Salesforce is the leader in CRM software, offering a popular, must-have platform ideal for small and growing businesses. Small businesses will benefit from a workflow builder that helps automate every task your team performs repeatedly. The Salesforce mobile app is also designed to be easy to use, mirroring the Salesforce desktop experience and providing room for customization for employees in different roles.
Salesforce is one of the largest third-party application marketplaces in the industry, with integration capabilities for a large number of platforms. Whether it’s Mailchimp, QuickBooks, Dropbox or Google Workspace, Salesforce can help you consolidate and simplify everything you need to achieve your sales and service goals.
Salesforce recently launched Einstein Copilot and Einstein Copilot Studio, upgraded versions of its AI-driven Einstein tools. Einstein Copilot uses secure proprietary data from the Salesforce Data Cloud to facilitate natural language queries. Copilot Studio, meanwhile, can create AI-driven applications for things like sales acceleration and customized websites. It simplifies customization and requires no technical expertise.
In early 2024, Salesforce launched a new set of tools in its Commerce Cloud and Marketing Cloud platforms, driven by the Einstein 1 platform. These new tools include Einstein Copilot for Shoppers, which provides consumers with tailored product recommendations, and Page Designer, which uses artificial intelligence to streamline the e-commerce website design process. Returns insights and inventory insights help reduce product returns and maintain optimal inventory levels respectively.
Other new features, such as Data Cloud Triggered Flows and Data Cloud Related Lists, enable organizations to instantly view customer interactions and automatically send notifications to sales teams, simplifying the use of data in the Salesforce CRM ecosystem. In addition, new tools include Model Builder, which helps create AI models suitable for different levels of coding expertise, and Service Intelligence, which uses AI to gain insights into the quality of services provided.
The Starter plan is best suited for many small businesses and costs $25 per user per month for up to 10 users. With this plan, small teams will enjoy large team features such as lead management, web-to-lead capture, bulk emails, campaign management, email templates, case management, and five lightning flow automation processes. The Sales and Service Professional plan is priced at $75 per user per month and features custom applications and collaborative forecasting. The Marketing Clout Account Engagement plan for small businesses is priced at $1,250 per month for up to 10,000 contacts.
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