Salesforce is a leading provider of cloud-based customer relationship management (CRM) software. The company offers a variety of plans to meet the needs of businesses of all sizes. This guide will provide an overview of Salesforce plans, pricing, and features.
Salesforce plans are divided into four main categories: Essentials, Professional, Enterprise, and Unlimited. Essentials is the most basic plan and is designed for small businesses with up to 10 users. Professional is the next step up and is designed for mid-sized businesses with up to 50 users. Enterprise is the top-tier plan and is designed for large businesses with over 50 users. Unlimited is a special plan that gives businesses unlimited access to all Salesforce features.
In the following sections, we will take a closer look at each Salesforce plan and discuss its features, pricing, and benefits.
Salesforce Plans
Salesforce offers a variety of plans to meet the needs of businesses of all sizes. Here are five important points to keep in mind:
When choosing a Salesforce plan, it is important to consider the number of users, the features you need, and your budget.
- Four main plan categories: Essentials, Professional, Enterprise, Unlimited
- Essentials: For small businesses with up to 10 users
- Professional: For mid-sized businesses with up to 50 users
- Enterprise: For large businesses with over 50 users
- Unlimited: Gives businesses unlimited access to all Salesforce features
Salesforce plans are priced on a per-user, per-month basis. The price of a plan will vary depending on the number of users and the features included.
Four main plan categories: Essentials, Professional, Enterprise, Unlimited
Salesforce offers four main plan categories: Essentials, Professional, Enterprise, and Unlimited. Each plan category includes a different set of features and is designed for businesses of different sizes.
Essentials
The Essentials plan is the most basic Salesforce plan and is designed for small businesses with up to 10 users. It includes core CRM features such as contact management, lead management, and opportunity management. The Essentials plan also includes access to Salesforce’s mobile app and online support.
Professional
The Professional plan is the next step up from the Essentials plan and is designed for mid-sized businesses with up to 50 users. It includes all of the features of the Essentials plan, plus additional features such as sales forecasting, workflow automation, and custom reporting. The Professional plan also includes access to Salesforce’s phone support.
Enterprise
The Enterprise plan is the top-tier Salesforce plan and is designed for large businesses with over 50 users. It includes all of the features of the Professional plan, plus additional features such as unlimited storage, custom objects, and sandboxes. The Enterprise plan also includes access to Salesforce’s Premier Support.
Unlimited
The Unlimited plan is a special plan that gives businesses unlimited access to all Salesforce features. This plan is designed for businesses that need the most flexibility and customization. The Unlimited plan includes access to Salesforce’s Premier Support and a dedicated account manager.
When choosing a Salesforce plan, it is important to consider the number of users, the features you need, and your budget. The Essentials plan is a good option for small businesses with basic CRM needs. The Professional plan is a good option for mid-sized businesses that need more advanced features. The Enterprise plan is a good option for large businesses that need the most flexibility and customization. The Unlimited plan is a good option for businesses that need unlimited access to all Salesforce features.
Essentials: For small businesses with up to 10 users
The Essentials plan is the most basic Salesforce plan and is designed for small businesses with up to 10 users. It includes core CRM features such as:
- Contact management
Track and manage your contacts, including their names, email addresses, phone numbers, and social media profiles.
- Lead management
Track and manage your leads, including their contact information, lead source, and lead stage.
- Opportunity management
Track and manage your opportunities, including their name, stage, and close date.
- Sales forecasting
Forecast your sales based on your pipeline and historical data.
The Essentials plan also includes access to Salesforce’s mobile app and online support.
Professional: For mid-sized businesses with up to 50 users
The Professional plan is the next step up from the Essentials plan and is designed for mid-sized businesses with up to 50 users. It includes all of the features of the Essentials plan, plus additional features such as:
- Workflow automation
Automate your business processes, such as lead assignment, opportunity creation, and case management.
- Custom reporting
Create custom reports to track your sales performance and identify trends.
- Salesforce mobile app
Access your Salesforce data and manage your sales activities from anywhere.
- Phone support
Get help from Salesforce’s phone support team.
The Professional plan also includes access to Salesforce’s online support and community.
Enterprise: For large businesses with over 50 users
The Enterprise plan is the top-tier Salesforce plan and is designed for large businesses with over 50 users. It includes all of the features of the Professional plan, plus additional features such as:
- Unlimited storage
Store unlimited amounts of data in Salesforce.
- Custom objects
Create custom objects to track data that is specific to your business.
- Sandboxes
Create sandboxes to test new features and configurations without affecting your production data.
- Premier Support
Get priority support from Salesforce’s Premier Support team.
The Enterprise plan also includes access to Salesforce’s online support and community.
Unlimited: Gives businesses unlimited access to all Salesforce features
The Unlimited plan is a special plan that gives businesses unlimited access to all Salesforce features. This plan is designed for businesses that need the most flexibility and customization. The Unlimited plan includes all of the features of the Enterprise plan, plus additional features such as:
- Unlimited custom objects
- Unlimited sandboxes
- Unlimited storage
- Unlimited API calls
- Premier Support
- A dedicated account manager
The Unlimited plan is the most expensive Salesforce plan, but it is also the most flexible and customizable. This plan is a good option for businesses that need to track large amounts of data, create complex custom objects, and integrate Salesforce with other systems.
Here are some examples of how businesses can use the Unlimited plan to meet their specific needs:
- A large manufacturing company can use the Unlimited plan to track all of its products, customers, and orders. The company can also create custom objects to track specific data about its products, such as warranty information and maintenance schedules.
- A financial services company can use the Unlimited plan to track all of its customers, accounts, and transactions. The company can also create custom objects to track specific data about its customers, such as investment goals and risk tolerance.
- A healthcare provider can use the Unlimited plan to track all of its patients, appointments, and medical records. The provider can also create custom objects to track specific data about its patients, such as allergies and medications.
The Unlimited plan is a powerful tool that can help businesses of all sizes achieve their goals. This plan is a good option for businesses that need the most flexibility and customization.
FAQ
Here are some frequently asked questions about Salesforce plans:
Question 1: What is the difference between the Essentials, Professional, Enterprise, and Unlimited plans?
Answer 1: The Essentials plan is the most basic Salesforce plan and is designed for small businesses with up to 10 users. The Professional plan is the next step up and is designed for mid-sized businesses with up to 50 users. The Enterprise plan is the top-tier plan and is designed for large businesses with over 50 users. The Unlimited plan is a special plan that gives businesses unlimited access to all Salesforce features.
Question 2: How much do Salesforce plans cost?
Answer 2: The price of a Salesforce plan depends on the number of users and the features included. The Essentials plan starts at $25 per user per month, the Professional plan starts at $75 per user per month, the Enterprise plan starts at $150 per user per month, and the Unlimited plan starts at $300 per user per month.
Question 3: What features are included in each Salesforce plan?
Answer 3: The Essentials plan includes core CRM features such as contact management, lead management, and opportunity management. The Professional plan includes all of the features of the Essentials plan, plus additional features such as sales forecasting, workflow automation, and custom reporting. The Enterprise plan includes all of the features of the Professional plan, plus additional features such as unlimited storage, custom objects, and sandboxes. The Unlimited plan includes all of the features of the Enterprise plan, plus additional features such as unlimited custom objects, unlimited sandboxes, and unlimited API calls.
Question 4: Which Salesforce plan is right for my business?
Answer 4: The best Salesforce plan for your business depends on the number of users, the features you need, and your budget. If you are a small business with basic CRM needs, the Essentials plan is a good option. If you are a mid-sized business with more advanced CRM needs, the Professional plan is a good option. If you are a large business with complex CRM needs, the Enterprise plan is a good option. If you need the most flexibility and customization, the Unlimited plan is a good option.
Question 5: How can I get started with Salesforce?
Answer 5: You can sign up for a free trial of Salesforce at salesforce.com. Once you have signed up, you can choose a plan and start using Salesforce to manage your customer relationships.
Question 6: Where can I get help with Salesforce?
Answer 6: Salesforce offers a variety of support options, including online help, phone support, and email support. You can also get help from the Salesforce community.
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These are just a few of the frequently asked questions about Salesforce plans. If you have any other questions, please contact Salesforce salesforce.com.
Now that you know more about Salesforce plans, you can start to think about which plan is right for your business. Here are a few tips to help you make your decision:
Tips
Here are a few tips to help you choose the right Salesforce plan for your business:
Tip 1: Consider the number of users.
The number of users you have will determine the price of your Salesforce plan. The Essentials plan is the most affordable option, but it is only available for businesses with up to 10 users. The Professional plan is a good option for businesses with up to 50 users, and the Enterprise plan is a good option for businesses with over 50 users. The Unlimited plan is the most expensive option, but it gives businesses unlimited access to all Salesforce features.
Tip 2: Consider the features you need.
Salesforce offers a variety of features, so it is important to consider which features are most important to your business. If you need basic CRM features such as contact management, lead management, and opportunity management, the Essentials plan is a good option. If you need more advanced features such as sales forecasting, workflow automation, and custom reporting, the Professional plan is a good option. If you need even more advanced features such as unlimited storage, custom objects, and sandboxes, the Enterprise plan is a good option. The Unlimited plan gives businesses unlimited access to all Salesforce features.
Tip 3: Consider your budget.
Salesforce plans range in price from $25 per user per month to $300 per user per month. It is important to choose a plan that fits your budget. If you are a small business with a limited budget, the Essentials plan is a good option. If you are a larger business with a more generous budget, the Professional, Enterprise, or Unlimited plan may be a better option.
Tip 4: Get help from Salesforce.
Salesforce offers a variety of resources to help businesses choose the right plan. You can contact Salesforce salesforce.com to speak with a sales representative. You can also sign up for a free trial of Salesforce to test drive the software before you buy it.
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By following these tips, you can choose the right Salesforce plan for your business. Salesforce is a powerful CRM tool that can help you improve your sales, marketing, and customer service.
Now that you know how to choose the right Salesforce plan for your business, you can start to think about how you are going to use Salesforce to achieve your business goals.
Conclusion
Salesforce is a powerful CRM tool that can help businesses of all sizes improve their sales, marketing, and customer service. Salesforce offers a variety of plans to meet the needs of businesses of all sizes.
The Essentials plan is the most basic Salesforce plan and is designed for small businesses with up to 10 users. The Professional plan is the next step up and is designed for mid-sized businesses with up to 50 users. The Enterprise plan is the top-tier plan and is designed for large businesses with over 50 users. The Unlimited plan is a special plan that gives businesses unlimited access to all Salesforce features.
When choosing a Salesforce plan, it is important to consider the number of users, the features you need, and your budget. The Essentials plan is a good option for small businesses with basic CRM needs. The Professional plan is a good option for mid-sized businesses with more advanced CRM needs. The Enterprise plan is a good option for large businesses with complex CRM needs. The Unlimited plan is a good option for businesses that need the most flexibility and customization.
Salesforce is a valuable tool for businesses of all sizes. By choosing the right plan and using Salesforce effectively, businesses can improve their customer relationships and achieve their business goals.