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Platformax CRM vs Salesforce Essentials: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Platformax CRM vs. Salesforce Essentials is based on a specific set of business needs and context. The comparison uses 3317 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Platformax CRM and Salesforce Essentials

Platformax CRM, Salesforce Essentials, 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 Essentials focuses on Engagement Management, Helpdesk Management with Social Media, Sales Document Management with Social Media, Knowledge Management with Social Media, etc.

"Platformax is a great tool to keep track of and chase clients, especially the Prospecting tool. Besides that, the guys have been extremely kind in helping us set everything up and configuring some key functionalities for our business. " - Sergio Ermacora

"The biggest benefit for us has been having access to someone very, very skilled in Salesforce products. I can trust Salesforce Professional Services’ team to answer absolutely any questions we have about our Salesforce Platform. We consult them to m...ake sure we are making a good decision. " - Samuel Dall’Agnol

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 Essentials

Focus area

Salesforce Essentials is better than Platformax CRM for

Software Failure Risk

  • medium

About

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

Build stronger customer relationships, with the CRM built for small business

Age

2014

1999

Financials

PRIVATE

IPO

Business Need

Total Processes
(we found evidences for)

42

82

Total Goals
(we found evidences for)

3

16

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up


helpdesk management


communication management

tracking & monitoring communications

sending & publishing communications


contact list management



relationship management


pipeline management


generation of new leads





training & onboarding


workflow management



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



social media management

social media analytics




account management


knowledge management


contract management



proposal & quote management


sales document management

contract management

proposal & quote management


customer case management


community building


conversion management



lead qualification: demographic


lead qualification: technographic


lead qualification

lead qualification: demographic

lead qualification: technographic




content management


business development


rating and review management


customise loyalty program


loyalty management

customise loyalty program





products & pricelist management


Top Goals

Goals Achieved

  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve stakeholder relations

  • Improve ROI

  • Increase customer life time value

  • Improve efficiency

  • Improve brand engagement

  • Build brand awareness

  • Grow market share

  • Increase average basket value

  • Improve digital and social presence

  • Improve internal communications

  • Scale best practices

  • Launch new products

  • Establish thought leadership

  • See 13 more

Top Channels

Channels Used

  • social media

  • phone calls

  • e-mail

  • Facebook

  • Twitter

  • website

  • user generated content

  • blogs

  • chat

  • Slack

  • offline

  • point of sale

  • mobile

  • Instagram

  • games

  • video

  • mobile app

  • trade shows

  • on premises

  • omnichannel

  • promotions

  • See 18 more
  • social media

  • phone calls

  • e-mail

  • Facebook

  • Twitter

  • website

  • user generated content

  • blogs

  • chat

  • Slack

  • offline

  • point of sale

  • mobile

  • Instagram

  • games

  • video

  • mobile app

  • trade shows

  • on premises

  • omnichannel

  • promotions

  • See 18 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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low

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Migration Risk

medium

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medium

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Business Setting