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Insightly CRM vs Zendesk Sunshine: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Insightly CRM vs. Zendesk Sunshine is based on a specific set of business needs and context. The comparison uses 11533 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Insightly CRM and Zendesk Sunshine

Insightly CRM, Zendesk Sunshine, Freshsales, Pipeline 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.

Insightly CRM covers Contact List Management with E-Mail, Engagement Management with E-Mail, Lead Tracking, Workflow Management, etc.

Zendesk Sunshine focuses on Engagement Management with Review Sites, Workflow Management, Collaboration, Contact List Management with Phone Calls, etc.

"We wanted one system that could do everything that we were doing with three separate systems, so we went with Insightly. Insightly’s price point was also very appealing and allowed us to reduce our costs by 40%. " - Jamie Paton

"One of the main reasons for switching to Zendesk ultimately was to gain those base level efficiencies. What we ended up getting was a lot more than that. Sunshine made it a lot easier for agents to have more information, which in the end resulted in... a much better customer experience. " - John Wie

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 Insightly CRM

Focus area

Insightly CRM is better than Zendesk Sunshine for

Software Failure Risk

  • medium

logo Zendesk Sunshine

Focus area

Software Failure Risk

  • medium

About

CRM Software for Gmail, G Suite and Outlook.

Develop custom experiences with the Zendesk Platform | Zendesk Sunshine

Age

2009

2007

Financials

SERIES C

IPO

Business Need

Total Processes
(we found evidences for)

108

29

Total Goals
(we found evidences for)

13

6

Top Processes

Evidences indicate better relative satisfaction


contact list management

creating contact list


engagement management

engaging and following up


workflow management



communication management

sending & publishing communications

tracking & monitoring communications


sales document management

proposal & quote management

contract management



opportunity management


generation of new leads


conversion management


relationship management


pipeline management


campaign management

campaign monitoring




business development


helpdesk management


social media management

social media analytics


training & onboarding




sales call management

meeting management


products & pricelist management


knowledge management



customer feedback management

measuring customer satisfaction

measuring net promoter score



account management


competitive intelligence





follower management


rating and review management






customer case management




sales review & feedback


lifetime value management


revenue cycle management



loyalty management

identify target customers


trade show marketing



calendar management


advocacy management


sales commission management


discount management


promotion management




motivation management



renewal management


personalized marketing





content management


lead qualification


membership management


courses & assessment

track learning progress




international marketing


merger and acquisition


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve internal communications

  • Improve stakeholder relations

  • Enter new markets internationally or locally

  • Improve visibility

  • Improve ROI

  • Launch new products

  • Improve consistency

  • Improve efficiency

  • Scale best practices

  • Increase average basket value

  • See 10 more
  • Enhance customer relationships

  • Launch new products

  • Acquire customers

  • Improve visibility

  • Improve internal communications

  • Enter new markets internationally or locally

  • See 3 more

Top Channels

Channels Used

  • phone calls

  • review sites

  • Amazon

  • website

  • omnichannel

  • e-mail

  • offline

  • trade shows

  • See 5 more
  • phone calls

  • review sites

  • Amazon

  • website

  • omnichannel

  • e-mail

  • offline

  • trade shows

  • See 5 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

low

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medium

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Integration Risk

medium

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low

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Migration Risk

medium

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medium

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Business Setting