Salesforce Sales Cloud vs Applied Epic
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Overview
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat
Applied Epic is a cloud-based insurance business management solution that helps agencies manage customer relationships, sales opportunities, accounting, benefits administration, and more. Key features include process management, document storage, messaging, electronic signature, and reporting.
Applied Epic is a cloud-based insurance business management solution that helps agencies manage customer relationships, sales opportunities,...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat
Images
Pricing
Starting from
US$25.00/month
- Free Version
- Free Trial
- Subscription
Starting from
US$1,000.00/one-time
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
4.0/ 5Features
4.4/ 5Customer Service
4.1/ 5Value for Money
4.0/ 5Ease of Use
3.8/ 5Features
4.1/ 5Customer Service
4.2/ 5Value for Money
3.7/ 5Features
Total features 194
- "What If" Scenarios
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Agent Management
- Alerts/Notifications
- Appointment Scheduling
- Approval Process Control
- Assignment Management
- Audience Targeting
- Audit Trail
- Auto-Dialer
- Automatic Call Distribution
- Batch Processing
- Bid Management
- Billing & Invoicing
- Broker/Agent Portal
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Control
- Buyer Management
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call List Management
- Call Logging
- Call Management
- Call Monitoring
- Call Recording
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Catalog Management
- Change Order Management
- Channel Management
- Chat/Messaging
- Claims Management
- Claims Settlement
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commercial Lines
- Commission Calculations
- Commission Management
- Communication Management
- Comparative Insurance Rating
- Competitive Analysis
- Configurable Workflow
- Contact Database
- Contact Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Customer Database
- Customer Engagement
- Customer History
- Customer Portal
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Import/Export
- Data Management
- Data Synchronization
- Data Visualization
- Deal Management
- Digital Signature
- Document Imaging
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Dynamic Modeling
- Electronic Payments
- Electronic Signature
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Employee Management
- Engagement Tracking
- Estimating
- Exception Reporting
- Field Sales Management
- Financial Management
- For AEC Industry
- For Auto Insurance
- For Disability Insurance
- For Health/Medical Insurance
- For Homeowners Insurance
- For Insurance Industry
- For Mac Devices
- For Real Estate
- For Real Estate Agencies
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Forms Management
- Goal Management
- Graphical Data Presentation
- Inbox Management
- Insurance Management
- Insurance Policy Management
- Insurance Rating
- Interaction Tracking
- Internal Chat Integration
- Invoice Management
- Job Costing
- Job Scheduling
- Key Performance Indicators
- Knowledge Base Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Life & Health
- Listing Management
- Live Chat
- Marketing Automation
- Medical History Records
- Meeting Management
- Mobile Access
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Currency
- Multi-State
- Multiple Line Rating
- Opportunity Management
- Patient Communications
- Patient Management
- Performance Management
- Performance Metrics
- Physician Management
- Pipeline Management
- Pipeline Reports
- Policy Management
- Predictive Analytics
- Presentation Tools
- Price Optimization
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Time Tracking
- Project Tracking
- Projections
- Property & Casualty
- Proposal Generation
- Proposal Management
- Prospecting Tools
- Purchase Order Management
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Recommendations
- Referral Tracking
- Reinsurance Administration
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Risk Assessment
- Role-Based Permissions
- SSL Security
- Sales Activity Management
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Onboarding & Training
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search/Filter
- Secure Login
- Segmentation
- Self Service Portal
- Shared Contacts
- Single Sign On
- Social Media Integration
- Source Tracking
- Statistical Analysis
- Status Tracking
- Subcontractor Management
- Support Ticket Management
- Tagging
- Task Management
- Task Progress Tracking
- Task Scheduling
- Template Management
- Territory Management
- Third-Party Integrations
- Training Management
- Transaction Management
- User Management
- Version Control
- Visual Analytics
- Warranty Tracking
- Web-based Deployment
- Workflow Management
Total features 95
- "What If" Scenarios
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Agent Management
- Alerts/Notifications
- Appointment Scheduling
- Approval Process Control
- Assignment Management
- Audience Targeting
- Audit Trail
- Auto-Dialer
- Automatic Call Distribution
- Batch Processing
- Bid Management
- Billing & Invoicing
- Broker/Agent Portal
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Control
- Buyer Management
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call List Management
- Call Logging
- Call Management
- Call Monitoring
- Call Recording
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Catalog Management
- Change Order Management
- Channel Management
- Chat/Messaging
- Claims Management
- Claims Settlement
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commercial Lines
- Commission Calculations
- Commission Management
- Communication Management
- Comparative Insurance Rating
- Competitive Analysis
- Configurable Workflow
- Contact Database
- Contact Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Customer Database
- Customer Engagement
- Customer History
- Customer Portal
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Import/Export
- Data Management
- Data Synchronization
- Data Visualization
- Deal Management
- Digital Signature
- Document Imaging
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Dynamic Modeling
- Electronic Payments
- Electronic Signature
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Employee Management
- Engagement Tracking
- Estimating
- Exception Reporting
- Field Sales Management
- Financial Management
- For AEC Industry
- For Auto Insurance
- For Disability Insurance
- For Health/Medical Insurance
- For Homeowners Insurance
- For Insurance Industry
- For Mac Devices
- For Real Estate
- For Real Estate Agencies
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Forms Management
- Goal Management
- Graphical Data Presentation
- Inbox Management
- Insurance Management
- Insurance Policy Management
- Insurance Rating
- Interaction Tracking
- Internal Chat Integration
- Invoice Management
- Job Costing
- Job Scheduling
- Key Performance Indicators
- Knowledge Base Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Life & Health
- Listing Management
- Live Chat
- Marketing Automation
- Medical History Records
- Meeting Management
- Mobile Access
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Currency
- Multi-State
- Multiple Line Rating
- Opportunity Management
- Patient Communications
- Patient Management
- Performance Management
- Performance Metrics
- Physician Management
- Pipeline Management
- Pipeline Reports
- Policy Management
- Predictive Analytics
- Presentation Tools
- Price Optimization
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Time Tracking
- Project Tracking
- Projections
- Property & Casualty
- Proposal Generation
- Proposal Management
- Prospecting Tools
- Purchase Order Management
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Recommendations
- Referral Tracking
- Reinsurance Administration
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Risk Assessment
- Role-Based Permissions
- SSL Security
- Sales Activity Management
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Onboarding & Training
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search/Filter
- Secure Login
- Segmentation
- Self Service Portal
- Shared Contacts
- Single Sign On
- Social Media Integration
- Source Tracking
- Statistical Analysis
- Status Tracking
- Subcontractor Management
- Support Ticket Management
- Tagging
- Task Management
- Task Progress Tracking
- Task Scheduling
- Template Management
- Territory Management
- Third-Party Integrations
- Training Management
- Transaction Management
- User Management
- Version Control
- Visual Analytics
- Warranty Tracking
- Web-based Deployment
- Workflow Management
Integrations
- Birdeye
- Box
- Clarity Wave
- ClearSlide
- Crowdstack Pro
- Dropbox Business
- Eventbrite
- Evernote Teams
- Expensify
- Five9
- GetFeedback
- Gmail
- GoTo Meeting
- Litmos
- Mailchimp
- Microsoft Outlook
- Professional Services Cloud
- QuickBooks Online
- Smartsheet
- SurveyMonkey
- Veeva CRM
- Webinato
- Yesware
- Zapier
- Birdeye
- Box
- Clarity Wave
- ClearSlide
- Crowdstack Pro
- Dropbox Business
- Eventbrite
- Evernote Teams
- Expensify
- Five9
- GetFeedback
- Gmail
- GoTo Meeting
- Litmos
- Mailchimp
- Microsoft Outlook
- Professional Services Cloud
- QuickBooks Online
- Smartsheet
- SurveyMonkey
- Veeva CRM
- Webinato
- Yesware
- Zapier
