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Salesforce Essentials vs Agile CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Salesforce Essentials vs. Agile CRM is based on a specific set of business needs and context. The comparison uses 9858 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Salesforce Essentials and Agile CRM

Salesforce Essentials, Agile CRM, Siebel CRM, Bullhorn ATS & 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 Essentials covers Engagement Management, Helpdesk Management with Social Media, Sales Document Management with Social Media, Knowledge Management with Social Media, etc.

Agile CRM focuses on Contact List Management with E-Mail, Communication Management with E-Mail, Helpdesk Management with E-Mail, Engagement Management with E-Mail, etc.

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

"Our business has just started using this tool and we have been very pleased with the support and capabilities of the product. Friendly and good support staff accessible via phone. " - Brian Melendez

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 Essentials

Focus area

Salesforce Essentials is better than Agile CRM for

Software Failure Risk

  • medium

logo Agile CRM

Focus area

Agile CRM is better than Salesforce Essentials for

Software Failure Risk

  • medium

About

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

Agile CRM | Automate your sales, marketing, and service in one platform

Age

1999

2012

Financials

IPO

PRIVATE

Business Need

Total Processes
(we found evidences for)

82

103

Total Goals
(we found evidences for)

16

16

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


knowledge management


contact list management

creating contact list


communication management

tracking & monitoring communications

sending & publishing communications





customer case management


pipeline management



sales call management

meeting management


training & onboarding


community building


conversion management


social media management

managing social media account

social media analytics

engaging on social media

scheduling post to social media




customer feedback management

measuring customer satisfaction



relationship management


lead qualification

lead qualification: demographic

lead qualification: technographic


campaign management

campaign analytics

campaign monitoring


generation of new leads



content management


opportunity management


business development



rating and review management


account management


loyalty management

customise loyalty program






products & pricelist management



subscription management



promotion management


lifetime value management



sales review & feedback


discount management




social media marketing



category management


conference call management


database marketing


segmentation and targeting



revenue cycle management





follower management



Top Goals

Goals Achieved

  • 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
  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Scale best practices

  • Improve efficiency

  • Grow market share

  • Increase customer life time value

  • Enter new markets internationally or locally

  • Improve ROI

  • Launch new products

  • Improve brand engagement

  • Improve digital and social presence

  • Improve internal communications

  • Improve stakeholder relations

  • Build brand awareness

  • Reduce bounce

  • See 13 more

Top Channels

Channels Used

  • e-mail

  • website

  • social media

  • phone calls

  • user generated content

  • blogs

  • newsletter

  • text SMS

  • Facebook

  • LinkedIn

  • chat

  • video

  • mobile

  • Twitter

  • offline

  • Facebook page

  • point of sale

  • mobile app

  • games

  • Skype

  • promotions

  • review sites

  • Amazon

  • events

  • trade shows

  • coupons

  • on premises

  • Instagram

  • See 25 more
  • e-mail

  • website

  • social media

  • phone calls

  • user generated content

  • blogs

  • newsletter

  • text SMS

  • Facebook

  • LinkedIn

  • chat

  • video

  • mobile

  • Twitter

  • offline

  • Facebook page

  • point of sale

  • mobile app

  • games

  • Skype

  • promotions

  • review sites

  • Amazon

  • events

  • trade shows

  • coupons

  • on premises

  • Instagram

  • See 25 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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high

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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