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WHAT IS
SALESFORCE?
What Is
Salesforce?
Salesforce is the
world's #1 Customer
Relationship
Management (CRM)
platform.
Salesforce.com is a cloud-based customer relationship management (CRM)
software solution for sales, service, marketing, collaboration, analytics, and
building custom mobile apps
2
Marketing ServiceSales
Salesforce
Editions
Developer edition is a
replica of Enterprise
Edition with limited size
and accessible to limited
number of users,
however has all the
features similar to
Enterprise Edition.
You can use to test all
the features, built
products but cannot use
it for actual functioning.
It is just a prototype and
free of cost.
3
Lightning
Professional
Lightning
Enterprise
Lightning
Unlimited
Developer
SALESFORCE
EDITIONS
Salesforce
Licenses
To enable specific
Salesforce functionality
for your users, you
must choose one user
license for each user.
Salesforce licenses
include the most
features (and cost the
most), while Customer,
Portal, and High
Volume licenses have
fewer features, and
cost less
4
● Standard User Licenses
● Chatter User Licenses
● Communities User Licenses
● Service Cloud Portal User
Licenses
● Sites and Site.com User
Licenses
● Authenticated Website User
Licenses
● Customer Portal User
Licenses
● Customer Portal - Enterprise
Administration User Licenses
● Partner Portal User Licenses
License types available only for
orgs that use a Customer Portal
or partner portal.
What
Salesforce
Can Do For
You?
Leads
Get more leads, close more
deals, and do more faster.
Customers Acquisition
Increase customer loyalty,
retention, and satisfaction.
Customer Experience
Connect 1-to-1 with customers
on social, mobile, and more.
5
Prediction Analysis
Anticipate customer wants
based on past behavior.
Monitor
Monitor and manage your
business anytime, from
anywhere.
Why You
Need
Salesforce
CRM?
Your Competitors are
already using CRM to
better engage with
their current and
future customers
6
7
Some Stats
and Facts
Today’s customers
are looking for every
brand interaction to
be connected,
relevant and
convenient.
75%
Consumers expect a consistent experience
wherever they engage
64%
Consumers want personalized offers from
retail brands
85%
Of customer interaction with the company
will be automated by 2020, says Gartner
Cloud
Based CRM
Comparison
Salesforce CRM
Requires a year-long contract
for cloud-based deployment;
renewed annually.
Free Trial: Yes
Starter: $25 /user/month
Professional: $75 /user/month
Enterprise: $150 /user/month
Unlimited: $300 /user/month
Zoho CRM
No contract for cloud-based
deployment
Free Trial: No
Free: $0 Free for 10 users
Standard: $12 /month per user
Professional: $20 /month per user
Enterprise: $35 /month per user
CRM Plus: $50 /month per user
Hubspot CRM
No contract for cloud-based
deployment
Free Trial: Yes
Free: $0/month per user
8
Easy to use
Customizable / Scalable
Third-party Integration
Mobile Access
Security
Cloud
Based CRM
Comparison
Salesforce CRM
Requires a year-long contract
for cloud-based deployment;
renewed annually.
Free Trial: Yes
Starter: $25 /user/month
Professional: $75 /user/month
Enterprise: $150 /user/month
Unlimited: $300 /user/month
Zoho CRM
No contract for cloud-based
deployment
Free Trial: No
Free: $0 Free for 10 users
Standard: $12 /month per user
Professional: $20 /month per user
Enterprise: $35 /month per user
CRM Plus: $50 /month per user
Hubspot CRM
No contract for cloud-based
deployment
Free Trial: Yes
Free: $0/month per user
8.2Partner Relationship Mgmt. (PRM) 8.2 8.1
8.3Task / Activity Management 8.2 7.8
7.6Territory & Quota Management 7.9 6.9
8.9Contact & Account & Lead Management 8.5 7.1
8.3Opportunity & Pipeline Mgmt. & Forecasting 8.4 7.6

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What Is Salesforce CRM, Editions, Licenses?

  • 2. What Is Salesforce? Salesforce is the world's #1 Customer Relationship Management (CRM) platform. Salesforce.com is a cloud-based customer relationship management (CRM) software solution for sales, service, marketing, collaboration, analytics, and building custom mobile apps 2 Marketing ServiceSales
  • 3. Salesforce Editions Developer edition is a replica of Enterprise Edition with limited size and accessible to limited number of users, however has all the features similar to Enterprise Edition. You can use to test all the features, built products but cannot use it for actual functioning. It is just a prototype and free of cost. 3 Lightning Professional Lightning Enterprise Lightning Unlimited Developer SALESFORCE EDITIONS
  • 4. Salesforce Licenses To enable specific Salesforce functionality for your users, you must choose one user license for each user. Salesforce licenses include the most features (and cost the most), while Customer, Portal, and High Volume licenses have fewer features, and cost less 4 ● Standard User Licenses ● Chatter User Licenses ● Communities User Licenses ● Service Cloud Portal User Licenses ● Sites and Site.com User Licenses ● Authenticated Website User Licenses ● Customer Portal User Licenses ● Customer Portal - Enterprise Administration User Licenses ● Partner Portal User Licenses License types available only for orgs that use a Customer Portal or partner portal.
  • 5. What Salesforce Can Do For You? Leads Get more leads, close more deals, and do more faster. Customers Acquisition Increase customer loyalty, retention, and satisfaction. Customer Experience Connect 1-to-1 with customers on social, mobile, and more. 5 Prediction Analysis Anticipate customer wants based on past behavior. Monitor Monitor and manage your business anytime, from anywhere.
  • 6. Why You Need Salesforce CRM? Your Competitors are already using CRM to better engage with their current and future customers 6
  • 7. 7 Some Stats and Facts Today’s customers are looking for every brand interaction to be connected, relevant and convenient. 75% Consumers expect a consistent experience wherever they engage 64% Consumers want personalized offers from retail brands 85% Of customer interaction with the company will be automated by 2020, says Gartner
  • 8. Cloud Based CRM Comparison Salesforce CRM Requires a year-long contract for cloud-based deployment; renewed annually. Free Trial: Yes Starter: $25 /user/month Professional: $75 /user/month Enterprise: $150 /user/month Unlimited: $300 /user/month Zoho CRM No contract for cloud-based deployment Free Trial: No Free: $0 Free for 10 users Standard: $12 /month per user Professional: $20 /month per user Enterprise: $35 /month per user CRM Plus: $50 /month per user Hubspot CRM No contract for cloud-based deployment Free Trial: Yes Free: $0/month per user 8 Easy to use Customizable / Scalable Third-party Integration Mobile Access Security
  • 9. Cloud Based CRM Comparison Salesforce CRM Requires a year-long contract for cloud-based deployment; renewed annually. Free Trial: Yes Starter: $25 /user/month Professional: $75 /user/month Enterprise: $150 /user/month Unlimited: $300 /user/month Zoho CRM No contract for cloud-based deployment Free Trial: No Free: $0 Free for 10 users Standard: $12 /month per user Professional: $20 /month per user Enterprise: $35 /month per user CRM Plus: $50 /month per user Hubspot CRM No contract for cloud-based deployment Free Trial: Yes Free: $0/month per user 8.2Partner Relationship Mgmt. (PRM) 8.2 8.1 8.3Task / Activity Management 8.2 7.8 7.6Territory & Quota Management 7.9 6.9 8.9Contact & Account & Lead Management 8.5 7.1 8.3Opportunity & Pipeline Mgmt. & Forecasting 8.4 7.6
  • 10. Features Salesforce CRM Zoho CRM Hubspot CRM 7.7Quote & Order Management 7.9 7.3 8.9Campaign Management & Email Marketing 7.8 7.4 8.5Customer Support Management 8.0 7.3 8.1Reporting and Analytics 8.3 7.7 8.2Social Collaboration Features 7.8 7.5 7.6Product & Price List Management 7.8 7.3 8.0Mobile User Support 7.6 7.8 8.7User, Role, and Access Management 8.7 8.1 8.1Customization 8.7 7.8 8.5Integration APIs 8.7 7.0 8.1Internationalization 8.5 7.6 Source: g2crowd.com