Salesforce is a customizable CRM platform that enables small businesses to manage all aspects of customer relations. Its features include lead management, guided onboarding, and email tracking, and its fees start at $25 per month. This article covers Salesforce reviews and pricing. Ready to get started? Get a free trial.
Want to try out their CRM plan specifically geared towards small business?
The Salesforce pricing guide has three plans under its dedicated sales product, all billed annually: Essentials ($25 per user per month), Professional ($75 per user per month), and Enterprise ($150 per user per month). The main difference is access to premium features such as rules-based lead scoring.
Looking for a plan specifically designed for small businesses? Check out Salesforce Essentials.
*Plans are paid for a full year at the beginning of a billing cycle.
The Essentials plan costs $25 per user, per month, and provides sales and customer support for up to 10 users. Its features include guided onboarding and setup, automatic email and meeting tracking, lead and opportunities management, custom dashboards and reports, customer self-service, and social, chat, and email support. It also enables users to sell from anywhere on any device via the Salesforce mobile app and Inbox mobile app, both offering full offline functionality.
Meanwhile, the Professional plan costs $75 per user, per month and offers a complete CRM solution for teams of any size. Its features include everything on the Essentials plan, plus rules-based lead scoring, access to one custom sales console app per organization, person accounts, access to the forecasting mobile app, collaborative forecasting, and the ability to configure, price, quote, and bill. Access to the web services API will cost an additional $25 per user per month.
Finally, the Enterprise plan costs $150 per user, per month and offers a deeply customizable CRM solution for businesses. Its features include everything on the Professional plan, plus even more premium capabilities. These include sales teams, opportunity splits, enterprise territory management, advanced reporting features, and unlimited access to web services API and the sales console app.
All plans provide unlimited online training, and each one may be further enhanced with more functions such as access to Salesforce Engage and Pardot B2B marketing automation, for an extra fee.
Ready to get started with Salesforce? Get a free trial.
Top CRM Software Providers 2020
Best CRM for Small Business
B2B businesses that need a customizable, robust, and competitively priced CRM with built-in phone
Small businesses that want a CRM with enterprise-class sales and support features
Businesses that want a free, no-frills CRM with basic features and unlimited users
Teams that want a user-friendly and visual pipeline to manage sales
Organizations seeking free lead & management software with integrated reporting
Businesses looking for a robust CRM with a top-notch mobile app
Which CRM Software Provider is Right for You?
Summary of Positive Salesforce Reviews
Users who gave positive Salesforce reviews like that it is highly customizable to suit their businesses’ needs. Others appreciate that it enables them to monitor multiple aspects of their operations from a single dashboard.
“It is a great CRM software/database to help you keep an eye on all the different places of business within the organization. It works wonderfully for setting up tasks for different opportunities and allows you to see your overall pipeline.”
Summary of Negative Salesforce Reviews
Users who gave negative Salesforce reviews said that it has a steep learning curve. Some mentioned that while it is great that it has plenty of features, this is also what makes it intimidating to use.
“Salesforce requires a significant investment from users, as well as ongoing maintenance and customization. It’s not the most user-friendly platform and requires a lot of time and resources to train users.”
Our Top CRMs for Small Businesses
10 Best CRMs for Small Business: Customer relationship management (CRM) software helps businesses manage relationships with customers and prospects using sales pipelines and other organizational tools. We compared dozens of products to determine the 10 best CRMs for small businesses in terms of price, features, integrations, and reporting, arriving at the best overall option based on your small business needs.
Check out the list below of some of Salesforce’s features:
- Find and manage leads more efficiently: Track, filter, and qualify new prospective customers, and then route hot leads to the right sales reps and view their impact on your sales pipeline
- Rules-based lead scoring: Configure business rules to find out how engaged a prospect is with your brand
- Manage customer and sales details: Get a complete view of your customers, including key contacts, communications, activity history, and internal account discussions
- Opportunity splits: Track the total effort of a sales team and be able to accurately divide commissions based on participation
- Extend Salesforce to partners: Let partners register leads via your website with an integrated web-to-lead capture capability
- And more
Here is a list of some of Salesforce’s popular integrations:
- Dropbox Business
- Microsoft Outlook
Salesforce products integrate directly with many third-party apps and systems. For those that do not automatically integrate with Salesforce, such as on-premise data sources, you may purchase licenses of MuleSoft, use applications on AppExchange, or get in touch with its integration partners. Those interested may contact Salesforce to find out which integration solution works best with the products that you are using.