81 Ratings
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Score 8.7 out of 100
74 Ratings
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Score 8 out of 100

Feature Set Ratings

  • Salesforce Essentials ranks higher in 8 feature sets: Sales Force Automation, CRM Project Management, CRM Reporting & Analytics, Customization, Security, Social CRM, Integrations with 3rd-party Software, Platform
  • SalesOutlook CRM ranks higher in 1 feature set: Marketing Automation

Sales Force Automation

9.1

Salesforce Essentials

91%
8.6

SalesOutlook

86%
Salesforce Essentials ranks higher in 6/9 features

Customer data management / contact management

9.0
90%
2 Ratings
9.0
90%
5 Ratings

Territory management

9.5
95%
2 Ratings
9.2
92%
5 Ratings

Opportunity management

8.0
80%
2 Ratings
8.4
84%
4 Ratings

Integration with email client (e.g., Outlook or Gmail)

9.5
95%
2 Ratings
9.0
90%
5 Ratings

Quote & order management

9.0
90%
1 Rating
8.2
82%
5 Ratings

Interaction tracking

9.5
95%
2 Ratings
7.7
77%
5 Ratings

Channel / partner relationship management

9.0
90%
1 Rating
8.3
83%
5 Ratings

Workflow management

N/A
0 Ratings
8.5
85%
4 Ratings

Contract management

N/A
0 Ratings
8.9
89%
5 Ratings

Marketing Automation

7.4

Salesforce Essentials

74%
7.7

SalesOutlook

77%
SalesOutlook CRM ranks higher in 2/2 features

Lead management

7.4
74%
2 Ratings
7.8
78%
4 Ratings

Email marketing

N/A
0 Ratings
7.6
76%
3 Ratings

CRM Project Management

9.0

Salesforce Essentials

90%
7.7

SalesOutlook

77%
Salesforce Essentials ranks higher in 3/3 features

Task management

9.0
90%
1 Rating
7.6
76%
5 Ratings

Billing and invoicing management

9.0
90%
1 Rating
7.4
74%
4 Ratings

Reporting

9.0
90%
1 Rating
8.2
82%
3 Ratings

CRM Reporting & Analytics

9.0

Salesforce Essentials

90%
8.0

SalesOutlook

80%
Salesforce Essentials ranks higher in 3/3 features

Forecasting

9.0
90%
1 Rating
8.1
81%
4 Ratings

Pipeline visualization

9.0
90%
1 Rating
8.8
88%
3 Ratings

Customizable reports

9.0
90%
1 Rating
7.1
71%
4 Ratings

Customization

9.1

Salesforce Essentials

91%
8.0

SalesOutlook

80%
Salesforce Essentials ranks higher in 4/4 features

Custom fields

9.5
95%
2 Ratings
8.5
85%
3 Ratings

Custom objects

9.0
90%
1 Rating
6.8
68%
3 Ratings

Scripting environment

9.0
90%
1 Rating
7.8
78%
3 Ratings

API for custom integration

9.0
90%
1 Rating
8.9
89%
3 Ratings

Security

9.3

Salesforce Essentials

93%
8.1

SalesOutlook

81%
Salesforce Essentials ranks higher in 2/2 features

Single sign-on capability

9.5
95%
2 Ratings
8.3
83%
3 Ratings

Role-based user permissions

9.0
90%
2 Ratings
8.0
80%
3 Ratings

Social CRM

9.0

Salesforce Essentials

90%
8.3

SalesOutlook

83%
Salesforce Essentials ranks higher in 1/2 features

Social engagement

9.0
90%
1 Rating
8.5
85%
4 Ratings

Social data

N/A
0 Ratings
8.1
81%
4 Ratings

Integrations with 3rd-party Software

9.0

Salesforce Essentials

90%
7.7

SalesOutlook

77%
Salesforce Essentials ranks higher in 2/2 features

Marketing automation

9.0
90%
1 Rating
7.9
79%
4 Ratings

Compensation management

9.0
90%
1 Rating
7.5
75%
3 Ratings

Platform

9.5

Salesforce Essentials

95%
6.5

SalesOutlook

65%
Salesforce Essentials ranks higher in 1/1 features

Mobile access

9.5
95%
2 Ratings
6.5
65%
3 Ratings

Customer Service & Support

Salesforce Essentials

Feature Set Not Supported
N/A
7.4

SalesOutlook

74%
SalesOutlook CRM ranks higher in 3/3 features

Case management

N/A
0 Ratings
7.7
77%
4 Ratings

Call center management

N/A
0 Ratings
6.0
60%
3 Ratings

Help desk management

N/A
0 Ratings
8.4
84%
3 Ratings

Attribute Ratings

  • Salesforce Essentials is rated higher in 1 area: Likelihood to Recommend

Likelihood to Recommend

9.5

Salesforce Essentials

95%
2 Ratings
8.6

SalesOutlook

86%
5 Ratings

Usability

Salesforce Essentials

N/A
0 Ratings
9.0

SalesOutlook

90%
4 Ratings

Support Rating

Salesforce Essentials

N/A
0 Ratings
8.7

SalesOutlook

87%
4 Ratings

Likelihood to Recommend

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.
Read full review

SalesOutlook

We were using [SalesOutlook CRM] for a seamless experience when it comes to managing clients and their databases in a uniform way. I personally think this tool is a bit hard to learn & is most recommended to someone with prior experience with using Microsoft products.
Read full review

Pros

Salesforce

  • CRM Managment
  • Streamlining Sales Funnel
  • Providing data sets and analytics
Read full review

SalesOutlook

  • Tasks generation feature is great
  • It is integrated with the outlook email
  • Customizable and easy to use.
Read full review

Cons

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.
Read full review

SalesOutlook

  • More features are required when results are being displayed
  • Very less training material is available on internet
  • More options are required in chart/diagram features for better presentation
Read full review

Pricing Details

Salesforce Essentials

Starting Price

$35 per month per user

Editions & Modules

Salesforce Essentials editions and modules pricing
EditionModules

Footnotes

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    SalesOutlook

    Starting Price

    Editions & Modules

    SalesOutlook editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      Usability

      Salesforce

      No answers on this topic

      SalesOutlook

      Provides a more efficent and organizaed approach to my workload. Easy to implement and utilize
      Read full review

      Support Rating

      Salesforce

      No answers on this topic

      SalesOutlook

      Support provided by the team was very prompt at the time of inducting the tool, the overall experience was very good.
      Read full review

      Alternatives Considered

      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
      Read full review

      SalesOutlook

      I have never used a similar product to this. So far my experience with this product is pretty good. I would recommend it to colleagues and other businesses
      Read full review

      Return on Investment

      Salesforce

      • Not budget friendly for smaller start-ups.
      Read full review

      SalesOutlook

      • Features to connects well with my other programs
      • Ease to put my contacts in and get organized.
      • We can easily navigate and customize our organizations need.
      Read full review

      Screenshots

      Add comparison