TrustRadius

MACAW CRM vs. Salesforce Essentials

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
MACAW CRM
Score 8.0 out of 10
N/A
MACAW CRM system has been designed exclusively for the insurance sector. Prospects lead to opportunities, which leads to quotes, which leads to payment to the policies. In insurer requires, the underwriting and rating engines can be added. Salesforce can be deployed, managed and paid for. The policy servicing and claims tracking has been integrated in the system. The "digital" elements are integrated as various portals and mobile apps. The software has in…N/A
Salesforce Essentials
Score 8.3 out of 10
Small Businesses (1-50 employees)
Salesforce Essentials is a small business CRM that replaces the former SalesforceIQ product. It is priced at $35 per user, on a monthly basis, or at $25 per month for if billed annually ($300) and can be tried free for 14 days on a trial.
$35
per month per user
Pricing
MACAW CRMSalesforce Essentials
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
MACAW CRMSalesforce Essentials
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
MACAW CRMSalesforce Essentials
Top Pros
Top Cons
Features
MACAW CRMSalesforce Essentials
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
MACAW CRM
-
Ratings
Salesforce Essentials
9.1
2 Ratings
16% above category average
Customer data management / contact management00 Ratings9.02 Ratings
Territory management00 Ratings9.52 Ratings
Opportunity management00 Ratings8.02 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings9.52 Ratings
Quote & order management00 Ratings9.01 Ratings
Interaction tracking00 Ratings9.52 Ratings
Channel / partner relationship management00 Ratings9.01 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
MACAW CRM
-
Ratings
Salesforce Essentials
7.4
2 Ratings
4% below category average
Lead management00 Ratings7.42 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
MACAW CRM
-
Ratings
Salesforce Essentials
9.0
1 Ratings
16% above category average
Task management00 Ratings9.01 Ratings
Billing and invoicing management00 Ratings9.01 Ratings
Reporting00 Ratings9.01 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
MACAW CRM
-
Ratings
Salesforce Essentials
9.0
1 Ratings
17% above category average
Forecasting00 Ratings9.01 Ratings
Pipeline visualization00 Ratings9.01 Ratings
Customizable reports00 Ratings9.01 Ratings
Customization
Comparison of Customization features of Product A and Product B
MACAW CRM
-
Ratings
Salesforce Essentials
9.1
2 Ratings
17% above category average
Custom fields00 Ratings9.52 Ratings
Custom objects00 Ratings9.01 Ratings
Scripting environment00 Ratings9.01 Ratings
API for custom integration00 Ratings9.01 Ratings
Security
Comparison of Security features of Product A and Product B
MACAW CRM
-
Ratings
Salesforce Essentials
9.3
2 Ratings
10% above category average
Single sign-on capability00 Ratings9.52 Ratings
Role-based user permissions00 Ratings9.02 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
MACAW CRM
-
Ratings
Salesforce Essentials
9.0
1 Ratings
20% above category average
Social engagement00 Ratings9.01 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
MACAW CRM
-
Ratings
Salesforce Essentials
9.0
1 Ratings
21% above category average
Marketing automation00 Ratings9.01 Ratings
Compensation management00 Ratings9.01 Ratings
Platform
Comparison of Platform features of Product A and Product B
MACAW CRM
-
Ratings
Salesforce Essentials
9.5
2 Ratings
24% above category average
Mobile access00 Ratings9.52 Ratings
Best Alternatives
MACAW CRMSalesforce Essentials
Small Businesses

No answers on this topic

Salesmate
Salesmate
Score 9.6 out of 10
Medium-sized Companies

No answers on this topic

SAP Business ByDesign
SAP Business ByDesign
Score 7.7 out of 10
Enterprises

No answers on this topic

SAP Business ByDesign
SAP Business ByDesign
Score 7.7 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
MACAW CRMSalesforce Essentials
Likelihood to Recommend
8.0
(1 ratings)
9.5
(2 ratings)
User Testimonials
MACAW CRMSalesforce Essentials
Likelihood to Recommend
Nest Innovative Solutions Private Limited
MACAW integrates well with Salesforce. As they say, they manage leads, opportunities, quotes and policies well. The underwriting and rating engines can be integrated if it's required. MACAW is a great solution for combining multiple systems into one and lowering overhead. It is not a great fit for non-technical departments.
Verified User
Anonymous
Read full review
Salesforce
SalesforceIQ is a perfect CRM to start with and get your organization used to tracking customer contact. It was an easy setup and well adopted. It allowed us to rollout completely in just 30 days. We have seen a large increase in our ability to communicate. It may be lacking in some items if you already have a tracking method but was the perfect starting point for us.
Melanie Zehr | TrustRadius Reviewer
Melanie Zehr
VP of Operations
Read full review
Pros
Nest Innovative Solutions Private Limited
  • Blending of CRM within an insurance flow
  • Great Lead Management, Quotation and Underwriting
  • High level support for marketing campaigns and setting up successful content strategies
  • Great support for legacy back-office system
Verified User
Anonymous
Read full review
Salesforce
  • CRM Managment
  • Streamlining Sales Funnel
  • Providing data sets and analytics
Verified User
Anonymous
Read full review
Cons
Nest Innovative Solutions Private Limited
  • Not very user friendly
  • Configuration with older back-office system is a bit of a hassle
  • Searches and uploads sometimes take a long time
Verified User
Anonymous
Read full review
Salesforce
  • SalesforceIQ has some reporting items that are a little harder to easily uncover but I have found work arounds or manually created reporting to get that information, such as number of times a salesperson was at a location.
  • Some of the upgrade items I would like to see are available in salesforce sales cloud that allow easier automation for marketing.
Melanie Zehr | TrustRadius Reviewer
Melanie Zehr
VP of Operations
Read full review
Alternatives Considered
Nest Innovative Solutions Private Limited
MACAW provides deep integration with insurance-relevant tools, like underwriting and rating engines, which are not supported in shallow CRMs like Hubspot.
Verified User
Anonymous
Read full review
Salesforce
We selected SalesforceIQ over Insightly because of the email automation they offered. Their app also seemed to be a little more robust. I highly recommend a trial before you make a decision. The trial with SalesforceIQ is what sold us on the product
Melanie Zehr | TrustRadius Reviewer
Melanie Zehr
VP of Operations
Read full review
Return on Investment
Nest Innovative Solutions Private Limited
  • Allowed work from home due to its web UI
  • Made using legacy back-office system easier, except for more complex cases
  • Not user friendly and a bit hard to onboard into
Verified User
Anonymous
Read full review
Salesforce
  • Not budget friendly for smaller start-ups.
Verified User
Anonymous
Read full review
ScreenShots

MACAW CRM Screenshots

Screenshot of Single Customer Overview DashboardScreenshot of Opportunity DashboardScreenshot of Quotation DashboardScreenshot of Policy Overview Dashboard

Salesforce Essentials Screenshots

Screenshot of Screenshot of Screenshot of Screenshot of