Exceptional product for small-businesses to manage and grow at scale!
December 27, 2023

Exceptional product for small-businesses to manage and grow at scale!

Derek Hoffritz☁️⚡️ | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce Starter

Starter edition provides a comprehensive toolset for small businesses to get up and running in a matter of days, instead of weeks or months. The package includes sales, service, marketing, map capabilities, and email/phone processes built in. More than that, this edition makes it very easy to scale using starter automation with workflows/flows. Then as you expand, you can easily upgrade to professional and enterprise/unlimited editions with further integration capabilities.
  • Sales CRM with built-in guidance and reminders to manage and track opportunities.
  • Self-service for customers and internal employee needs. Integrates forms and chatbots very easily into your existing website.
  • Guided setup with inherent flows to make transitioning from legacy systems to new age cloud-based technologies
  • Integrates with Outlook and Gmail extremely well. Includes the Salesforce Inbox mobile app to link records with calendar and email. Email reminders included automatically.
  • The Salesforce Mobile App comes with Starter, making it super easy to work on the go, even in remote areas.
  • Certain items look like they are included. For example, sales cadences with call flows are an additional cost.
  • Customizing certain business processes during the guided setup, without having Salesforce dev or admin experience.
  • I wish it included lower-tier marketing tools for sendable contacts with subdomains for domain health.
  • It provides a clean and easy way to cover a large majority of business sales processes.
  • It makes it simple to track and manage activities and performance across a team.
  • It provides simple quote generation and management out the box, with the ability to forecast across a team, overall or specific to products and services.
Salesforce Starter is exactly what it says. It's specific to getting a small business up and running effectively, without unnecessary development or internal overhead required. It doesn't allow for a ton of customization, but it provides more than most other providers across sales, service, and integration/automating business processes. Some tools are more specific to organizations that want to focus on a specific area to grow or manage their business. That's where the other package types and integrations with specific tools come in.

Do you think Salesforce Starter delivers good value for the price?

Yes

Are you happy with Salesforce Starter's feature set?

Yes

Did Salesforce Starter live up to sales and marketing promises?

Yes

Did implementation of Salesforce Starter go as expected?

Yes

Would you buy Salesforce Starter again?

Yes

If you own a business that has complex selling processes or requires integrations with 3rd party tools/systems, you should look at Professional, Enterprise, or Unlimited editions. Salesforce operates very well across pretty much every industry, but not all sales, marketing, and operational processes are created equal. If your marketing process requires a long list of sendable contacts then I would recommend adding on Pardot or Hubspot. Always start small and scale up, to avoid boxing yourself in down the road.

Salesforce Starter Feature Ratings

Customer data management / contact management
10
Territory management
8
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
8
Interaction tracking
8
Channel / partner relationship management
10
Lead management
7
Task management
10
Billing and invoicing management
7
Reporting
10
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
10
Social engagement
5
Marketing automation
6
Compensation management
4
Mobile access
10