Do i need salesforce



Table of Contents

Why your business should use Salesforce?

11 Reasons Why your Business Should use Salesforce. 1 1. Ease of use : This is one of the primary reasons that drive the Salesforce adoption rate. Sales Reps have better visibility into their accounts, … 2 2. The depth of functionality : 3 3. Customizability : 4 4. Scalability : 5 5. Cloud-based PaaS model : More items

Do you need a Salesforce certification to work in Salesforce?

Generally Admins and Developers profiles do not require certification, however, accreditations encourage your hiring managers and recruiters to spot you in the crow and enlist you for the job. Salesforce Certified experts are among the most indispensable professionals in the market today.

Should I choose between Salesforce enterprise or Professional Edition?

Its not an easy decision, and nor should it be. The difference between Professional and Enterprise editions of Salesforce is a major jump in functionality, and price. There are some situations where there will be no other option other than Enterprise or greater. Though many organizations will be able to function well on Professional edition alone.

Do you need technical expertise for Salesforce customization?

While a majority of requirements can be handled through configuration, sometimes there is a need to add/extend the existing functionalities to accurately reflect your business needs. For Salesforce customization, technical expertise is required on Apex Code and Visualforce pages.


Is Salesforce really useful?

Salesforce is a valuable tool for IT companies because it gives them an easy way to provide their customers with their needed solutions. Salesforce has many features that make it more convenient and efficient for your company to sell your products and services.

What do you need Salesforce for?

Salesforce creates and supports customer relationship management (CRM) software that helps break down the technology silos between departments to give companies a complete view of their customer everywhere they interact with your brand.

What should Salesforce not be used for?

Firstly, Salesforce is not designed to store event-based data such as someone doing something within your product. Even if it was, your sales reps wouldn’t want the raw event data; they would want the key results.

Does everyone use Salesforce?

You’ve probably heard of (CRM) – Get Salesforce Inc. Report before, or your company may even use their services. From Fortune 500 companies to startups, everyone seems to be hopping on the Salesforce train. And with share prices steadily increasing over recent years, there seems to be good reason.

Why do businesses need Salesforce?

Salesforce lets you efficiently unify different principal functions of your business so you can achieve customer success. You can sell, provide service, market, collaborate, know your customers, and build apps on a single platform.

Why is Salesforce so popular?

One of the reasons that Salesforce is so popular is that it is packed with features like no other CRM software; features such as contact management, workflow creation, task management, opportunity tracking, collaboration tools, customer engagement tools, analytics and an intuitive, mobile-ready dashboard.

Why do sales people hate Salesforce?

Account executives “hate” Salesforce because it makes their job harder and more onerous – to such an extent that they continue to bolt on their own solutions than use a business solution. Blame goes to Salesforce for being incompetent, overly complicated. Instead of user friendly it is user-defiant.

What type of company should use Salesforce?

Retail industry: Salesforce CRM platform is highly demanded in the retail industries as shoppers demand a seamless customer experience from online to in-store.

Does Google use Salesforce?

In fact, our team at Google Cloud uses Salesforce as our preferred CRM provider to engage with our customers in meaningful ways. As for availability, several integrations between G Suite and Salesforce are already in market, including Lightning for Gmail and integrations with Calendar and Google Drive.

Do people hate Salesforce?

Account Executives tend to hate Salesforce “because it makes their job harder and more onerous – to such an extent that they continue to bolt on their own solutions than use a business solution.” In a nutshell, they tend to believe and tell themselves that it’s easier to not use Salesforce than it is to integrate it …

How hard is IT to learn Salesforce?

Is Salesforce easy to learn? Though Salesforce is extensive, it is not difficult to learn. If you put your mind and concentration into learning the Salesforce CRM and at the same time take up this online Salesforce Training course, you will be able to master Salesforce within weeks.

What is Salesforce for beginners?

Salesforce is a leading CRM (Customer Relationship Management) software which is served form cloud. It has more than 800 applications to support various features like generating new leads, acquiring new leads, increasing sales and closing the deals.

Why is Salesforce important?

Salesforce is needed to generate quality leads for your business that can be quickly converted and expands your customer base. By analyzing the past or present trends, this cloud-based platform helps you to identify new market trends and you can reach heights as expected.

What is Salesforce community?

Salesforce communities are the place where you can interact with developers and business owners working on similar projects. Also, you will get replies to most complicated queries while giving you deep insights to understand the behavior of customers.

Why is personalized customer experience important?

For this purpose, you need to analyze your customer data deeply and keep a close eye on your customer interests and likes.

Can Salesforce spoil your business?

One wrong decision can spoil your business completely. With Salesforce, you not only make informed decisions but you can increase the overall benefits for your business too. It anticipates technological and marketing patterns or trends that can be followed in future to create a strong foundation of a successful business.

What is Salesforce platform?

The default Salesforce platform comes with a wide array of features and functionalities which caters to most organizational needs. During the implementation process, the Admin can make point-and-click alterations via the builder to configure the solution as per your business process.

Why is Salesforce adoption so good?

1. Ease of use : This is one of the primary reasons that drive the Salesforce adoption rate. Sales Reps have better visibility into their accounts, contacts, opportunities, tasks, all from a single place. They have a complete 360-degree view of the customer, which in turn helps them to make better business decisions and close deals faster.

Is Salesforce a PaaS?

Salesforce launched the first cloud-based CRM and also established the Platform as a Service ( PaaS) market with to support the complex real-world business models. With no capital expense involved for the setup, Salesforce charges are based on user licenses.

Is Salesforce a cloud platform?

Being a Cloud Platform, the implementation time for Salesforce is much lesser than standard solutions, thereby lessening the Go-Live timeframe. The feature-rich solution can be configured easily and even if any customization is required, it can be incorporated in a systematic order easily.

Is Salesforce a scalable solution?

When you are opting for a CRM, you are not simply making a decision for today, but the solution should also be scalable enough to meet your business needs 3 years hence. Salesforce is highly scalable and the customizability factor helps to modify and adapt to all future specifications. 5. Cloud-based PaaS model :

Why is it important to keep up with Salesforce accreditation?

Keeping up accreditation will likewise guarantee that you generally know how to use Salesforce deliberately to enhance your own procedures.

How much does Salesforce make?

According to, Salesforce Certified Administrators can make between $40,000 and $100,000 a year, depending on education and experience levels, and the average salary for certified developers can climb even higher.

What is Salesforce accreditation?

Salesforce accreditation is intended for each one of the individuals who can make the correct utilization of their hands-on involvement. It incorporates a considerable measure of material about the business related ventures that you can study depending upon the actual industrial or real-life cases.

What is Salesforce competency?

Salesforce competency is positioning higher on the job requirements and an employer needs you to have the capacity to get down to business by definitely knowing how to utilize their innovation. Furthermore, a certification could be the leg up that you require to prevail in the present day job market. 9).

What is Salesforce ensured specialist?

Salesforce ensured specialists are the ones who are thought to be the most experienced and capable ones and who have got the most ideal skills. They are the people equipped with the capability of a fantastic response and are able to deal with various circumstances without numerous hiccups.

Do you need certification to be a Salesforce developer?

Generally Admins and Developers profiles do not require certification, however, accreditations encourage your hiring managers and recruiters to spot you in the crow and enlist you for the job. Salesforce Certified experts are among the most indispensable professionals in the market today.

Is Salesforce a good career?

Once you enter the Salesforce domain you enter the sea of endless opportunities. Salesforce offers best job roles, great salaries, healthy career etc. Do not miss out on any chance that you get to start a career in Salesforce.

What is the most important thing you can build as a company?

In this customer-powered world, the most important thing you can build as a company is trust. Today’s customers just want to trust they’re getting what they need from you, when and where they need it. They want experiences to be effortless, and they’re loyal to brands they can count on.

What is Customer 360?

Customer 360 includes apps for marketing, sales, commerce, and service to help propel business forward — plus Slack to connect customers, teams, and partners.

Why do salespeople use CRM?

If your salespeople are manually entering data to produce reports, they’re spending less time doing what they should be doing: selling. CRM systems can keep all your data in one easy-to-access place, making up-to-the-minute reporting and accurate analysis a breeze.

Why is CRM important?

A good CRM solution not only allows you to track what’s going on with your business; it helps you see where you should allocate extra resources, while helping you accurately forecast future sales. 4. Your customer service is coming up short. Getting customers is tough enough as it is.

Why is knowing your customer important?

Why knowing your customer is a key to business success. 1. You’re unable to keep up with lead flow. If you’re in the fortunate position of having a flood of new business but are struggling to keep up with it, you might need CRM.

Can CRM remind you of milestones?

And you certainly don’t want your best and biggest customers to feel unappreciated. A CRM system can automatically remind you of milestones and important events for your most valuable customers, so you can easily send out timely communications and assure them you’re in it for the long haul, too.

How many user profiles can you leverage in Salesforce?

You can leverage 9 Standard User Profiles, but you also have the ability to clone a standard Profile and customize, or completely start from scratch. This give you complete control to dictate what users can and cannot do inside Salesforce.

How many profiles can you have in Professional Edition?

With Professional edition your ability to configure security is extremely limited. Every User is assigned to a Profile, but you’re limited to 1 of 6 Standard profiles which cannot be customized.

Salesforce Licenses – Recap

As a recap, here are the links to all the main Enterprise licenses types, including a rather handy PDF specification/comparison sheet – just click “download the full comparison sheet” on the relevant page:

What are Platform Licenses?

Platform Starter and Platform Plus licenses offer the standard Salesforce functionality you’ve come to know and love. However, the range of standard objects and the number of custom objects are severely curtailed – e.g., barely anything sales or service-related.

Important Tips!

Contract restrictions – recreating standard objects. Salesforce is extremely clear about this. If you copy certain standard features using custom techniques, then you must pay for those standard features. The main example is Opportunities and recreating the functionality contained therein to save on cost.

Changing Salesforce Licenses

Sometimes you’ll see references to “Salesforce licenses”, which are Sales Cloud, Service Cloud or a combination thereof and sometimes to “Salesforce Platform licenses” which are the Platform Starter and Platform Plus licenses. In practical terms there’s no difference – both types have the same standard interface.

Best Practice

Keep your profiles very “bare bones” if you can, with only a few (or zero) objects. Then add in the permissions you require via permission sets (or permission set groups of course) – this enables users with different licenses to share the same permission sets.


There’s a lot of information to take in about Salesforce licenses and a lot of options. The time spent to work out your use case could have a very high ROI and unlock Salesforce for more areas of your business.


Sound Familiar?

  • If any of these scenarios strike a chord, you’re ready to look at CPQ: 1. Quote Process. It takes frustratingly-long to build a quote. Doing so involves some spreadsheets and the input of managers in the sales, finance, and product teams. Even after this, you’re never certain if the price is right, the product set is complete, or the terms and conditions leave you exposed. 2. Fast gro…

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Yeah, Sounds Like us. But What else?

  1. Cross-selling is key, but it’s impossible to see where those opportunities are.
  2. It takes forever to rebuild a quote for every renewal.
  3. The Sales and Product teams are never in sync on how to price/sell products.
  4. Legal is frustrated that quotes get through with incorrect terms and conditions.

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So What’s The Hold Up?

  • Let’s first pump the brakes, because CPQ is not for everybody. Despite the horsepower under the hood, there are factors to consider before jumping in: 1. Licensing. Any user who needs access to CPQ functionality — quotes, product configuration, subscriptions, etc. — will need both a Salesforce license and a CPQ license. Make sure you’ve budgeted fo…

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  • It’s a lot to consider, but there’s no need to get discouraged. If CPQ is right for you, the results can transform how you do business. We’ve helped our CPQ clients achieve dramatic digital transformation of their quote to cash process, reaching their goals and eliminating headaches. Think about what your end state could be. Do any of these sound appealing? 1. Quotes that onc…

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Need More Information?

  • Stay tuned: in later blog posts we’ll talk about timing, implementation pitfalls, and selecting the right consultant (naturally we have a few ideas on that). Be sure to check out the Salesforce CPQ Overview and Demo. Feeling ready for the next step? Give us a call! We’re here to help you weigh the pros and cons and determine the right solution for your needs. We’re happy to jump on a cal…

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