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83% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Salesforce Essentials logo
CRM Software

4.3 148 user ratings

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80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Ivinex logo
CRM Software

4.8 5 user ratings

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Overview

Description Salesforce Essentials software is a platform used to track all of your customer information for business. The software offers tools to supports customers and track sales to generate revenue. Measure business metrics with prebuilt reports and dashboards. It integrates with DocuSign, Dropbox, and more. Small business make use of the software. Read more Ivinex is a custom relations management software that is used to link between the contact centre and CRM systems. To fit your demands, the software includes capabilities to customise and configure. Use workflow automation for events in your process to collaborate with your teams to manage manual activities.It offers a vast variety of features such as - Its Unified User Experience (UUE) displays the correct information on a single screen and gives your agents a customisable view on one screen with all their tools in one place. Without ever-changing screens, your users can now accept a call, answer an email, live chat with a customer, and open a support request. One of their most beneficial features is that of outbound sales engagement - It combines sophisticated cloud data management with cadence automation. You can edit and test your campaigns before and after launch until you find what works best for engaging your contacts. They have clients from some of the largest public companies to everyday small and medium-sized businesses. Some of the – smart stops, is farmers’ insurance. Read more
Pricing Options
  • Free Trial Available
  • Starts at $25.00.
  • Free Trial Not Available
  • Offers Custom plan.
SW Score & Breakdown

83% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    80%
  • Reviews
    79%
  • Momentum
    62%
  • Popularity
    73%

80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    78%
  • Reviews
    72%
  • Momentum
    63%
  • Popularity
    69%

Features

Total Features
8 Features
7 Features
Common Features for All
    Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
    List Management Enables management of multiple lists and communications with them
    Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
    Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
    Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
    Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
  • + 5 More - Show Less
    • Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
      List Management Enables management of multiple lists and communications with them
      Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
      Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
      Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
      Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
  • + 4 More - Show Less
  • Technical Details

    Organization Types Supported
    • Large Enterprises
    • Medium Business
    • Small Business
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    Modes of Support
    • Online
    • Online
    API Support
    • Available
    • Available

    Reviews & Ratings

    User Rating
    4.3/5 148 user ratings
    4.8/5 5 user ratings
    Rating Distribution
    • Excellent

      50%
    • Very Good

      36.5%
    • Average

      8.8%
    • Poor

      3.4%
    • Terrible

      1.4%
    • Excellent

      80%
    • Very Good

      20%
    • Average

      0%
    • Poor

      0%
    • Terrible

      0%
      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Available
    • Starts at $25.00.
    • Free Trial Not Available
    • Offers Custom plan.
    Pricing Plans
    Monthly Plans Annual Plans

    Salesforce Essentials $25.00 $35.00 per user / month

    Ivinex Custom

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Screenshots
    + 1 More
    Not Available
    Videos Video Thumbnail
    + 1 More
    Video Thumbnail
    + 2 More

    Vendor information

    Company Details Located in: San Francisco, CA Located in: Bountiful, UT
    Contact Details

    +1-800-667-6389

    https://essentials.salesforce.com/

    (801) 335-8390

    https://www.ivinex.com/

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