Salesforce is the world's #1 customer relationship management platform that provides cloud-based solutions for sales, service, marketing, collaboration, analytics, and building custom mobile apps. It offers various editions for different organization needs like Developer, Professional, Enterprise, and Unlimited editions. Users need specific Salesforce licenses based on their roles that provide different levels of access and functionality at varying price points like Standard, Chatter, Communities, and Portal 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.
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