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Compare Salesforce Essentials vs BoldTrail

Comparison Summary

For Salesforce Essentials vs BoldTrail comparison, Our AI algorithm looked at 4724 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using Salesforce Essentials and BoldTrail to solve their respective business needs.

Pros and cons of Salesforce Essentials and BoldTrail

Salesforce Essentials is more suited to businesses that require Engagement Management and Helpdesk Management with Social Media where as BoldTrail is focused towards Generation Of New Leads with Website and Engagement Management .

Both Salesforce Essentials and BoldTrail are CRM software, peers recommend Salesforce Essentials for pipeline management and helpdesk management where as BoldTrail is more known for lead engagement and social media management .

logo Salesforce Essentials

Focus area

Salesforce Essentials is better than BoldTrail for

Software Failure Risk

  • medium

logo BoldTrail

Focus area

BoldTrail is better than Salesforce Essentials for

Software Failure Risk

  • medium

About

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

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)

82

69

Total Goals
(we found evidences for)

16

9

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

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


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




social media marketing




distribution 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
  • 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

low

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low

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Migration Risk

medium

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medium

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Business Setting