Are you on the hunt for an app that can help manage your business needs and relationships? Look no further than Salesforce! This top-notch CRM software is not only great for managing customers, but it’s also a go-to for businesses running partner programs. The beauty of it all is that Salesforce’s Partner Relationship Management (PRM) seamlessly integrates with its CRM, making it easy to manage your entire partner program in one place.
With Salesforce’s Partner Relationship Management, you can streamline the process of onboarding new partners, keep track of their engagement and output, communicate with them directly, and deliver necessary materials and instructions. Companies love using Salesforce because it stores all their data in one place, including info about their partner programs. Plus, it can eliminate many tedious, time-consuming processes.
If you want to learn more about Salesforce, stick with us for our review. We’ll break down its features, pros and cons, give it a rating, and ultimately explain why you should give it a try.
What is Salesforce?
Salesforce is hands down one of the best options for customer relationship management programs out there. Their advanced sales tools integrate sales, marketing, and customer service management into one cohesive framework for companies of all sizes. Extensive reporting and integration features are just a few of the many elements that have earned Salesforce rave reviews from users. If you’re looking for cutting-edge CRM software with all the bells and whistles, you don’t need to look any further.
Salesforce Service Cloud is a platform for CRM solutions based on Salesforce Customer 360. Its main goal is to provide service and assistance to customers. Improving agent experience, automating service operations, and emphasizing relevant, subject matter expert information are just a few of the benefits that Service Cloud offers.
But that’s not the only feature offered by Service Cloud. Personalizing your communication for each specific customer, regardless of the medium they use to access your material, has never been easier; this trend is expected to continue in the future.
And let’s not overlook Sales Cloud from Salesforce for a cloud-based CRM system with mobile access. Sales Cloud provides scalable solutions to enhance sales force forecasting performance, contact management, opportunity nurturing, and prospect evaluation. Sales Cloud is a cloud-based service that provides users with a set of marketing tools, mobile applications, and data cleansing tools in addition to its core functions.
Pricing
When it comes to getting Salesforce Customer Relationship Management (CRM), you have the option to choose one of four unique subscription packages. Essentials, Professional, Enterprise, and Unlimited are the different tiers available. The Essentials package is the only one that can be purchased on a monthly basis; to buy any of the other packages, you’re forced to sign an annual contract.
Since Salesforce CRM is a comprehensive toolset, the prices below are just suggestions. The cost of this system can go up a lot, depending on your needs. For example, Pardot, Quip, Einstein AI, and Sales Dialer are some other add-ons that can be purchased separately. If you want training and assistance with implementation, it will be more expensive.
Essentials ($25 per month):
- Up to 10 users
- Manage contacts, prospects, tasks, and opportunities
- Automated lead assignment
- Duplicate prevention
- Automated web-to-lead capture
- Email marketing
- Custom reports and dashboards
- Outlook/Gmail integration
- Sales mobile app
Professional ($75/user/month):
- All Essentials features
- Pipeline management
- Prospect registration, rule-based lead scoring
- Collaborative forecasting
- Mobile app
- Quotes and orders
- Sandbox and developer permissions
Enterprise ($150/user/month):
- All Professional features
- Automated workflows and approvals
- Territory-based sales teams
- Advanced reporting, opportunity scoring
Unlimited ($300/user/month):
- Sales and enterprise engagement center plus
- 24/7 customer support
- Sales assistance with Einstein AI tools
- Sales cadences
Features
Integrated System
Salesforce is a cloud computing company that specializes in offering various business solutions that are compatible with each other. With the help of its CRM, businesses can expand their operations and gradually add new features as they are deemed necessary. Salesforce.com provides access to a wide range of product categories. Heroku (which is a platform for application development), Quip (which is a tool for collaboration), and the Salesforce Platform are examples of products that fall under this category.
Other examples include Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, and Safety Cloud (with built-in high-level development, customization, analytics, and AI). This software helps businesses manage procedures by overseeing partners throughout their lifecycle (from acquisition to updates to recognition). It also serves as a foundation on which users can build workflows to handle various aspects of their professional interactions with others. By modifying process flows, they can gather crucial data when choosing business partners. These procedures involve actions like calling prospects and conducting account audits and sales readiness.
Automation
Salesforce provides more than just effective prospect management. Tasks are created automatically when new prospects are formed, but additional tasks and activities can be created as well. Workflow automation allows you to do things like automatically creating tasks when new opportunities are added or consistently assigning specific prospects to the same employee.
Despite the fact that the user interface for Sales and Lead Generation is similar enough to make transitioning between them seamless, it’s important to remember that they are two different automation programs. Because the database used by the Lead Generation application and the Sales application is the same, any changes made to lead lists, accounts, and other information in the Sales application will be reflected in the Lead Generation application. This product is unique because it has accessible tabs.
For example, the Sales app has tabs for Notes, Tasks, and other activities, while the more focused Lead Generation app has a tab for Campaigns. It’s crucial to track data and prioritize prospects. You can easily move prospects through the workflow as you can check the list of prospects either in a regular list table or a Kanban table. The use of machine learning by the Salesforce Einstein Analytics Platform to assign scores to each prospect generated by Salesforce Sales Cloud Einstein Leads Scoring is an important data point. It looks at past company data to find promising trends.
Flexibility and scalability
Salesforce’s flexibility and scalability make it a great fit for rapidly growing businesses. CRM customers can use Salesforce AppExchange to create flexible solutions and integrate their favorite business tools. Salesforce has the widest and most diverse extension marketplace of any CRM platform we’ve seen. You can also see specific industry packages or add-ons for certain products. Due to the size of Salesforce, many industry-specific add-ons are possible.
There is also a section with free small business add-ons. CRM add-ons like Professional, Enterprise, and Unlimited can enhance your company’s CRM experience. SalesforceIQ Inbox provides mobile and desktop productivity solutions like smart email and calendar reminders for important deals and prospects. Einstein Analytics supports sales processes with integrated dashboards that display quarterly and annual performance, risk indicators, and forecast analytics.
Salesforce CPQ (Configure, Price, Quote) is another valuable add-on that automates quote-to-cash by allowing users to configure items and prices for upselling, cross-selling, contract and proposal preparation, invoice processing and payments, and more. Salesforce Billing makes subscription and contract renewals easier, as well as invoice personalization.
There are many add-ons with prices ranging from $25 to $75 per user. Add-ons may be beneficial for your CRM, but they can quickly increase your premium Salesforce costs.
Conclusion
Salesforce CRM is ideal for businesses that are rapidly growing and have complex customization and integration needs because it has everything covered. Small businesses and organizations that do not have staff to handle customization options and change requests for customer relationship management software sometimes spend too much money on these programs.
In the short term, this will not be good for all companies. Salesforce is a good CRM tool that your business should use if it can afford the required subscription. Salesforce is the best solution for managing customer data and relationships because it is flexible and works with other systems.
