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Salesforce Essentials vs OptifiNow: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Salesforce Essentials vs. OptifiNow is based on a specific set of business needs and context. The comparison uses 3232 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Salesforce Essentials and OptifiNow

Salesforce Essentials, OptifiNow, 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.

OptifiNow focuses on Communication Management with Social Media, Social Media Management with Social Media, Engagement Management, Competitive Intelligence, etc.

"Salesforce as a technology platform has proven its adaptability. It’s been shown that we can build many services and solutions on it that offer extra value for our internal users, customers, and ultimate end users. It’s a central part of our vision ...for the future. " - Tuomas Pyyhtia

"Couldn’t be happier with my decision to use Optifinow. User friendly - allows my team to easily work their sales pipeline and grow our business. Great people - super personal and responsive to my business needs. " - Shannon Hacker

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 OptifiNow for

Software Failure Risk

  • medium

logo OptifiNow

Focus area

OptifiNow is better than Salesforce Essentials for

Software Failure Risk

  • low

About

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

Marketing Automation, Lead Management

Age

1999

Financials

IPO

PRIVATE

Business Need

Total Processes
(we found evidences for)

82

56

Total Goals
(we found evidences for)

16

10

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

campaign monitoring


generation of new leads



content management


opportunity management


business development



rating and review management


account management


loyalty management

customise loyalty program






products & pricelist management



competitive intelligence


segmentation and targeting


social media marketing



personalized 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
  • Increase sales & revenue

  • Acquire customers

  • Improve ROI

  • Scale best practices

  • Enhance customer relationships

  • Improve brand engagement

  • Improve stakeholder relations

  • Enter new markets internationally or locally

  • Improve digital and social presence

  • Improve internal communications

  • See 7 more

Top Channels

Channels Used

  • social media

  • e-mail

  • text SMS

  • Facebook

  • Twitter

  • phone calls

  • LinkedIn

  • video

  • See 5 more
  • social media

  • e-mail

  • text SMS

  • Facebook

  • Twitter

  • phone calls

  • LinkedIn

  • video

  • See 5 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