magazine

  • omnichannel

  • Twitter

  • See 27 more
  • e-mail

  • phone calls

  • offline

  • social media

  • website

  • mobile

  • point of sale

  • chat

  • on premises

  • mobile app

  • promotions

  • user generated content

  • blogs

  • causes and charity

  • Slack

  • text SMS

  • LinkedIn

  • newsletter

  • games

  • video

  • trade shows

  • Facebook

  • events

  • coupons

  • mass media

  • channel partners

  • print media

  • magazine

  • omnichannel

  • Twitter

  • See 27 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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low

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Security & Privacy Risk

low

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low

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Integration Risk

medium

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medium

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Migration Risk

medium

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medium

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Business Setting