Salesforce CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Contacts Database
- Call/Email Record
- Lead Management
- Opportunity Management
- Products/Services Management
- Quotation Management
- SMS Integration
- Purchase Orders
- Invoicing
- Helpdesk Management
- Document Management
Pricing Info
Pricing Info
CloudYogi offers three plans that will suit varying needs and budget. Contact CloudYogi for their complete enterprise pricing details and other product information.
Silver
- Contacts Database
- Call/Email Record
- Lead Management
- Opportunity Management
- Products/Services Management
- Quotation Management
- SMS Integration
- 3 Support Tickets per Month
Gold
- All Silver features
- Purchase Orders
- Invoicing
- 5 Support Tickets per Month
Platinum
- All Gold features
- Helpdesk Management
- Document Management
- Unlimited Support Tickets
Integrations
Integrations
CloudYogi integrates with the following business systems and applications:
- Docusign
- Exotel IVR
- Solution Infini
- Gmail
- Outlook
- EPBX
- MailChimp
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Stay Connect, Viktorianz, Prakash Inscript
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A cloud-based CRM (customer relationship management) software designed to help you manage all your business contacts, create and maintain fruitful relationships with clients and potential customers, and become fully aware of how they interact with your business.
Company Email
info@cloudyogi.com
Company's Address
CloudYogi
Quayside Tower Birmingham B1 2HF
United Kingdom
CloudYogi Comparisons
Popular CloudYogi Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Account and contact management
- Opportunity management and score
- Lead management
- Sales data
- File sync
- File sharing
- Sales forecasting
- Salesforce mobile app
- Contact manager
- Real-time visibility
- Drag-and-drop interface
- Dashboards
- Visual workflow
- Multi-currency support
- In-line editing
- Lead assignment and routing
- Rules-based lead scoring
- Einstein lead scoring
- Web-to-lead capture
- Campaign management
- Duplicate blocking
- Mass email
- Salesforce engage
- Email templates
- Campaign influence
- Einstein activity capture
- Calendar
- Sales console app
- Enterprise territory management
- Opportunity splits
- Salesforce CPQ and billing
- Contracts, orders, quotes, products, and price books
- Chatter, files, topics, and recommendations
- Case management
- Lightning bolt solutions
- Partner communities
- Lead registration
- Roles and permissions
- Process builder
- Lightning platform
- Web services API
- Google apps integration
- File storage per user
- Sandbox
- MuleSoft Anypoint Platform integration
Pricing Info
Salesforce CRM offers four SMB and enterprise pricing plans billed annually. Give the details a look, and select your plan. You can also test Salesforce with a free demo version of the software. Start your free demo of Salesforce here.
Essentials – $25/user/month
- Account and contact management
- Opportunity management
- Lead management
- Lead assignment and routing
- Customizable sales process
- Web-to-lead capture
- Email templates
- Mass email
- Campaign management
- Task management
- Activity feed
- Salesforce mobile app (with offline functionality)
- Chatter
- Files
- Topics and recommendations
- Configurable reports and dashboards
- Case management
- AppExchange
- Lightning app builder
- Data and file storage per user
- Inbox mobile and desktop apps
- Unlimited online training
- Read-only access to knowledge articles
- Duplicate blocking
- Standard success plan
- Google Apps integration
- Email integration with Outlook
Professional – $75/user/month
- All features of Essentials, plus…
- Lead registration
- Collaborative forecasting
- Forecasting mobile app
- Developer Sandbox
- 3 Campaign influence
- 2 Roles and permission per org
- 2 Customizable profiles per org
- 2 Customizable page layouts per org
- 1 Sales console app
- 3 Record types per object
- 5 Process builder per org
- Rules-based lead scoring
- Person accounts
- Lightning sync
- Products and price books
- Quotes
- Contracts
Enterprise – $150/user/month
- All features of Professional, plus…
- 5 Campaign influence
- Sales teams
- Calendar all
- Custom opportunity fields in forecasting
- Opportunity Splits
- Enterprise territory management
- Advanced reporting features
- Workflow and approval automation
- Unlimited custom profiles
- Unlimited custom page layouts
- Unlimited process builder per org
- Unlimited roles and permissions
- Unlimited record types per object
- 1 Partial Sandbox per org
- Web Services API
Unlimited – $300/user/month
- All features of Enterprise, plus…
- Developer Pro Sandbox
- 1 Full Sandbox per org
Integrations
Salesforce CRM integrates with the following business systems and applications:
- Force.com
- Heroku
- ExactTarget Fuel
- Third-party apps at Salesforce AppExchange
- Service Cloud
- Marketing Cloud
- Pardot,
- Desk.com
- Analytics Cloud
- Data Cloud
- JIRA
- Freshdesk
- FinancialForce
- LeadExec
- Samanage
- Zuora
- Zendesk
You can also connect Salesforce CRM with any app, data, or device via MuleSoft Anypoint Platform for an additional price.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Time Warner Cable, Dell, American Red Cross, Comcast, Wells Fargo
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Salesforce CRM is a software app that lets you track all customer information and interactions in one location to follow more leads. It has lead management and marketing automation tools to help you improve your conversions. Its powerful integrations with other leading business applications allow you to have a more flexible customer relationship management.
Company Email
info@salesforce.com
Contact No.
Company's Address
Salesforce Tower
415 Mission Street, 3rd Floor
San Francisco, CA 94105
USA
Salesforce CRM Comparisons
Popular Salesforce CRM Alternatives
When you test different CRM Software software you shouldn’t simply analyze their features list and provided pricing packages. Keep in mind the product must be meeting your work processes and team so the more flexible their offer the better. Learn which platforms are supported by CloudYogi and Salesforce CRM and make sure you will get mobile support for whatever devices you work on in your company. It may also be a good idea to examine which languages and countries are supported, because this could be a critical factor for many firms.
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