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Salesforce-Consumer-Goods-Cloud study - Salesforce Certified Consumer Goods Cloud Accredited Professional Updated: 2023

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Exam Code: Salesforce-Consumer-Goods-Cloud Salesforce Certified Consumer Goods Cloud Accredited Professional study November 2023 by team

Salesforce-Consumer-Goods-Cloud Salesforce Certified Consumer Goods Cloud Accredited Professional

Exam Specification: Salesforce Certified Consumer Goods Cloud Accredited Professional

Exam Name: Salesforce Certified Consumer Goods Cloud Accredited Professional
Exam Code: Not specified
Exam Duration: Not specified
Passing Score: Not specified
Exam Format: Multiple-choice, multiple-answer

Course Outline:

1. Introduction to Consumer Goods Cloud
- Understanding the role of the Consumer Goods Cloud Accredited Professional
- Overview of the Consumer Goods Cloud solution and its capabilities
- Exploring the unique requirements and challenges in the consumer goods industry

2. Consumer Goods Cloud Implementation and Configuration
- Understanding the implementation process of Consumer Goods Cloud
- Configuring Consumer Goods Cloud objects, fields, and relationships
- Setting up data models to support consumer goods management

3. Account and Contact Management
- Configuring account and contact management processes
- Setting up customer hierarchies and relationships
- Implementing account segmentation and targeting strategies

4. Order and Inventory Management
- Designing order management processes and workflows
- Managing product catalog and pricing information
- Implementing inventory tracking and fulfillment processes

5. Retail Execution and Visit Planning
- Configuring retail execution processes for field sales teams
- Setting up visit planning and route optimization
- Enabling real-time collaboration and communication with retail partners

6. Trade Promotion Management
- Implementing trade promotion planning and budgeting processes
- Configuring trade promotion programs and discounts
- Monitoring and analyzing trade promotion effectiveness

7. Analytics and Reporting
- Designing and creating custom reports and dashboards
- Analyzing sales, inventory, and trade promotion data
- Providing actionable insights for sales and marketing teams

8. Integration and Data Management
- Integrating Consumer Goods Cloud with other systems and data sources
- Managing data migration and data integration processes
- Ensuring data security and privacy compliance

Exam Objectives:

1. Understand the role and responsibilities of a Salesforce Consumer Goods Cloud Accredited Professional.
2. Configure and customize Consumer Goods Cloud to meet specific consumer goods industry requirements.
3. Manage account and contact information effectively.
4. Implement order and inventory management processes.
5. Set up and manage retail execution and visit planning processes.
6. Manage trade promotion planning and execution.
7. Design and create reports and analytics to track sales and performance.
8. Integrate Consumer Goods Cloud with external systems and manage data migration.

Exam Syllabus:

Section 1: Introduction to Consumer Goods Cloud (10%)
- Role and responsibilities of a Salesforce Consumer Goods Cloud Accredited Professional
- Overview of Consumer Goods Cloud and its capabilities
- Understanding the unique requirements and challenges in the consumer goods industry

Section 2: Consumer Goods Cloud Implementation and Configuration (15%)
- Implementation process for Consumer Goods Cloud
- Configuration of Consumer Goods Cloud objects, fields, and relationships
- Data modeling for consumer goods management

Section 3: Account and Contact Management (15%)
- Configuration of account and contact management processes
- Customer hierarchies and relationship management
- Account segmentation and targeting strategies

Section 4: Order and Inventory Management (15%)
- Designing order management processes and workflows
- Product catalog and pricing management
- Inventory tracking and fulfillment processes

Section 5: Retail Execution and Visit Planning (15%)
- Configuration of retail execution processes for field sales teams
- Visit planning and route optimization
- Real-time collaboration and communication with retail partners

Section 6: Trade Promotion Management (15%)
- Trade promotion planning and budgeting processes
- Configuration of trade promotion programs and discounts
- Monitoring and analyzing trade promotion effectiveness

Section 7: Analytics and Reporting (10%)
- Designing and creating custom reports and dashboards
- Analysis of

sales, inventory, and trade promotion data
- Providing actionable insights for sales and marketing teams

Section 8: Integration and Data Management (15%)
- Integration of Consumer Goods Cloud with other systems and data sources
- Data migration and data integration processes
- Data security and privacy compliance
Salesforce Certified Consumer Goods Cloud Accredited Professional
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Salesforce Certified Consumer Goods Cloud Accredited
Question: 42
Anything referenced from the Retail Store object that is outside of that object, for example the parent account or the
Location (both standard salesforce objects) are considered to be Foreign Key References, true or false?
Answer: B
Question: 43
What are Shapes in Layers?
A. They define specific layers based on geographical locations of business significance, like adding the midCwestern
states together in a single territory in a layer.
B. Shapes define which standard or custom sf objects can be plotted in a SF Map.
C. It is a custom object in Maps that regulates how data is presented in SF Maps and cna gather information from up to
6 objects
D. They are filtered representations of the plotted records that Maps can present in a Map.
Answer: A
Question: 44
Can the Assortment of products be related at higher levels than a single Retail Store? For example to Retail Location
Groups or even the Account?
A. No
B. Yes
Answer: B
Question: 45
What object can be used in CG cloud to sort products in categories?
A. The Product Category object
B. The Product2 object
Answer: A
Question: 46
Is every Order Product (junction object between Order and Product2) related to a Price Book via a price book entry
that determines their price?
A. Yes
B. No
Answer: A
Yes, it is not inherited from the Product2s pricebook entries. Each Order Product has a price book entry to a given
Pricebook, (this can be automatize to say, inherit the PB from the one used in the Account).
Question: 47
What can be used to limit the amount of records that are plotted in a Layer in Salesforce Maps?
A. SOQL queries
B. Filters
C. Other Base Objects
Answer: B
Filters, like in Reports, only the records that satisfy those filters and are stored in Base Objects will be displayed on
that layer.
Question: 48
Can the SF Maps style be customized?
A. Yes
B. No
Answer: A
Yes, in the Display Options section of the Marker Layer creation process, different Marker styles can be selected.
Question: 49
Name the 6 standard predefined assessment task definition types.
A. Inventory check Promotion check InCstore survey Planogram Check Order Creation Other
B. Inventory check Promotion check InCstore survey Planogram Check Order Creation KPI review
C. Inventory check Order review InCstore survey Planogram Check Order Creation Other
D. Inventory check Promotion check InCstore survey Realogram Log Order Creation Other
Answer: A
Question: 50
What does the Check in/ out feature allow users to do?
A. Allows Field Service Reps to check into meetings online beforehand
B. To create tasks directly from the Maps mobile interface.
Answer: B
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Salesforce Professional study - BingNews Search results Salesforce Professional study - BingNews Case Study: Salesforce

Salesforce Delivers Value Faster with a Modern System of Agreement With a record of continuous high growth, here’s a closer look at how the CRM company drives speed and efficiency using a modern system of agreement.

With well over $10 billion in revenue, serving more than 150,000 customers, and plans to grow 100% in the next few years alone, Salesforce needs no introduction.

Since they began the cloud software movement in 1999, Salesforce has revolutionised CRM software with cloud technology. Today, Salesforce helps its customers use the cloud to Excellerate the way they interact with their customers across sales, service, marketing, and more.

Key to the company’s continued success is its “trailblazer” ethos: Just as its co-founder/CEO Marc Benioff sparked a cloud revolution by challenging the status-quo, Salesforce encourages employees to innovate, whether they’re a top executive or entry-level employee.

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What happens when the boss invites you to bible study? No result found, try new keyword!More employees are sharing their religious identities at work and requesting the same corporate recognition and support given to other identity groups. Tue, 14 Nov 2023 23:00:00 -0600 From Self-Doubt to Entrepreneur: How Salesforce’s Technology Evangelist Found Success in Entrepreneurship After Experiencing Uncertainty

November 14, 2023

For a exact episode of “Tuesdays With Morrisey,” host Adam Morrisey examined the world of entrepreneurship, particularly highlighting some of the internal struggles that can often accompany this journey. In a candid discussion with Scott Britton, entrepreneur and Senior Technology Evangelist at Salesforce, the two discussed Britton’s perspective on his own journey and the factors that played a role in shaping it.

Entrepreneurship is a very multifaceted journey.  Britton, who recently witnessed his startup Troops being acquired by Salesforce, shared his insights on the motivations behind becoming an entrepreneur, the challenges of the startup venture, and the evolving definition of success. Their discussion also touched consciousness and business, the role of intuition in decision-making, and how perceptions of worth and success can take center stage. Britton’s journey from a sales leader frustrated with CRM systems, battling self-doubt issues, to a successful entrepreneur, and now a reflective thinker, offers valuable lessons for anyone navigating the path of entrepreneurship.

Written by Alexandra Simon.

Tue, 14 Nov 2023 11:49:00 -0600 en-US text/html
how much does salesforce cost for small business?

Why is Salesforce expensive?

As part of the Salesforce subscription, a limited amount of storage is provided. There are complex limitations on storage, and many organizations will need to increase their storage, which will result in higher costs.

How many small businesses use Salesforce?

Small businesses will be convinced to throw out their spreadsheets and switch to a platform relied on by 83 percent of Fortune 500 companies by using Salesforce Essentials. The small business community shouldn't be disadvantaged any longer.

Can small companies afford Salesforce?

Salesforce Essentials is a low-cost option. Salesforce Essentials CRM is available for $25 per user/month for businesses with five or fewer employees. The cost of moving more employees over to SF CRM is $75/user/month, a price that many small businesses are willing to pay.

Can small businesses use Salesforce?

Small businesses make up a large portion of Salesforce's customer base. Salesforce started out as a small business that catered to the needs of other businesses. Some of the world's most recognizable brands rely on Salesforce, but many of its clients are small businesses and startups.

How much do companies spend on Salesforce?

ProfessionalSalesforce Sales CloudSalesforce Service CloudSalesforce Marketing Cloud$25 per user, per mo$25 per user, per mo$400 per mo$75 per user, per mo$75 per user, per mo$1,250 per mo$150 per user, per mo$150 per user, per mo$3,750 per mo

Is Salesforce affordable for small business?

For many small businesses, the Salesforce small business edition is a cost-effective solution. Annual plans cost $25 per month per user, with month-to-month plans costing a little more. It enables smaller businesses to function in the same way as larger corporations without incurring the costs of an enterprise-level solution.

What is the cheapest Salesforce license?

Can you tell me where I can get a cheap t Salesforce license? Salesforce's Sales Cloud and Service Cloud each cost $25 per user per month, making them the cheapest Salesforce licenses.

Is there a free version of Salesforce?

The CRM software provided by Salesforce does not have a free version, so it has three pricing plans users must choose from.

What percentage of companies use Salesforce?

The Salesforce platform is used by over 150,000 companies. The revenue from Salesforce was 21. In the fiscal year 2021, the budget will be $25 billion. Salesforce is ranked number 19 in the world. a market share of CRM of 8 of the CRM market of 8 of the%

What top companies use Salesforce?

  • Spotify.
  • Web services offered by Amazon.
  • It is nationalized by the USA bank.
  • Toyota.
  • Macy's.
  • T-Mobile.
  • Aldo.
  • I read The New York Post daily.
  • Who are Salesforce biggest clients?

    Walmart Inc. is among the companies that use Salesforce CRM for Customer Relationship Management. With 2200000 employees and $559 million in revenue, is a retail company based in the United States. UnitedHealth Group Incorporated, a healthcare company based in the United States with 330000 employees and $255 billion in revenue, has a market capitalization of $15 billion. 64 .

    What company did Salesforce buy?

    In August 2019, Salesforce completed the acquisition of Tableau Software, bringing together the #1 CRM in the world with the #1 analytics platform in the world.

    Is Salesforce expensive?

    Salesforce isn't overly expensive when compared to other top CRM providers, but it's also not dirt cheap. Salesforce is about average for the industry, with prices ranging from $25 per user per month to $300 per user per month, depending on the plan.

    Why Salesforce is bad?

    The Bad. It is expensive to use Salesforce as a comparison to other products, and small businesses will experience this the most. Too much for small teams and businesses: Smaller teams and businesses that don't require all of Salesforce's features may find the software to be overwhelming or too large to fully utilize.

    Is Salesforce actually good?

    The Salesforce CRM software finishes as our No. 1 pick for our Best CRM Software of 2021 list. CRM is a well known product on the market, so it makes sense that many customers, particularly those in large businesses, are attracted to it. It's best for companies that are willing to put in the effort and spend the money to get the most out of their CRM software.

    Can small businesses use Salesforce?

    For small businesses, Salesforce is an excellent platform for managing existing customers. With the tools provided by Salesforce, finding new customers is easy. Salesforce makes it easy for marketers to manage online and social media marketing. In addition to managing sales, Salesforce also aids small businesses with customer support.

    What size companies use Salesforce?

    The sales force. Companies with 10-50 employees and a revenue of $1 million to $10 million are the most common users of com CRM.

    Do a lot of companies use Salesforce?

    According to reports, Salesforce's software was used by 150,000 companies as of 2017, including Amazon (AMZN) - Get Amazon. com, Inc. Automatic Data Processing, Inc. Report: Adidas (ADDYY) , ADP (ADP) - Get The Latest News. The American Express Company Report - Get all the details for American Express (AXP).

    How much is Salesforce per month for a small business?

    Salesforce Essentials lets you grow revenue, engage leads, and provide outstanding service - all from one platform - for just $25 per month*.

    How much does Salesforce cost for a business?

    Name Price
    Sales Essentials Edition $25/user/month*
    Professional Edition $75/user/month*
    Enterprise Edition $150/user/month*
    Unlimited Edition $300/user/month*

    How much do companies pay for Salesforce?

    Salesforce Sales Cloud Salesforce Service Cloud Salesforce Marketing Cloud
    $25 per user, per mo $25 per user, per mo $400 per mo
    $75 per user, per mo $75 per user, per mo $1,250 per mo
    $150 per user, per mo $150 per user, per mo $3,750 per mo

    How many small businesses use Salesforce?

    Over 150,000 Salesforce customers thrive on our secure, scalable cloud platform, ranging from small businesses to FORTUNE 500** companies.

    How many organizations use Salesforce?

    Its cloud-based solutions are used by more than 150,000 organizations worldwide.

    Is Salesforce for large companies?

    Salesforce is a secure, scalable cloud platform used by 150,000 companies ranging from small corporations to FORTUNE 500** entities. We're the leading enterprise software company when it comes to managing customer relationships, because we do this well.

Tue, 09 Nov 2021 18:55:00 -0600 en-US text/html
The irresistible pull of Ruzwana Bashir No result found, try new keyword!A successful founder herself, Ruzwana Bashir connects everyone from Elon Musk to Marissa Mayer. Thu, 16 Nov 2023 07:08:00 -0600 en-us text/html Companies Urged to Prioritize Data Management for Successful Generative AI Implementation No result found, try new keyword!"Salesforce report highlights the pivotal role of data management in unlocking generative AI's transformative potential for business leaders." ... Sun, 05 Nov 2023 01:32:30 -0500 en-us text/html Checking out the Mercedes-Benz transformation journey as Salesforce updates Automotive Cloud

With connected cars predicted to make up as much as 95% of new vehicles sold by 2030, there’s clearly huge commercial opportunity here for tech vendors. This week sees Salesforce expanding its Automotive Cloud offering, providing real-time views of driver and vehicle data, including location, speed, and in-vehicle apps and systems.

As per the formal announcement, coming early in 2024: 

  • Connected Vehicle Visualization, pitched as “a real-time visualization of a vehicle’s connected features and services that will help make it easy for automakers to provide better in-car experiences, like remote assistance, and surface relevant new services to consumers – like notifying them about a free park assist trial”.
  • Actionable Telematics - these are intended to help automakers monitor telematics data, like vehicle location, speed, fuel, or battery consumption, and use automation to detect and alert customers to changes in their car’s status. Salesforce cites the example of Automotive Cloud being able to read the data coming off of a vehicle, noting an increase in revolutions per minute (RPMs), or loss of tire pressure, and automatically sending an alert to the driver in their infotainment console to warn them of the potential safety issue.
  • More data management - Automotive Cloud taps into Salesforce Data Cloud and as such is positioned as securely connecting data from any source, like telematics and dealership management systems, so automotive companies have a unified, real-time data foundation to build connected vehicle and driver experiences.
  • AI - Inevitably there’s an AI angle. Automakers can use Einstein Studio to build and train custom AI models. Using connected car data with custom AI models will enable automakers to deliver predictive insights, such as automakers being able to alert dealers automatically when a driver’s vehicle is about to hit 100,000 miles and proactively pitch new vehicles or offer personalized discounts and trade-in offers.


I confess at this point that I’m not a ‘car person’ myself  (unlike Salesforce CEO Marc Benioff who’s a big EV fan), but this announcement brought me back to the Automative keynote session at Dreamforce a couple of months back, where the company’s thinking around the future of mobility was laid out. 

According to Bart Seidner, Senior AVP Sales for Energy, Automotive and Utilities at Salesforce, while the company has been working with leading players in the automotive industry for over two decades, advances in technology mean that everyone is navigating what he calls “uneven terrain”. Expectations have never been higher, he says: 

Customer experience is a top priority. With the advent of the EV, new vehicle innovations are no longer just about the vehicle itself; it's about the software that differentiates the vehicle. Every vehicle is a connected vehicle. The automotive industry is trying to find new revenue streams, recurring revenue streams. Finally, [there's] sustainability. There's so much happening with sustainability, sustainability with EVs, sustainability in the value chain. Customers are driving sustainability behaviors. 

Seidner also highlights the amount of data that’s being generated by connected vehicles.  According to consultancy McKinsey, a connected car can generate around 25 GB of data every hour - and that’s just today. With further advances in technology, how much larger does that number become? This new stream of data is an opportunity, suggests Seidner: 

We must be smart about how we leverage this data. We can take advantage of AI, automation, analytics. We can leverage this data at scale. I have the opportunity to talk to customers in the automotive industry from all over the world and everybody agrees the opportunity in this industry could not be bigger. Strategic imperatives are changing the way that we operate. We must harness all this data so we can create new experiences to increase customer lifetime value, increase vehicle lifetime value, create those new revenue models, and deliver on the promise of AI.

The Mercedes-Benz journey 

Among Salesforce customers putting this into practice is German giant Mercedes-Benz. Timo Bularczyk, Director of Global Operations at Mercedes-Benz Mobility AG, has a clear vision of  the direction of travel for his industry: 

There's no doubt that the future is is fully electric and fully connected. We have more and more devices where we get data from. It's up to us to make use of that data, to ensure that we can offer the right product at the right time to our customers. 

For a brand like Mercedes-Benz, a key concept is luxury and that extends to the customer journey itself, with consumers expecting a seamless online/offline convergence. That presents two challenges, according to Bularczyk: 

First of all, we need to run this in the most efficient way that you can imagine. The other [challenge] is that it must be very customer-specific. So, two targets that are contradicting themselves. With Salesforce, we have 'out of the box' scalability with standard processes that we can use throughout the globe, and we enrich that with the data that we are getting from all of the different sources to create that luxury journey with unstandard processes. 

Mercedes-Benz's engagement with Salesforce on this transformation dates back a couple of years to when the automotive manufacturer carried out an analysis of where there would be room and opportunity to optimize potential. Salesforce was invited to take part. Bularczyk recalls: 

We saw that there was a lot of potential when we integrate the different Salesforce implementations that we have in Mercedes-Benz. With the replacement of legacy [systems], we could pull data together much better. We started the journey together with Salesforce Professional Services. They came in and they helped us to refine our strategy, gain confidence on the way forward, and ensured that we have the right skills in place to go on that journey together.

The customer experience is at the heart of the Mercedes-Benz transformation, insists Bularczyk:

As the customer, you don't want to understand that sales, after sales, financial services are independent legal entities with different people, different telephone numbers, different call centers. If you have a roadside assistance case with a leased vehicle, the last thing that you want to have to figure out is who you have to call to get assistance. 

Just imagine that you have a single source of truth, of customer data, and the agent has that available at their fingertips - that's where we want to go. That's how we want to integrate our products seamlessly together…So when it comes to the fact that there is a roadside assistance case that we can bring the best customer experience in that special moment.

Automotive Cloud is helping to enable this, he concludes: 

It helps us with the standardization of our data. There's a data model in place. Within Mercedes, we have different opinions on how this should be done, but we want to stick to the standard. We leverage the capabilities of the platform. You don't want to bring new services into every market with legacy software and re-invent the wheel every time.  You want to go on a platform. You want to have easy integration. You want to have the data available. And that's the journey that we're currently on, that we have started with, that we're successful with, and that we will grow. So, Automotive Cloud will have an increasing footprint in our strategy.  

Wed, 08 Nov 2023 00:09:00 -0600 BRAINSUM en text/html
Salesforce Starter

Salesforce is regarded as one of the best customer relationship management (CRM) solutions for large-scale enterprises, with its Salesforce Sales Cloud Lightning Professional tool earning our Editors' Choice award. However, that enterprise-grade CRM is too complex and costly for smaller businesses. On the other end, the company's entry-level Salesforce Essentials offered limited features at a steeper price than its competitors in the small to medium size business (SMB) space. That brings us to Salesforce Starter, a streamlined version of the award-winning platform designed to replace Essentials on Salesforce's menu of CRM options. Starter is specifically targeted toward SMBs, giving Salesforce a seat at the table with HubSpot CRM, Freshsales, and Zoho CRM (our Editors' Choice pick that features deep third-party integrations).

(Credit: PCMag/Salesforce)

How Much Does Salesforce Starter Cost?

Like its predecessor, Salesforce Essentials, Salesforce Starter costs $25 per user per month, billed annually. That's on the higher end of the affordability scale. Still, Starter does a better job than its predecessor of merging usability and scalability with a comprehensive set of sales, marketing, and service tools that won't overwhelm new CRM users.

The most notable bone that Salesforce has thrown to its SMB customers is that you can onboard up to 325 users on Starter, compared with Essentials' 10-user limit. Salesforce aims to make Starter flexible enough to grow with small to medium businesses, so you won't need to jump to a pricier, more complex solution before you're ready.

As with many of its competitors, you can test drive Salesforce Starter for 30 days without a credit card before diving into a yearlong commitment.

If you need more advanced features, Salesforce Professional is the next tier at $80 per user per month, billed annually. This plan adds tools like sales forecasting, quotes and contracts, and third-party API access. Then there are Salesforce's Enterprise tiers that range in cost from $165 to $500 per user per month, billed annually. These include the sophisticated features, high-level customization, and robust library of add-ons that make Salesforce one of the top CRMs.

How does Salesforce Starter fare against its rivals? Let's take Zoho CRM, for example. Zoho's Standard plan costs $14 per user per month, billed annually, making it notably more affordable than Salesforce Starter. Although it lacks the case management and artificial intelligence-optimized tools found in Salesforce Starter, Zoho compensates by offering lead scoring and sales forecasting. Both platforms are evenly matched when it comes to customization, reporting, and ease of use. Ultimately, your choice boils down to your budget and business needs.

(Credit: PCMag/Salesforce)

How to Set Up Salesforce Starter

Salesforce Starter's setup process is one of its most impressive features. In contrast to earlier Salesforce products, Starter practically holds your hand (in a good way) through onboarding. There's still a noticeable learning curve, but you won't need to outsource onboarding to a Salesforce expert. This will save your business money.

To begin, you fill out a brief form and take a short survey regarding your business goals, which will then bring you to a two-minute video. (The video is merely a Salesforce commercial, so you won't lose much by skipping it.). When you're ready to purchase a plan, click the "Buy Now" button in the application's top-right corner to begin the three-step checkout process.

Then you'll see a homepage split into two main areas. The top section, Quick Look, features shortcuts to essential sales, marketing, and service tools. Click on these for a guided walkthrough of those elements, complete with on-page prompts and a sidebar checklist you can either move, minimize, or snooze as needed. The homepage's bottom half highlights your exact sales activities and suggests the next steps based on those metrics.

The top tabs highlight the Accounts, Contacts, Sales, Service, Marketing, Calendar, Dashboard, and Reports sections. Above these tabs are a universal search bar and a notifications button. Guidance Center and Quick Settings offer setup checklists and admin tools, such as adding users or managing your Salesforce subscription.

These are all welcome features, and they make it clear that Salesforce Starter aims to provide SMBs with a turnkey CRM. Starter doesn't support what Salesforce calls "custom objects," which let third-party vendors integrate their software with the platform. That's in contrast to Saleforce's earlier Essentials product, but the benefit here is a less time-intensive setup. This is ideal for companies new to CRMs or smaller teams that lack the resources to allocate for a lengthy onboarding process.

(Credit: PCMag/Salesforce)

Data Transfer and Syncing Options With Salesforce Starter

There are two ways to sign in to Salesforce Starter: the usual email-and-password method or syncing to your Google or Microsoft account. The latter method streamlines the login process and lets you directly upload contacts, emails, and calendar events to the CRM. Salesforce's Einstein Activity Capture automatically links synced data to appropriate deals, granting you more time to focus on revenue-generating tasks. ("Einstein" is Salesforce's catch-all branding for any feature it claims is powered by AI.)

To import sales data, leads, or opportunities, you must upload a CSV file. You can opt to populate your contacts that way, as well. 

Salesforce Starter's Pillars of Sales Success

The Guidance Center focuses on three main pillars for selling on the platform: Accounts, Contacts, and Opportunities. These serve as the backbone of your Starter sales operations, housing all the essential information and functions you'll need to initiate and advance deals. 

An unobtrusive pop-up walks you through manually entering data for each section. After saving the data, you're taken to an overview page divided into three parts: personal details, exact activities, and other related CRM data such as Cases and Files. This hub streamlines vital sales activities like sending emails, scheduling meetings, and logging calls, eliminating the need to toggle tabs or swap screens.

You can filter Accounts, Contacts, and Opportunities with preset or custom list views. Tailor these lists for targeted marketing campaigns or generate quick sidebar charts to track specific metrics on the fly. You also can switch between table, Kanban, and split view formats, whichever suits your workflow best.

(Credit: PCMag/Salesforce)

Maximizing Lead Generation in Salesforce Starter 

Although Salesforce Starter's target audience is SMBs, many of which will have little or no experience with CRM software, it offers many features that aid growing companies in executing an efficient lead generation strategy without devoting too much time to grunt work (read: data entry). These tools are found in the Marketing hub. They don't rival what's available from standalone email marketing and marketing automation products, but they'll be a boon to smaller companies that don't want to navigate learning multiple applications for their sales functions.

Cadences, a feature also present in Salesforce Sales Cloud Lightning Professional, guides you through the prospecting process by mapping out activity sequences. These sync up with Tasks, which automatically update as leads progress through the pipeline. 

Sorting leads and automating tasks is seamless, thanks to Segments and Flows. These sections have a visual interface with drag-and-drop elements and dropdown menus, leveling the playing field for people new to CRMs who don't want to be inundated with lines of unfamiliar, confusing code.

The Campaigns tab has an email builder with customizable templates and myriad components for businesses wanting to level up their outreach. Whether you're sending one email or preparing an email blast, the Einstein Send Time Optimization suggests the best times to hit send (you can disable this if you prefer manual timing).

The Performance tab offers a comprehensive view of your ongoing email campaigns so you'll know what's working and what's not. Notably, this component was often the slowest to load during our tests. (For context, we tested the software against the latest version of Chrome on a 2019 Intel-based MacBook Air.) 

Salesforce Starter lets you send up to 2,000 emails per month, which should suffice for most small businesses. However, if you need to up that allowance, you can pay an extra $10 per month for another 1,000 sends.

Advanced options, such as lead scoring and sales forecasting, aren't part of the package, which is expected given Salesforce Starter's focus on user-friendliness for smaller businesses. Nor is there any integration with social media networks, which is something to keep in mind if you promote heavily on such platforms. However, Zoho CRM is worth investigating if you're looking for such features at a fair price. 

(Credit: PCMag/Salesforce)

Keeping Clients Happy With Salesforce Starter

In addition to its Sales and Marketing tools, Salesforce Starter also has a Service hub to help manage customer queries. The central feature here is Cases, where you log and view every interaction that a customer had with your company about a given issue. This way, any team member can easily step in and pick up where someone else left off for a smoother transition. (Once again, you can think of this as a subset of what you'd get from a standalone help desk product.)

There's also the Knowledge tab, where you write and publish articles about common customer problems and their solutions, all within the CRM. These articles are searchable and accessible right within each customer case, so you can resolve things quickly and keep things moving.

The last Service feature is Quick Text, designed to speed up outreach by letting you create preset email messages for occasions like birthdays or special promotions. We couldn't fully test this due to a minor bug. Still, it's worth noting that at the time of our test, Salesforce Starter was a just-launched product. As of this writing, it's still only available in a limited number of geographic regions, mainly owing to language localization issues.

(Credit: PCMag/Salesforce)

Measuring Success With Dashboards and Reporting

Salesforce Starter has the weakest reporting capabilities among the full family of Salesforce Sales products. However, compared with most CRM competitors in the small business space (like Freshsales or HubSpot CRM), it's robust without the overkill of advanced features better suited for large enterprises.

Salesforce Starter comes with over 60 customizable report types across 11 categories, such as sales, marketing, service, and admin. You'll also have a range of nearly a dozen chart types, giving you the flexibility to present your data in the most meaningful way. You can organize dashboards according to report types and tailor the formatting to your liking. 

You can make reports and dashboards public, private, or limited to specific users. With the Subscribe feature, you can opt to receive notifications for report or dashboard updates in real-time or at scheduled intervals.

(Credit: PCMag/Salesforce)

Is Salesforce Starter Easy to Use?

Salesforce Starter aims to be accessible for newcomers to the Salesforce ecosystem or CRMs in general. While the platform is feature-rich, which could potentially steepen the learning curve, the on-page guidance and easy access to the Guidance Center are a boon for smaller teams that may not have the means to bring in a Salesforce expert to train them. There's also the Trailblazer Community, where you can find resources and answers to any questions you may have. 

Salesforce is known for its high level of customization, and Salesforce Starter also delivers on that front. You can tweak the interface to your liking, which could range from something as basic as choosing between a wide-spaced or compact layout, or going all-in and incorporating the colors and logo of your company for a personal touch. 

On the other hand, unlike its predecessor, Salesforce Essentials, Salesforce Starter doesn't support the platform's custom objects. As mentioned above, this restricts the range of third-party app integrations that are available. But once again, this is likely intentional given the platform's focus on simplicity for small businesses. If building a tech stack is necessary for your small business, look at HubSpot CRM instead.

Salesforce Starter syncs with the Salesforce mobile app, which is free to get on Android and iOS. While it lacks access to the advanced remote features available in Salesforce's Enterprise tiers, the core functionality should meet the needs of most small to medium businesses.

A User-Friendly Gateway to the Salesforce Platform

Salesforce bills Salesforce Starter as a platform for small- to medium-size businesses seeking a turnkey CRM. It succeeds in that regard, thanks to a straightforward setup process and a focus on core sales, marketing, and service tools. Its scalability and ease of use make it a suitable choice for companies that want to streamline their operations, minus the burden that often accompanies the introduction of new technology. For most SMBs, Salesforce Starter is a fine introduction to the Salesforce ecosystem (or CRMs in general).

There are concessions you must make if you opt for Salesforce Starter. Notably, a lack of support for third-party objects and fewer AI-powered tools than other Salesforce products. The trade-off is a CRM that's essentially ready to use out of the box, barring any tweaks you'll want to make to the interface. Editors' Choice winner Zoho CRM is a better value for your money, but the entry-level Starter is an excellent gateway into the broader Salesforce platform that offers room to grow.

Sun, 22 Oct 2023 12:00:00 -0500 en-gb text/html
New Study Finds Salesforce Economy in the Middle East and Africa Will Create 94,600 Jobs and USD 21.1 Billion in New Business Revenues by 2026

Salesforce (NYSE: CRM), the global leader in CRM, today announced a new study from IDC that finds Salesforce and its ecosystem of partners in the Middle East and Africa will create 94,600 new jobs and USD 21.1 billion in new business revenues by 2026. The study also finds that Salesforce is driving immense growth for its partner ecosystem in the Middle East and Africa, which will make USD 6.29 for every USD 1 Salesforce makes locally by 2026.

Building digital HQs solves for urgent transformation needs

In the Middle East and Africa, IDC forecasts1 that cloud-related technologies will enable businesses to focus on establishing their digital HQs to deliver customer and employee success from anywhere. Remote work, contactless customer engagement, and sustainability efforts are becoming more prevalent than ever, and IDC expects this trend will only continue.

As more companies build out their digital HQs to support an increasingly remote workforce, Salesforce technologies have helped its customers adjust to uncertainty – enabling remote work and remote contact with customers, and making it possible to develop new products in weeks, not months2.

Salesforce technologies can also help companies plan for a more sustainable future. IDC forecasts that from 2021 to 2024, global migration from on-premise software to the cloud could reduce as much as 1 billion metric tons of CO23. Salesforce itself has set a goal of pursuing 100% renewable energy for its global operations by 2022, and currently delivers a carbon-neutral cloud to all its customers.

“The Salesforce economy in the Middle East and Africa is set to generate USD 21.1 billion in new revenue and create 94,600 new jobs by 2026 – underlining the importance of cloud-based digital transformation in fueling the Middle East and Africa’s diversified economic growth,” said Thierry Nicault, Area Vice President – Middle East and North Africa, Salesforce.

“The Salesforce partner ecosystem, whose Middle East and Africa will be 6 times as big as our local presence by 2026, are critical for extending the power of Salesforce to companies of all sizes and industries,” added Thierry Nicault. “At Salesforce, we’re committed to expanding our partner ecosystem, and creating new pathways to the emerging technology jobs of the future.”

Salesforce paves pathways to help unlock career opportunities in the Salesforce Economy

In the Middle East and Africa, many new jobs created in the Salesforce customer base this year leverage significant digital skills — such as using automation tools, the Internet of Things (IoT), and other complex applications. Trailhead, Salesforce's free online learning platform, and its Trailblazer Community, which accelerates this learning through peer-to-peer knowledge sharing and support, empower anyone to learn digital skills for the growing Salesforce economy.

How Salesforce is creating jobs to fuel the Salesforce Economy

Salesforce has a number of programs and initiatives to help create the jobs of the future—and to fill them with well-equipped candidates:

  • The Trailblazer Community is a global network of millions of people who help each other learn new skills and succeed with Salesforce. The Trailblazer Community offers an online platform to connect from anywhere, as well as more than 1,300 active regional and interest-based groups around the world. Members share their guidance and expertise and support each other as they build careers and companies with Salesforce. To date, 3 in 5 Trailblazers credit their participation in the Trailblazer Community with helping them get a new job or promotion.
  • Trailhead has empowered more than 3.6 million people globally to learn in-demand skills for the future of work. With Trailhead, learners can skill up for free from anywhere and earn globally-recognized credentials for careers in the Salesforce ecosystem. Trailhead provides guided career paths for Salesforce roles, and is introducing three new roles to create entry points into some of the fastest-growing fields today: Marketer, Sales, and Designer.
  • The Salesforce Talent Alliance is an initiative that connects partners to job candidates trained on Salesforce via Trailhead and brings new talent into the fast-growing ecosystem. This year, two Talent Alliance partners are Salesforce’s Partner Innovation Awards recipients for demonstrating excellence in expanding the Salesforce economy by training and hiring new and diverse pipelines of talent:
    • Cognizant, in collaboration with Salesforce, the University of Montana and ATG, a Cognizant Company built a 12-week paid Salesforce training program called Aim Higher, which has developed more than 175 new Salesforce credentialed consultants in the past two years.
    • Bucher + Suter is a Salesforce ISV partner that champions and is a sponsor of Noser Young, which is a leading IT Trainer in Switzerland. Through the Noser Young partnership, Bucher + Suter takes on apprentices every year to help with their education in IT.

What is the Salesforce Economy?
IDC defines “The Salesforce Economy” as the footprint of Salesforce and its partner ecosystem on the economy at large. This includes the revenues and jobs directly generated in the Salesforce customer base from the use of Salesforce and its partners cloud services, as well as jobs created indirectly in the economy by local spending by direct employees and Salesforce and its partners themselves.

Salesforce’s multi-faceted partner ecosystem is a driving force behind the Salesforce Economy’s massive growth and includes:

  • The Salesforce partner ecosystem can help customers grow faster. Throughout a customer’s journey, partners fill technology whitespace and offer solutions across products, industries, and regions. The Salesforce partner ecosystem includes consulting partners, independent software vendors (ISVs), and resellers that bring the power of apps and expertise to solve any customer challenges.
  • Launched in 2006, Salesforce AppExchange is the world’s largest enterprise cloud marketplace, with over 6,700 partner listings and more than 9 million installs.
Sat, 09 Oct 2021 19:58:00 -0500 en text/html
HubSpot vs Salesforce CRM: which is best for small business in 2023?

Following months of first-hand user testing, we think HubSpot is the better CRM option for SMEs over Salesforce. Our analysts gave HubSpot an overall score of 4.2 out of 5, while Salesforce CRM gets 3.8 out of 5.

Crucially in today's continuing cost of living crisis, HubSpot comes out on top for pricing. Its generous free plan is a godsend for cash-strapped SMEs, capable of delivering a premium CRM service for zero charge.

Price per month (billed annually):
Price per month (billed annually):
  • Automatic data capture
  • Mobile access and administration
  • Salesforce Inbox
  • 10 user limit
  • Send 2,000 emails per month
  • 5 active contact lists for outreach
  • Thorough 12-step onboarding process
  • Chatbots, campaigns, and webforms

Finding the right CRM brand for your organisation means researching one of the most competitive industries in the world – a frustrating task for busy small business owners. That's where we come in.

We’ve carried out in-depth research into both platforms over the past half decade. Below, you’ll find everything we’ve learnt in our expert guide to HubSpot CRM vs Salesforce for small business.

In a hurry? For speedier advice on which platform you should purchase, we’ve also designed a specialist online comparison tool. It gives you free quotes from the top CRM providers in the UK, tailored to your specific needs.

Read More About CRM

This page is part of a larger series on CRM. Read more about the top CRM systems in our full guide:

Best CRM Software for Small Businesses

Our research methodology

Since 2017, our experts (alongside a specialist independent researcher) have been working on a rigorous and up-to-date list of the top CRM brands for UK SMEs.

The need for affordable CRM software has skyrocketed as the cost of living crisis continues to bite. Our most exact round of intensive research took place over a two-month period. We analysed 11 competitors, judging them on five specific categories that our small business readers told us were important for CRM software and managing their sales teams:

  1. Usability: (user limitations, feature limitations, etc.)
  2. Customisation: (can you tailor your pricing plan and features to your business requirements)
  3. Customer service: (what help and support options are available?)
  4. Functionality: (depth of features and software specialism)
  5. Pricing: (including initial setup costs, any equipment costs, and ongoing service fees)

HubSpot vs. Salesforce: at-a-glance

Once we had assessed the platform on these five metrics, we were able to award scores based on how well they performed in each area. For a quick overview of where HubSpot and Salesforce excelled, you can see their scorecards below.

  • Usability
  • Customisation
  • Functionality
  • Pricing
  • Help and Support
  • Usability
  • Customisation
  • Functionality
  • Pricing
  • Help and Support

This guide will bring you the results of our testing in an in-depth analysis into how HubSpot CRM compares to Salesforce CRM. But remember – there are plenty more fish in the sea when it comes to CRM software. If you want a wider range of options to choose from, get quotes from the top providers on the market.

HubSpot vs. Salesforce: which is best for my business?

Here's a quick overview of where Salesforce and HubSpot excel – and what type of business they are best suited for.

Who is Salesforce CRM best for?

  • Large teams: Salesforce's managerial features makes it best for organising teams with 10+ employees
  • Retail chains: Salesforce is excellent for analytics and data storage, two key benefits for large retailers
  • Technology, insurance, and banking SMEs: Salesforce is better at customisation, making it a good choice for industries with complex sales needs

Who is HubSpot CRM best for?

  • Businesses on a budget: Salesforce is more expensive than HubSpot, which boasts a generous free plan
  • Startups: Salesforce is good for large or growing organisations. HubSpot is best for getting up and running
  • Marketing SMEs: HubSpot is better-equipped for email outreach and campaigning than Salesforce

HubSpot vs. Salesforce: Pricing

Key takeaway: our research found HubSpot is the best CRM for affordability. It beats Salesforce in this category thanks to its generous, small business-friendly free plan.

Both HubSpot and Salesforce suffer from complicated product lists. There are lots of different CRM ‘editions’ to choose from – all of which have different costs attached depending on your size and billing cycle. Still, in terms of real expense, Salesforce and HubSpot CRM stand at either end of the spectrum.

Salesforce’s extensive feature list and impressive customisation tools are balanced by a £20 per user, per month price tag, whereas HubSpot is famously affordable and well known for its freemium plan. In fact, it’s our top-rated free CRM for small businesses, and is one of the only providers to offer an in-built email campaign feature.

Save Money on CRM Software

We know that cost is a big concern for small business owners. You might be looking at the perfect CRM product, but if it’s out of budget, it’s a definite no. That’s why the Startups team has designed a simple CRM comparison tool to find you the best quotes from the top providers.

HubSpot vs. Salesforce: plan comparison

HubSpot CRM products HubSpot CRM products Salesforce CRM products
Sales HubSpot Sales Salesforce Sales Cloud
Marketing HubSpot Marketing Salesforce Pardot
Helpdesk HubSpot Services Salesforce Service Desk
Sales, marketing, and helpdesk combined HubSpot CRM Suite Salesforce Essentials

HubSpot vs. Salesforce: price comparison

HubSpot Marketing Hub (Starter plan)

HubSpot Sales Hub (Starter plan)

HubSpot Service Hub (Starter plan)

Price per month (billed annually)
Price per month (billed annually)
Price per month (billed annually)

Whether you’re buying HubSpot Marketing, Sales, or Service, you’ll pay £18 upfront per month, billed annually for the Starter plan.

The bad news is that HubSpot CRM is not a very scalable option for long-term growth. With the next tier up, HubSpot Professional, you’ll pay at least £702 extra per month – a considerable and unaffordable jump. It’s also unnecessary, as the freemium and Starter plans are outstanding to begin with.

However, HubSpot does also have a HubSpot CRM Suite which combines marketing, sales, and helpdesk features for just £27 per month (or also available with a free plan).

Price per month (billed annually)
Price per month (billed annually)
Price per month (billed annually)
Price per month (billed annually)

Like HubSpot, Salesforce's prices are kept fairly consistent across each package. The Starter plan (Salesforce's lowest-tiered plan) costs £20 per user, per month, while Professional costs £64 per user, per month.

These are both very expensive price tags for SMEs. Because of this, we awarded Salesforce a full five marks less than HubSpot, with an overall score of just 5 out of 10 for value for money.

Salesforce's version of the HubSpot CRM Suite is Salesforce Essentials. This costs £20 per user, per month, making it a cheaper alternative for SMEs wanting access to the full arsenal of marketing, sales, and helpdesk features.

HubSpot vs. Salesforce for free plan

This is an easy win for HubSpot, as Salesforce does not have a freemium tier for SMEs. We gave HubSpot 10/10 for pricing, largely due to its generous free plan.

While you will have to put up with lots of HubSpot branding, it’s a great way for very early-stage firms to begin customer outreach without spending a penny. Businesses will also be able to trial the CRM software free of charge, giving excellent value for money.

HubSpot vs. Salesforce for value for money

Overall, we found HubSpot to be the best CRM in terms of value for money. Considering it is free to get started, SME users benefit from a long list of features that are ideal for marketing and scale-up.

Despite costing £30 less per month than Salesforce, on average, HubSpot has 22 features in total, which is one more than Salesforce. HubSpot also has a free plan, whereas Salesforce only offers a 14-day trial.

HubSpot vs. Salesforce: Usability

Key takeaway: HubSpot and Salesforce CRM earn near identical high scores of 3.8 and 3.9 out of 5 for usability, due to their similarly smart interfaces and user-focused designs.

  • Many of Salesforce’s features are preset, which can make them inflexible
  • Importing data is easier with Salesforce than with HubSpot
  • HubSpot’s tidy user interface makes for an attractive contact database
Salesforce call log

The Salesforce call log makes it simple to personalise each customer profile

To reach these results, we asked our testers to carry out basic CRM tasks to see how each brand performed – take a look at how we ranked the top CRM platforms for small businesses.

During testing, we found that HubSpot had a quick and easy setup process that’s guided by helpful support boxes – although the data import process left something to be desired. It took us around 17 minutes to import our contacts, as the system couldn’t interpret each contact's email addresses. That took a lot of manual work to fix.

In comparison, Salesforce CRM had a slightly clunkier interface that made onboarding difficult. Data importing took even longer with Salesforce (20 minutes). However, once we were set up, we found the platform's interface straightforward and neatly laid out, making it intuitive to use and navigate. Our researchers found that Salesforce has an in-depth chart and visualisation builder, which lets users link up all the separate data points to generate powerful insights.

HubSpot customer import

We were able to create different ‘views’ of our HubSpot contact list in order to segment them by certain characteristics.

In July 2023, HubSpot introduced ten new template campaigns that small business users can easily set up in their CRM. These include an abandon cart template, so that online sellers can automatically send an email to chase customers who don't checkout their items.

HubSpot vs. Salesforce: Customisation

Key takeaway: Most of the HubSpot Free features are branded, which is why Salesforce earns the top spot here. But HubSpot still had lots of nifty customisable tools in the back-end.

Every business has a unique sales strategy. Rather than spending months overhauling yours, it makes sense to find a CRM that can work with your plans.

Pretty much every one of Salesforce’s tools was customisable. This is particularly true for reporting – we were able to use number and speedometer widgets or select chart options such as donut, funnel, line, bar, or dot charts to generate powerful sales insights.

Because HubSpot is a less-powerful system than Salesforce CRM, we were more limited when it came to customisation. While Salesforce came preloaded with lots of different options for displaying data, we had to use workarounds to design our own version of these for HubSpot.

For example, we weren't able to upload a spreadsheet with more than one tab, so we were forced to integrate the platform with Google Excel instead.

That said, Salesforce was still quite fixed in its layout. When the platform first loaded, it was set up in a very specific way. We were given separate databases for our contacts, leads, accounts, and opportunities and we weren't able to remove these from the top banner – only reorder them (as shown above).

HubSpot vs. Salesforce: Functionality

Key takeaway: Salesforce has more features than HubSpot. However, many of Salesforce's tools are unnecessary for SMEs. HubSpot also performs better for marketing – a big small business priority

Salesforce is undoubtedly a more powerful platform than HubSpot, boasting a much more sophisticated set of features and data storage capabilities. Sadly, with great power comes poor practicality. On closer inspection, many of Salesforce’s features will be superfluous for small businesses, as they’re better suited for large teams with more than 10 employees.

And surprisingly, important marketing features for startups – like webforms and an email design editor – are missing. Meanwhile, HubSpot boasted all of the above. Plus, we found it had lots of smart automations that are designed to grow your business while you sleep.

During testing, we particularly liked how the platform provides advice on common sense actions which you're likely to need. For instance, HubSpot sent us email remarketing prompts to send to our most engaged customers.

Salesforce was harder to grasp. During testing, we came unstuck several times by Salesforce's clunky interface which overall made the onboarding process very time-consuming. The main issues we ran into were error messages when trying to access settings to edit things like user permissions, and email campaigns.

What do HubSpot users say?

Liesa Stecher is Chief Marketing Officer at Addition, an accounting software company. Stecher told us: “HubSpot has one of the best free content libraries out there when it comes to digital marketing, SEO and automation.”

It’s worth stating that both platforms are excellent for communication and team collaboration. HubSpot provided a surprisingly advanced chatbot feature (unavailable with Salesforce), while Salesforce offers a shared team inbox and internal messaging feature.

What's new for Salesforce?

In July 2023, Salesforce unveiled some artificial intelligence (AI) enhancements to its various software-as-a-service products. Following the updates, customers will be able to access a real-time, generative AI assistant to help them carry out tasks and, ultimately, ensure the sales process runs more smoothly.

HubSpot vs. Salesforce: Help and support

Key takeaway: Neither HubSpot Free and Salesforce Essentials offer onboarding support. However, Salesforce CRM provides email support, while HubSpot does not, meaning it ultimately triumphs.

We’d prefer to end on a high note. Unfortunately, support tools is where the Salesforce vs HubSpot competition ends, with both platforms dramatically underperforming.

The two platforms are both resource-light, with only a knowledge base and community forum for users to try their luck on should they encounter a problem.

In the end, our testing points out that Salesforce CRM comes out on top. As we’ve mentioned, HubSpot requires a few more workarounds for some functions, and without the help of a service desk, these issues are going to be much more difficult for small businesses to overcome.

What do Salesforce users say?

One Salesforce user left this review on Trustpilot: “Salesforce support is not great. As a user, I will raise a case to be troubleshooted, but they don’t seem to assign it to the right channel. I am not happy with the customer service provided.”

How to switch your CRM software

Maybe you're debating switching your current CRM software over to HubSpot or Salesforce. Or, perhaps you're even considering migrating from one to the other.

The process of changing any business tool can be overwhelming. Carrying over huge volumes of data might feel risky, and you want to prioritise minimal disruption to your customers. But despite the potential drawbacks, switching might still be the best way forward. Here are three benefits of finding the right CRM:

  1. You can match its feature list to your business objectives, so you won't lose growth opportunities
  2. You could save money by switching to low-cost or even a free plan, like HubSpot
  3. A more efficient system means more time and money for improving customer relationships

5 tips for a hassle-free migration

With the right amount of preparation, there's no reason you can't make a seamless switch over to a new CRM software. Here are our top five tips for a smooth CRM changeover, without downtime:

1. Keep the entire team involved – getting team buy-in for the new CRM system is crucial to the implementation process. Train managers on the platform first so they can drum up excitement in the workforce. Take advantage of a free trial for this – Salesforce offers a 14-day demo, while HubSpot is entirely free to use.

2. Research, research, research – make sure your new CRM has all the right features to fulfill your business needs. Less is more when it comes to CRM. Before you begin looking for a new system, audit your existing software so you know exactly what you expect your next platform to Excellerate upon.

3. Set a changeover date – be very clear about the exact date that employees must stop using the old CRM and fully migrate onto the new platform. During the first few months, schedule regular meetings or appraisals to review CRM reports, and make sure everyone is developing good data-entry habits.

4. Design a data action plan – transferring data to a new platform is one of the most important stages of any tech migration. Create an action plan that allows ample time for both data transfer. Set up all automations, integrations, and customisations so that everything is ready for your sales reps to begin training on.

5. Communicate with clients – if you think the switch might cause disruption to your customers, come up with a custom, clear communication plan together that keeps them in the know. It's better to be upfront and honest about how the change might impact them. If there are any issues, acknowledge and address them as they arise.

When should you switch your CRM?

Considering switching over to a new CRM, but not sure if it's the right move for your business? Here are four reasons to consider purchasing new software:

  • It's missing key features and hampering your business growth objectives
  • You're consistently running out of features or data before the month ends
  • Employees find it hard to use and struggle to onboard new clients
  • You’re overspending and think you can find a better deal

HubSpot vs. Salesforce: CRM alternatives

We think SMEs deserve a proper understanding of the CRM market before deciding on a software option. Because of this, we’ve designed a specialist online CRM comparison tool, to help you find the provider that best fits your unique business strategy.

That’s also why, during our exact CRM research round, we didn’t just compare HubSpot to Salesforce – we examined 11 CRM software solutions in total, to decide upon a fair and inclusive recommendation of the top small business options available.

  • is our top overall CRM for SMEs, scoring highly for customisation, functionality, and usability
  • Runner-up is Freshsales, thanks to its superb usability and affordable pricing range

Despite these results, HubSpot CRM still came out in pole position for pricing and marketing tools – arguably the top two priorities for most small business owners.

Final verdict

HubSpot is the conclusive winner in the Salesforce vs HubSpot CRM battle. Its features are far more oriented towards brand-building and marketing, which is what most small business owners need to focus on during early-stage growth.

Budget is also a big concern for small business owners, and Salesforce’s expensive £20 per user price tag is just no match for HubSpot’s freemium plan. 

Nonetheless, Salesforce is a rare product in that it has excellent usability and is a good choice for growing small businesses. The biggest fans of the platform will be those that might not have a huge IT department, but still want a platform that can cope with a large volume of sales or customer enquiries.

Next steps for small business owners

This recommendation is the result of Startups’ two decades of experience working with small business CRM products. Our intensive research is updated regularly to ensure that we are being properly reflective of the fast-growing CRM industry.

Don’t forget that you can use our online comparison tool for a more detailed overview of the top CRM providers on the market. Just tell us a bit about your business, and we’ll deliver you quotes that match your specific requirements.

Find the best CRM platform for your business.

Compare quotes with our online tool to get started now.

HubSpot vs Salesforce: FAQs
  • Which is better: HubSpot or Salesforce?
    Overall, we think HubSpot is the better CRM for small businesses over Salesforce. It has similar functionality, is much better for marketing, and also costs much less.
  • Is HubSpot easier to use than Salesforce?
    Our testers gave HubSpot and Salesforce the same usability score of 7.8 out of 10. This is because they are both fairly easy-to-use platforms, and possess clean, smart interfaces.
  • What are the limitations of HubSpot Free?
    One of the biggest limitations of HubSpot Free is its poor customisation – an area where Salesforce performs well.
  • How many users can I have on HubSpot Free?
    HubSpot Free rivals many paid-for CRM platforms with its allowances, permitting an unlimited number of users per account. is reader-supported. If you make a purchase through the links on our site, we may earn a commission from the retailers of the products we have reviewed. This helps to provide free reviews for our readers. It has no additional cost to you, and never affects the editorial independence of our reviews.

Thu, 31 Mar 2022 22:07:00 -0500 en-GB text/html

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