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Salesforce Essentials vs Follow Up Boss: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Salesforce Essentials vs. Follow Up Boss is based on a specific set of business needs and context. The comparison uses 4213 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Salesforce Essentials and Follow Up Boss

Salesforce Essentials, Follow Up Boss, 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.

Follow Up Boss focuses on Engagement Management, Generation Of New Leads with E-Mail, Lead Engagement, Collaboration with Phone Calls, etc.

"There's a time in a customer's journey where they might run into an issue or a problem, and that is a defining moment where you can either rise to the occasion and help them or not. If you can address it, you raise the value in the mind of the custo...mer. " - Patrick Spence

"Every lead that hits our database goes into Follow Up Boss and gets set up on an action plan. It’s almost five years long. Every lead gets grouped by price range, location, area, what they’re looking for, and where they came from. " - Graham Seeby

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 Follow Up Boss for

Software Failure Risk

  • medium

logo Follow Up Boss

Focus area

Follow Up Boss is better than Salesforce Essentials for

Software Failure Risk

  • low

About

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

Real Estate CRM and Lead Management Software to deliver an incredible customer experience

Age

1999

Financials

IPO

NA

Business Need

Total Processes
(we found evidences for)

82

54

Total Goals
(we found evidences for)

16

7

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


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

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


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



discount management






follower management



motivation 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
  • Improve ROI

  • Enhance customer relationships

  • Increase sales & revenue

  • Acquire customers

  • Improve efficiency

  • Scale best practices

  • Improve brand engagement

  • See 4 more

Top Channels

Channels Used

  • phone calls

  • e-mail

  • social media

  • website

  • mobile

  • Facebook

  • text SMS

  • games

  • mobile app

  • video

  • offline

  • on premises

  • chat

  • Slack

  • mass media

  • Twitter

  • out of home

  • billboards

  • Facebook page

  • radio

  • television

  • promotions

  • See 19 more
  • phone calls

  • e-mail

  • social media

  • website

  • mobile

  • Facebook

  • text SMS

  • games

  • mobile app

  • video

  • offline

  • on premises

  • chat

  • Slack

  • mass media

  • Twitter

  • out of home

  • billboards

  • Facebook page

  • radio

  • television

  • promotions

  • See 19 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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No Data

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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