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Salesforce Essentials vs Copper: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Salesforce Essentials vs. Copper is based on a specific set of business needs and context. The comparison uses 7305 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Salesforce Essentials and Copper

Salesforce Essentials, Copper, 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.

Copper focuses on Engagement Management with E-Mail, Contact List Management with E-Mail, Lead Tracking, Lead Management, etc.

"Data is foundational, but it is only the beginning of the journey. We’re moving advanced analytics right to the forefront of our engagement strategy. " - Rob Birse

"We hear great things through word-of-mouth, have some great assumptions, and some data. But to really be able to pinpoint a number of different statistics, especially in our industry… using the Google Data Studio direct integration is tremendously v...aluable. We even use this to track performance across teams in easy-to-read dashboards. " - Adam

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 Copper for

Software Failure Risk

  • medium

logo Copper

Focus area

Software Failure Risk

  • medium

About

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

Copper | CRM Software Built for Google & G-Suite

Age

1999

Financials

IPO

Business Need

Total Processes
(we found evidences for)

82

89

Total Goals
(we found evidences for)

16

13

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up

engaging with scheduling & cadence


helpdesk management


sales document management

contract management

proposal & quote management


knowledge management


contact list management

creating contact list


communication management

tracking & monitoring communications

sending & publishing communications




workflow management


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




customer feedback management

measuring customer satisfaction



relationship management


lead qualification

lead qualification: demographic

lead qualification: technographic


campaign management

campaign analytics


generation of new leads



content management


opportunity management


business development



rating and review management


account management


loyalty management

customise loyalty program






products & pricelist management



promotion management



sales review & feedback


discount management



competitive intelligence


follower management


conference call management





segmentation and targeting


relationship marketing


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 internal communications

  • Improve stakeholder relations

  • Launch new products

  • Build brand awareness

  • Grow market share

  • Enter new markets internationally or locally

  • Improve visibility

  • Improve ROI

  • Improve digital and social presence

  • See 10 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • offline

  • mobile

  • point of sale

  • website

  • mobile app

  • video

  • social media

  • on premises

  • promotions

  • user generated content

  • blogs

  • chat

  • Facebook

  • events

  • trade shows

  • Slack

  • games

  • See 16 more
  • e-mail

  • phone calls

  • offline

  • mobile

  • point of sale

  • website

  • mobile app

  • video

  • social media

  • on premises

  • promotions

  • user generated content

  • blogs

  • chat

  • Facebook

  • events

  • trade shows

  • Slack

  • games

  • See 16 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

low

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medium

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Migration Risk

medium

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medium

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Business Setting