cuspera logo CUSPERA

Salesforce Essentials vs Shape Software: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Salesforce Essentials vs. Shape Software is based on a specific set of business needs and context. The comparison uses 3072 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Salesforce Essentials and Shape Software

Salesforce Essentials, Shape Software, 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.

Shape Software focuses on Capturing Leads with Promotions, Lead Nurturing with Promotions, Drip Marketing with Text SMS, Sales Document Management with Offline, etc.

"I want to democratize the development of technology. With the Salesforce platform, we can give the power away to our business community. " - Jane Moran

"Easy to use software that was intuitive from the get-go. A far cheaper system than standard platforms out there without any compromises on features. " - Taylor G

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 Shape Software for

Software Failure Risk

  • medium

logo Shape Software

Focus area

Shape Software is better than Salesforce Essentials for

Software Failure Risk

  • low

About

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

CRM that connects team, applications, and clients in one centralized hub.

Age

1999

Financials

IPO

Business Need

Total Processes
(we found evidences for)

82

44

Total Goals
(we found evidences for)

16

6

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




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



billing and invoice 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
  • Acquire customers

  • Scale best practices

  • Enhance customer relationships

  • Improve ROI

  • Increase sales & revenue

  • Improve internal communications

  • See 3 more

Top Channels

Channels Used

  • e-mail

  • promotions

  • text SMS

  • video

  • phone calls

  • offline

  • point of sale

  • newsletter

  • website

  • user generated content

  • blogs

  • on premises

  • See 9 more
  • e-mail

  • promotions

  • text SMS

  • video

  • phone calls

  • offline

  • point of sale

  • newsletter

  • website

  • user generated content

  • blogs

  • on premises

  • See 9 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Security & Privacy Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Integration Risk

low

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Migration Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Business Setting