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You may already know that Salesforce CRM is the granddaddy of CRMs, having taken the top spot as the best CRM provider for the 10th consecutive year. This all-in-one solution is perfect for large enterprises and sales teams that need a customizable approach. 23% of companies across the world use Salesforce CRM.
In this Salesforce review, we’ll give you a detailed and honest opinion about this software's features and why many businesses use it as their preferred solution.
Salesforce has some of the most comprehensive array of lead management tools today:
Sales forecasting: This tool gives sales leaders insight into future sales revenues or bookings.
Quoting: Salesforce Quoting enables companies to give accurate pricing for any particular product configuration.
Reports: Customizable reports allow businesses to present information to users in their preferred format.
Sales funnel: Pipeline management offers a graphic representation of your prospect's stage in the sales funnel.
Advanced approvals: This feature uses pre-set permission rules to decide who needs to be informed of an approval request and which email template to use.
You get most of the essential features with the Salesforce Starter plan. This plan is great for new businesses just testing the platform to see if it will meet their needs.
Features missing here include team collaboration, analytics, reporting, and automation.
This plan includes the basic features of the Starter plan, plus team collaboration and forecast management tools. Lead planning is a major feature missing in this plan, though.
The enterprise plan offers you all the features of the Professional plan plus extra productivity tools. You can assign collaborators to each deal and get detailed insights into each opportunity.
Offers every feature available in Salesforce. Lead scoring is a prominent feature here. Another outstanding feature is Salesforce meetings, which give sales reps all the information surrounding a single meeting.
Whenever a company claims its product is great for all industries, it’s hard to take them seriously. But Salesforce could be a rare exception. Salesforce is good for you if:
1. Your leadership is knowledgeable about Salesforce and understands what constitutes a successful deployment.
2. Your business wants to take the next step in sales automation. With more features than your average CRM, spreadsheets, and homemade solutions, it’s the perfect choice for companies that want to elevate sales.
3. You can afford a proper implementation: Apart from the software costs, you need a highly experienced team of Salesforce developers, project managers, and admins to manage and maintain the platform.
Although Salesforce is costlier than its peers, it has the most comprehensive suite of features compared to any other CRM platform. It also features 2,800+ integration-ready apps. However, it doesn’t offer an on-premise deployment option. This is the major deterrent for small businesses that want to try CRM.
You may already know that Salesforce CRM is the granddaddy of CRMs, having taken the top spot as the best CRM provider for the 10th consecutive year. This all-in-one solution is perfect for large enterprises and sales teams that need a customizable approach. 23% of companies across the world use Salesforce CRM.
In this Salesforce review, we’ll give you a detailed and honest opinion about this software's features and why many businesses use it as their preferred solution.
Salesforce has some of the most comprehensive array of lead management tools today:
Sales forecasting: This tool gives sales leaders insight into future sales revenues or bookings.
Quoting: Salesforce Quoting enables companies to give accurate pricing for any particular product configuration.
Reports: Customizable reports allow businesses to present information to users in their preferred format.
Sales funnel: Pipeline management offers a graphic representation of your prospect's stage in the sales funnel.
Advanced approvals: This feature uses pre-set permission rules to decide who needs to be informed of an approval request and which email template to use.
You get most of the essential features with the Salesforce Starter plan. This plan is great for new businesses just testing the platform to see if it will meet their needs.
Features missing here include team collaboration, analytics, reporting, and automation.
This plan includes the basic features of the Starter plan, plus team collaboration and forecast management tools. Lead planning is a major feature missing in this plan, though.
The enterprise plan offers you all the features of the Professional plan plus extra productivity tools. You can assign collaborators to each deal and get detailed insights into each opportunity.
Offers every feature available in Salesforce. Lead scoring is a prominent feature here. Another outstanding feature is Salesforce meetings, which give sales reps all the information surrounding a single meeting.
Whenever a company claims its product is great for all industries, it’s hard to take them seriously. But Salesforce could be a rare exception. Salesforce is good for you if:
1. Your leadership is knowledgeable about Salesforce and understands what constitutes a successful deployment.
2. Your business wants to take the next step in sales automation. With more features than your average CRM, spreadsheets, and homemade solutions, it’s the perfect choice for companies that want to elevate sales.
3. You can afford a proper implementation: Apart from the software costs, you need a highly experienced team of Salesforce developers, project managers, and admins to manage and maintain the platform.
Although Salesforce is costlier than its peers, it has the most comprehensive suite of features compared to any other CRM platform. It also features 2,800+ integration-ready apps. However, it doesn’t offer an on-premise deployment option. This is the major deterrent for small businesses that want to try CRM.
