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Platformax CRM vs Salesforce CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Platformax CRM vs. Salesforce CRM is based on a specific set of business needs and context. The comparison uses 102840 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Platformax CRM and Salesforce CRM

Platformax CRM, Salesforce CRM, SalesNexus, Claritysoft 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.

Platformax CRM covers Engagement Management with E-Mail, Helpdesk Management with Website, Communication Management with E-Mail, Contact List Management, etc.

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

"Platformax is helping us co-ordinate and keep track of our sales efforts in an efficient and organised manner. It takes a while to get into the habit but it is well worth it. " - Paromita Sanatani

"Salesforce Platform enabled us to build a low-code portal in one day and transform part of the institute. " - Alex Ehrenberg

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 Platformax CRM

Focus area

Software Failure Risk

  • medium

logo Salesforce CRM

Focus area

Salesforce CRM is better than Platformax CRM for

Software Failure Risk

  • medium

About

Inside sales CRM, generate more leads with prospecting and sales management

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

Age

2014

1999

Financials

PRIVATE

IPO

Business Need

Total Processes
(we found evidences for)

42

168

Total Goals
(we found evidences for)

3

23

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up



communication management

tracking & monitoring communications

sending & publishing communications


contact list management



relationship management



generation of new leads





training & onboarding




sales review & feedback



campaign management

campaign monitoring


sales call management


opportunity management




performance management


follower management


customer feedback management

measuring customer satisfaction



discount management


promotion management



segmentation and targeting


social media management

social media analytics



competitive intelligence




knowledge management


contract management


proposal & quote management




sales document management

contract management

proposal & quote management




content publishing


searching for content



content publishing

searching for content


customer case management


conversion management


products & pricelist management


business development


lead qualification: technographic


lead qualification: demographic


lead qualification: firmographic


lead qualification: behavioural


lead qualification: technographic

lead qualification: demographic

lead qualification: firmographic

lead qualification: behavioural




lifetime value management



customise loyalty program


identify target customers


customise loyalty program

identify target customers





rating and review management



create learning path


identify skill gaps


track learning progress


courses & assessment

create learning path

identify skill gaps

track learning progress



social media marketing


personalized marketing





revenue cycle management



trade show marketing




conference call management


billing and invoice management


relationship marketing



international marketing



touchpoint management


community marketing








channel management


calendar management


sales quota 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

  • Enhance customer relationships

  • Acquire customers

  • 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