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Sage CRM vs Salesforce Essentials: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Sage CRM vs. Salesforce Essentials is based on a specific set of business needs and context. The comparison uses 5972 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Sage CRM and Salesforce Essentials

Sage CRM, Salesforce Essentials, Quickbase, SalesNOW, 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.

Sage CRM covers Sales Document Management with Mobile, Business Development, Workflow Management, Engagement 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.

"The system sends the franchisees an email detailing the date and amount of the payment to be collected. It is very efficient; we don’t have to print and mail invoices or process checks " - Robert Masson

"I want to democratize the development of technology. With the Salesforce platform, we can give the power away to our business community. " - Jane Moran

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 Sage CRM

Focus area

Sage CRM is better than Salesforce Essentials for

Software Failure Risk

  • medium

logo Salesforce Essentials

Focus area

Salesforce Essentials is better than Sage CRM for

Software Failure Risk

  • medium

About

Top-rated cloud financial management

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

Age

2002

1999

Financials

M&A

IPO

Business Need

Total Processes
(we found evidences for)

67

82

Total Goals
(we found evidences for)

13

16

Top Processes

Evidences indicate better relative satisfaction


sales document management

proposal & quote management

contract management


business development


workflow management


engagement management

engaging and following up




campaign management


helpdesk management




communication management

sending & publishing communications

tracking & monitoring communications


generation of new leads


contact list management


pipeline management


customer case management


relationship management


social media management

social media analytics


rating and review management


competitive intelligence


customer feedback management

measuring customer satisfaction


products & pricelist management


opportunity management



conversion management



trade show marketing


account management


content management


billing and invoice management


sales call management

meeting management


loyalty management

customise loyalty program


sales review & feedback






lead qualification


training & onboarding





knowledge management


community building






Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve internal communications

  • Improve stakeholder relations

  • Scale best practices

  • Improve ROI

  • Improve navigation

  • Improve digital and social presence

  • Improve efficiency

  • Launch new products

  • Shorten ramp up time

  • Enter new markets internationally or locally

  • See 10 more
  • 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

low

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low

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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low

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Migration Risk

low

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medium

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Business Setting