Overview: Salesforce Sales Cloud and Daylite as CRM Category solutions.

Salesforce Sales Cloud and Daylite cater to different user bases in the CRM landscape. Salesforce Sales Cloud is robust for large enterprises with its extensive features and support options, aligning well with industries like Information Technology and Education. Daylite, on the other hand, suits smaller teams or specific sectors like Legal and Financial Services, with a simpler set of capabilities and support. Each offers unique strengths, making them suitable for varying business needs.

Salesforce Sales Cloud: Salesforce-Sales-Cloud maximizes sales efficiency through advanced automation, data, and AI-powered intelligence. The right sales software and solutions enhance productivity and insights.

Daylite: Daylite offers a comprehensive feature set to help businesses regain control. All features across plans can be browsed on their website.

Salesforce Sales Cloud and Daylite: Best Use cases based on the customer satisfaction data

Salesforce Sales Cloud

Key Capabilities Supported

Salesforce Sales Cloud supports contact list management, engagement management, and lead tracking along with robust workflow management. read more →

Daylite supports engaging and following up, engagement management, and offers workflow management suitable for smaller teams. read more →

Business Goals

Salesforce Sales Cloud enhances customer relationships, acquires customers, and increases sales and revenue. read more →

Daylite focuses on enhancing customer relationships and acquiring customers, alongside improving internal communications. read more →

Core Features

Key features of Salesforce Sales Cloud include integrations, custom reports, data import/export, and comprehensive analytics. read more →

Daylite offers integration, custom reports, and data import/export, tailored more for smaller-scale applications. read more →

Vendor Support

Salesforce Sales Cloud provides 24/7 support, phone, chat, and email support. read more →

Daylite offers 24/7 support, but with more limited phone and chat options. read more →

Segments and Industries

Salesforce Sales Cloud is favored by large enterprises and industries like IT and Education. read more →

Daylite is used by smaller enterprises, and industries such as Legal and Financial Services. read more →

Operational Alignment

Salesforce Sales Cloud aligns with large-scale operations, offering comprehensive solutions for complex environments. read more →

Daylite is designed for smaller operations, fitting more focused or niche business environments. read more →

Applying your context and needs changes the comparison

Failure Risk Guidance?

Low Medium High

Compliance Risk

low

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low

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Security & Privacy Risk

low

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medium

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Integration Risk

medium

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medium

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Migration Risk

medium

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medium

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IT and Other Capabilities

Low
Medium
High

Ease of migration

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Data

Data Export

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Data Import

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Support

Email Support

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24/7 Support

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Chat Support

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Phone Support

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Others

Analytics

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Custom Reports

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AI Powered

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Most deployed common Use Cases for Salesforce Sales Cloud and Daylite

What benefits does Salesforce Sales Cloud and Daylite offer for Contact List Management?

Salesforce Sales Cloud and Daylite both manage contact information. Salesforce Sales Cloud provides features for organizing, tracking, and managing contacts in different ways, including integration with email and text marketing tools. Daylite also allows users to organize and manage contacts, but it focuses on contact management as part of a broader project management solution. A limitation of Daylite is that it lacks automation in contact information capture and linking multiple email messages to a single contact.

"...I can have all the information of my client/contact on one page and synchronize events with my Outlook calendar, which really makes organizing calls etc...." Peer review by Jenni Sulkala, Professional Training & Coaching

"...Easy to keep track of current and past clients...." Peer review by Kelsey S, Retoucher

How does Salesforce Sales Cloud and Daylite address your Engagement Management Challenges?

Salesforce Sales Cloud and Daylite are similar in that they both facilitate the tracking of customer interactions and follow-up activities. Salesforce Sales Cloud excels in providing a comprehensive suite of tools for sales management, while Daylite focuses on simplifying customer engagement and project management. Salesforce Sales Cloud has a robust feature set, but is expensive and requires specialized knowledge to fully leverage its capabilities. Daylite offers a more user-friendly interface, but has limited customization options for reports and views.

"...The navigation is extremely easy to use when looking up customers and making calls/engagement plans...." Peer review by Anonymous Reviewer

"...Facilities to plan and follow up, linking multiple people, activities, companies, resources etc...." Peer review by Ian, ROCK ART CONSULTING LIMITED

What Are the key features of Salesforce Sales Cloud and Daylite for Lead Tracking?

Salesforce Sales Cloud and Daylite both track leads and opportunities. Salesforce Sales Cloud allows users to create automated email campaigns and manage contacts from a mobile device. Daylite consolidates communication, updates, and tasks in one place, making it easier to track progress on deals.

"...Easy-to-use software that helps you track and monitor customer contacts with ease...." Peer review by Igor Voronyuk, Computer Software

"...CRM and tracking sales opportunities...." Peer review by Craig, Whitaker Brothers South

Why is Salesforce Sales Cloud and Daylite the best choice for Workflow Management?

Salesforce Sales Cloud and Daylite both allow users to create and manage workflows. Salesforce Sales Cloud offers a wide range of features and can be customized to fit various workflow needs. It integrates with many programs, enhancing workflow efficiency. Daylite, while powerful, requires initial planning and setup, with some users finding it beneficial to receive training. However, Daylite provides a more streamlined approach to workflow management and offers real-time visibility across teams. A limitation of both programs is that setting up complex workflows can be challenging.

"...Ability to configure as needed for my organisation Good mobile app for team members on the road Flexible workflow management, being able to create necessary stage gates Has basic foundations for most businesses out the box...." Peer review by Alex Cruz Farmer, Computer & Network Security

"...Really, this may seem obvious to some, but when you're legally required to maintain an audit trail of real estate transaction histories, what could be more efficient than a tool that captures mail, stores documents, allows me to create my own workflows, and then creates a report at the end that simply gets added to the transaction record?..." Peer review by Christine, Christine Hauser & Co.

How efficiently Does Salesforce Sales Cloud and Daylite manage your Communication Management?

Salesforce Sales Cloud and Daylite both enable users to send emails, track calls, and manage activities. Salesforce Sales Cloud focuses on automation, allowing users to send mass emails and generate reports. Daylite emphasizes seamless integration with Apple Mail, allowing users to manage email communication offline and track tasks and projects. Salesforce Sales Cloud offers a wider range of features, including social media integration, but lacks comprehensive email tracking capabilities.

"...Possibilitou to have the app/plugin published on SF applicstion store...." Peer review by Anonymous Reviewer, Telecommunications

"...Once a task is complete, the employee checks a box in the Mail extension when sending an email detailing their accomplishment...." Peer review by Pattie Covert, Senior Graphic Designer, Membership Marketing Partners, LLC