Salesforce Software

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What is Salesforce ?

Salesforce is a financial reporting software that is built on an adaptive, global foundation. It provides organizations with financial management capabilities that can be expected from a salesforce cloud solution. It is more than just managing financial processes that will give greater insight, or improvement of financial consolidation, and the reduction time that is needed to close. Salesforce Workday instills internal control and audibility in the processes and helps achieve consistency across all global operations.

Salesforce CRM system supports all transaction processing, along with multidimensional reporting, consolidation, planning, and compliance. All this is done by using an in-memory and an object data model. Workday provides its users with a consistent user experience that is accessible from both desktop and mobile devices.

Salesforce Vendor Details:

  • Company: Salesforce company
  • Website:
  • Founded in 1999
  • The United States of America
  • Founders: Halsey Minor, Marc Benioff, Parker Harris 

Key Metrics of Salesforce CRM

Big brands such as KFC, Aldo, Urban Ladder, Vodafone, Philips, and Toyota are using this software. Wonder what makes this software an industry-favorite? The answer lies in its most comprehensive set of features. Keep reading to know the unique features and benefits of using this customer relationship management software.

1. Get consistent groundbreaking innovation

Almost every company is using a CRM platform. So how does your business stay ahead of your competitors and drive better results? You can do this by using new technologies. And to do this, you need SFDC groundbreaking innovation. For example, you can use its latest Einstein upgrade powered by artificial intelligence. Use Salesforce Einstein in your business, get insights about your customers, and come up with ways to improve their experience.

2. Boost your company’s productivity to lightning speed

Don’t you want your employees to sell faster and bring more profits to your company? If you do, you need to provide them with a Lightning platform. Salesforce products are proven to get more work done, improve employee productivity, and drive efficiency. Use this feature to reduce costs and increase ROI!

3. Run your whole business from anywhere and anytime

Work does not take place in the four walls of your workplace. It can happen anywhere and anytime. And for this, you need an application where you can run your whole business on your fingertips. By using a salesforce app, your employees get a better opportunity to close more leads, track marketing, collaborate, and share files on the go.

4. Share and grow your business with the best in the market

There are around 2.3 million customers also known as salesforce trailblazers using this platform. By signing up for this salesforce software, you can become a part of this community. Here, you can share your expertise and experience with a large network of people, partners, and developers. All of these with a common goal: blazing a trail for, and right alongside, their customers.

Salesforce Features:

Salesforce customer relationship management

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

Construction management

  •         Time Management
  •         Sales management
  •         Client Tracking
  •         Contract Management
  •         Forecasting
  •         Project Management
  •         Scheduling

Salesforce Contact Management

  •         Sales Pipeline Management
  •         Search/Filter
  •         Segmentation
  •         Shared Contacts
  •         Contact Database
  •         Contact Import/Export
  •         Interaction Tracking
  •         Lead Management

Salesforce Lead Management

  •         Lead Scoring
  •         Lead Segmentation
  •         Pipeline Management
  •         Campaign Management
  •          Capture Lead
  •         Distribution of Lead 
  •         Lead Nurturing
  •         Prospecting Tools
  •         Source Tracking

Online CRM Features:

  •         Live Chat
  •         Performance Metrics
  •         Cataloging / Categorization
  •         Customer Service Analytics
  •         Customer Support Tracking
  •         Email Response Control
  •         Search
  •         Self Service Portal

Salesforce Automation

  •         Field Sales Management
  •         Lead Management
  •         Opportunity Management
  •         Performance Metrics
  •         Call Management
  •         Campaign Management
  •         Channel Management
  •         Commission Management

Salesforce Pricing

Now that you know the top benefits and features of this software, let’s look at its pricing plans. Salesforce 360 offers different products such as Sales Cloud, Service Cloud, Marketing Cloud, Lightning platform, Einstein Analytics, and others. Based on the product you select for your business, you will be charged. One of the most common products is the salesforce inbox, which is used by most businesses. Mentioned below is the pricing plan for Sales Cloud specifically.

1. Salesforce Essentials at $25 USD/user/month


  • Account and contact management
  • Opportunity Management
  • Customizable sales process
  • Sales Teams
  • Task Management, Activity feed
  • Einstein Activity Capture

2. Lightning Professional $75 USD/user/month*

Everything included in the Salesforce Essentials, plus:

  • Sales Console App (additional cost)
  • Person Accounts

3. Lightning Enterprise $150 USD/user/month*

Everything included in Lightning Professional, plus:

  • Sales Teams
  • Calendar All
  • Sales Console App
  • Sales forecasting
  • Real-time sales insights
  • Company collaboration
  • Customization
  • Automation

4. Lightning Unlimited $300 USD/user/month*

Everything included in Lightning Unlimited, plus:

  • Lead management
  • Sales management
  • Customer management
  • partner extension

All of these plans will be billed annually. To know about the prices of other products, click here. If you want to combine two or more products and then get the pricing details, contact their team.

Salesforce Pros and cons

There are many Salesforce customers around the globe. And some of these users have shared their experience of using this software, both good and bad. Based on the user feedback, ToolsMetric has created a list of top pros and cons of using this software. Keep reading to find out what those are.

  • Quick start: To use this CRM platform, you do not have to install any software. Also, there are no hardware requirements. By using this software, you can improve your business and make it efficient in just a couple of days.
  • Simple to manage: According to many users, the salesforce CRM system is extremely easy to manage. Here, you will find all tabs are separated into varied categories. Some of these categories include Home, Accounts, Contacts, and Leads. Whichever feature you need to use, is extremely easy to find. Thanks to such good UI, you won’t have to spend too much time training your staff to use this.
  • Salesforce Cloud: As this software is placed on the Cloud, you can bring your company wherever you are. This also means you need fewer resources in the office to look after your business and run it. Every employee in your company can use this software anytime and anywhere and contribute to overall productivity.
  • Efficient Management: Using a salesforce trailheads, you can manage all the tasks efficiently. This includes tracking calls, emails, and more. By keeping track, you will get a better picture of your progress in all the pending and completed tasks.

  • Expensive Customization: The pricing seems to be extremely affordable. However, to use the advanced features and customization options, you need to pay more. This turns out to be an expensive choice eventually.
  • Complexity: Often, salesforce small businesses do not have dedicated teams to look after their sales and marketing. For such businesses, it can get difficult to use and understand such a powerful CRM platform.
  • Complicated technical support: In case you have any technical doubts, it can get difficult to get support and even longer to solve a problem. Hence, many businesses prefer to work with third-party companies that offer technical support.

Salesforce Integration

One of the best features of using apex salesforce is that you can connect it with other applications. This will make your work easier and more efficient. The following is a list of other business systems and apps, with which you can integrate Salesforce.

  •         ExactTarget
  •         Third-party apps at Salesforce AppExchange
  •         Service Cloud
  •         Marketing Cloud
  •         Pardot
  •         Analytics Cloud
  •         Data Cloud
  •         JIRA
  •         Freshdesk
  •         FinancialForce
  •         LeadExec
  •         Samanage
  •         Zuora
  •         Zendesk
  •         Heroku
  •         Google Cloud
  •         Slack
  •         MailChimp
  •         QBO
  •         LinkedIn
  •         DocuSign
  •         HelloSign
  •         CodeScience

Salesforce Description

Free Trial- Yes

Salesforce Deployment

  • Cloud, SaaS, Web
  • Mobile – Android Native
  • Mobile – iOS Native

Salesforce Training

Salesforce Support

  • Online
  • Business Hours

Awards and Accolades

By now you already know that this software is preferred by several businesses around the globe. Thanks to its comprehensive feature set, it has won many awards and recognition over the years. Along with being a good CRM platform, it is an amazing workplace to work. The following are some of its top achievements.

  1.        Rated as Top CRM on the G2 Crowd Grid for CRM
  2.       No. 1 CRM Software by Software Advice
  3.       CRM Magazine’s best Enterprise CRM from 2009 to 2014
  4.       #1 on the Fortune “World’s Best Workplaces” list
  5.        First place on Fortune “100 Best Companies to Work For” list

Salesforce Competitors

Here are some salesforce alternatives you can look before opting it for your business :

Free Trial
Supported Devices
Cloud Hosted
Cloud, SaaS, Web
Mobile – Android Native
Mobile – iOS Native
On Premise
Open API
Language Support
Pricing Model
Monthly payment
Annual Subscription
In Person
Live Online
Customer Types
Small Business
Medium Enterprises
Large Corporations
Medium Business
Business Hours
24/7 (Live Rep)
Email Marketing
Landing Pages
Marketing Automation
Integration:, Heroku, ExactTarget Fuel, Third-party apps at Salesforce AppExchange, Service Cloud, Marketing Cloud, Pardot,, Analytics Cloud, Data Cloud, JIRA, Freshdesk, FinancialForce, LeadExec, Samanage, Zuora, Zendesk
8 Total Score
1 reviews
SalesForce: very powerful, but make sure you're ready!

We're a union, so we have a little bit of a different situation than a lot of businesses who use Salesforce, but it's been incredibly helpful in allowing us to build an internal leadership structure where we can show the relationships between our members. It has also allowed us to track member activity & engagement in some very powerful ways, and to track the work of our organizers and representatives.

8Expert Score
8.7User's score
  • Really allows you to track your customers/clients/members/leads and see the arc of their interaction with your organization. If you also use something like Pardot to manage emails and online forms, it will give you a complete life timeline for the individual and how they have interacted with you. Allows you to create a journey & experience based on their interactions with you and to give quick follow-up when someone shows signs of life.
  • The only caveat here is that you have to be ready to use it. That means more than just having people trained in how to use the interface, but making sure everyone is on board for how this kind of data can and SHOULD inform and change how you interact with your clientele. If you're used to getting back to people within 24 hours, you need to be ready to shift that to 20 minutes. If you're used to treating everyone the same, you'd better be ready to create drip/nurture programs based on behavior.
  • It has a steep learning curve. I've been using it for a couple of years now, and I know that I still have barely scratched the surface of what I could be able to do, but I don't have time to devote to just learning SalesForce when it's not my core job. Definitely recommended for larger orgs where you can have a team devoted to support. Also, I hate the way they continually try to sell you new add-ons to the core product.
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