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Yardi Matrix vs Salesforce CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Yardi Matrix vs. Salesforce CRM is based on a specific set of business needs and context. The comparison uses 102247 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Yardi Matrix and Salesforce CRM

Yardi Matrix, and Salesforce CRM 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.

Yardi Matrix covers Market Research, Market Survey, Competitive Intelligence with Offline, Pipeline Management, etc.

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

"Our company has gained precise and timely insights into our local market performance from the apartment data that Yardi Matrix has provided over the years. " - Michael Hime

"Quip really fits the way we share and get alignment around ideas. " - Rick Smith

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 Yardi Matrix

Focus area

Software Failure Risk

  • medium

logo Salesforce CRM

Focus area

Salesforce CRM is better than Yardi Matrix for

Software Failure Risk

  • medium

About

Yardi Matrix: Commercial Real Estate Data and Research

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

Age

1999

Financials

IPO

Business Need

Total Processes
(we found evidences for)

11

168

Total Goals
(we found evidences for)

5

23

Top Processes

Evidences indicate better relative satisfaction




competitive intelligence


pipeline management


revenue cycle management


communication management

sending & publishing communications



discount management


promotion management


international marketing


engaging and following up


engaging with scheduling & cadence


engagement management

engaging and following up

engaging with scheduling & cadence


contract management


proposal & quote management




sales document management

contract management

proposal & quote management




creating contact list


enriching contact list


contact list management

creating contact list

enriching contact list





helpdesk management



generation of new leads



campaign monitoring



campaign management

campaign monitoring


training & onboarding


social media analytics


engaging on social media


scheduling post to social media


managing social media account


monitoring social media


social media management

social media analytics

engaging on social media

scheduling post to social media

managing social media account

monitoring social media


relationship management



measuring customer satisfaction


measuring net promoter score


customer feedback management

measuring customer satisfaction

measuring net promoter score




content publishing


searching for content



content publishing

searching for content


customer case management



creating knowledge base


knowledge management

creating knowledge base



meeting management


call transcription



objection handling



sales call management

meeting management

call transcription

objection handling


conversion management


products & pricelist management


opportunity management




business development


lead qualification: technographic


lead qualification: demographic


lead qualification: firmographic


lead qualification: behavioural


lead qualification: technographic

lead qualification: demographic

lead qualification: firmographic

lead qualification: behavioural




lifetime value management



customise loyalty program


identify target customers


customise loyalty program

identify target customers





rating and review management



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




trade show marketing


sales review & feedback





conference call management


billing and invoice management


relationship marketing



segmentation and targeting




touchpoint management


community marketing







channel management


calendar management


sales quota management


motivation management


advocacy management


subscription management



database marketing


license management


influencer marketing




category management


renewal management



referral management



distribution management


merger and acquisition


compliance & governance


sales commission management


outbound marketing


evangelist management


payment management



membership management



bundling of products


influencer management


sales incentive management


Top Goals

Goals Achieved

  • Grow market share

  • Enter new markets internationally or locally

  • Increase sales & revenue

  • Acquire customers

  • Improve efficiency

  • See 2 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

medium

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low

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Security & Privacy Risk

medium

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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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Business Setting