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OptifiNow vs Salesforce CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of OptifiNow vs. Salesforce CRM is based on a specific set of business needs and context. The comparison uses 102755 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing OptifiNow and Salesforce CRM

OptifiNow, Salesforce CRM, Soffront, Thryv, 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.

OptifiNow covers Communication Management with Social Media, Social Media Management with Social Media, Engagement Management, Competitive Intelligence, etc.

Salesforce CRM focuses on Engagement Management, Contact List Management, Communication Management with E-Mail, Sales Document Management, etc.

"We were looking for a software provider that could handle all of our different mortgage product lines, and only OptifiNow checked all the boxes. As opposed to managing and training to multiple pieces of software, our whole company can run on just on...e platform. The OptifiNow team has worked hand in hand with us to map out unique sales processes for each product and implement them in a quick and painless way. They are an excellent partner. " - Brian Roe

"I have a new career and a new way of supporting my family that I probably would not have without Trailhead. " - Mark Tossell

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 OptifiNow

Focus area

Software Failure Risk

  • low

logo Salesforce CRM

Focus area

Salesforce CRM is better than OptifiNow for

Software Failure Risk

  • medium

About

Marketing Automation, Lead Management

Salesforce CRM | Customer Relationship Management solution that brings companies and customers together

Age

1999

Financials

PRIVATE

IPO

Business Need

Total Processes
(we found evidences for)

56

168

Total Goals
(we found evidences for)

10

23

Top Processes

Evidences indicate better relative satisfaction


communication management

sending & publishing communications

tracking & monitoring communications


social media management

social media analytics

engaging on social media

scheduling post to social media

monitoring social media


engagement management

engaging and following up


competitive intelligence



campaign monitoring


segmentation and targeting



social media marketing


contact list management






opportunity management





personalized marketing



sales call management



helpdesk management


sales document management

contract management


relationship management



lifetime value management


customise loyalty program

identify target customers


generation of new leads


conversion management


performance management


pipeline management




lead qualification: demographic


knowledge management


sales quota management



training & onboarding




measuring customer satisfaction


measuring net promoter score


customer feedback management

measuring customer satisfaction

measuring net promoter score


customer case management


products & pricelist management


business development





rating and review management



create learning path


identify skill gaps


track learning progress


courses & assessment

create learning path

identify skill gaps

track learning progress


promotion management







follower management


discount management



revenue cycle management



trade show marketing


sales review & feedback





conference call management


billing and invoice management


relationship marketing



international marketing



touchpoint management


community marketing







channel management


calendar management


motivation management


advocacy management


subscription management



database marketing


license management


influencer marketing




category management


renewal management



referral management



distribution management


merger and acquisition


compliance & governance


sales commission management


outbound marketing


evangelist management


payment management



membership management


bundling of products


influencer management


sales incentive management


Top Goals

Goals Achieved

  • Increase sales & revenue

  • Acquire customers

  • Improve ROI

  • Scale best practices

  • Enhance customer relationships

  • Improve brand engagement

  • Improve stakeholder relations

  • Enter new markets internationally or locally

  • Improve digital and social presence

  • Improve internal communications

  • See 7 more
  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Scale best practices

  • Improve ROI

  • Improve internal communications

  • Grow market share

  • Launch new products

  • Improve stakeholder relations

  • Enter new markets internationally or locally

  • Improve efficiency

  • Establish thought leadership

  • Improve brand engagement

  • Improve digital and social presence

  • Build brand awareness

  • Improve visibility

  • Manage risk

  • Increase customer life time value

  • Improve consistency

  • Shorten ramp up time

  • Improve navigation

  • Increase average basket value

  • Reduce bounce

  • See 20 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • social media

  • offline

  • mobile

  • website

  • point of sale

  • user generated content

  • blogs

  • mobile app

  • chat

  • promotions

  • on premises

  • video

  • trade shows

  • omnichannel

  • causes and charity

  • text SMS

  • Facebook

  • games

  • events

  • channel partners

  • review sites

  • LinkedIn

  • Amazon

  • Twitter

  • newsletter

  • support groups

  • mass media

  • display advertisement

  • coupons

  • Slack

  • Instagram

  • print media

  • magazine

  • Netflix

  • television

  • radio

  • Pinterest

  • movies

  • Whatsapp

  • out of home

  • Doubleclick

  • brochure

  • billboards

  • Glassdoor

  • eBay

  • Facebook page

  • Facebook at work

  • See 46 more
  • e-mail

  • phone calls

  • social media

  • offline

  • mobile

  • website

  • point of sale

  • user generated content

  • blogs

  • mobile app

  • chat

  • promotions

  • on premises

  • video

  • trade shows

  • omnichannel

  • causes and charity

  • text SMS

  • Facebook

  • games

  • events

  • channel partners

  • review sites

  • LinkedIn

  • Amazon

  • Twitter

  • newsletter

  • support groups

  • mass media

  • display advertisement

  • coupons

  • Slack

  • Instagram

  • print media

  • magazine

  • Netflix

  • television

  • radio

  • Pinterest

  • movies

  • Whatsapp

  • out of home

  • Doubleclick

  • brochure

  • billboards

  • Glassdoor

  • eBay

  • Facebook page

  • Facebook at work

  • See 46 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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low

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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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medium

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Business Setting