Backstop vs Salesforce Essentials

Starting Price

Not provided by vendor

$25.00/month/user

Best For

Institutional investors: Funds of funds, endowments, foundations, pensions, OCIOs, family offices, and consultants. Alternative asset managers: hedge funds, private equity, real estate, and VC firms.

Offer support over Email, Phone, Social, and Web. Deploy and customize branded self service support sites with clicks not code. Free up support teams with automation. Get up and running today.

Rating


4.5 / 5
(35)


4 / 5
(180)

Ideal number of Users

2 - 1000+

1 - 49

Ease of Use


4 / 5

4 / 5

Customer Support


4.5 / 5

4 / 5

Features & Functionality


4.5 / 5

4 / 5

Value for Money


4 / 5

4 / 5

Product Features

  • close Account Alerts
  • check Asset Management
  • close Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • check Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • check Team Assignments
  • check Territory Management
  • close Account Alerts
  • check Asset Management
  • check Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • check Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • check Team Assignments
  • check Territory Management

Screenshots

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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation

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Backstop vs Salesforce Essentials

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