The economy is driven by small businesses, even though the media focuses on the Fortune 500. Small businesses employ 99.7% of all Americans and send 98% of all goods exported.

People in the business world know Salesforce, which is customer relationship management (CRM) software that runs in the cloud. Salesforce used to only work with big businesses, but now it also helps small and medium-sized businesses (SMBs). Salesforce is a platform that allows companies to handle their ties with customers, as well as their sales, marketing, and customer service.

Salesforce could be the answer you’ve been looking for if you’re a small business owner who wants to improve your relationships with customers, make sales more efficient, or make your marketing more effective.

Let’s dive in and learn more about how Salesforce can help small businesses.

What is Salesforce for Small Business?

Salesforce is the best CRM software because it can be used by businesses of all sizes and types. Salesforce’s CRM services are used by about 1,500 companies, such as Amazon, Accenture, Adidas, and American Express.

The tool Salesforce Essentials, which came out in 2017, is made for small companies. The software-as-a-service company has made goods for small businesses in the past, but these solutions usually worked better for medium- and large-sized companies. On the other hand, Salesforce Essentials only allows ten people at a time and was made for small businesses. Also, Salesforce Essentials is priced in a way that small businesses can pay.

Salesforce Essentials is a CRM system for small businesses that works in the cloud and lets users handle leads, prospects, sales channels, help requests, and more.

Its most important elements are:

Systems for customer data
Personalization and working together
Engagement based on account
Knowledge about the customer
Management and control of loyalty

Who Should Use Salesforce for Small Business?

Any business that is still using spreadsheets to keep an eye on links can use this low-cost, easy-to-use tool instead. CRM software called Salesforce Essentials is made for small businesses that are on a tight budget. Essentials is much cheaper than other CRM options, even some of Salesforce’s own, and it has more features like tracking, analytics, dashboards, and customer service. But only ten people can use it at a time.

How EdgyBiz Can Help Small Business CRM Needs?

EdgyBiz offers wide range of CRM management services to help local businesses focus on marketing and sales. Our specially designed salesforce services can be great to help you boost your customers data efficiently. While we have various services related to salesforce CRM we also offer customized salesforce services.

Key Features of Salesforce for Small Business

If you use Salesforce Essentials, these are the most important things you may get:

1. Comprehensive CRM

It is an all-around service for small businesses, especially ones that are growing quickly. It might have a single screen for both help and sales. Mobile apps for Android and iOS that work the same way as the online client let small businesses use Salesforce Essentials to do a range of tasks.

2. AI at an affordable price

Essentials can quickly and easily gather and organize info from your email and calendar. Essentials, like its bigger brother, can give you a full picture of your contacts, the prospects they’re working with, and all the papers and support cases that are linked to them across all channels. Einstein Activity Capture also automates human data entry to make it more efficient. This frees up time for sales and service staff, which makes them more productive.

3. User-friendly app layout

The news feed, which has updates and notes from other users, as well as job and appointment lists, can be seen on the Home page. The bottom half of the screen has a panel that can be changed by dragging and dropping items. There is a tray on the left side that says “Walkthrough” and has a list of things to do.

4. Customized user experience

A pop-up wizard asks you about your CRM goals so that it can figure out what features to give you next. You can keep an eye on client transactions and links, deal with customer issues, or just stay in touch. All CRM tasks will start with contact handling.

5. 3rd party integrations

A lot of the apps in Salesforce’s third-party app store work with Essentials, but not all of them do. There are currently more than 5,000 apps available in the Salesforce AppExchange. However, Salesforce Essentials for small companies does not have any API-based connections.

Why is it good for small businesses to use Salesforce?

A small business should use Salesforce Essentials for a number of reasons. Worksheets, notes, emails, and other systems’ data can be imported and kept in sync. What Einstein Did Capture instantly records meetings, emails, and phone calls, getting data from users’ inboxes and sharing it. Lightning lets users customize Salesforce by adding their own groups and lists to keep an eye on anything they want.

Trailhead is also a system that teaches customers how to use Salesforce by showing them how to do things like create sales cycles, connect contacts, and invite coworkers. It comes with a download helper and lessons inside the app. But it’s also important to keep a few things in mind. There aren’t many ways to customize it, and you can only add ten people across the whole company (5 for sales and 5 for service). There is also no API support.

How Much Will Salesforce Essentials Cost Small Businesses?

As low as $25 a month for a person, Salesforce Essentials makes it easy for individuals and small business units to switch from spreadsheets.

The Essentials package is a full sales and support app that can be used by up to ten people. Sales Professional is an all-in-one sales tool for teams of any size that starts at $75 per person per month. Service Professional is an all-in-one service option for teams of any size that starts at $75 per person per month. Pardot Growth is a set of digital marketing automation tools that can be used by teams of any size. It costs $1,250 per month for 10,000 contacts and is billed annually.

Elevate Your Business with EdgyBiz

With our full range of services, you can help your business reach its full potential. At EdgyBiz, we’re experts at making your business processes better and more efficient. We offer many services that will help your business grow and thrive, such as expert business development, strategy advice, creative marketing, custom website design, and efficient CRM implementation.

With years of experience in business, our team is dedicated to shaping your brand and giving you an edge in your field. We’re not just pros; we’re also your partners in making your dream come true.

Get Salesforce right now to help your business grow. Salesforce is a great tool that small businesses can count on and it works great for them.

EdgyBiz has finished a number of projects involving integrating, customizing, implementing, and more with Salesforce. Get a FREE Business Analysis by calling us right now. We’ll be happy to help you!

Should you get Salesforce for your Small Business?