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Salesforce Essentials vs Pipedrive: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Salesforce Essentials vs. Pipedrive is based on a specific set of business needs and context. The comparison uses 21491 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Salesforce Essentials and Pipedrive

Salesforce Essentials, Pipedrive, 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.

Pipedrive focuses on Engagement Management with E-Mail, Lead Tracking, Lead Management, Sales Document Management with E-Mail, 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

"We chose to build our company around Pipedrive for a number of reasons, number one being: it’s a great CRM software for companies of all sizes. The software keeps developing and the development Pipedrive has had in the past six months has really mad...e it a stronger solution for all companies. Pipedrive is a great tool for small to large companies. Our target customers really find Pipedrive easy to use and see it as a product that keeps on evolving at a great speed. It is also very good value for money. Our target customers are especially impressed with the reporting features and not having to export data for simple reporting operations. " - Juho Koski

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 Pipedrive for

Software Failure Risk

  • medium

logo Pipedrive

Focus area

Pipedrive is better than Salesforce Essentials for

Software Failure Risk

  • medium

About

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

Sales CRM & Pipeline Management Software

Age

1999

2010

Financials

IPO

SERIES C

Business Need

Total Processes
(we found evidences for)

82

128

Total Goals
(we found evidences for)

16

20

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up

engaging with scheduling & cadence



sales document management

contract management

proposal & quote management


knowledge management


contact list management

creating contact list


communication management

tracking & monitoring communications

sending & publishing communications





customer case 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

lead qualification: firmographic


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


international marketing



subscription management



promotion management


lifetime value management



sales review & feedback


discount management


outbound marketing



community marketing


competitive intelligence



trade show marketing


follower management





performance management


revenue cycle management




calendar management



segmentation and targeting


touchpoint management


channel management



motivation management


social media marketing



conference call management


referral management



payment management



sales commission management



advocacy 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
  • Increase sales & revenue

  • Acquire customers

  • Enhance customer relationships

  • Improve internal communications

  • Improve efficiency

  • Scale best practices

  • Enter new markets internationally or locally

  • Improve visibility

  • Improve ROI

  • Build brand awareness

  • Shorten ramp up time

  • Grow market share

  • Improve brand engagement

  • Launch new products

  • Establish thought leadership

  • Improve stakeholder relations

  • Improve navigation

  • Increase average basket value

  • Increase customer life time value

  • Improve digital and social presence

  • See 17 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • mobile

  • offline

  • website

  • point of sale

  • social media

  • mobile app

  • on premises

  • chat

  • newsletter

  • promotions

  • games

  • video

  • user generated content

  • blogs

  • text SMS

  • Facebook

  • Slack

  • causes and charity

  • trade shows

  • support groups

  • LinkedIn

  • review sites

  • coupons

  • Amazon

  • events

  • channel partners

  • G2crowd

  • Skype

  • See 27 more
  • e-mail

  • phone calls

  • mobile

  • offline

  • website

  • point of sale

  • social media

  • mobile app

  • on premises

  • chat

  • newsletter

  • promotions

  • games

  • video

  • user generated content

  • blogs

  • text SMS

  • Facebook

  • Slack

  • causes and charity

  • trade shows

  • support groups

  • LinkedIn

  • review sites

  • coupons

  • Amazon

  • events

  • channel partners

  • G2crowd

  • Skype

  • See 27 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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medium

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Integration Risk

low

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medium

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Migration Risk

medium

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low

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Business Setting