Finding the best version of Salesforce for your business.

In today’s world, technology plays a crucial role in almost every aspect of running a business. One of the most important tools that businesses rely on for managing their customer relationships is Salesforce. However, with so many different versions and editions of Salesforce available, it can be challenging for small and medium-sized businesses to navigate and decide which version is the right fit for their specific needs.

What is the difference between different editions of Salesforce?

Salesforce offers a wide range of products that cater to the needs of different teams, including sales, service, marketing, and developers. Salesforce Sales Cloud, Service Cloud, and Salesforce Essentials are specifically designed for sales and service teams. When someone mentions Salesforce, they typically mean the core database that serves both sales and service teams. Salesforce’s website organizes all of its products into different categories or “clouds,” based on the function and department they help serve.

What are the different levels of Salesforce?

Salesforce offers different tiers of pricing for its products, with the more expensive tiers offering more features and functionality. This is true for Salesforce’s professional, enterprise, and unlimited editions.

What is Salesforce Essentials Edition?

Salesforce Essentials, however, is a little different, being the cheapest option available. While it may not be able to do as much as the higher editions, it does offer some extra functionality that is not available in the higher editions without paying extra for add-ons. This is because Salesforce Essentials is designed specifically for small and medium-sized businesses, and is capped at 10 users. Once businesses have more than 10 users, they will need to upgrade to the professional or enterprise edition.

Salesforce Essentials has some additional functionality that professional and enterprise editions of Sales Cloud or Service Cloud don’t have because it is a combination of both the sales product and the service product. Professional and enterprise licenses are focused on either sales or service functionality. Essentials, on the other hand, gives users access to both sales and service functionality in one license.

How much does Salesforce Essentials cost?

It’s essential to note that pricing and features are subject to change, so it’s best to speak with a salesperson at Salesforce for the most up-to-date information. Salesforce has had many different licenses and SKUs in the past that they no longer offer. It’s expected that Salesforce will continue to make changes moving forward.

Which Salesforce product is right for my business?

In conclusion, Salesforce and Salesforce Essentials are both valuable tools for managing customer relationships, but they cater to different types of businesses. Small and medium-sized businesses that want access to both sales and service functionality in one license and have 10 or fewer users may find Salesforce Essentials to be the best option for their needs. However, for larger businesses or those that require more specialized functionality, the professional or enterprise editions may be a better fit.

Want to learn more about how to use Salesforce? Check out our courses and workshops at academy.rotive.io.

Also, check out our software recommendations for small & medium businesses on our Gear & Resources page!