Salesforce Sales Cloud and Daylite, An In-Depth Comparison 2024

Comparison Summary

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: Customer Satisfaction Data

Most deployed common Use Cases for Salesforce Sales Cloud and Daylite

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

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.

"...It gives a complete picture of the clients like activity history, important contacts, the communications with the clients...." Peer review by Jose Velez Garza, Financial Services

"...I can view upcoming events with contacts, as well as history with each contact...." Peer review by Cathy, Center for Practical Management

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

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.

"...Captures everything we need it to - contact information, follow-ups, conversations, emails, meetings, etc...." Peer review by John LaFleur, Non-Profit Organization Management

"...Although make an easy email reminder pop up box to follow up an email, in a day, two days, next week, etc!..." Peer review by Frank, Constru2Plus

What solutions does Salesforce Sales Cloud and Daylite provide 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 enter opportunities + Easy to track opportunities + Easy to create accounts and contacts + Connectivity to email and email tracking..." Peer review by Anonymous Reviewer, Consumer Goods

"...Tracking multiple opportunities in my job search pipeline...." Peer review by Michael, Information Technology and Services

How efficiently Does Salesforce Sales Cloud and Daylite manage your 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.

"...It gives teams a shared view of every customer and while automating workflows using artificial intelligence...." Peer review by Jenna Light, Consumer Services

"...integrates well into osx, great flexibility to streamline my workflows, great interface and ease of use, fantastic ability to set up office systems for client files, administrative tasks, accounting and invoicing etc, making my office work super efficient...." Peer review by Scott, Scott Ayerst Solicitor

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.

"...One main reason I wanted it was to better track emails but wasn't able to...." Peer review by Tiffany Lewis

"...I had support sending me emails some days later asking if everything was okay - not an automated survey question, but someone in support that actually cares!..." Peer review by Alan, Pinnacle Marketing Management Inc

Salesforce Sales Cloud

About

Sales Performance Management Software

Daylite | Combines the power of a CRM, Project Management App, and Lead Management app

Age

1999

Financials

Low
Medium
High

Ease of migration

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Data

Data Import

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Data Export

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Support

24/7 Support

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Email Support

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Chat Support

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Phone Support

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Others

AI Powered

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Custom Reports

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Analytics

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Salesforce Sales Cloud and Daylite, An In-Depth Comparison 2024

Comparison Summary