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Insightly vs Salesforce Sales Cloud: Which is best for you?
per month
per month
and Demo
Features
- I love it. If not for Insightly I'd be using spreadsheets and going crazy trying to track my long list of clients that includes boiler system bids, direct commercial and industrial system sales, building and maintaining relationships with mechanical engineers and architects, and a good number of residential boiler prospects.
- I found it to be out of my budget and not very helpful.
- Salesforce Sales Cloud is great because it centralizes all sales data like how much has been made, seller data like phone numbers and address and also tracks time spent on projects.
- That said, there are some limitations around formula fields and complex calculations. When referencing other formula fields or building longer logic scripts, the constraints can make certain metrics difficult to implement directly in Salesforce, requiring some calculations to be handled outside the system.
in the comparison
in the comparison
Recommendations
