Overview: Insightly CRM and Salesforce Sales Cloud as CRM Category solutions.

Insightly CRM and Salesforce Sales Cloud both serve as robust CRM solutions, yet they differ in focus and application. Insightly CRM is tailored for seamless integration and efficient data handling, making it user-friendly for smaller teams and straightforward environments. In contrast, Salesforce Sales Cloud excels in expansive analytics and comprehensive support, aligning well with larger enterprises requiring detailed insights and robust assistance. Businesses seeking simplicity may prefer Insightly, while those needing extensive features and support might lean towards Salesforce.

Insightly CRM: Insightly, the modern CRM, helps teams sell smarter and grow faster. Watch a demo-on-demand to build lasting customer relationships affordably.

Salesforce Sales Cloud: Salesforce-Sales-Cloud maximizes sales efficiency through advanced automation, data, and AI-powered intelligence. The right sales software and solutions enhance productivity and insights.

Insightly CRM and Salesforce Sales Cloud: Best Use cases based on the customer satisfaction data

Insightly CRM

4.1

Salesforce Sales Cloud

4.4

AI Powered

Key Capabilities Supported

Insightly CRM focuses on contact list management and engagement management, providing tools for managing leads and workflows, suitable for structured sales processes. read more →

Salesforce Sales Cloud enhances contact list management and increases engagement with stronger capabilities in lead tracking and workflow, ideal for dynamic sales environments. read more →

Business Goals

Insightly CRM aids in enhancing customer relations and acquiring new clients, fitting businesses looking to strengthen customer bonds and expand their market presence. read more →

Salesforce Sales Cloud steers towards enhancing customer relations and increasing sales revenue, catering to companies aiming for revenue growth and market penetration. read more →

Core Features

Insightly CRM offers robust integration capabilities and ease of data import, facilitating seamless transitions and detailed analysis for users requiring flexible data handling. read more →

Salesforce Sales Cloud provides extensive custom reporting and analytics, coupled with strong integration support, addressing needs for comprehensive data insights. read more →

Vendor Support

Insightly CRM supports with 24/7 availability along with email and chat options, suitable for users preferring quick resolutions without complex needs. read more →

Salesforce Sales Cloud offers broad 24/7 vendor support including phone and email, ideal for enterprises needing extensive, continuous assistance. read more →

Segments and Industries

Insightly CRM mainly serves large enterprises and focuses on sectors like IT services and financial services. read more →

Salesforce Sales Cloud caters to a wide range of businesses, notably in computer software and IT, fitting companies across various sizes. read more →

Operational Alignment

Insightly CRM fits well into operations needing straightforward workflow management and communication channels, best for small to mid-sized teams. read more →

Salesforce Sales Cloud aligns with complex operational setups and supports diverse channel communications, suitable for larger and dynamic enterprises. read more →

Applying your context and needs changes the comparison

Failure Risk Guidance?

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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IT and Other Capabilities

Low
Medium
High

Ease of migration

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Data

Data Export

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Data Import

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Support

Email Support

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Chat Support

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24/7 Support

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Phone Support

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Others

Analytics

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Custom Reports

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AI Powered

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Most deployed common Use Cases for Insightly CRM and Salesforce Sales Cloud

How can Insightly CRM and Salesforce Sales Cloud enhance your Contact List Management process?

Both Insightly Crm and Salesforce Sales Cloud allow users to manage contact lists. Insightly Crm focuses on organizing contacts, calls, and emails, while Salesforce Sales Cloud provides more advanced features like creating different configurations and automating list management. Insightly Crm allows for easy importing of existing contact lists, whereas Salesforce Sales Cloud has limitations with transferring contacts from Mac contact managers.

"...Our organization uses Insightly to manage our contacts and to keep track of our correspondence with potential investors...." Peer review by Noah Morgenstein, Investment Banking Analyst, Watts Capital Group

"...The ability to track and create cases, develop a queue of tasks, and track contact with customers/work team...." Peer review by Jason Christianson, Human Resources

How efficiently Does Insightly CRM and Salesforce Sales Cloud manage your Engagement Management?

Insightly Crm and Salesforce Sales Cloud both enable tracking leads, opportunities, and customer interactions. Insightly Crm focuses on integrating with email clients like Outlook and Gmail for seamless communication and follow-up. Salesforce Sales Cloud, on the other hand, excels at providing a comprehensive set of tools for managing sales processes, including task reminders and a calendar view for visualizing workflow. However, both platforms require significant setup effort and Salesforce Sales Cloud requires additional investment for advanced features.

"...The main requirements are: prompt follow up phone calls, emails etc, and to keep records of previous interactions...." Peer review by Director in Professional Services

"...For the most part, this software is very easy to navigate, store good data, and stay connected regarding engagement with our customers...." Peer review by Matt Levine, Sports

What Are the key features of Insightly CRM and Salesforce Sales Cloud for Lead Tracking?

Insightly CRM and Salesforce Sales Cloud both enable tracking leads and opportunities. Insightly CRM allows users to track lead activities, create opportunities, and monitor their status. Salesforce Sales Cloud focuses on tracking leads, setting up automated email campaigns, and managing client care. A limitation of Insightly CRM is that it may be challenging to track deal flow, while Salesforce Sales Cloud can be time-consuming to learn and may not always effectively track closed deals.

"...For example, I can create custom lead sources to track ROI on my advertising methods...." Peer review by Bruce H, Real Estate Broker, Real Estate

"...Ease of use and the fact that it features everything we need to track and monitor for our campaigns...." Peer review by Oluwatobi Allen, Marketing and Advertising

How does Insightly CRM and Salesforce Sales Cloud facilitate Workflow Management?

Insightly Crm and Salesforce Sales Cloud both provide tools for managing workflows. Insightly Crm allows users to customize workflows, automate tasks, and track progress. Salesforce Sales Cloud offers similar capabilities but emphasizes organization and data management, allowing users to create a defined workflow process. Both platforms have limitations, as some users have reported difficulties with complex workflows, highlighting the need for careful planning and configuration.

"...We could use workflow systems which is quite powerful yet simple to use...." Peer review by Ravinder Singh Thakur, Sidepreneur, Self Employed

"...We use them for CRM, and we also utilized their workflow capabilities to manage our core business process...." Peer review by Janelle Jacobs, Retail

What makes Insightly CRM and Salesforce Sales Cloud ideal for Communication Management?

Insightly CRM and Salesforce Sales Cloud both manage email communication, including tracking and templates. Insightly CRM emphasizes email linking and integration with Gmail, while Salesforce Sales Cloud focuses on call tracking and automation for sending emails. Both platforms have limitations in email tracking, with Insightly lacking a comprehensive process and Salesforce struggling with aggregate tracking.

"...Insightly CRM has a lot to offer you, its capacities are beyond the common ones, with different managements and analysis of documents in which the software becomes another aid for making calls and sending emails...." Peer review by Sorangel Josefina B, Gerente superior de marketing, Internet