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Salesforce Essentials vs CloudYogi CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Salesforce Essentials vs. CloudYogi CRM is based on a specific set of business needs and context. The comparison uses 4588 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Salesforce Essentials and CloudYogi CRM

Salesforce Essentials, CloudYogi 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.

CloudYogi CRM focuses on Helpdesk Management, Engagement Management, Social Media Management, Collaboration with Offline, 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

"We discovered improved co-ordination among our individual departments at every step. This is truly quality software that has economically and efficiently contoured our management system, controlling and managing contractor’s and vendor’s records. We... have also benefited a lot by keeping track of our product samples. " - Arun Kumar

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 CloudYogi CRM for

Software Failure Risk

  • medium

logo CloudYogi CRM

Focus area

CloudYogi CRM is better than Salesforce Essentials for

Software Failure Risk

  • low

About

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

CloudYogi CRM | Boosts your customer and sales management by providing an easy to use interface

Age

1999

Financials

IPO

NA

Business Need

Total Processes
(we found evidences for)

82

73

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

creating contact list


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




lifetime value management



competitive intelligence



membership management


performance management


social media marketing




relationship marketing



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
  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve efficiency

  • Scale best practices

  • Improve ROI

  • Manage risk

  • Improve visibility

  • Improve stakeholder relations

  • Grow market share

  • Improve brand engagement

  • Improve internal communications

  • See 9 more

Top Channels

Channels Used

  • mobile

  • e-mail

  • social media

  • website

  • offline

  • chat

  • point of sale

  • phone calls

  • video

  • mobile app

  • on premises

  • user generated content

  • blogs

  • events

  • trade shows

  • omnichannel

  • Instagram

  • Whatsapp

  • Twitter

  • LinkedIn

  • Facebook

  • promotions

  • causes and charity

  • text SMS

  • See 21 more
  • mobile

  • e-mail

  • social media

  • website

  • offline

  • chat

  • point of sale

  • phone calls

  • video

  • mobile app

  • on premises

  • user generated content

  • blogs

  • events

  • trade shows

  • omnichannel

  • Instagram

  • Whatsapp

  • Twitter

  • LinkedIn

  • Facebook

  • promotions

  • causes and charity

  • text SMS

  • See 21 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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low

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Integration Risk

low

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low

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Migration Risk

medium

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low

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Business Setting