When deciding on a system to use the first thing to consider is what you need a system for.
Check the table below of key business functions and see how CallPro and Salesforce CRM handle them.
Click here for an overview comparison.
|What was it designed for?||High volume outbound calling and associated tasks, including email marketing||General customer management, wide range of other functionality needing configuration and add-ons|
|Expected number of calls per agent per day|
Increased calls = increased success rate
|Telephone integration (CTI)|
Dial directly from the CRM
Preview dialing, auto-dialing and hangup. Out-of-the-box integration with a wide variety of phone systems, including TAPI and the low cost FIVECRM VoIP
CTI provided by third party apps(additional cost) or Salesforce VoIP (additional cost). No auto dialing out of the box.
Used in call centers to define which records each agent will call
Out-of-the-box. Can be predefined in the User Profile for each agent.
Each user must make their own selections to define their own call list.
|Call next record|
Ease of moving to the next record to call
Out-of-the-box. Single click to save the current record and dial the next one.
Manually find the next record to call.
Action call-backs at the right time
Call-backs presented automatically at the right time. The user can filter manually.
Users must create a task for a call-back, tasks can only be set by date and not time. Filter on tasks or rely on alarms.
|Call logging and result workflow|
Wrap-up section used to select call outcome, set call-back, type notes and initiate workflow. Easy workflow configuration for call and data management. Automatically shows next record to call.
Log a call, set task. No automatic workflow. Return to list, manually select next record to call (enables cherry picking)
|Call scripts and Call Guides|
Extensive call scripts and also call guides.
Use “Flows”, extensive functionality but not easy to setup. No call guides.
Ability to manage an appointment calendar
Out of the box.
Email marketing capability
Advanced multi-step campaigns, one-off/ scheduled/ dynamic/ triggered with link tracking and unsubscribe management. Unlimited emails (requires SMTP server)
Basic mass email, maximum 1,000/day. No tracking or unsubscribe management.
|Number of databases|
eg for outsource companies, company departments, data management
Out-of-the-box capability to create up to 999 databases.
One live database
Manipulate data in bulk
Extensive bulk data management functions, including assign, update, copy, move, import/insert/update, export, deduplicate, delete
Basic functionality, import, export, deduplicate
Induce competitiveness in the sales team
|Data backups and restore|
Ability to restore data to a previous backup
Must be setup by the customer
"The beauty of your solution [CallPro CRM] is that it’s easily customisable and works really well in high volume lead generation and telesales environments out of the box."
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