What users are saying about

Insightly

520 Ratings

Salesforce

1948 Ratings

Insightly

520 Ratings
Score 8.1 out of 101

Salesforce

1948 Ratings
Score 8.1 out of 101

Add comparison

Likelihood to Recommend

Insightly

Mail Merge! How easy it is to create an email and not only add user fields but be able to edit individual emails while reviewing!

Salesforce

It's still very weak on point of sale processes and simple finance processes, so I might discourage someone who needs a strong focus on either of those two things. Its seems like Salesforce.com could address these two areas very basically and solve a lot of problems for its small customers who don't have any strong ERP solutions.

Feature Rating Comparison

Sales Force Automation

Insightly
7.3
Salesforce
8.3
Customer data management / contact management
Insightly
8.4
Salesforce
8.6
Workflow management
Insightly
7.4
Salesforce
8.1
Territory management
Insightly
6.1
Salesforce
8.3
Opportunity management
Insightly
8.0
Salesforce
8.8
Integration with email client (e.g., Outlook or Gmail)
Insightly
7.2
Salesforce
7.8
Contract management
Insightly
6.5
Salesforce
7.8
Quote & order management
Insightly
7.2
Salesforce
8.0
Interaction tracking
Insightly
7.3
Salesforce
9.0
Channel / partner relationship management
Insightly
7.7
Salesforce
7.8

Customer Service & Support

Insightly
7.1
Salesforce
8.5
Case management
Insightly
7.0
Salesforce
9.0
Call center management
Insightly
7.2
Salesforce
8.4
Help desk management
Insightly
7.1
Salesforce
8.3

Marketing Automation

Insightly
7.2
Salesforce
7.6
Lead management
Insightly
7.6
Salesforce
8.2
Email marketing
Insightly
6.9
Salesforce
6.9

CRM Project Management

Insightly
6.6
Salesforce
7.8
Task management
Insightly
7.8
Salesforce
8.4
Billing and invoicing management
Insightly
4.7
Salesforce
6.7
Reporting
Insightly
7.2
Salesforce
8.2

CRM Reporting & Analytics

Insightly
7.1
Salesforce
8.2
Forecasting
Insightly
6.5
Salesforce
7.9
Pipeline visualization
Insightly
7.3
Salesforce
8.4
Customizable reports
Insightly
7.4
Salesforce
8.3

Customization

Insightly
7.0
Salesforce
7.8
Custom fields
Insightly
7.5
Salesforce
8.2
Custom objects
Insightly
6.6
Salesforce
8.1
Scripting environment
Insightly
6.8
Salesforce
7.3
API for custom integration
Insightly
7.2
Salesforce
7.7

Security

Insightly
7.9
Salesforce
8.7
Single sign-on capability
Insightly
7.9
Salesforce
8.8
Role-based user permissions
Insightly
7.9
Salesforce
8.6

Social CRM

Insightly
6.6
Salesforce
7.1
Social data
Insightly
6.8
Salesforce
7.2
Social engagement
Insightly
6.5
Salesforce
7.0

Integrations with 3rd-party Software

Insightly
6.0
Salesforce
7.7
Marketing automation
Insightly
6.9
Salesforce
8.2
Compensation management
Insightly
5.2
Salesforce
7.1

Platform

Insightly
7.4
Salesforce
7.5
Mobile access
Insightly
7.4
Salesforce
7.5

Pros

  • We have been able to customize fields to address our needs. Our industry is not well known so typical fields do not address all the areas we record.
  • We have made extensive use of tags to categorize specific groups within groups that we want to monitor.
  • We have been able to completely customize the workflow process and steps to complete projects.
  • Reporting.
  • Custom fields/objects to meet an almost unlimited set of business models.
  • App Store has apps that will plugin to Salesforce and deliver everything from electronic contract signing, data deduplication, to icon sets that can be displayed as field values to enrich the experience of users.
  • Salesforce1, the mobile platform seamlessly integrates the mobile environment with the custom apps and records housed in the CRM. Better than any I have used before.

Cons

  • Linking. When I link a company to a project, it should bring up a screen or balloon to select which members of the company you want to link. Instead, you have to link each individually. Using the integration into GMail, this is a very repetitive function.
  • Gmail integration. For the most part this works, but it's clunky and not very streamlined at all. Too many clicks and links to add each email to a particular project, organization or contact. When a contact email is part of a project, it should automatically be recorded to that project without any user intervention required.
  • The sales forecasting is, like with most CRMs, easily manipulated and nothing more than guessing.
  • Excels at what it was designed for - the sales process. But other functions such as work ticket creation and tracking, product management, etc. are rather forced and clunky. It works, but only with a lot of care and feeding. It can let you do a lot with most any kind of data, but can get weighed down and confusing quickly if your organization has chosen a sub-optimal process and structure for it.
  • Needs much more user-friendly and flexible ways of gathering info. It has highly limited functionality/modules for surveys, for instance. Providing easy, attractive, and highly distributed tools for information gathering are essential, but there's a big gap here.
  • The ability to alter forms and fields and make rules is necessarily limited - ill-informed users could make a big mess in minutes - but a more user-friendly platform for allowing such changes with an approval/vetting workflow would prevent bottlenecks. If you want to do anything meaningful or the least bit innovative with SalesForce, you need in-house experts, often a team of them.

Likelihood to Renew

Insightly8.9
Based on 18 answers
Because we are doing well with Insightly and we expect to improve it
Salesforce10.0
Based on 48 answers
Cloud based and future looking - Salesforce has either set or kept pace with the latest in technology. At least two major feature releases a year allow an organization to keep up with the latest changes. Mobile and the release of their new analytics platform are just two examples of how Salesforce continues to innovate.

Usability

Insightly8.5
Based on 47 answers
We don't have a lot of users but those who use it, including myself, have found it very straightforward and intuitive.
Salesforce8.0
Based on 34 answers
Salesforce delivers standard forms with standard fields with each object (Campaign, Lead, Opp, etc.). By nature, this cloud-based application is relatively intuitive. A proper implementation - the way you add fields, configure forms, assign permissions and develop workflows - can greatly increase usability, enabling each role to efficiently and effectively manage their day.

Reliability and Availability

Insightly10.0
Based on 3 answers
Knock on wood... I haven't had any difficulties with Insightly's availability to-date. I mostly use it on my desktop and infrequently access via my Android phone. No access issues.
Salesforce9.8
Based on 27 answers
All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years. Accordingly, I only recall our instance of Salesforce having one unscheduled, brief down time over 6 years. I can't remember for sure, but it may have been due to our Internet Service Provider (ISP) versus Salesforce itself. Also, Salesforce does it's best to keep customers in the loop:

Trust.salesforce.com is the salesforce.com community's home for real-time information on system performance and security. On this site you'll find:

Live and historical data on system performance
Up-to-the minute information on planned maintenance
Phishing, malicious software and social engineering threats
Best security practices for your organization
Information on how we safeguard your data

Performance

Insightly8.5
Based on 22 answers
Performance is excellent. Never have problems with performance of app. Never
Salesforce9.0
Based on 18 answers
Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day."
Points per Salesforce -
1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs.
2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers.
3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years.
4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed.
5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale.
6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com.
7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements.
8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training.
9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure

Support

Insightly4.7
Based on 13 answers
Support is good in Insightly but I miss a chat service.
Salesforce5.0
Based on 30 answers
I understand you can pay more to get support but as I stated, I feel strongly that if you are paying for SAAS technology like Salesforce you should be afforded the courtesy of the company explaining how to use it's features. I like to refer to the basic license as the "Figure It Out Yourself" license.

In-Person Training

No score
No answers yet
No answers on this topic
Salesforce7.9
Based on 11 answers
All instructors are Salesforce certified. If you have done any type of customization, then it probably makes more sense to use the consulting partner who implemented your instance of Salesforce for training

Online Training

Insightly9.0
Based on 5 answers
I've used Insightly's online training &/ or learned as I went. I've found the blogs and online written material helpful. I've also attended a few webinars, which can be useful if you use a J-I-T approach so as not to overwhelm you (or your staff) with functionality that you are using just yet. The fact that it's all available on their website and you can learn at your own pace is invaluable
Salesforce9.1
Based on 15 answers
The premier level of training is capable of preparing any individual from infant user, to technical architect. That is not hyperbole.

Implementation

Insightly8.6
Based on 19 answers
Begin with the end in mind.
Salesforce9.4
Based on 16 answers
Executive involvement is critical. Make sure you have a good handle on the metrics you would like to ultimately manage. Work as a team to document your business requirements. Whiteboard often. Understand Salesforce's best practice capabilities.

Have a central person identified to handle all report and analysis requests (ie - don't allow multiple people to create reports; have one person create reports and distribute them to decision makers via the Salesforce dashboard or whatever form). Make sure you understand critical dates and develop the project plan accordingly

Alternatives Considered

It's far better than the others that I've tried, and I've tried them all. The last three I used, Goldmine, Zoho and FreeCRM, all had holes in their capability or enormous overhead cost that wasn't worthwhile for our level of business. With Insightly, we can have a better grasp on our operation without breaking the bank to get there. It's allowing us to grow.
Salesforce is MUCH better than what we were previously using. For one, Saleslogix isn't a SaaS product - you're completely tied to what PC your user creds are installed on. Second, searching for records is nearly impossible in Saleslogix - you have to exactly type something how it's named in the system, and that's really hard to do when you have some people entering it as "A B C Company" and "ABC Co" - it was very gross and also impossible to manage dupes.

Collaboration and Sharing

No score
No answers yet
No answers on this topic
Salesforce8.3
Based on 4 answers
They have a chatter function which is great! You can easily create group dashboards and reports.

Data Integration

No score
No answers yet
No answers on this topic
Salesforce8.5
Based on 4 answers
It’s real-time, quick access, and easily compatible with over systems.

Scalability

Insightly7.7
Based on 6 answers
Would be nice to have certain allotment of memory per user
Salesforce10.0
Based on 2 answers
Salesforce has the unique ability to scale to new products and offerings quickly growing with your enterprise.

Return on Investment

  • Since we're a start up there is no benchmark against which to measure the delta. Overall, I'm pleased with Insightly and feel it provides a solid, single program that helps us effectively manage our business.
  • Creates efficiency with the ability to hunt down info fast. If you feel the need to measure that sort of thing, knock yourself out. Kind of like asking what the ROI if a phone is.
  • It can become something of a trap when trying to innovate a process - of you can't fit your new idea into the SF structure you've created, it will be harder to get it implemented.
  • It can be a kind of Swiss army knife for housing a new process - sales support, customer service, etc., but is sometimes not the optimal tool for the job.

Pricing Details

Insightly

General
Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details

Insightly More Information

Salesforce

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details

Salesforce More Information