cuspera logo CUSPERA

Salesforce Essentials vs FreeAgent CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Salesforce Essentials vs. FreeAgent CRM is based on a specific set of business needs and context. The comparison uses 3141 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Salesforce Essentials and FreeAgent CRM

Salesforce Essentials, FreeAgent 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.

FreeAgent CRM focuses on Engagement Management with E-Mail, Collaboration, Workflow Management, Generation Of New Leads with Mobile, etc.

"Our relationships with small vendors make loop & tie the platform it is; we pride ourselves on being part of a healthy and stable economy. With salesforce, we have a better understanding of our own opportunities to support growing businesses. " - Mk Getler

"Sales reps have cut down on a lot of admin work. They had been logging a lot of their information in spreadsheets and that was painful. First, they had to remember to do it which was a challenge, and then they needed to work with the other departmen...ts to make sure it was right because we had a lot of different programs and formats we were using. So this has saved a couple of hours a week for me and a couple of hours a week for each of them. It’s also nice to have some consistency. " - Elizabeth Moley

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 FreeAgent CRM for

Software Failure Risk

  • medium

logo FreeAgent CRM

Focus area

Software Failure Risk

  • medium

About

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

CRM and Work Management

Age

1999

Financials

IPO

SEED

Business Need

Total Processes
(we found evidences for)

82

35

Total Goals
(we found evidences for)

16

11

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




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


lifetime value management


sales review & feedback


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

  • Increase sales & revenue

  • Improve efficiency

  • Acquire customers

  • Improve ROI

  • Improve internal communications

  • Improve stakeholder relations

  • Improve brand engagement

  • Establish thought leadership

  • Scale best practices

  • Increase customer life time value

  • See 8 more

Top Channels

Channels Used

  • e-mail

  • mobile

  • text SMS

  • promotions

  • phone calls

  • mobile app

  • See 3 more
  • e-mail

  • mobile

  • text SMS

  • promotions

  • phone calls

  • mobile app

  • See 3 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Security & Privacy Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Integration Risk

low

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Migration Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Business Setting