Insightly vs Salesforce Sales Cloud
Overview
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Detailed Comparison
The Sales Cloud puts everything you need at your fingertips—available anywhere. From Social accounts and contacts to Mobile, Chatter, and Analytics, collaboration across your global organization and getting deals done faster is not only possible, it's easy. | With integrations to Google Apps, Office 365, MailChimp, and major social media sites; great mobile apps for tablets and smart phones; and easy access to a REST API for custom integration, Insightly is the leading small business CRM. |
Social accounts and contacts- Gain insights from popular social media sites—like Facebook, Twitter, LinkedIn, YouTube, and Klout—right within Salesforce to help you increase productivity.;Mobile- Log calls, respond to hot leads, work with opportunities, or check dashboards no matter where you are.;Opportunities and quotes- Get details about the deals you and your team are working on–deal stage, products, competition, quotes, and deal team conversations are available via your application, and in real time on your Chatter feed.;Email integration- Work with the email applications you already use every day. Whether your company uses Microsoft Outlook or Gmail, no one needs to change the way they work, so everyone stays productive.;Chatter- Tap into the wisdom of your employee social network. Get the resources you need to close more deals, faster. Find experts, access competitive information, and track deals wherever you are.;Forecasting- Forecasting accuracy has never been this easy. Get in-line editing, override visibility, multi-currency support, custom forecast categories, and a complete, real-time view in to your team's forecasts.;Analytics- Dashboards offer a real-time picture of your business at a glance. Dig deeper with real-time Reports that anyone can create.;Marketing and leads- Optimize campaigns from lead to close, on every channel.;Approvals and workflow- Use Visual Workflow to rapidly design and run any business process with drag and drop simplicity.;Files and libraries- Now it's easier to share files, discuss them, publish the best, and track your content in real-time.;Partner management- Use the Partner Portal to build loyalty, collaborate with your channel, and drive more deals, and connect your Salesforce to your partners' to collaborate on opportunities, leads, and much more with Salesforce-to-Salesforce.;Data.com- Get contacts and company profiles from the leading data sources, right inside the Sales Cloud. Connect with key decision makers faster, easily plan territories, and increase sales and marketing productivity with up-to-date, accurate data.;AppExchange- Extend your success with the AppExchange, the world's leading cloud apps marketplace, with thousands of sales applications, social enterprise tools, and expert services ready to deploy Salesforce. | Flexible Calendaring and Events;Automatic Address Book;Notes and Comments;Lightning Fast Search;Custom Fields and Filters;File Sharing;Web to Contact;Tags, Notification, and Following;Linking (Direct Relationships Between Contacts, Organizations, Opportunities, Projects);Mass Email Contacts with MailChimp Integration;Create Milestones, Pipelines and Tasks for Projects;Get Automatic Email Reminders;Specify Roles for Contacts;Track All Email Correspondence;View Completed Tasks and Events by Project;Include Any Files Associated with the Project;View Task and Event Reports;
Google Apps & Gmail;Google Drive;Office 365 and Outlook 2013;Invite New Users, Set Up Teams, and Create User Permissions;Customize Insightly – Set Up Relationships, Pipelines and Activity Sets for Your Users, Add Custom Fields;Rest Assured That Your Data is Safe, Secure and Private |
Statistics | |
Stacks 2.7K | Stacks 31 |
Followers 1.7K | Followers 32 |
Votes 64 | Votes 0 |
Pros & Cons | |
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Integrations | |
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