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Salesforce CRM Review (May 2021), Top Features & Pricing

One of the biggest names among CRM software, Salesforce can help you generate more leads.

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Company Name:

Salesforce.com, inc.

Est. Year:

1999

Employees:

10001+

HQ Location:

United States

Funding:

$65M

Free Version

Yes

Free Trial

Yes

Minimum Price

$25 user/month

Maximum Price

$300 user/month

Categories Listed in

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Salesforce Overview

A detailed Salesforce review & best alternatives, competitors that you can use manage your business from a single platform.

Salesforce is a cloud-based Customer relationship management solution (CRM) that will help you to manage your business from a single platform. You can even manage your business through your mobile phone using the Salesforce CRM software. Over 150,000 companies are already using Salesforce.

CRM not just simply help a company to manage their customer relations, but also help in increasing the overall productivity and data management. 

A name that has made a big name for itself in the global CRM software market, and one that has become a favorite among its users, Salesforce occupies around 20% of the market share.   

One of the most important solutions that Salesforce CRM provides is that this CRM is used by large and multi-layered organizations, as the management software offers solutions to large and complex customer relationship management problems.  

NitDit'S Rating For Salesforce

NitDit’s rating is influenced by the overall quality of the product, ease of use, pricing in comparison to competitors, overall community sentiment around the product

88%

NitDit Score

Ease of Use 85%
Features 95%
Value for Money 90%
Support 85%

Top Salesforce Alternatives

HubSpot Logo NitDit

HubSpot CRM

Bitrix24 Logo

Bitrix24

Top Features of Salesforce

  Optimize your sales process
  Connect your entire team from any device from anywhere
  Make the customer support process easier
  Streamline your customer data
  Real-time business insight
  Share any file with your team on the cloud securely
  Optimize your cross-sell and up-sell process
  Customize and automate your process
  Do your business from any device
  Comprehensive campaign management
  Effective email templates
  Proper roles and permissions
  Integration with third-party apps

Detailed Review of Salesforce

A feature you will not see in most of the other CRM software. Salesforce CRM allows you to improve your overall business and selling process with the help of its AI-powered system. 

You can now automate your workflows, discover insights, make business predictions, and automate your overall internal working processes using Salesforce CRM.  

The AI provided by Salesforce is called Einstein. Einstein helps you collectively organize your data and draw insights from them easily.

It allows you to manage and predict workflows, qualify your leads, and recommend solutions based on past behavior.  

Integrations

Salesforce Integration

Salesforce is one of the best when it comes to integration. Just about every major third-party business application or tool can be integrated with Salesforce.

Whether it is an analytics software, customer support software, or financial management software, Salesforce can pull in data from any third-party tool. 

One of the largest pool of integrations and options to display data collectively makes Salesforce CRM integration a pretty amazing choice. 

Mobile-First Design

Salesforce-CRM-Responsive

There are a lot of other CRM software available out there that offer the mobile version of their software for on the go business management, but none of them have a mobile-first design in the first place. 

 Salesforce CRM allows you to manage your leads, data, contacts, and opportunities from your mobile device, even if you are offline. 

Customizability 

Salesforce-Customizability

Salesforce CRM is almost 100% customizable! You can make use of the point and click feature provided in the software to customize your overall layout.

You can also integrate hundreds of mobile apps from AppExchange to add additional customization features. Additionally, you can create your custom application using the Salesforce developer tool. 

Built-in Marketing Feature

Salesforce CRM has a lot of additional features packed in the CRM itself. You can also manage your marketing through the software only.

You can create your marketing campaigns as per your workflow and target clients and additionally can also measure the effectiveness of the campaigns.   

Salesforce.com Community

Salesforce offers an extensive online community for all individuals and Salesforce CRM owners to interact and share experiences.

This is quite an amazing feature as CRM being a little tricky to handle software, sill needs a lot of how-to and about data for new ones to understand the depth of its possibilities.

The community shares programs, events, serve enthusiasts, and helps in creating features discussion boards. 

How to use Salesforce CRM?

Salesforce CRM has a lot of built-in features that you can make use of. From business process management to sales, from lead management to email campaign management, the possibilities are huge with Salesforce CRM. 

Businesses and the ones that Salesforce CRM primarily targets are the large size ones.

Let us take a close look at something Salesforce CRM is primarily designed for, that is, increasing the sales of a business. 

01. Create a Free Trial Account

To get started with the Salesforce CRM, you can start with the free trial account to check all the features and options before you make the payment and start using it regularly.

The best part is that you don’t even have to add your credit card. You simply fill in your details and start using the services.

Salesforce CRM Free Trial

02. Salesforce Dashboard

Salesforce-Dashboard

Once you create your account, you will be directed to the dashboard. I think, here you will have to spend some time to understand all the options that you have.

However, the features and self-explanatory. You just have to add the details of your business and get started.

03. Create / Add Users  

Create-New-User

One of the first things to do while you implement Salesforce CRM is setting up of users that can access the system. This setup includes the assignment of role hierarchies and permission levels for every user. 

Begin with setting up the role levels and hierarchy in the system. This ensures the data is secured and safe.

After you have created the hierarchies and roles, now is the time to add users to the system and assigning roles to them.

It is recommended to give the users read-only profile rights initially, as this would allow them to become familiar with Salesforce.  

04. Define and Design Sales Process

Ones you have added users in the system now is the time to define the complete sales process of your company into the CRM.

This step demands you to carefully identify your onboard sales process and replicate that entirely into the system. 

Also, the complete team on the system at all different levels need to understand and correspond to the process.

This is very important as CRM applies a pipeline management system and this has to match according to the match with your actual business process. 

05. Customize Salesforce 

Customizing the overall process and working of the CRM system is a very important step here, as this makes the overall process easier and simpler to implement. 

Add the most used features and tools placed at the very forefront of your software, personalize its complete navigation layout, and make it more user-friendly for yourself. 

06. Import Data

Import-Data

Importing data initially is the most important step in setting up any CRM tool. You can use the provided data importing tools to import data into the software.

Additionally, you have Data Import Wizard and Data Loader tools to import data into your CRM.

You can also import data into your system using Gmail and AppExchange, which even makes shifting data from some other CRM tool to Salesforce a lot easier.    

07. Enable Analytics

Enable-Analytics

Salesforce’s dashboard is one of the most feature-packed and productive in use. You can develop valuable analytics and performance data reports.

Get a visual representation of the progress and also get AppExchange analytics data reports as well.  

Pros and Cons of Salesforce CRM 


Pros

1. Artificial Intelligence offered in the software is a game-changer. Things just get a lot easier with AI

2. The time taken in setting up the software and getting your first process started is very quick. One of the quickest for that matter in the industry. 

3. Customization features offered in Salesforce CRM is one of the highest in the industry. 

4. The huge integration options provided in this CRM is amazing. You can do anything using Salesforce CRM. 

Cons

1. The technical support offered by Salesforce is very complex and is not the best for sure.

2. Each new update of this software drastically makes the dashboard look alien.

What Kind of Support Salesforce Offers?

Salesforce is a big organization and they have a top-quality support team to resolve your concern around the clock. They have two days of response time policy. You can however go for administrative assistance and 24/7 support with additional fees.
Email Support
Live Chat
Tutorial Videos & Documentation
Forum & Ticket
Phone

Platforms Supported

Salesforce Pricing

Salesforce offers you four different plans to choose from. Also, the pricing is different depending on the product you go for. There are a number of products such as Sales Cloud, Service Cloud, Marketing Cloud, and pricing or other integrations.

However, mostly the following pricing will be applicable.

  • Essentials ($25 Per Month, Per User and Billed Annually)
  • Professional ($75 Per Month, Per User and Billed Annually)
  • Enterprise ($150 Per Month, Per User and Billed Annually)
  • Unlimited ($300 Per Month, Per User and Billed Annually)

Salesforce FAQs

01. What is Salesforce? Salesforce is a cloud-based Customer relationship management solution (CRM) that will help you to manage your business from a single platform. You can even manage your business through your mobile phone using the Salesforce CRM software.
02. What Can You Do With Salesforce CRM? You can manage your business using the Salesforce CRM. The end-to-end solution offered by Salesforce makes it a complete solution for small businesses as well as big enterprises. It helps in managing your contacts, lead generation, lead management, marketing solutions. Salesforce collaboration platform helps you to collaborate with your team and manage all the tasks related to your business from a single platform.
03. What are The Top products of Salesforce? Salesforce offers you multiple products to help you manage your business such as Sales Cloud Solution (Manage your sales process using the Salesforce cloud solution. Close more leads, manage your pipeline, manage your customer information in one place.) Service Cloud Solution (With the Salesforce service cloud platform you can manage all the queries of your customers quickly. You can create communities and offer self-help service making the entire process smooth and quick.) Marketing Cloud Solution (Make your entire marketing process smooth and simple to manage. You can use cross platforms and solutions such as email, social media, mobile to manage your marketing process)
04. Is Salesforce Free to Use? Yes, but only for non-profit businesses. However, you get 30 days free trial to use the platform before you go for a paid plan.
05. What Are The Best Alternatives of Salesforce? There are some big names in the CRM industry such as HubSpot, ZOHO, and many others that offer similar services to manage a business.

Best Salesforce Alternatives & Top Competitors

If you are looking for the best Salesforce alternatives, here’s a list of best CRM software like Salesforce that you can use to manage your business.
HubSpot Logo NitDit

88%

NitDit Score

HubSpot CRM

Free Version

Yes

Min Price

$45/mo

Max Price

$3,200/mo

HubSpot offers a full stack of software for: Marketing Sales Customer service A free CRM lies at its core. Even though this software is powerful enough, it gets the best when these are used together.  In recent years, the way marketing works has changed. With this change, it has become important to study how people show and share their experiences.  HubSpot is an award-winning inbound marketing and sale platform. HubSpot will help...

Top Features

    Live chat system
    Comprehensive reporting dashboard
    Deal tracking system
    Pipeline management
    Email tracking & notifications
    Meeting scheduling
Bitrix24 Logo

92%

NitDit Score

Bitrix24

Free Version

Yes

Min Price

$0

Max Price

$159

Bitrix24 can help a business by automating some of the core processes like sales and marketing and make it a lot easier. It is a simple and easy platform to get started. How to Use The Bitrix 24 CRM?  Bitrix 24 is one of the easiest and simplest to use customer relationship management software available out there. The process of setting up the software and customizing it as per the requirements is...

Top Features

    Free plan for unlimited users
    Easy to use and manage business CRM
    Complete sales process automation tool
    Complete marketing automation tool
    Easy and faster communication tool
    Easy to use team collaboration tool
    Integration with top third-party software
    Unlimited lead generation even in free plan
    Unlimited contact management in free plan
    Create quotes in CRM and save as PDF or send via email
    Product catalog in CRM
    Private chat system for team
    Email management within CRM
    Easy migration from other CRM
    Project planning and management tool
    Task time tracking
    Create website or landing pages
    Use your own domain
    Coupon management for customers
Wrike Logo for NitDit

88.75%

NitDit Score

Wrike

Free Version

Yes

Min Price

$9.80 user/ month

Max Price

$24.80 user/ month

Wrike is simply amazing! It has to be one of your top choices if you are looking for a complete project management application. This award-winning project management solution integrates several unique features for all kinds of users and organizations. It’s easy to use, quick to start with, and comes with a highly competitive price tag!  The selling point? It’s an easy-to-use interface! Wrike is a bit more intuitive and easy to use...

Top Features

    Easy to use project management software
    Team collaboration
    Remote team management
    Project planning
    Easy project collaboration
    Ready to use templates for different projects
    Project assignment & tagging
    Task management & prioritization
    Project time tracking
    Project workflow design
    Team workload management
    Secure file sharing
    Team communication
    Email integration
    Over 400 app integration
    Customized reports
    Custom project design
    Task ranking
    Project progress monitoring
    Custom To-Do lists
mondaycom-logo

92%

NitDit Score

monday.com

Free Version

Yes

Min Price

$8 Seat/Month

Max Price

$16 Seat/Month

The best part about monday.com is that once you get along with all the features and tools integrated, you get to explore tons of different views for your project board. The basic and integrated view is called a Table view, or simply a Table.  You also have access to a Map view, Calendar view, and the Kanban board. The purpose of all these views and tools is to make all the views...

Top Features

    Team Collaboration
    Remote office management
    Complete project managenement
    Over 200 project management templates
    Visual dashboard for team
    Custom workflow management
    Easy team communication
    Email free work management
    Automate daily process
    Automate notification
    Automate reminders
    Complete lead management
    Contact management
    Partner relationship management
    Sales pipeline management
    Quote & Order management
    Customer contract management
    Email Marketing (Bulk emails)
    Customer support portal
    Third-party tool integration
    Detailed statistics
    Project time tracking
    Billable time rate management
    Invoicing tool
    Policy compliance management
    Permissions
    Mobile apps for iOS & Android
    Bulk email marketing

Price Comparison With Salesforce Alternatives

Find the most cost-effective solution for your business. Check the price comparison of all the software that we listed in this category. 

HubSpot Logo NitDit

Free Version

Yes

Min Price

$45/mo

Max Price

$3,200/mo

NitDit Score

88%

Bitrix24 Logo

Free Version

Yes

Min Price

$0

Max Price

$159

NitDit Score

92%

Wrike Logo for NitDit

Free Version

Yes

Min Price

$9.80 user/ month

Max Price

$24.80 user/ month

NitDit Score

88.75%

mondaycom-logo

Free Version

Yes

Min Price

$8 Seat/Month

Max Price

$16 Seat/Month

NitDit Score

92%

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