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Salesforce CRM vs CloudYogi CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Salesforce CRM vs. CloudYogi CRM is based on a specific set of business needs and context. The comparison uses 104111 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Salesforce CRM and CloudYogi CRM

Salesforce CRM, CloudYogi CRM, HubSpot CRM, Zoho 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.

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

CloudYogi CRM focuses on Helpdesk Management, Engagement Management, Social Media Management, Collaboration with Offline, etc.

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

"Our experience with Target Integration has been totally satisfactory. We approached them to better understand the issues we were facing at that time and get CRM solutions accordingly. Our first experience was with Hasan and his team, he explained ev...erything very patiently and communicated with us very well to understand all our requirements. We hired Target Integration for the second time and Ashish and his team handled everything perfectly as well and suggested some good changes for our company. They have worked really well with us and visited the company, understood every aspect of our business. Our requirements were met exactly as we wanted.I really appreciate all the efforts that were taken to ensure that the best solutions are delivered. We hope to continue working with Target Integration and see great results. " - Viren Sheth

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 Salesforce CRM

Focus area

Salesforce CRM is better than CloudYogi CRM for

Software Failure Risk

  • medium

logo CloudYogi CRM

Focus area

CloudYogi CRM is better than Salesforce CRM for

Software Failure Risk

  • low

About

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

CloudYogi CRM | Boosts your customer and sales management by providing an easy to use interface

Age

1999

Financials

IPO

NA

Business Need

Total Processes
(we found evidences for)

168

73

Total Goals
(we found evidences for)

23

12

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up

engaging with scheduling & cadence


sales document management

contract management

proposal & quote management


contact list management

creating contact list

enriching contact list


communication management

sending & publishing communications

tracking & monitoring communications







generation of new leads



campaign monitoring


training & onboarding


social media management

social media analytics

engaging on social media

scheduling post to social media

managing social media account

monitoring social media


relationship management




customer feedback management

measuring customer satisfaction

measuring net promoter score


content publishing

searching for content


customer case management


knowledge management

creating knowledge base


sales call management

meeting management

call transcription

objection handling


conversion management


products & pricelist management


opportunity management


competitive intelligence




business development


lead qualification: technographic

lead qualification: demographic

lead qualification: firmographic

lead qualification: behavioural




lifetime value management



customise loyalty program

identify target customers





rating and review management



courses & assessment

create learning path

identify skill gaps

track learning progress


promotion management






performance management


social media marketing


personalized marketing




follower management


discount management




revenue cycle management



trade show marketing


sales review & feedback





conference call management


billing and invoice management


relationship marketing



international marketing


segmentation and targeting




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

  • 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
  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve efficiency

  • Scale best practices

  • Improve ROI

  • Manage risk

  • Improve visibility

  • Improve stakeholder relations

  • Grow market share

  • Improve brand engagement

  • Improve internal communications

  • See 9 more

Top Channels

Channels Used

  • mobile

  • e-mail

  • social media

  • website

  • offline

  • chat

  • point of sale

  • phone calls

  • video

  • mobile app

  • on premises

  • user generated content

  • blogs

  • events

  • trade shows

  • omnichannel

  • Instagram

  • Whatsapp

  • Twitter

  • LinkedIn

  • Facebook

  • promotions

  • causes and charity

  • text SMS

  • See 21 more
  • mobile

  • e-mail

  • social media

  • website

  • offline

  • chat

  • point of sale

  • phone calls

  • video

  • mobile app

  • on premises

  • user generated content

  • blogs

  • events

  • trade shows

  • omnichannel

  • Instagram

  • Whatsapp

  • Twitter

  • LinkedIn

  • Facebook

  • promotions

  • causes and charity

  • text SMS

  • See 21 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

medium

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low

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Integration Risk

medium

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low

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Migration Risk

medium

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low

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Business Setting