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Salesforce Essentials vs Pipeline CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Salesforce Essentials vs. Pipeline CRM is based on a specific set of business needs and context. The comparison uses 9436 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Salesforce Essentials and Pipeline CRM

Salesforce Essentials, Pipeline 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.

Pipeline CRM focuses on Engagement Management, Lead Tracking with E-Mail, Communication Management with E-Mail, Contact List Management, 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

"The clients that I introduced Pipeline CRM to over the years are still using it today and they absolutely love it. That's a great testimony to the product. It keeps getting better. " - Michael Lang

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 Pipeline CRM for

Software Failure Risk

  • medium

logo Pipeline CRM

Focus area

Pipeline CRM is better than Salesforce Essentials for

Software Failure Risk

  • medium

About

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

Sales Pipeline Enablement Platform

Age

1999

2006

Financials

IPO

SERIES A

Business Need

Total Processes
(we found evidences for)

82

98

Total Goals
(we found evidences for)

16

14

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

creating contact list


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

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



subscription management


promotion management


lifetime value management



sales review & feedback


discount management



competitive intelligence



conference call management


follower management



performance management


revenue cycle management




motivation management



personalized marketing



category 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 ROI

  • Grow market share

  • Improve stakeholder relations

  • Scale best practices

  • Enter new markets internationally or locally

  • Launch new products

  • Improve navigation

  • Improve visibility

  • Shorten ramp up time

  • Establish thought leadership

  • See 11 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • mobile

  • website

  • mobile app

  • offline

  • on premises

  • point of sale

  • video

  • user generated content

  • blogs

  • chat

  • social media

  • LinkedIn

  • trade shows

  • events

  • Slack

  • text SMS

  • print media

  • magazine

  • Facebook

  • promotions

  • review sites

  • Amazon

  • display advertisement

  • games

  • See 23 more
  • e-mail

  • phone calls

  • mobile

  • website

  • mobile app

  • offline

  • on premises

  • point of sale

  • video

  • user generated content

  • blogs

  • chat

  • social media

  • LinkedIn

  • trade shows

  • events

  • Slack

  • text SMS

  • print media

  • magazine

  • Facebook

  • promotions

  • review sites

  • Amazon

  • display advertisement

  • games

  • See 23 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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medium

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Migration Risk

medium

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low

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Business Setting