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Compare Salesforce CRM vs BoldTrail

Comparison Summary

For Salesforce CRM vs BoldTrail comparison, Our AI algorithm looked at 104247 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using Salesforce CRM and BoldTrail to solve their respective business needs.

Pros and cons of Salesforce CRM and BoldTrail

Salesforce CRM is more suited to businesses that require Engagement Management and Contact List Management where as BoldTrail is focused towards Generation Of New Leads with Website and Engagement Management .

Both Salesforce CRM and BoldTrail are CRM software, peers recommend Salesforce CRM for pipeline management and lifetime value management where as BoldTrail is more known for generation of new leads and social media management .

logo Salesforce CRM

Focus area

Salesforce CRM is better than BoldTrail for

Software Failure Risk

  • medium

logo BoldTrail

Focus area

BoldTrail is better than Salesforce CRM for

Software Failure Risk

  • medium

About

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

Real estate platform with next-gen solution for modern brokerages and enterprises

Age

1999

Financials

IPO

M&A

Business Need

Total Processes
(we found evidences for)

168

69

Total Goals
(we found evidences for)

23

9

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 management

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



pipeline 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
  • Acquire customers

  • Enhance customer relationships

  • Improve ROI

  • Enter new markets internationally or locally

  • Improve stakeholder relations

  • Scale best practices

  • Launch new products

  • Build brand awareness

  • Improve digital and social presence

  • See 6 more

Top Channels

Channels Used

  • website

  • social media

  • e-mail

  • phone calls

  • Facebook

  • video

  • text SMS

  • user generated content

  • blogs

  • offline

  • mobile

  • promotions

  • on premises

  • point of sale

  • mobile app

  • Instagram

  • Facebook at work

  • events

  • trade shows

  • See 16 more
  • website

  • social media

  • e-mail

  • phone calls

  • Facebook

  • video

  • text SMS

  • user generated content

  • blogs

  • offline

  • mobile

  • promotions

  • on premises

  • point of sale

  • mobile app

  • Instagram

  • Facebook at work

  • events

  • trade shows

  • See 16 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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medium

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Integration Risk

medium

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low

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Migration Risk

medium

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medium

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Business Setting