Salesforce Review – The Customer Company #1 CRM

In this Salesforce review, you'll find more information about its features, pricing, pros and cons and why you should consider using it.
8.9/10 (Expert Score)
Product is rated as #17 in category Customer Relationship Management
9Expert Score
Grow your revenue by up to 29% with Salesforce

Salesforce is a cloud-based Customer Relationship Management (CRM) platform that enables businesses to manage customer data, sales operations, marketing campaigns, and more. It provides a diverse infrastructure of software products designed to help teams from different industries, including marketing, sales, IT, commerce and more. It offers a wide range of features including personalizing customer experiences, unifying teams, extending Salesforce with apps and solutions, and more.

Customer support
8.8
Value for money
9.2
Ease of use
7.9
Features
9.9
Pros
  • Sales forecast and advanced analytics
  • Lead assignment, routing, and scoring software
  • High-customizable interface
  • Powerful CRM (tons of features)
  • Add/remove features
Cons
  • Hard for beginners (difficult learning scope)
  • Old looking interface

Are you looking for apps to manage your business needs and relationships? Business enterprises that run partner programs utilize Salesforce to oversee their partnerships. While the best CRM software provided by Salesforce is used for managing customers as well. Since PRM integrates seamlessly with Salesforce CRM, the entire partner program can be administered in one place.

Salesforce Partner Relationship Management allows you to centralize the process of onboarding new partners, keeping tabs on their involvement and output, communicating with them directly, and delivering the required materials and instruction. Companies use Salesforce because it stores all of their data in one place, including information on their partner program. Furthermore, they can now do away with a lot of labor-intensive processes.

Read further to learn more about Salesforce, in our review we will detail its features, pros and cons with our rating, and a conclusion about why you should use it.

Click on “open” if you want to see exactly what we will talk about in the rest of this article.

Overview

What is Salesforce?

Salesforce is one of the best choices for a customer relationship management program. Advanced sales tools integrate the management of sales, marketing, and customer service into a unified framework for enterprises of any size. Salesforce’s extensive reporting and integration tools are among the numerous features that have won high reviews from users. Businesses do not need to look further for cutting-edge CRM software with all the bells and whistles.

Salesforce Service Cloud is a platform for CRM solutions based on Salesforce Customer 360. Its primary goal is to provide service and assistance to customers. Enhancing the agent experience, automating service operations, and putting an emphasis on relevant information, subjects, and subject matter experts are just some of the benefits that Service Cloud offers.

However, these are not the only features that Service Cloud offers. There has never been a more convenient moment to personalize your communications for each specific customer, regardless of the media through which they access your material; this trend is expected to continue in the foreseeable future.

Look no further than Salesforce’s Sales Cloud for a cloud-based CRM system with mobile access. Sales Cloud delivers a scalable solution for improving the performance of sales force estimates, contact management, opportunity nurturing, and lead scoring. Sales Cloud is a cloud-based service that provides users with a suite of marketing tools, a mobile app, and a data cleansing tool in addition to its core functions.

Salesforce specifications

FeaturesAdd-ons Features / Integrated Business System / Lead Management
Best suited forMid size businesses, Large enterprises
Website languagesEnglish
Website URLVisit official website
Support linkSupport page
Live chatYes
Company addressSalesforce Tower, 415 Mission Street, 3rd Floor, San Francisco, CA 94105
Year founded1999

Pricing

Salesforce pricing: How much does Salesforce cost?

When it comes to acquiring Salesforce’s Customer Relationship Management (CRM), you have the option of selecting from one of four unique subscription packages. Essentials, Professional, Enterprise, and Unlimited are the different tiers available. The Essentials plan is the only one that can be purchased on a month-to-month basis; in order to purchase any of the other plans, you are forced to sign an annual contract.

Since the Salesforce CRM is a full set of tools, the prices below are just suggestions. The price of this system could go up by a lot, depending on what you need. For example, Pardot, Quip, Einstein AI, and Sales Dialer are some other additions that can be bought separately. If you want training and help with implementation, it will cost you more.

Pricing rangeFrom $25 to $300 per month
Pricing typesAnnual subscription / Monthly subscription
Free planNo
Free trialYes, 30 days
Money back guaranteeNo
Pricing page linkSee plans

Salesforce pricing plans

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Essentials ($25 per month):

  • Up to 10 users
  • Manage contacts, leads, tasks, and opportunities
  • Lead auto-assignment
  • Duplication prevention
  • Automatic web lead capture
  • Email marketing
  • Custom reports and dashboards
  • Outlook/Gmail integration
  • Salesforce app

Professional ($75/user/month):

  • All of the features in Essentials
  • Pipeline management
  • Lead registration, Rules-based lead scoring
  • Collaborative forecasting
  • Mobile app
  • Ordering and quoting
  • Developer sandbox and permissions

Enterprise ($150/user/month):

  • All of the features in Professional
  • Automated workflow and approval
  • Territory sales teams
  • Advanced reporting, opportunity scoring

Unlimited ($300/user/month):

  • Enterprise plus sales engagement hub
  • 24/7 customer support
  • Sales help with the Einstein AI tool
  • Sales cadences

Features

Salesforce features: What can you do with it?

Integrated Business System

Integrated Business System

Salesforce is a corporation that specializes in cloud computing and offers a wide range of business solutions that are compatible with one another. With the assistance of its CRM, a business is able to expand its operations and progressively add new features as those functions are deemed essential. Access to a diverse assortment of product categories is made available by Salesforce.com. Heroku (which is a platform for app development), Quip (which is a tool for collaboration), and the Salesforce Platform are all examples of the types of products that fall into this category.

Other examples include the Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, and Safety Cloud (with high-level development, customization, analytics, and built-in AI). The software aids businesses in procedure management by keeping tabs on partners throughout their existence (from inception to procurement to renewal to recognition). It also serves as a foundation upon which users can construct workflows for handling the myriad facets of their professional interactions with others. By modifying the process flow, they may collect data that is critical when choosing a business partner. The procedure entails actions including calling leads and conducting audits of account and sales preparedness.

Lead Management

Salesforce is accessible in addition to providing effective lead management. A task is automatically generated when a new lead is formed, however extra tasks and activities can be created. Workflow automation allows you to do things like automatically create tasks when new opportunities are added or consistently assign particular leads to the same employee.

Despite the fact that the user interfaces for Sales and Lead Generation are sufficiently similar to make switching between them seamless, it is critical to remember that they are two distinct automation programs. Because the database that is used by the Lead Generation application and the Sales application is the same, any changes that are made to the list of leads, accounts, and other information in the Sales application will be reflected in the Lead Generation application. This product is unique in that it has capabilities that are accessible via tabs.

For example, the Sales app has tabs for Notes, Duties, and other activities, whereas the Lead Generation app, which is more focused, has a tab for Campaigns. It is critical to go through data and prioritize leads. You can easily move leads through your pipeline since you can examine your list of leads in either a regular list table or a Kanban table. The Salesforce Einstein Analytics Platform’s usage of machine learning to assign a score to each lead generated by Salesforce Sales Cloud Einstein Leads Scoring is an important data point. It looks at previous corporate data to spot promising trends.

Add-ons Features

Salesforce’s flexibility and scalability make it suitable for rapidly expanding businesses. CRM customers may use Salesforce AppExchange to create flexible solutions and combine their favorite business tools. Salesforce had the most extensive and diverse extension marketplace of the CRM platforms we looked at. You can also go through industry-specific packages or add-ons for certain products. Because of Salesforce’s size, many industry-specific add-ons are possible.

There’s also a section with free small business add-ons. CRM add-ons such as Professional, Enterprise, and Unlimited can enhance your company’s CRM experience. SalesforceIQ Inbox provides mobile and desktop productivity solutions such as smart email and calendar reminders of important offers and leads. Einstein Analytics supports the sales process with natively integrated dashboards that display quarterly and yearly performance, risk indicators, and forecast analytics.

Salesforce CPQ (Specify, Price, Quote) is yet another valuable add-on that automates quote-to-cash by allowing users to configure goods and prices for upsells, cross-sells, contract and proposal preparation, invoice and payment processing, and other functionality. Salesforce Billing makes subscription and contract renewals, as well as invoice personalization, easier.

There are numerous add-ons ranging in price from $25 to $75 per user. Add-ons may be beneficial to your CRM, but they can quickly increase the cost of your Salesforce premium.

Conclusion

Salesforce review: Why you should use it?

Salesforce CRM is a good fit for businesses that are growing quickly and have complex customization and integration needs because it includes everything. Small businesses and organizations that don’t have the staff to deal with customization options and change requests for customer relationship management software sometimes spend too much on the program.

In the short term, this won’t be good for all companies. Salesforce is a good CRM tool that your business should use if it can afford the subscriptions it needs. Salesforce is the best solution for managing customer data and relationships because it is flexible and works with other systems.

FAQ

Frequently Asked Questions

Salesforce Review – The Customer Company #1 CRM
Salesforce Review – The Customer Company #1 CRM

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