Introduction to Salesforce Suites

Understanding Customer Relationship Management (CRM)

When people talk about CRM, they’re usually referring to a CRM system—a technology for managing all your company’s relationships and interactions with customers and potential customers. This offers a significant improvement over manual tracking methods, such as sticky notes and spreadsheets, which many small businesses initially use.

Salesforce CRM helps track each interaction you have with a prospect or customer, including sales calls, customer service interactions, marketing emails, and more. The goal is simple: improve relationships to grow your business. CRM technology helps companies stay connected to customers, streamline processes, and improve profitability.

Salesforce CRM offers bundled features and services—called editions—each made for specific business needs. Editions share a look and feel but vary by functionality, tailored solution, and pricing. For example, Starter Suite edition includes Account, Contact, Lead, and Opportunity management, plus products and price books. Enterprise edition, on the other hand, includes everything in Starter Suite plus forecasting, quoting, pipeline inspection, and much more.

Salesforce CRM grows with you: Some customers start with a basic edition and upgrade to a more feature-rich edition as business requirements evolve. No matter which edition you start with, all editions are built on the trusted Salesforce platform, ensuring you can easily scale your business with seamless upgrade options.

Understanding Salesforce Suites

Salesforce Suites bring together tools and features from our top cloud solutions—such as sales, service, commerce, and marketing‌—into one experience.

Boost productivity and gain actionable intelligence with Agentforce and generative AI. Collaborate in real time with Slack connected directly to Salesforce — share updates and act together, all without switching tools.

Salesforce Suites offer three editions, each with features and pricing that meet you where you are. This flexibility allows you to choose the Salesforce experience that perfectly aligns with your business requirements.

• Salesforce Free Suite is a no-cost entry point into Salesforce that provides visibility into your sales, helps resolve customer cases faster, and enables you to send batch emails to your Sales contacts and leads.

• Salesforce Starter Suite is the best all-in-one-solution for small and medium sized businesses to start fast and grow faster. Get a 360-degree view of your business and grow your revenue.

• Salesforce Pro Suite is the edition for maturing businesses with advanced customization and automation, and enhanced sales and service functionality.

Plus, Agentforce and generative AI are built directly into Salesforce Suites. These AI tools drive productivity and personalization across the customer experience, empowering sales reps and agents to scale fast and enhance every customer experience.

Whether you're new to Salesforce or CRM, you can count on Salesforce Suites to provide a simplified experience that's easy to set up and start using right away. Since each edition is built on the Salesforce platform, they help you unify your customer data, understand your performance, and scale your business with seamless upgrade options.

Introduction to Salesforce Free Suite

Free Suite is the easiest, no-cost way for individuals and boutique businesses to get started with Salesforce CRM. Switch from unwieldy spreadsheets to an intuitive CRM that keeps your customer data organized in one place.

• Guided onboarding and suggested actions enable you to quickly and easily import your data and get up and running in no time.

• Core sales features provide you with a clear picture of your sales pipeline and opportunities.

• Core service features enable you to close cases faster using case and knowledge management.

• Core marketing features make it easy to send emails, manage campaigns, and automate outreach.

• Generative AI enables you to boost productivity and scale your business without the added cost.

• Slack enables you to collaborate with your team in real time, right in your record pages.

• No expiration limit! As long as you log in regularly, you can use Salesforce Free Edition for as long as you’d like.

You might be wondering, “How is Free Suite different from Salesforce Starter Trial?” While both versions are free and provide access to Salesforce's tools and features, they serve different purposes and have distinct differences. Starter Trial provides a 30-day period designed to give you a broad view of the platform's abilities. During this time, you can add up to 10 users and explore a wider array of features. However, the trial expires after 30 days.

Unlike the time-limited trial, Free Suite is available for use indefinitely, as long as you remain actively engaged with the product. However, Free Suite offers a more streamlined set of features designed to provide a focused experience. This makes it an excellent option for small teams or individuals who need basic CRM functionality without the pressure of a ticking clock. Free Suite allows you to add up to 2 users.

See Free Suite Product Overview and Free Suite Allocations.

Introduction to Salesforce Starter Suite

Starter Suite is the all-in-one solution that offers marketing, commerce, sales, service, and Slack in one suite. Starter provides simple yet powerful tools that enable you to see your data in one place and get a 360-degree view of your customers.

• Increase visibility into your sales pipeline with Account, Contact, Lead, and Opportunity management, Gmail and Outlook calendar and email integration, and customizable reports and dashboards.
• Close cases quickly with integrated email support, and knowledge and case management.
• Target the right audience and maximize your marketing efforts with segmented lists.
• Showcase your products and sell directly to shoppers with a custom online store.
• Boost productivity, gain actionable intelligence, and make informed decisions faster with Agentforce and generative AI.

• Slack enables you to collaborate with your team in real time, right in your record pages.

See Starter Suite Product Overview and Starter Suite Allocations.

Introduction to Salesforce Pro Suite

Pro Suite is the enhanced CRM suite that offers maturing businesses the increased flexibility and automation you need as your business grows. Get all the convenient setup and ready-to-use tools that come with Starter, plus more automation, customization, and integration options.

• Tailor your CRM experience and your imported data with custom objects and page layouts.
• Extend your CRM to external systems, applications, and data sources with AppExchange and its library of applications.
• Automate and streamline processes using approvals and flows.
• Gain more insight and predict revenue with advanced sales features such as forecasting.
• Automate routing and repetitive tasks to close cases even more quickly.
• Boost productivity, gain actionable intelligence, and make informed decisions faster with Agentforce and generative AI.

• Slack enables you to collaborate with your team in real time, right in your record pages.

Whether you’re graduating from Starter or new to Salesforce, Pro Suite helps scale your business and accelerate growth faster than ever.

See Pro Suite Product Overview and Pro Suite Allocations.