Salesforce MVF Cross CRM - Accounting Software

Our Verdict

With 150,000 small, mid-sized, and big businesses trusting Salesforce for their CRM needs, the company is living up to the responsibility of helping its users build and maintain good customer relationships. With a wide range of products available, Salesforce has created plans to suit teams of various sizes and purposes.

Suppose you’re running a startup with less than 10 persons on your team. In that case, Salesforce Essential allows you to optimize sales and customer relationships by deploying all the tools offered by the platform for as low as $25/mo. However, as you grow and generate more revenue, you would most probably be able to afford the other packages with more streamlined purposes.

Regardless of your team’s size or your purpose for using Salesforce, its solutions are highly customizable and certainly a good bang for your buck.

Pros

Highly customizable to fit any specific business problem
Seamless development and implementation
Highly adaptable to businesses with various processes & sizes
Precise quota forecasting & tracking

Cons

Steep learning curve for new users
Most plans require an annual contract

Products & Pricing

Being a CRM tool designed for everyone, Salesforce offers a wide range of pricing packages that cater to startups, sales professionals, and service providers across several industries. With well-thought-out restrictions on the plans, Salesforce offers startups enough solutions for sales and customer service at a convenient price for growth. At the same time, it gives big teams a jumbo option to supercharge sales, customer service, and marketing, all in one place.

Starter Suite

This plan is an all-in-one CRM solution that combines marketing, sales, service, and commerce into a simple, easy-to-use package. Priced at $25 per user per month, billed either monthly or annually, this plan is an ideal solution for businesses looking for a straightforward CRM with essential features. It offers a simplified setup and onboarding process, making it easy to get started. The plan includes lead, account, contact, and opportunity management, along with email integration to help you stay connected with your customers and manage your sales process efficiently.

Pro Suite

This is an enhanced CRM package that provides a comprehensive set of tools for marketing, sales, service, and commerce. Priced at $100 per user per month, billed annually, this plan offers greater customization and automation options, allowing you to tailor the CRM to your specific business needs. It includes advanced features like sales quoting and forecasting, helping you manage and predict sales outcomes more accurately. Additionally, the Pro Suite offers enhanced, real-time chat capabilities, enabling quicker and more effective communication with customers.

Enterprise

This plan offers a highly flexible CRM solution designed for advanced sales teams. Costing $165 per user per month, and billed annually, this plan includes all the sales capabilities found in the Pro Suite, with added features like advanced pipeline management and deal insights to help you track and optimize your sales process. It also includes conversation intelligence, which provides valuable insights from customer interactions, and workflow and approvals automation to streamline your operations and improve efficiency.

Unlimited

This is a practical CRM solution for sales teams that need intelligent automation and strong developer support. Priced at $330 per user per month, billed annually, this plan includes everything in the Enterprise plan, plus advanced features like predictive AI to help you anticipate customer needs and optimize your sales strategies. It also offers conversation intelligence and sales engagement tools to enhance your customer interactions. Additionally, it comes with the Premier Success Plan for dedicated support and a Full Sandbox environment, allowing you to test and customize your CRM without impacting your live data.

Einstein 1 Sales

This package is the ultimate CRM offering, tailored specifically for sales teams seeking the best of Salesforce in one comprehensive package. It costs $500 per user per month, billed annually. It includes everything in the Unlimited plan, plus the power of Einstein Copilot, powered by generative AI, to elevate your sales strategies. It also features advanced tools for performance management, sales programs, and seamless team collaboration through Slack. Additionally, this plan enables you to connect and unify all your data with data cloud and revenue intelligence, providing unparalleled insights and control over your sales operations. This plan is great for sales teams aiming for top-tier performance with the most advanced CRM tools available.

Starter Suite

$25

/user/mo

Pro Suite

$100

/user/mo

Enterprise

$165

/user/mo

Unlimited

$330

/user/mo

Einstein 1 Sales

$500

/user/mo

In-depth review

Features and Functionality

Being an industry leader means offering way more than average and Salesforce is doing that exceptionally well. With features that sales and marketing teams cannot do without, the company continues to set itself apart from the competition. Here are some of the top features and functionalities of the Salesforce CRM.

Contact Management

With the contact management feature on Salesforce, sales professionals can know everything about each contact on their CRM system, including their history and insights on how to keep them engaged.

Also, businesses can take a deep dive into every customer’s social life with data from social media platforms. With all these hosted in the cloud, and sharable, teams can collaborate to keep customers satisfied at all times.

Opportunity Management

Opportunity management lets teams track the activities of customers and prospects, figure out their relationship with competitors, identify their position on the sales funnel, and send compelling emails just at the right time.

With so many customer activities, sales teams can streamline their processes using the data provided by the opportunity management feature. When customers express interest in products, this feature lets sales professionals create instant quotes by tracking the products that are part of the deal, as well as quantity and delivery terms.

Pipeline & Forecast Management

Sales processes and pipelines can be flexible. Thanks to unpredictable customer behaviors. Salesforce allows you to manage your sales pipelines and create precise forecasts of when and which sales would be closed.

This is particularly important for growing businesses to adjust their sales strategy when the future appears bleak, as well as find ways to improve results even when things are going pretty well.

Process Automation

Individual approvals can take a lot of time. With Salesforce, teams can use the process automation feature to approve requests automatically, send notifications to the right stakeholders about big deals, and automatically assign tasks to the right teammates at every stage of the sales process.

Salesforce understands that sales professionals are not developers. Also, the company recognizes that getting devs to code processes just how sales want it can be a serious challenge. So, the process automation feature was designed as a no-code solution to this challenge. Sales professionals can simply use the drag-and-drop process builder to easily automate everything.

Mobile Apps

Teams can build and sustain customer relationships on the go with their mobile devices. The Salesforce mobile is available for both Android and iOS devices. With it, users can enjoy all the features offered by the company and never let a lead slip through the crack even when they are not at their desks.

Add-ons and Integrations

With Salesforce reporting, small business owners won’t have to miss a thing. Every Salesforce user has a homepage with a dashboard that reports the status of leads (including sales, opportunities, and positions in the funnel) in real-time. You can also create separate reports and dashboards to monitor specific metrics or gain a holistic view of your business performance as well as individual customer journeys.

While reports are essential for tracking performance and gaining insights into opportunities, integrations help bring all your customer data into one single system. Salesforce integrates with thousands of third-party platforms, including WhatsApp and other Meta products, Slack, DocuSign, Dropbox, etc. For business owners having a hard time finding Salesforce integrations on their third-party apps, over 5,000 applications can be connected with Salesforce through Zapier. You can consider using that.

Ease of Use

Despite the diverse suite of AI-powered tools available on Salesforce, thousands of users find it easy to use. According to sources, using Salesforce is not just about figuring it out. Having the CRM working for you is fun while you go through the learning curve.

Writing about learning curves, for many, the curve can be steep. However, Salesforce has organized its packages to enable new users to access the simplest and easiest tools.

As their businesses grow and need to integrate more tools into their CRM system, they can upgrade to other, more complex packages. Regardless, it’s more fun figuring it out than many might imagine.

Contacts & Users

From the onset, the contacts you collect may not be customers. However, they may have shown interest in your business and shared their information. You could turn them into paying customers by retargeting them via the information provided. The Salesforce contact management feature makes this more probable.

You can keep track of communications, log recaps for calls with each contact, send emails, propose quotes, and many more. The contact management tool makes it insanely easy to get to know your customers. By linking their emails to their social profiles, you can gain insights into your contacts’ conversations and how you can convert them.

Interestingly enough, you don’t have to do this all alone. Contact management on Salesforce is teamwork. With everything 100% cloud-based, you can share contact management responsibilities with the rest of your team without losing track of the lead owner and source.

Customer Service

Salesforce offers a comprehensive range of support options to ensure you have the assistance you need. You can call their support team directly at 1-800-667-6389 or request a call, and they’ll get back to you promptly. For real-time help, live chat with an agent is available, providing quick and effective solutions.

In addition to direct support, Salesforce provides extensive self-service resources, including a detailed knowledge base, a regularly updated blog, and an FAQ section. These tools empower users to find answers and learn best practices independently. Whether you prefer direct interaction or self-guided exploration, Salesforce’s customer support is designed to meet your needs.