We have decided to shed the light upon the most frequently asked questions regarding Salesforce implementation. Hopefully our answers will be helpful for those considering purchasing new CRM system.
Does Salesforce integrate with Microsoft Outlook or Gmail?
Salesforce has out of box plugins to be integrated both with Outlook or Gmail enabling users to choose which email they would like to save in Salesforce and to which record it should be related to: case, opportunity etc. This plugin also provides the possibility to create new record in Salesforce from Outlook or Gmail and then to relate this email to the opportunity. It’s well done, free of charge and available to every Salesforce user of any edition.
Does Salesforce integrate with other systems?
The bigger the company is, the more systems it uses. In many cases users have to switch between different systems. Salesforce has a feature called API enabling an integration with other applications. The crucial thing here is that Salesforce CRM updates its API automatically every time when you make some changes or adjustments. This makes integrations smooth and less expensive.
Is Salesforce expensive?
Salesforce is above average in terms of initial cost. But it’s very important to understand the total cost of purchase. When the customers purchase a CRM after some time they realize they need some adjustments, which cost additional money. Salesforce is very easy in making the updates, using the click-no-code procedure, which is very simple, no expensive developer needed. Mobile application maintenance and development is another feature which makes Salesforce less expensive. Any changes made in the system are mirrored in the mobile application, so the total cost of purchase within the time of its usage becomes lower compared to other systems.
Implementing new features in Salesforce could be more expensive?
No. Salesforce has a platform called Appexchange which is absolutely unique compared to other CRM providers. It contains about 4500 ready made applications so when the customers want to extend their CRM functionality they go to Appexchange, find the necessary app, install it and use it immediately.
Do I need an implementation partner to implement Salesforce?
No. Salesforce is designed as a ready made application where the out-of-box features are in place already, like standard sales processes in Sales Cloud for example. If you would like to make some updates in the system you can do it by yourself thanks to the openness of the Salesforce, all documentation needed is available on the internet. This approach works very well with smaller companies. Middle and bigger enterprises since they have predefined sales procedures which could be different from already existing out-of-box processes in Salesforce might need help from the implementation partner.
You keep all the data in the cloud, is it secure there?
Salesforce provides only cloud solutions which means that the company has built their business making the security and data protection as their prime priority. They spend a lot of money on infrastructure to make sure that their data is safe. For 20 years of their activity on the market there wasn't any case of leaking the information. Plus on this page https://trust.salesforce.com/en/ you can find publicly available information on how your data is stored and protected, all governed by EU regulations.
How long does Salesforce implementation take?
Usually it depends on 2 main reasons
- The scope of the integration with other systems.
- The scope of the customization.
When the company is satisfied with the out-of-box Salesforce solution and no integration is needed, the implementation process takes 2 weeks maximum. In such cases only 2 things are needed to be done: 1.Import data into Salesforce from the actual system. 2. Train the users.
When the company isn’t aligned with an out-of-box solution and they realize that more complex customization is needed it can take between 1 to 6 months.
Is Salesforce right for me?
Salesforce provides a vast number of solutions irrespective of the industry or the company size. It covers all aspects of customer relationships, be it sales, service or marketing. If you’re a small or medium sized business you can start with essentials or a professional license which is 25 EUR or 75 EUR per user, per month accordingly (this is a final price, no catch). It’s a cloud-based solution so no server is needed. It can be run from a smartphone or tablet which makes you super mobile. No other system provides such personalized customer interactions experience, data management tools and learning platform community.
What's the difference between Salesforce and other CRMs?
Salesforce is not just a CRM, it’s much more. It’s not just a system that helps to manage leads and sales pipelines, it’s a powerful platform that has enough flexibility to allow the complex configurations that each unique CRM implementation requires. The Salesforce platform has built in Artificial Intelligence (AI Einstein) and analytics tools that help to make faster decisions and predict outcomes. It provides self-service for learning new skills and mobile application that helps you run your business from anywhere in the world.