Insightly CRM vs Salesforce CRM

Customer relationship management software in short CRM is playing a huge role in the success of any business. With the advent of technology and the automation process it has become a necessity for the businesses to adopt a CRM technology in order to stay in the competition. There are various CRM software available in the market and it is a little tough to pick the best among them. Choosing the right software depends upon the size of the business, features, budget and some other features. Here is a comparison between the two best CRM software available in the market- Salesforce and Insightly and the business for which they are apt.

Insightly CRM

Insightly is a simple CRM system that is ideal for the ideal businesses present out there. It helps in combining the sales activity with the project management. It is a cloud based application which helps in linking the related items together. The small and the medium sized businesses are easy to manage and there is no need to have complicated software for the project management. This insightly CRM is the perfect project management software for such businesses.

Design

The design of insightly CRM is very simple. The first page that you will see after logging in consists of all the details like clients, projects, etc. The home page of the software is very easy to understand and the people without any experience of using the CRM and project management software can also use it without any problem. Insightly is a cheaper alternative for salesforce CRM.

Integration

Integrating the software is very important for any CRM software and Insightly provides the best integrating facility. As a business you can integrate a client with their Linkedin, twitter, facebook and store their public information. The software also integrates with G Suite, Gmail, Office 365, Google Drive and some other popular applications. Insightly also has a mobile application so it is easy to use and operate it from Android and iOS devices. The insightly servers are located in US and all the information that you store in the software will be saved in the cloud so that you can use it on the go.

Communication and Contacts

Insightly has tools for the contact management. The mails of the clients can be stored in the software according to the requirement. The entire email history, important dates, customer background and many other details are organized perfectly so that they can be accessed whenever they are required. The sales and any closed deals can be quickly linked to the project.

Pricing

The Insightly CRM has total four plans and one trial period. All these plans are designed in a way to cater the needs of the businesses. The features varies with the cost of the plan.

Pros and Cons

Pros

• Cheaper when compared with its other alternatives which have the same features
• The customer service portal is easy to navigate. Most of the information is available in the portal only
• Customer care service is really commendable. If any problem persists while using the software it is easy to contact an executive.
• It is easy to merge the duplicates. Organization of the contacts is easy when compared to the other CRM software
• Easy to use and there is no need to get training in order to understand its usage
• Unlimited storage option

Cons

• The software is little bit slow

Gmail sync do not work as expected, importing and exporting the data from Gmails is not possible

• Understanding the advanced features of the software takes some time.

Salesforce CRM

Salesforce is a CRM software which can be used for any kind of business. It is costly when compared to the other CRM software but with all the amazing features it offers, spending a little bit more money for the software won’t matter.

Design

Salesforce is a little bit tough to manage and use when compared to the insightly. The software has some video tutorials which will help the users to understand software. There will be some sample data which can be used to understand the performance of the software. The home page of the Salesforce software consists of certain applications. Each smaller application present in the software serves different purposes. The apps present in Salesforce are sales, sales console, relationship manager, lead generator, sales operation and sales leadership. This is a complex software.

Integration

Salesforce provides its customer with the lightning feature for Gmail and Outlook. This feature helps in viewing the CRM records present in the emails and syncing it according to the requirement. It also integrates with the social networking sites and the entire public information of the client with be stored in the CRM. Salesforce has another amazing feature named Chatter where the entire team can chat, share files and discuss about a certain project. The interface of this Chatter is very simple.

Communication and Contacts

The contacts, mails and a lot of other information can be imported from other sources. The organizing and management of contacts is done with utmost perfection.

Pros and Cons

Pros

• Features provided by salesforce are more when compared to the features of Insightly
• An AI data scientist is provided for each sales representative in the name of Sales cloud Einstein and this helps them to analyze the sales.
• The CRM can be integrated with twenty different sources
• The activities can be synced with Outlook and Google
• The reporting services of salesforce are more advanced when compared to insightly

Cons

• It is a very costly software
• Employees need to be specially trained to understand its working

Pricing

Final Verdict

Both Salesforce and Insightly are the best CRM software present in the market. It completely depends upon the user’s choice to select the best CRM. The things that one has to consider is the requirements, budget and the features that they want in the CRM. It is undeniable that the Salesforce CRM is a bit costly but with all the amazing features that they provide for the customers, the amount is worth it. The amount may sound more for the small and medium sized businesses so it is better for them to go for insightly.