When it comes to choosing customer relationship management (CRM) software solution for small businesses, Salesforce is one of the topmost considerations for many. We have herein incorporated all the details keeping the Salesforce for small business review unbiased to provide best information for the small entrepreneurs to help in their decision-making.
Features of Salesforce CRM
Customer Contact Management: With Salesforce, you get elaborate customer profiles with extra data to understand customers’ behavior, web activity history, communications and others apart from their phone numbers, email address etc.
Lead Management: Salesforce has a twin model lead management system to offer the best support to grow sales:
- First, Salesforce offers a comprehensive view of each single lead allowing you to understand where they stand on the sales funnel, the marketing channel each of them coming from and much more to maximize conversion.
- Second, you get a series of integrated tools to control your marketing and sales campaign.
Business Forecast and Reports: Salesforce offers real time data bases to understand prevailing market conditions, competitions and several other details to tailor marketing strategies. Based on your sales performance and lead responses, you can receive customized reports to track business growth.
Pricing and CRM Editions
Depending on the diverse range of solutions needed for running small enterprises, there are three different customizable CRM editions to avail at Salesforce.
1. SalesforceIQ CRM Starter (For up to 5 Users)
Cost: $25/user/month (billed annually)
- List form database for easy tracking for opportunities, customers etc
- Auto capturing system for emails, phone calls, meetings and others for instant update
- Customized tools to track sales pipeline and updates
- Follow up reminders
- Use email addresses of your leads to find their social media profiles
- Sync and share lead contacts with other team members
- Email notifications
- Collaborate with team members
- Powerful Mobile apps
- Live training and webinar support
2. Lightning Professional (For Any Team Size)- Most Popular and Recommended
Cost: $75/user/month (billed annually)
This package offers all the features of the SalesforceIQ in addition to the following:
- Contact and account discussion and management
- Track opportunities
- Track tasks and events
- Leads and case management
- Customized account dashboard and reports
- Mobile accessibility
- Expert data analysis and support for the sales team members
- Single Sales console app
- Control your sales strategies and campaigns
- Order tracking and management
- Mass email
3. Lightning Enterprise (Customized CRM Solutions for Businesses)
Cost: $150/user/month (billed annually)
Get all the features and facilities of the Lightning Professional package with this subscription plan in addition to the following:
- Multiple Sales Console Apps
- Sales territory management
- Sales and opportunity forecasts
- Workflow automation
- Customizable user profile and management
- Single sign-in for all enterprise apps
- Create customized Salesforce apps for Enterprise team members’ usage
- API integration
- Auto Approval routing
Benefits of Salesforce CRM
- Get a series of tools working in an integrated system for regulating successful marketing and lead generation campaign
- Get real time data to use in planning and implementation of marketing strategies
- Extensive tracking and management to control the business operations
- User friendly mobile interface to access the software features anywhere, anytime
- Work in a collaborative team effort with the employees and management team
- Get useful insights to grow your business quickly
- Very active customer support service to help you resolve queries or issues
Limitations of Using Salesforce Small Business Solutions CRM
- Their annual billing policy may seem too expensive for startups
- All Salesforce CRM editions are packed with too many features that may be too much for startups and small businesses
Wrapping Up,
Salesforce is one of the best CRM solutions for the small businesses run by a team of dedicated professionals. Apart from allowing the team members to work in a collaborative work environment, the editions are packed with helpful tools to take complete control over your business operations, track progress, receive insights, and much more. You can also write salesforce crm software reviews in below comment box.