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Compare Salesforce Essentials vs Close CRM

Comparison Summary

This comparison report of Salesforce Essentials vs. Close CRM is based on a specific set of business needs and context. The comparison uses 5143 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Salesforce Essentials and Close CRM

Salesforce Essentials, Close CRM, Siebel CRM, Bullhorn ATS & 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.

Salesforce Essentials covers Engagement Management, Helpdesk Management with Social Media, Sales Document Management with Social Media, Knowledge Management with Social Media, etc.

Close CRM focuses on Engagement Management with E-Mail, Sales Call Management with Phone Calls, Communication Management with E-Mail, Lead Management with E-Mail, etc.

"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

"Having Custom Activities has reduced our need to open other apps on a call, copy and paste, or even remember what questions need to be asked. This saves an incredible amount of time when gathering information. " - Mojan Butler

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 Salesforce Essentials

Focus area

Salesforce Essentials is better than Close CRM for

Software Failure Risk

  • medium

logo Close CRM

Focus area

Close CRM is better than Salesforce Essentials for

Software Failure Risk

  • low

About

Build stronger customer relationships, with the CRM built for small business

Inside Sales Software CRM with Calling & Emailing

Age

1999

2013

Financials

IPO

SEED

Business Need

Total Processes
(we found evidences for)

82

89

Total Goals
(we found evidences for)

16

12

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up

engaging with scheduling & cadence


helpdesk management


sales document management

contract management

proposal & quote management


knowledge management


contact list management


communication management

tracking & monitoring communications

sending & publishing communications




workflow management


customer case management


pipeline management



sales call management

meeting management


training & onboarding


community building


conversion management


social media management

managing social media account

social media analytics




customer feedback management

measuring customer satisfaction



relationship management


lead qualification

lead qualification: demographic

lead qualification: technographic


campaign management

campaign analytics


generation of new leads



content management


opportunity management


business development



rating and review management


account management


loyalty management

customise loyalty program






products & pricelist management




sales review & feedback


competitive intelligence











motivation management


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve stakeholder relations

  • Improve ROI

  • Increase customer life time value

  • Improve efficiency

  • Improve brand engagement

  • Build brand awareness

  • Grow market share

  • Increase average basket value

  • Improve digital and social presence

  • Improve internal communications

  • Scale best practices

  • Launch new products

  • Establish thought leadership

  • See 13 more
  • Increase sales & revenue

  • Acquire customers

  • Enhance customer relationships

  • Scale best practices

  • Improve internal communications

  • Improve ROI

  • Increase customer life time value

  • Enter new markets internationally or locally

  • Improve efficiency

  • Grow market share

  • Build brand awareness

  • Manage risk

  • See 9 more

Top Channels

Channels Used

  • phone calls

  • e-mail

  • text SMS

  • website

  • social media

  • offline

  • chat

  • user generated content

  • blogs

  • video

  • on premises

  • games

  • mobile

  • trade shows

  • point of sale

  • events

  • mobile app

  • Facebook

  • LinkedIn

  • omnichannel

  • promotions

  • See 18 more
  • phone calls

  • e-mail

  • text SMS

  • website

  • social media

  • offline

  • chat

  • user generated content

  • blogs

  • video

  • on premises

  • games

  • mobile

  • trade shows

  • point of sale

  • events

  • mobile app

  • Facebook

  • LinkedIn

  • omnichannel

  • promotions

  • See 18 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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low

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Migration Risk

medium

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medium

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Business Setting