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Salesforce Essentials vs Salesforce CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Salesforce Essentials vs. Salesforce CRM is based on a specific set of business needs and context. The comparison uses 104699 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Salesforce Essentials and Salesforce CRM

Salesforce Essentials, Salesforce 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.

Salesforce CRM focuses on Engagement Management, Contact List Management, Communication Management with E-Mail, Sales Document Management, 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

"Trailhead has made learning Salesforce so much more accessible for me and my colleagues. " - Tami Lau

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 Salesforce CRM for

Software Failure Risk

  • medium

logo Salesforce CRM

Focus area

Salesforce CRM is better than Salesforce Essentials for

Software Failure Risk

  • medium

About

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

Salesforce CRM | Customer Relationship Management solution that brings companies and customers together

Age

1999

1999

Financials

IPO

IPO

Business Need

Total Processes
(we found evidences for)

82

168

Total Goals
(we found evidences for)

16

23

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up

engaging with scheduling & cadence



sales document 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



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: demographic

lead qualification: technographic

lead qualification: firmographic


campaign management

campaign monitoring


generation of new leads




opportunity management


business development



rating and review 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




create learning path


identify skill gaps


track learning progress


courses & assessment

create learning path

identify skill gaps

track learning progress



performance management


social media marketing


personalized marketing



follower management




revenue cycle management





conference call management


billing and invoice management


relationship marketing


segmentation and targeting




touchpoint management






channel management


calendar management


sales quota management


motivation management


advocacy management



database marketing


license management


influencer marketing




category management


renewal management



referral management



distribution management


merger and acquisition


compliance & governance


sales commission management


evangelist management


payment management



membership management



bundling of products


influencer management


sales incentive 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
  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Scale best practices

  • Improve ROI

  • Improve internal communications

  • Grow market share

  • Launch new products

  • Improve stakeholder relations

  • Enter new markets internationally or locally

  • Improve efficiency

  • Establish thought leadership

  • Improve brand engagement

  • Improve digital and social presence

  • Build brand awareness

  • Improve visibility

  • Manage risk

  • Increase customer life time value

  • Improve consistency

  • Shorten ramp up time

  • Improve navigation

  • Increase average basket value

  • Reduce bounce

  • See 20 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • social media

  • offline

  • mobile

  • website

  • point of sale

  • user generated content

  • blogs

  • mobile app

  • chat

  • promotions

  • on premises

  • video

  • trade shows

  • omnichannel

  • causes and charity

  • text SMS

  • Facebook

  • games

  • events

  • channel partners

  • review sites

  • LinkedIn

  • Amazon

  • Twitter

  • newsletter

  • support groups

  • mass media

  • display advertisement

  • coupons

  • Slack

  • Instagram

  • print media

  • magazine

  • Netflix

  • television

  • radio

  • Pinterest

  • movies

  • Whatsapp

  • out of home

  • Doubleclick

  • brochure

  • billboards

  • Glassdoor

  • eBay

  • Facebook page

  • Facebook at work

  • See 46 more
  • e-mail

  • phone calls

  • social media

  • offline

  • mobile

  • website

  • point of sale

  • user generated content

  • blogs

  • mobile app

  • chat

  • promotions

  • on premises

  • video

  • trade shows

  • omnichannel

  • causes and charity

  • text SMS

  • Facebook

  • games

  • events

  • channel partners

  • review sites

  • LinkedIn

  • Amazon

  • Twitter

  • newsletter

  • support groups

  • mass media

  • display advertisement

  • coupons

  • Slack

  • Instagram

  • print media

  • magazine

  • Netflix

  • television

  • radio

  • Pinterest

  • movies

  • Whatsapp

  • out of home

  • Doubleclick

  • brochure

  • billboards

  • Glassdoor

  • eBay

  • Facebook page

  • Facebook at work

  • See 46 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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medium

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Business Setting