Comparison Summary
This comparison report of Salesforce Essentials vs. Practifi is based on a specific set of business needs and context. The comparison uses 3040 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Salesforce Essentials and Practifi
Salesforce Essentials, Practifi, 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.
Practifi focuses on Workflow Management, Engagement Management, Communication Management with E-Mail, Collaboration, etc.
"The biggest benefit for us has been having access to someone very, very skilled in Salesforce products. I can trust Salesforce Professional Services’ team to answer absolutely any questions we have about our Salesforce Platform. We consult them to m...ake sure we are making a good decision. " - Samuel Dall’Agnol
"After being frustrated with our previous CRM we made the move to Practifi and what a relief. Our firm is now more efficient, our clients have a better experience and our staff knows what happens, when and how. Now we can spend more time working ‘on’... the business than ‘in’ the business. " - Robert Baharian
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.
Salesforce Essentials
Focus area
Salesforce Essentials is better than Practifi for
Software Failure Risk
About
Build stronger customer relationships, with the CRM built for small business
Business management platform powering growing financial advice firms
Age
1999
Financials
IPO
SERIES B
Business Need
Total Processes
(we found evidences for)
82
33
Total Goals
(we found evidences for)
16
9
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Improve stakeholder relations
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Improve ROI
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Increase customer life time value
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Improve efficiency
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Improve brand engagement
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Build brand awareness
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Grow market share
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Increase average basket value
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Improve digital and social presence
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Improve internal communications
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Scale best practices
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Launch new products
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Establish thought leadership
- See 13 more
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Acquire customers
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Enhance customer relationships
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Scale best practices
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Increase sales & revenue
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Enter new markets internationally or locally
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Launch new products
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Improve visibility
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Build brand awareness
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Manage risk
- See 6 more
Top Channels
Channels Used
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e-mail
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offline
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on premises
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mobile
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promotions
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website
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mobile app
- See 4 more
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e-mail
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offline
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on premises
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mobile
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promotions
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website
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mobile app
- See 4 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
