Are you a small business owner who is interested in using Salesforce for your business all the way up until you saw the pricing? If so, Salesforce Starter was created just for you!
I know what you’re thinking: Salesforce is a big, expensive CRM platform. But Salesforce Starter is different. It’s a low-cost, lightweight version of Salesforce that’s designed specifically for small businesses. Coming in at $25 USD per month/per user, it’s a downright smoking deal to be honest.
There’s even a 30-day free trial to test it out and see if it’s right for you and your team!
Salesforce Starter Capabilities
Here’s a quick rundown of some of the stuff you can do with Salesforce Starter RIGHT OUT OF THE BOX!
- Track your leads and customers
- Manage your sales pipeline
- Automate your marketing campaigns
- Manage customer cases
- Write knowledge articles for your support reps
Ease of Use is key to Salesforce Starter
What do I mean by that? I mean, it literally guides you through accessing objects (types of records) based on a picklist (dropdown) menu right after you log in (via your homepage)!
Also featured on the home page are premade dashboard components that display your leads, contacts, opportunities, tasks, and any recommended actions! You can also see any recent records.
If your team’s focus is centered around Sales (Revenue), Marketing (Hello, Sercante) or Service (Support), choose those in the Quick Look picklist and your options change.
Salesforce Starter for Sales
First up is Sales, the lifeblood of your business. If Sales is your focus, then Salesforce is built for you! Choosing Sales as your focus brings up Contacts (people), Leads (prospects), Opportunities (deals), To Do list (Tasks) along with Tutorials and Setup.
Salesforce Starter for Marketing
Selecting Marketing as your focus gives you the option to import your Contacts (people), create Campaigns (think email or direct mail campaigns), and has links directly to tutorials and setup.
Salesforce Starter for Service
Choosing Service opens up access to Cases (customer support requests), Connecting Support Channels (think email or web forms), Knowledge (think help articles), Reports (probably the most important part of Salesforce!), along with links to tutorials and setup.
Clicking on any of these will take you directly to a list of records of that type (List View) that you have in your organization, and allow you to view, edit, or delete them as you desire.
Connect Salesforce Starter to email accounts for Einstein Activity Insights
Salesforce Starter even prompts you to connect your Microsoft or Google email accounts so you can sync your calendars and get Einstein Activity Insights (AI recommendations) on your incoming emails.
The data science and machine learning from Einstein is built to analyze external new sources and your account data to help build a data model that provides relevant updates to help you win more deals. Sounds like a win-win!
Go for all three
One last thought here, you aren’t limited to one or the other, you have access to Sales, Service, AND Marketing!
OK Jason, that’s great. But what if we grow out of Salesforce Starter?
Salesforce Starter is built on the same foundation as Salesforce Professional, Enterprise, and Unlimited. So as your CRM needs grow, Salesforce can grow with you. All you have to do is contact your Account Executive (AE) to upgrade your edition and I’m pretty sure they just hit a magic button* and BOOM you’ve upgraded!
(*This is unverified, but I imagine that they have a big red upgrade button they smack when a client wants to upgrade followed by a confetti explosion and 30-second dance party.)
Alright, I’m kind of convinced. Where do I start?
Well any good SaaS (Software-as-a-Service) has a trial and that’s where you begin with the Salesforce Starter package.
Sign up for 30-day Salesforce Starter trial
Click this link and you’ll head over to the Salesforce Starter site, where you can sign up for your own 30-day trial, check out a demo, or read some customer stories.
Then, what’s next?
If you want to know more about how it works, I would recommend taking a look at the Salesforce Starter Quick Look Module on Trailhead.
If you’re not familiar with Trailhead, it’s where all of us Salesforce nerds go to learn about our favorite CRM in a fun, gameified way! It’s free to sign up, and use and can lead to some awesome new skills.
Please feel free to leave any questions in the comments below.