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How can Salesforce Help Small Businesses Grow?

How can Salesforce Help Small Businesses Grow?

No matter in which industry you work or what type of products or services you offer, your customers should be your main priority. With a happy and satisfied customer base, you can earn profit and bring in more revenue. If you want to understand your customer's needs, build a strong relationship with them, and keep them happy, having a CRM for your online business is a sensible strategy.

CRM software is vital for your small business, from boosting productivity to customer retention. It can be a centralised hub to foster organisational communication and strengthen customer relationships. It helps small business owners to manage, track and organise customer relationships.

Choosing the correct Salesforce consulting company is one of the most critical decisions for small businesses, as it can help them as it helps them meet their CRM needs. Unfortunately, many companies believe that they don't need a CRM system. However, choosing the right CRM for your small business can take your business towards new heights of success.

Salesforce is one of the best CRM for small businesses that can help them improve their sales, customer service, and decision-making. If you have recently launched your business and want to grow your small business, let's discover why you should use Salesforce for your small business and how it can help your business grow and increase its sales.

What is Salesforce?

What Is Salesforce Crm

Salesforce is a leading cloud-based customer relationship management (CRM) platform that helps businesses manage customer interactions. It provides a unified view of customer data across all channels, including sales, marketing, and service. Salesforce also offers a variety of features that can help businesses automate tasks, improve productivity, and make better decisions.

Salesforce can perform various tasks, from lead tracking to sales pipeline management, customer relationship management, marketing automation, reporting, and analytics. In short, Salesforce is a powerful tool that can help businesses to grow and streamline their processes.

Why Should Your Small Business Consider Salesforce?

Salesforce is a leading CRM platform that provides enterprise applications and tools to help businesses manage and optimise customer relationships, sales processes, marketing efforts, service operations, and more.

Salesforce offers a robust and flexible CRM solution that can significantly benefit small businesses. While Salesforce is known for serving large enterprises, it also provides tailored offerings and pricing plans suitable for small and growing businesses.

Its scalability, customisation options, marketing automation, and sales management features make it attractive for businesses looking to improve customer relationships, streamline processes, and drive growth.

Salesforce offers several features and benefits, making it a valuable CRM solution for small businesses. Here are some reasons why Salesforce can be beneficial for small businesses:


Salesforce is a cloud-based platform, which means it can quickly scale to accommodate the growing needs of a small business. As the company expands and the customer base increases, Salesforce can adapt without requiring significant changes to infrastructure or IT resources.

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Amazing Features

Salesforce offers several features specifically designed for small businesses, such as tracking leads and sales opportunities, managing customer interactions, and automating tasks.

A Variety of Pricing Plans

Salesforce offers a variety of pricing plans to fit the needs of small businesses. It provides a free trial, so you can try the system before committing to a subscription. They also offer a variety of pricing plans to fit the needs of small businesses, from the Essentials plan for small businesses with up to 10 users to the Enterprise plan for large companies with thousands of users.

User Friendly Interface

Salesforce's well-designed CRM is designed to help businesses track and manage their customer interactions. The user-friendly interface is designed to be easy for technical and non-technical users. The platform uses a drag-and-drop interface that makes creating and managing records easy. Salesforce also offers a variety of pre-built templates that can help businesses get started quickly. They also provide several pre-built templates that you can use to get started quickly.

Centralised Customer Data

With Salesforce, small businesses can have a single, centralised database to store all customer-related information, interactions, and transactions. This provides a 360-degree view of each customer, enabling personalised and targeted customer engagement.

Deliver Personalised Customer Experience

Salesforce has powerful features that help marketers manage customer relationships and provide the best customer support experience. With the help of Salesforce, your team can deliver personalised customer support across multiple channels. The intelligent chatbots can answer frequently asked questions and support customers anytime.  

Create a Self-service Experience

Besides creating personalised customer support, Salesforce's impressive feature can also help you to deliver a self-service experience to your customers. With the help of a drag-and-drop interface and a branded help centre, customers can efficiently resolve their issues independently. It makes Salesforce a popular choice among businesses of all sizes and types.

Flexibility and Customisation

Salesforce allows businesses to customise their CRM instance to suit their specific workflows and processes. Small businesses can add or modify fields, create custom objects, and build unique business processes tailored to their needs. In short, Salesforce offers a high degree of customisation, so you can tailor the system to fit the specific needs of your business.

Sales and Pipeline Management

Salesforce's Sales Cloud provides small businesses with tools for lead management, opportunity tracking, and sales forecasting. This streamlines the sales process and helps sales teams manage their pipeline more effectively.

Salesforce provides sales teams with tools to streamline processes, automate repetitive tasks, and increase productivity. It will help sales representatives to focus on building relationships and closing deals.

Marketing Automation

Small businesses can leverage Salesforce's Marketing Cloud to automate marketing campaigns, manage email marketing, and engage with customers through various channels. This helps optimise marketing efforts and increase customer engagement.

Customer Support

Salesforce's Service Cloud enables small businesses to manage customer inquiries, issues, and cases efficiently. With tools for case management and knowledge base creation, companies can deliver better customer support experiences.

Collaboration and Communication

Salesforce's Chatter feature facilitates internal collaboration and communication among team members. Small businesses can share information, collaborate on tasks, and keep everyone aligned on customer-related activities.

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Mobile Access

Salesforce's mobile app allows small business owners and employees to access CRM data and perform tasks on the go. Whether you want to log calls, check the dashboard, or respond to prospective customers, you can turn your mobile phone into a sales office with Salesforce. This mobile access enhances productivity and responsiveness, even when away from the office.

Capture More Leads

Salesforce helps small business owners capture more leads with its fantastic lead generation and marketing tools. The intelligent marketing tool allows you to track prospective customers, nurture leads and drive the desired results. The automated lead management system and valuable insights can help marketers turn cold leads into sales-ready prospects.ย ย 

Third-party Integrations

Salesforce can be easily integrated with other business systems and third-party applications. This allows small businesses to connect Salesforce with existing tools, streamlining operations and improving data flow.

Analytics and Reporting

Salesforce provides reporting and analytics capabilities that help small businesses gain insights into their sales performance, customer behaviour, and marketing effectiveness. With Salesforce's effective reporting software, you can easily track conversion rate, lead volume, and real-time performance dashboard. These data-driven insights, forecasting reports and customisable sales dashboards can enable better decision-making.

Affordable Pricing Plans

Salesforce offers pricing plans tailored to the needs and budgets of small businesses. These plans provide access to core CRM features and allow businesses to scale as they grow.

Better ROI

Salesforce can help small businesses generate better ROI and reduce costs by automating administrative tasks. It can streamline processes and provide insights into business performance. This can help enterprises to save time and money, which can be reinvested in other company areas.

Salesforce Features for Small Business

Salesforce Report

Salesforce offers a variety of features that can be helpful for small businesses. Here are some of the most popular features:

Customer Relationship Management (CRM)

Salesforce's core functionality revolves around managing customer relationships. It provides a centralised database to store customer data, interactions, and transactions, allowing businesses to understand better and engage with their customers.

Lead Management

The efficient lead management system allows marketers to keep track of their marketing activities and win more leads. The activity timeline will enable you to access up-to-date contact information and set up an automatic lead scoring and routing system to track leads.

It will enable your sales representatives to convert more leads into loyal customers. Additionally, Salesforce helps marketers manage and track campaigns and lets them make intelligent decisions about your campaigns.ย ย 

AI-Powered Sales Tools

Salesforce is packed with AI-powered sales tools that can help you capture relevant data, get valuable insights, and take the proper steps to improve your sales process.

Personalised Sales Journey

One of the best things about using Salesforce for your small business is that it can help you create a personalised sales journey for your customers. The efficient system can connect customer data across sales, service, marketing and track every aspect of the customer journey. It creates a positive impression on your customers.  

Real-Time Decision Making

With the help of an efficient dashboard and reporting system, you can get customisable reports and valuable insights. The powerful artificial intelligence-based analytics can help you make more informed decisions about your organisation.

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Sales Cloud

Salesforce Sales Cloud enhances sales by automating tasks, tracking leads and opportunities, and providing real-time insights into sales performance. It helps sales teams manage their information, pipeline and deals more effectively. With custom workflows, sales representatives can augment and replace complex manual tasks and automate approval processes for business requests.  

Workflow Automation

Salesforce workflow automation software allows small businesses to automate various business processes. It has a point-and-click interface that can optimise workflow processes, create automatic email alerts and auto-assign tasks.

Service Cloud

Service Cloud is focused on customer support and service management. It enables businesses to efficiently track and resolve customer inquiries, issues, and cases, providing a better customer support experience.

Marketing Cloud

Salesforce Marketing Cloud offers tools for marketing automation, email marketing, social media marketing, and analytics. It allows businesses to create and manage targeted marketing campaigns and measure their effectiveness.

Commerce Cloud

Commerce Cloud helps businesses build and manage e-commerce websites, allowing them to sell products and services online and deliver personalised shopping experiences to customers.

Community Cloud

Salesforce Community Cloud enables businesses to create online communities where customers, partners, and employees can collaborate, share information, and engage with the brand.


Salesforce provides:

  • Robust reporting and analytics capabilities.
  • Offering insights into sales performance.
  • Customer behaviour.
  • Marketing campaign effectiveness.

Businesses can make data-driven decisions to optimise their operations and strategies.

Integration and Customisation

Salesforce can be easily integrated with other business systems and third-party applications, allowing businesses to create customised solutions that suit their needs.

Mobile App

Salesforce's mobile app allows users to access CRM data and perform tasks on the go, enabling greater flexibility and productivity.

File Sync and Sharing

File Sync and Share is a feature of Salesforce that allows users to store files in the cloud and access them from anywhere. With this feature, you can share and collaborate on files and easily track your documents in real-time.

No matter which device you use or where you are, you can also share files with other users inside and outside the organisation. The best part is that files can be accessed from any device, including mobile phones and tablets. This makes it easy to work on files on the go.

Opportunity Management

Salesforce Essentials allows you to track opportunities, forecast revenue, and close deals. It will enable small business owners to track and manage potential sales opportunities. This can help businesses identify and target high-value customers, streamline the sales process, and close deals more quickly.

The Opportunity Management feature allows users to track the progress of opportunities through the sales funnel. This information can be used to identify opportunities at risk of being lost and take corrective action. With this feature, you can forecast revenue, prioritise opportunities, and collaborate on opportunities.

Contact Management

Salesforce is a leading CRM platform that allows your sales team to view your customer's data and manage your sales processes effectively. You can store and track information about contacts, such as communication history, key contacts, etc. You can gather valuable customer insights, understand their issues, and better manage relationships with customers, prospects, and partners.

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Email Tracking

Salesforce can easily integrate into Outlook and Gmail, allowing you to capture emails and keep your marketing and sales team up to date. By Salesforce integration with your email app, your sales representatives can customise the layout and create and update CRM information. You can sync your email contacts with your CRM, automate follow-ups, track your campaigns, close more deals and create a better customer experience.

By tracking your emails' open and click-through rates, you can measure the ROI of your email marketing efforts. This information can be used to justify the cost of email marketing and ensure you are getting a return on your investment. This information can improve customer targeting and create more relevant email marketing campaigns.

Offer Industry Specific Solutions

No matter businesses of all sizes and industries can use your industry, Salesforce CRM. With the help of Salesforce, you can accelerate digital transformation and make the most out of the specialised solutions for your specific industry. Some of the industries that use Salesforce CRM include:

  • Automotive
  • Communications
  • Consumer Goods
  • Financial Services
  • Technology
  • Government
  • Healthcare & Life Sciences
  • Higher Education
  • Manufacturing
  • Media
  • Nonprofit
  • Retail
  • Transportation & Hospitality

Factors to consider before choosing Salesforce for your Small Business

If you want to try Salesforce but are still determining whether it is the right choice for your business, here is a list of factors that can help you make the right decision.

  • The size of your business: It is a subscription-based service, so you must budget for the monthly or annual fees. The cost of Salesforce will vary depending on the size of your business and the features you need. Ensure you have the budget to implement and use Salesforce before you sign up.
  • The features you need: Salesforce offers a wide range of features, so it is essential to consider which features are most important to your business. If you only need a few basic features, there may be other CRM platforms that are a better fit for your needs. Make sure that you choose a Salesforce solution that meets your specific needs.
  • The learning curve: Salesforce can be a complex system, so a learning curve is involved. If you are not comfortable with technology, you may want to consider a CRM platform that is easier to use. If your team doesn't have the necessary skills, you may need to hire a consultant to help you implement and use Salesforce.
  • The support: Salesforce offers a variety of support options, but the level of support you receive will depend on the level of subscription you purchase. If you need a lot of help, consider a CRM platform that offers more robust support options.
  • Your willingness to change: Salesforce can significantly change your business. You'll need to be willing to change your processes and adopt new working methods.
  • Start with a free trial: Salesforce offers a free trial to try out the system before you commit to a subscription.
  • Talk to other small businesses: Talk to small businesses that use Salesforce to get their feedback on the system.
  • Read Reviews: There are several online reviews of Salesforce. This is a great way to get feedback from other businesses using Salesforce. Do your research to make sure Salesforce is the right CRM system for your business.
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Salesforce Pricing: How much does it cost?

Salesforce Pricing Table

Salesforce offers a variety of pricing plans for small businesses, so the cost will vary depending on the plan you choose. Here are some of the factors that will affect the cost of it for small businesses:

  • The number of users who will be using Salesforce will affect the price.
  • The features you need will also involve the price. For example, you will pay more if you need a lot of customisation.
  • The level of support can also affect the price. For example, if you need 24/7 support, you will pay more.

Here are some of the pricing plans that Salesforce offers for small businesses:

  1. Essentials: The Essentials plan is a good option for small businesses that need basic CRM functionality. The cost of the Essentials plan starts at $25 per user per month.
  2. Professional: The Professional plan is a good option for small businesses that need more advanced CRM functionality. The Professional plan starts at $75 per user per month.
  3. Enterprise: The Enterprise plan is a good option for small businesses that need the most advanced CRM functionality. The Enterprise plan starts at $150 per user per month.

In addition to the monthly subscription fees, there are one-time implementation and training fees. The implementation fees vary depending on the size and complexity of your business. The training fees vary depending on the number of users and the level of training you need.

The cost of Salesforce for small businesses can be overwhelming. However, several factors can affect the price, so it's essential to research and choose the right plan for your business.

Choosing the Right Plan

Various pricing plans are available, so choosing the right plan for your business is essential. You can choose a less expensive plan if you don't need all of its features.

They are willing to negotiate on pricing, especially for small businesses. You can get a better deal if you want to commit to a longer-term contract. Several third-party consultants can help you implement Salesforce. These consultants can help you reduce the cost of implementation and training.

Wrapping up

Overall, Salesforce is an excellent option for large enterprises and Fortune 500 companies. It is a powerful CRM platform that can fit small businesses well. The easy-to-use interface and unique features make it an excellent choice for every industry and business size. It offers a variety of features that can help companies to improve their sales, customer service, and decision-making.

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Stuart Crawford

Stuart Crawford is an award-winning creative director and brand strategist with over 15 years of experience building memorable and influential brands. As Creative Director at Inkbot Design, a leading branding agency, Stuart oversees all creative projects and ensures each client receives a customised brand strategy and visual identity.

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1 thought on “How can Salesforce Help Small Businesses Grow?”

  1. Salesforce Starter is one of the best CRM solutions designed for small businesses. It offers essential sales and customer management tools, helping businesses streamline operations, improve customer relationships, and drive growth.

    Thanks for sharing insights.


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