Comparison Summary
Introducing 20Miles and Practifi
20Miles belong to a category of solutions that help Sales Engagement, whereas Practifi 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.
20Miles covers Engagement Management, Communication Management with E-Mail, Workflow Management, Collaboration with Offline, etc.
Practifi focuses on Workflow Management, Engagement Management, Communication Management with E-Mail, Collaboration, etc.
"The insight 20 Miles provides from a prospecting tool is invaluable in keeping things moving through the client acquisition process. I would recommend 20 miles to anyone who is in a production role and wants to increase their revenue generation " - Andrew Cruse
"After being frustrated with our previous CRM we made the move to Practifi and what a relief. Our firm is now more efficient, our clients have a better experience and our staff knows what happens, when and how. Now we can spend more time working ‘on’... the business than ‘in’ the business. " - Robert Baharian
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.
About
Increased Sales engagement enabled through shortened sales cycle, process automation and unrivaled prospect insights.
Business management platform powering growing financial advice firms
Age
2011
Financials
SEED
SERIES B
Business Need
Total Processes
(we found evidences for)
23
33
Total Goals
(we found evidences for)
3
9
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Acquire customers
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Increase sales & revenue
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Enhance customer relationships
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Acquire customers
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Enhance customer relationships
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Scale best practices
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Increase sales & revenue
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Enter new markets internationally or locally
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Launch new products
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Improve visibility
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Build brand awareness
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Manage risk
- See 6 more
Top Channels
Channels Used
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e-mail
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offline
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on premises
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mobile
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promotions
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website
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mobile app
- See 4 more
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e-mail
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offline
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on premises
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mobile
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promotions
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website
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mobile app
- See 4 more
Failure Risk Guidance Security Report?
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
