salesforce for small businesses

Everything You Need to Know About Salesforce for Small Businesses

When your business is growing, you need to have the right tools to support your expansion. As a small business, investing in a high-quality tool can be intimidating. But, starting out with the best tools can make your business explode even faster than you expect. 

If you’ve been looking for a customer relationship management system (CRM), you’ve probably heard of Salesforce. While it may seem like Salesforce is only for big businesses, that’s not true! You can easily use Salesforce for small businesses, too.

While getting Salesforce might seem like a big step, it’s more approachable than you think. Here’s everything you need to know about implementing Salesforce in a small business. 

What Is Salesforce?

Almost any team can use Salesforce to help them grow! Salesforce is a great tool to take your business to the next level. But what is Salesforce, actually? 

Salesforce is a CRM system and a whole lot more. You already know that establishing meaningful customer relationships leads to your business’s success. A CRM like Salesforce helps your business create sales processes, maintain relationships through automation, and take the guesswork out of when to call that customer back.

Exceptional customer service is a promise when you use Salesforce. Whether you’re offering help desk support, pitching new leads, or following up with clients, Salesforce has you covered. Since Salesforce is cloud-based, you can rest assured knowing your customer data is safe.

While Salesforce was designed to expand your sales and marketing, now it’s used in many business areas for easy automation. Plus, the platform is completely customizable to integrate a ton of apps and programs. This powerful business information tool is constantly evolving to help your business reach new levels.

As small businesses grow, they often need help automating business processes. If your business manages everything on paper, Salesforce can offer a birds-eye view of your business that you’ve never seen before. In short, Salesforce is the business manager you’ve been dreaming of.

Salesforce Integrates With Tools You Already Use

Adding a new tool to your tech stack is a big decision. Few things are more frustrating than trying to use many tools that don’t work together. Plus, getting buy-in for new tools can be a huge headache.

One of the most powerful parts about Salesforce is that it brings together the tools you already use into one dashboard. Since you already implemented Salesforce, adding apps is easy!

There are a ton of options available in the AppExchange to make Salesforce work for you. Pulling all your data into one view can make it easier to make business decisions quickly. Using a comprehensive dashboard can help save your business time and money, too.

No matter what tools you use, you can find automation that makes day-to-day tasks easier for your employees. When your best people are spending less time doing paperwork and more time focusing on what they do best, your business thrives. Salesforce can help small businesses take advantage of their employees’ talents and skills in a whole new way. 

Free Training Is Available

Implementing a new system can be tough, especially for small businesses. Changing the way your team does their job isn’t for the faint at heart, but knowing you have support can make a huge difference. Learning how to use Salesforce doesn’t have to be hard or expensive! 

Salesforce may not always seem intuitive, but one of the best parts about Salesforce is its free training courses! Once your implementation finishes the project, your team may be left with more questions than you can answer. While you can always hire a part-time Salesforce consultant to train your team, you can also help your team grow by encouraging them to complete Salesforce training courses online. 

While learning to use a new system may be intimidating, it helps to have free options available. Sharing Salesforce training courses with your team can even help them prepare for a new platform!

Is Salesforce Affordable for Small Businesses?

When so many big companies use Salesforce, it’s easy to assume that it’s out of your budget. You may be surprised to learn how affordable Salesforce can be for your business. 

When you get Salesforce, you pay one time for implementation and a monthly fee for user licenses. Since a small business has fewer users, Salesforce can offer a great bang for your buck. Your business gets top-of-the-line features to compete with big businesses without the huge monthly expense that comes with other robust tools. 

Many business owners implement Salesforce only to be surprised that they need to hire an administrator once the platform is developed. Hiring a new administrator can seem intimidating after paying for implementation, especially when you look at the average salary for these roles.

However, there is a better option for small businesses. Many small businesses don’t need a full-time team member to support their Salesforce platform. Hiring a part-time Salesforce administrator can help manage your platform and keep your users working effectively. 

Even setting up new automation and custom coding can be affordable! Freelance Salesforce developers can be hired on a per-project basis to help businesses grow on a budget. Having access to part-time Salesforce help can make taking on an implementation much more approachable. 

Why You Should Choose Salesforce for Small Businesses

Transforming your business is as easy as getting Salesforce. Competing with big businesses may feel daunting, but using the same tools that allow big companies to get ahead can help.

If you’re looking at Salesforce for small businesses, you’re ready to level up and grow your business. Free training, fully-integrated apps, and an easy-to-use dashboard are certain to shift your business. So what are you waiting for? 

Once you’ve decided to commit to Salesforce, you’ll need a team to help with the Salesforce platform. That’s where we can help! We offer the best part-time Salesforce administrators, developers, and consultants. 

Ready to find the right Salesforce team member for your business? Contact us today to get the support you need at a price you can afford.

Leave a Reply

Your email address will not be published.

Scroll to top