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Salesforce Essentials vs Merchant Relationship Management: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Salesforce Essentials vs. Merchant Relationship Management is based on a specific set of business needs and context. The comparison uses 4292 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Salesforce Essentials and Merchant Relationship Management

Salesforce Essentials, Merchant Relationship Management, Siebel CRM, Vtiger all-in-one 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.

Merchant Relationship Management focuses on Sales Document Management, Lead Management, Helpdesk Management, Training & Onboarding, 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

"When people ask me what it takes to be successful in this industry making sure they have IRIS CRM is one of the first things I make sure to mention. " - Brandon Skinner

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 Merchant Relationship Management for

Software Failure Risk

  • medium

logo Merchant Relationship Management

Focus area

Merchant Relationship Management is better than Salesforce Essentials for

Software Failure Risk

  • low

About

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

CRM & Underwriting Platform

Age

1999

Financials

IPO

PRIVATE

Business Need

Total Processes
(we found evidences for)

82

53

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

engaging on 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


lifetime value management


competitive intelligence



payment management



performance management


calendar 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

  • Increase sales & revenue

  • Enhance customer relationships

  • Manage risk

  • Improve efficiency

  • Improve visibility

  • Improve internal communications

  • Improve stakeholder relations

  • Launch new products

  • Improve digital and social presence

  • Reduce bounce

  • See 8 more

Top Channels

Channels Used

  • phone calls

  • e-mail

  • website

  • user generated content

  • blogs

  • chat

  • Slack

  • text SMS

  • social media

  • Facebook

  • offline

  • point of sale

  • causes and charity

  • support groups

  • See 11 more
  • phone calls

  • e-mail

  • website

  • user generated content

  • blogs

  • chat

  • Slack

  • text SMS

  • social media

  • Facebook

  • offline

  • point of sale

  • causes and charity

  • support groups

  • See 11 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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low

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Integration Risk

low

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low

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Migration Risk

medium

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low

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Business Setting