Salesforce is a leader in CRM software and offers a popular essentials-level platform that’s ideal for small and growing businesses. Small businesses will benefit from the workflow builder, helping to automate every task your team performs repeatedly. The Salesforce mobile app is also designed for ease of use, mirroring the Salesforce desktop experience with room to be customized for employees with different roles.
With one of the industry’s largest third-party app marketplaces, Salesforce has integration capabilities for an impressive amount of platforms. Whether it’s Mailchimp, QuickBooks, Dropbox or Google Workspace, Salesforce can help you integrate and streamline whatever you need to accomplish your sales and service goals.
Salesforce recently introduced an upgraded version of its AI-powered Einstein tools, Einstein Copilot and Einstein Copilot Studio. Einstein Copilot facilitates natural language queries using secure proprietary data from Salesforce Data Cloud. Meanwhile, Copilot Studio enables AI-powered app creation for functions like sales acceleration and customized websites. It simplifies customization without the need for technical expertise.
In early 2024, Salesforce unveiled a new suite of tools within its Commerce Cloud and Marketing Cloud platforms, driven by the Einstein 1 Platform. Among these new tools are Einstein Copilot for Shoppers, which delivers tailor-made product suggestions to consumers, and Page Designer, which uses AI to streamline the process of e-commerce website design. Return Insights and Inventory Insights assist in reducing product returns and maintaining optimal inventory levels, respectively.
Additional new features, such as Data Cloud Triggered Flows and Data Cloud Related Lists, enable organizations to view customer interactions in real-time and automate notifications to sales teams, streamlining the use of data within the Salesforce CRM ecosystem. Additionally, new tools including the Model Builder, which facilitates the creation of AI models catering to different levels of coding expertise, and Service Intelligence, which uses AI to generate insights into the quality of service provided.
The Starter plan, which is optimal for many small businesses, is $25 per user, per month, and has a maximum of 10 users. With this plan, small teams will enjoy big-team features like lead management, web-to-lead capture, mass email, campaign management, email templates, case management and five lightning flow automation processes. The Sales and Service Professional plans are $75 per user, per month, and feature custom applications and collaborative forecasting. The Marketing Clout Account Engagement plan for small businesses is $1,250 per month for up to 10,000 contacts.
Read More: 11 Best CRM Platforms for Small Business in 2024- businessnewsdaily.com