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Salesforce Essentials vs PlanPlus Online: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Salesforce Essentials vs. PlanPlus Online is based on a specific set of business needs and context. The comparison uses 3099 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Salesforce Essentials and PlanPlus Online

Salesforce Essentials, PlanPlus Online, Siebel CRM, Vtiger all-in-one 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.

PlanPlus Online focuses on Collaboration with Offline, Contact List Management with E-Mail, Relationship Management with E-Mail, Engagement Management, etc.

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 PlanPlus Online for

Software Failure Risk

  • medium

logo PlanPlus Online

Focus area

Software Failure Risk

  • medium

About

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

PlanPlus Online | A Productivity System for Leaders and High Achievers

Age

1999

Financials

IPO

PRIVATE

Business Need

Total Processes
(we found evidences for)

82

42

Total Goals
(we found evidences for)

16

4

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



conference call management


calendar 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
  • Enhance customer relationships

  • Increase sales & revenue

  • Acquire customers

  • Improve digital and social presence

  • See 1 more

Top Channels

Channels Used

  • e-mail

  • offline

  • phone calls

  • website

  • events

  • trade shows

  • point of sale

  • promotions

  • video

  • social media

  • See 7 more
  • e-mail

  • offline

  • phone calls

  • website

  • events

  • trade shows

  • point of sale

  • promotions

  • video

  • social media

  • See 7 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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No Data

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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medium

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Migration Risk

medium

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low

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Business Setting