Sales force automation is a well-known CRM software company in the same way that Amazon is a well-known retail site — it’s self-big to most CRM people. It does not, however, have to be the only option. For those who are searching for something else, we compiled information on the top Salesforce competitors to assist you in finding the ideals fit for your company.
Why Should You Consider Salesforce Alternatives?
You might be asking why we have a bone to pick with Salesforce before getting into our Salesforce alternatives. Please believes me when I say that we don’t! Salesforce is a fantastic CRM system that serves thousands of organisations with industry-leading service.
Sales force automation, on the other hand, is big – much too big for many small businesses who just want a competent CRM without all the bells and whistles. Others may not have the financials means to purchase a Salesforce product and are looking for more budget-effective alternatives from the Salesforce competition. And, like any other product, some people have had negative experiences with Salesforce and may be considering switching. Whatever your motivations, we’ve gone above and beyond to develop a list of Salesforce’s top competitors so you don’t have to.
Even if you’ve identified why you want to seek for Salesforce alternatives, choosing the correct CRM solution for your company might be difficult. Every business has its own customer interaction strategy, which leads to the next big question: whats should you look for in an Salesforce alternative?
Top 20 Salesforce Alternatives and Competitors in 2022
1. Analytics and Reporting
The demand for analytical data and reports is a business’s most basic requirement. The single most significant aspect in establishing, rendering, and following the proper strategy for developing and keeping customer connections is data-driven decision making facilitated by analytics. Sales force automation provides a high-quality report that is useful but might be difficult for teams to comprehend. Some Salesforce alternatives, on the other hand, might provide far more simplified, in-depth, and relevant information that are key in establishing marketing plans. Some tasks are time-sensitive, especially when performing many tasks at once, and being able to swiftly assess information in an easy and simplified manner through reports and dashboards helps teams offer better and faster outcomes. Data that is simple to grasp allows you and your team to effectively strategize and manage customer interactions.
Throughout the entire marketing and sales management process, customization is crucial. Personalization of messaging adds a lot of value to the customer experience. While Salesforce’s customization capabilities are excellent, it is also difficult to use, and extra customization choices can be costly, especially for small businesses. Businesses should seek software that is simple to use and does not exceed their budget. Customization of marketing communications and campaigns may be quite beneficial to a company, especially when it comes to attracting new leads and retaining existing customers.
3. Customer Service
One of the most important features to look for in CRM software is customer support. For businesses of all the sizes, being able to maintain and cater to existing customers goes a long way. While Salesforce does a fantastic job of assisting you with customer service, some of the features might be expensive for businesses. It provides free support for some aspects and answers basic questions with the help of Salesforce University, but most issues require you to pay for the service separately.
The first guideline of running a successful business is to keep your current customers and cater to their needs wherever possible. The appropriate software should provide a cost-effective and efficient customer support solution that meets your clients’ needs.
Alternatives to Salesforce
It’s an good idea to be aware of your possibilities and to spend some time evaluating CRMs that might be the best match for your company’s requirements. We compiled a comparison of Salesforce and other CRMs. This article can assist you in selecting a CRM and improving the way you generate, nurture, and manage your lead, opportunity, and customer database.
1. Microsoft Dynamics 365
Sales can use Microsoft Dynamics 365 for Sales to build customer relationships, manage accounts, track contacts, nurture sales leads, and create sales collateral. It has a mobile app and may be deployed in the cloud or locally. It’s a popular Salesforce alternative that serves small, medium, and big organisations in a variety of industries, including retail, manufacturing, and healthcare.
If you want more information on hows companies like Sales force automation operate, we’ve gone into greater detail regarding the benefits of Microsoft Dynamics vs Salesforce.
Users benefit from native integration, bi-directional data sync with Microsoft Office 365 applications, and a robust set of CRM features. Sales quotations, partners relationship management (PRM), reporting, sales forecasting, workflow automation, gamification, customization, and much more provide value to sales personnel. The AI-powered system brings together solutions and data from LinkedIn Sales Navigator, Office 365, and other platforms.
A product visualisation function (in preview for iOS) helps sales reps create 3D digital twins of a product in their customers’ environment. Users can also use AppSource to extend the platform’s capabilities by using pre-built sales solutions.
- Doesn’t support native Gmail integration.
- There are no native validation rules.
- Integration with Dynamics 365 Marketing is required to send validation rules.
2. Sugar Sale
Sugar Sell is an SaaS sales automation software from Sugar CRM, a key Salesforce alternative and one of the leading names in the customers relationship management area. It gives employees enough information to contact customers and improve lead conversion data. There is also a mobile app compatible for Android and iOS devices.
Users can use Sugar Sell to manage leads, opportunities, and account and contact management. Custom reports, product cataloguing, custom quotations, and customer account data are among the other features. It also has sales forecasting capabilities to help with visibility and predictability.
Users can track metrics and staff performance using revenue analytics, as well as receive notifications about difficulties or new opportunities. Sugar Sell, which is compatible with both G Suite and Office 365, allowing users to select and use relevant data in real time to communicate with prospects and customers. For companies who operate in various countries, it supports more than 30 languages. To connect with over 200 business systems, users can use powerful builder tools and reusable integration components to create integrations.
- Upgrades result in inconsistencies in the functionality of desktop and mobile applications.
- Tablet browsers are difficult to use.
- There isn’t an AI feature built-in.
Insightly, a cloud-based system that combines sales force automation, marketing, and project management into a single dashboard, is the next option on our list of Salesforce alternatives. It aids the growth of businesses of all sizes by allowing them to maintain customer relationships and complete projects on time. For Android and iOS devices, the suite also features mobile access.
Custom apps that validate rules, calculates fields, monitor automation, and manage dashboard features can all be built using Insightly. It also allows you to automate multi-step business processes, such as sending email notifications, updating records, and executing custom business logic, all while syncing with external systems such as SAP, Oracle, and others. Lead routing, reporting, e-mail tracking, calendar sync, record linking, and other features are also included.
Business growth is aided by robust integrations (Microsoft, Google, Mailchimp, Zapier, and many others), business card scanning, and a third-generation API. Its Insightly Voice function gives a CRM telephony solution that is totally integrated.
- No native gamification possibilities are available.
- Advanced features such as bespoke forecast periods, opportunity splits, and predictive opportunity scoring are not available.
Another Salesforce competitor with a lot to offer is HubSpot Sales. It’s a cloud-based system that works for any size organisation, assisting users with lead progression, sales activities, and sales cycle acceleration to help them close more deals. Sales force automation reps can use the platform to help them with tasks like prospecting, interacting with new leads, completing deals, and managing pipelines.
HubSpot Sales reduces the need for human contact information entry and provides workflow automation to reduce manual tasks even more. Its email feature includes tracking, scheduling, and built-in templates that can be personalised, accessed, and shared with your team from within your inbox. You can use HubSpot CRM to automatically log calls and set up document tracking, calendar sync, and meeting scheduling.
A bi-directional sync option captures an record of every email, meeting, call, and many other functionalities if you wish to use Sales Hub in conjunction with Salesforce. The platform allows you to reroute chat interactions to the appropriate salesperson, implement predictive lead scoring, generate reports, and use dashboarding to share high-level business metrics with executives and much more specific metrics with the sales staff.
- It is not possible to add more users to the activity feed.
- There isn’t a built-in gamification mechanism.
Pipedrive is a SaaS product that combines sales and CRM skills to help salespeople stay focused on the appropriate deals. With an AI-powered sales coach, the platform manages leads and deals, tracks communications, automates administrative tasks, and gives complete transparency on how customer data is used.
You may personalise chatbots and web forms, input data from spreadsheets, and migrate from another CRM (like Salesforce, HubSpot, Zoho). There’s also a configurable catalogue, communication tracking, and activity history. An interactive dashboard allows you to track KPIs in one place and generate reports. The platform’s Smart Contact Data function pulls contact information from a variety of sources, including Google+ and LinkedIn.
The platform works seamlessly on Android and iOS devices, and it supports audio note capture and transcription, as well as lead or customer geo-targeting. Pipedrive has a secure infrastructure in Rackspace and AWS, complies with GDPR, and includes audit record security dashboards. Over 150 integrations, an open API, & a marketplace with several app categories are all available in the system, which is available in 14 languages.
- No out-of-the-box lead scoring is available.
- It’s impossible to keep track of mass email activities.
- There is no ability to schedule reports.
- Order and quote management are not available.
- Doesn’t have PRM capability.
6. Oracle CX Sales
Oracle CX Sales, a cloud-based platform that provides managers with big-picture data and helps sellers comprehend buyer signals, is one of Salesforce’s main competitors. It offers real-time customer intelligence, generates quotes using data from finance and HR software, and manages territories and compensation.
Management of leadsto all accounts, contacts, opportunities, assets, activities, and evaluations, as well as a 360-degree customer perspective, are among its many features. Quotas, regions, subscription management, incentive compensation management, customer data, and partner relationship management are among the more advanced features. E-commerce and B2B customer service functions are also included.
Oracle’s DataFox Cloud Service combines artificial intelligence (AI) with natural language processing (NLP) and machine learning to provide precise data points for critical workflows like account assignment and territory balancing. The Sales Assistant function, a chatbot that delivers AI-backed recommendations so sales reps know what to do next, is another major perk.
Free plan: Oracle offers a free trial of Cloud Free Tier as well as a few always-free services, such as free access to virtual machines, object storage, and data outflow.
- After selecting a sales force automation object from the Dynamic Choice List, the mobile website does not support detailed page navigation.
- The normal object subtab is not supported on the custom mobile details page.
- For saved products, the unit of measurement cannot be changed.
Pipeliner is the next Salesforce alternative on the list. It assists in the organisation and management of sales, accounts, leads, and contacts. Its adaptability allows organisations to adjust to their demands thanks to customisable features. The platform also features a variety of graphic reports that show how to use data in different businesses depending on the sales cycle
Pipeliner is an organisation that allows you to create dynamic organisational charts. It also brings together contact management details such as opportunities, activities, tasks, notes, social messaging, and email in one place. It’s also possible to add leads, opportunities, accounts, and contacts directly from Google forms.
The system provides a signal when a prospect is ready to convert into a customer, and it also allows you to track the health of a business opportunity. Integration with Outlook or Gmail can help you streamline tasks, and an in-platform automation engine can help you save even more time. Pipeliner also makes it simple to track sales processes by setting you to set a time limit for each stage of the pipeline.
- Isn’t willing to collaborate with implementation partners.
- Content management and CPQ capabilities are limited.
8. SAP Sales Cloud
SAP Sales Cloud, one of Salesforce’s main competitors, helps users minimise sales cycles, increase sales force automation, and improve sales productivity. Companies may use SAP HANA to create a unified sales experience, obtain real-time analytics, and use scalable capabilities.
Sales automation and forecast optimization are provided by SAP Sales Cloud, as well as real-time lead management, greater pipeline visibility, and insights to help close deals. Contract and quote management can be done through a secure and collaborative platform. Sales performance management, territory targeting, and quota planning are all aided by analytics technologies.
You can manage the sales cycle, billing, and invoicing in a complete way. SAP Sales Cloud also automates revenue recognition across different channels to comply with IFRS 15 and ASC 606 standards. Outliers are detected using augmented intelligence, which also provides real-time prescriptive plan recommendations and personalised recommendations.
- Android smartphones don’t have a native app.
Creatio is part of a comprehensive CRM platform that includes marketing, sales, and service components that may be used together or separately. For best outcomes, it efficiently handles sales processes and automates workflows. It may be used on premises or in the cloud, and it’s compatible with Android and iOS devices. It also has an offline mode to boost productivity.
A few notable features are lead management, analytics tools, and dashboards. It enables you to take advantage of sales pipelines, integrate with email clients and third-party applications such as Google, and track company performance at every stage. Product management, project management, contracts management, field sales management, quote management, and order and invoice management are among the other features.
Process modelling, execution, monitoring, and analysis technologies enable business process management (BPM). Sales forecasting software, document flow management, and a knowledge library dedicated to sales force automation reps help them perform more effectively and eliminate manual duties. Creatio is a telephone solution that can connect to any cloud VoIP service. The system uses a customised graphic designer to make content creation easier.
- Doesn’t integrate with marketing automation programmes like Marketo and Pardot natively.
Nimble is a SaaS platform designed specifically for small businesses, giving it a viable alternative for smaller businesses that find Salesforce too complex or pricey. It makes the process of information, organising, and managing data much easier. Nimble’s sales and marketing capabilities are limited compared to larger CRM solutions because it is geared for small companies.
Nimble allows you to manage sales pipelines, set calendar appointments, schedule tasks, synchronise sales intelligence, and set up social signals to track priorities, to name a few things. Contact segmentation, transaction forecasting, and group email marketing are all included, as well as a comprehensive customer picture for improved understanding. It integrates with Office 365, Google Apps, and a variety of social media platforms such as Twitter, AngelList, and Facebook.
Nimble CRM offers a Stay in Touch reminder widget that sends out reminders on a weekly, monthly, quarterly, and annual basis to help businesses stay in touch with their contacts. Nimble Prospector is a browser plugin that allows you to manage contacts from your email inbox, social media platforms, business apps, and websites. You can consolidate contacts, email inboxes, calendars, and social media relationships on one dashboard by integrating with Outlook.
- There are no account management hierarchies.
- It is not possible to link associated accounts to their parent account.
Freshsales is the next Salesforce alternative. It features AI-powered lead scoring, phone and email conversations, activity capturing, and much more for sales professionals. The cloud-based platform is suitable for businesses of all sizes.
Freshsales offers lead management and scoring, dashboards, customised reports, territory management, and sales activity management with reminders and notifications, among other features. Freshsales sales professionals can make calls using an in-platform phone system. It also includes email capabilities such as customised templates and a team inbox, as well as metrics for measuring open and click rates.
Freshsales has native integrations with a number of popular business software, making it even more useful. Smartforms are a feature of the platform that collects leads from filled online forms to drive lead creation. You get a point-and-click interface with workflow automation, which makes it much easier to set up and operate business operations.
- Lacks vertical-specific goods, forcing clients to use third-party resources to customise solutions.
12. Zoho CRM
Zoho CRM is a cloud-based CRM that works effectively for organisations of all sizes. It enables users to create, manage, and organise data in a way that boosts revenue and salesforce alternatives. They can also use a versatile digital contact book to track sales activities, manage notes and tasks, and get rid of spreadsheets.
Zoho CRM allows for lead generating automation from a variety of sources, as well as a visible deal pipeline and Macros for repetitive activities. Sales staff may generate estimates and set purchase orders using the Zoho Finance integration. Performance management, forecasting, and visitor tracking are also supported. Customer segmentation, web-forms, Google ad campaigns, and email campaigns are all features of marketing automation software.
With Zia, an AI-powered sales assistant, you can use gamification to motivate improved performance. You get sales cycle tracking, configurable dashboards, and multi-dimensional reports with an anomaly detector and a comparison tool for a variety of metrics on the analytics side. Validation rules, filters, various currencies, subforms, and languages are just a few of the customization choices available.
13. Copper CRM
Copper CRM streamlines the process of handling contacts, deals, emails, and files. It allows you to nurture on one relationship at a time in order to attain the best results. It works well for all sizes of organisations and is compatible with both Android and iOS mobile devices when deployed in the cloud.
Copper CRM keeps track of lead management processes, automates activities with workflows, and gives you a bird’s-eye perspective of the complete salesforce alternatives funnel. Custom fields, views, activities, languages, and alarms can be used to automate email tasks, measure performance, and tailor it to your needs. Security and access control are enabled by team permissions, record visibility, and SAML-based single sign-on.
Tag segmentation for contacts allows you to track capabilities and provide accounts context. Zapier integration allows you to integrate to over 1,000 apps while also synchronising data on a single dashboard. Sales analytics solutions make data analysis easier, allowing you to spot gaps, bottlenecks, and opportunities.
- Organization charts are not natively supported.
14. Zendesk Sell
Zendesk Sell, a SaaS-based solution, boosts sales teams’ productivity, processes, and pipeline visibility. Finance, manufacturing, healthcare, and government are among the industries that can benefit from its sales tools.
Email monitoring, notifications when a prospect reads or clicks on an email, and out-of-the-box activity reports are all available. Salesforce alternatives prospecting allows you to construct target lead lists based on industry, firm size, role, and other characteristics, while integrated communications tools make outreach easier.
A native dialer logs and records calls, saves call scripts, delivers SMS, and analyses call metrics. It has an API and SDK that allows it to integrate projects, sync services, and provide pre-built code libraries. To make normal communications easier, email templates are offered.
- Contract management, content management, and task planning are not available.
- There are no tracking features.
15. Pega CRM
Pega CRM’s sales automation features make it one of the more powerful Salesforce alternatives. It enables companies to derive business intelligence from everyday interactions and activities. Customer satisfaction metrics assist businesses understand their customers’ experiences, actions, and histories. Its toolset increases field technician efficiency and improves decision-making through data.
Lead management, opportunity management, and contact management are all CRM standbys. If analytics are crucial to your business, you may take use of more than 40 pre-built dashboards and reports. It also provides salespeople and managers with real-time views into expected sales, quota attainment, forecasting, and lead quality, allowing them to work more efficiently. Finally, while not every Salesforce competitor offers PRM, Pega offers role-based portals and dashboards, collateral and record sharing, partner onboarding content, & deal registration.
The platform’s architecture includes AI, which analyses messages, suggests actions, evaluates sales rep effectiveness, and more. It can also find new leads, expedite opportunity progression, produce net new salesforce alternatives from existing clients, and increase closure probability using machine learning. The sales chatbot automates appointment scheduling and intelligently routes prospects.
- Partner-developed add-ons have a limited market.
- There are no plugins for integrating to third-party marketing automation and incentive management business intelligence systems.
16. CloudSuite CRM
Infor CloudSuite CRM is another popular Salesforce alternative that improves customer loyalty, attentiveness, and satisfaction. Sales can be notified when a customer communicates with them during the transaction, and they can use the 360-degree perspective of data to gain more visibility and understanding.
If you want an more in-depth look at these two competitors, we’ve created an Infor CRM versus Salesforce comparison.
Lead management, customer services, marketing analytics, reporting, alerts, forecasting, team management, and territory management are among the many features available. Customer profiles can be created by capturing data and interactions from throughout your organisation as well as from external sources. Business managements, productivity, marketing, and social media tools are all integrated.
Patented automation and machine learning capabilities, as well as a networked BI approach, are some of the software’s highlights. Another useful feature is ION, a middleware that allows for plug-and-play integration with ERP software. Through reports, dashboards, and analytics, Infor Birst’s embedded analytics improve visibility into the sales process.
- Doesn’t offer Android phones.
17. Sage CRM
Sage CRM was developed to help small and medium businesses manage customer service, social media accounts, and email marketing initiatives within 30 days after launch. It comes as a fully integrated CRM or as separate sales, marketing, and service modules, with cloud and on-premise hosting options.
Real-time sales tracking, performance projections, opportunity management with workflows, quotation and order management, and a variety of customer service capabilities are just a few of the features Sage CRM has to offer. Marketing campaigns across many channels are managed and automated using the marketing module. List segmentation, targeted emailing, & email campaign reports are also available.
Sage Marketing automates the synchronisation of email campaigns with Mailchimp, as well as the administration and tracking of customer surveys. Its service module links an existing website to a web self-service portal, making it easier for internal and external users to use.
- Business functionality is hampered by a limited list of features.
18. NetSuite CRM
NetSuite CRM, a cloud-based CRM that delivers a smooth flow of information across the whole customer lifecycle including leads, sales orders, fulfilment, renewals, upsell and cross-sell opportunities, and support, is another alternative to salesforce alternatives, especially for larger companies. It caters top companies of all sizes and offers iOS and Android mobile apps as well as a mobile-responsive design. Given that NetSuite is a software of Oracle, it’s easy to see why it’s one of Salesforce’s primary competitors.
NetSuite CRM offers quotations, order management, commissions, and integrated e-commerce capabilities in addition to typical CRM features like sales force automation, customer care, and marketing automation. It delivers probability-based sales forecasting and real-time sales data, as well as recommendations based on purchase habits. You can create tailored marketing campaigns using information about customer purchase habits, demographics, support history, and reaction behaviours.
Customer support, contracts, and inventories are all areas where the software provides sales people with clear visibility. You can generate forecasts using the mood-ring forecast instead of depending on data from current quotations or opportunities. Managers can also develop, track, and pay for sales commission schemes, as well as manage partner commissions and royalties, using incentive management.
- Individual modules aren’t available to offer.
- Social network integration and collaboration features are limited.
19. Agile CRM
CRM manages the full customer lifecycle with a comprehensive set of sales enablement, marketing automation, and customer service capabilities. The cloud-based platform is mobile-friendly, easy to use, and prevents data leaks while still allowing for consistent communications.
Only a few of the platform’s features include deal monitoring, pipeline management, marketing automation, email & social marketing, web engagement, and sales process customization and salesforce alternatives. Document management and project management are among the less typical features. It provides ticketing, SLAs, ticket feedback, graphical metrics, and reporting on the service side.
Funnel and cohort analysis, bespoke reports, and gamification are just a few of the key features. A lead prospector imports leads from social media (including LinkedIn bulk import) into the sales funnel automatically. Smart views, customer support metrics, plug-ins, & integrations with third-party service providers, websites, and applications are all part of Agile CRM’s service capability. You can set up many chat windows and track customer service metrics.
- Zapier is the only way to connect with other apps.
Bitrix24, a SaaS and self hosted solution that works well for any size company, is the final product on our lists of salesforce alternatives. It helps with everyday tasks and projects with productivity and collaboration tools like Gnatt charts, Kanban boards, activity streams, group chats, workload planning calendars, and workgroups.
You can automate sales funnels, track CRM triggers, set up automation rules, and run campaigns, among other things. Email and accounting software integrations are both accessible. It also includes a document builder, a product catalogue, a live support widget, and multichannel contact centres, as well as sales intelligence reports.
You may manage communications for local lines in 53 countries using a virtual PBX with an automated dialer. Team members may connect without switching to another app thanks to a social intranet portal and shared calendars that integrate with Outlook and Google calendars. A visual web builder interface can also be used to design websites and online stores.
- Emails that aren’t related to tasks are saved for a period of time before being erased.