Business Essentials to Grow with Your Business
If you’re a small business ready to scale, you may be asking yourself. “Do I really need a CRM?” One of the first things you need to evaluate is your technology systems. Your operations will rely heavily on efficiency, which means tracking your processes in sales and marketing to know where to invest more of your time and energy and handling the increased volume in customer service. Enter a Salesforce small business CRM called Business Essentials, a subscription service from the leader in the industry. It provides the core functionality for your growing company needs.
Until now, you may have gotten by with a free Customer Relationship Management system or a combination of shared spreadsheets, calendars, and contact lists. Moving to a more professional level of business will require more effort. You’ll need to invest a little to take the next step, but you don’t want to go from zero to sixty right away.
Salesforce Business Essentials
The subscription for Business Essentials starts at $25 per user per month (billed annually) and allows up to ten users. It doesn’t have all the extra accessories that come with Salesforce Professional, Enterprise, or Unlimited subscriptions. Right now, you don’t need them. You want to track your sales metrics, marketing leads, and customer service activities that keep existing customers engaged, and Salesforce Business Essentials allows you to do so with the core features that it provides.
Benefits of a CRM designed for Small Business
Business Essentials lets you access the mobile app from any convenient location 24/7. Integrated apps that are helpful at this stage of your business can include:
- DocuSign and HelloSign for a quick turnaround on things like contracts, project approval, NDAs, or employee hiring documents.
- Zapier to help you integrate with several other apps, including QuickBooks for Salesforce Business Essentials.
- Dropbox to use as a document repository to secure documents and make them accessible to specific people, regardless of location.
- Active Campaign to track newsletter subscribers and send mass emails to stay connected with prospects, leads, and customers with the latest products and promotions.
- Einstein Activity Capturing to integrate with your Gmail and Outlook accounts will log all your emails and events in Salesforce.
- Check out a list of available integrations for Salesforce Business Essentials.
Limitations of a CRM designed for Small Business
Certain features simply aren’t necessary for smaller organizations. You won’t need them for a while. Pay for features that make the most sense and upgrade later. The following things aren’t included in Business Essentials:
- Advanced reporting features, like the use of buckets, for example.
- The ability to track contracts, orders, products, price books, or quotes.
- Support for advanced forecasting features or territory management.
- Click here to check out a full list of features and compare them with other subscription levels.
How Do You Know Business Essentials is the Right Fit for Your Business?
You’ve been asking yourself, "Do I really need a CRM?" And while thinking you can get by without one now, it’s become clear that you will be more competitive and grow your business faster if you invest in technology and get a properly implemented CRM system. Business Essentials will work if:
- You have a small organization with less than ten people on your marketing and sales team and currently rely on tracking information in a clunky process of spreadsheets.
- You want a CRM system that can upgrade to a higher subscription level that provides additional features when you are ready for them.
- Your business is in the B2B space and focuses on selling services
CRM Statistics for SMBs
In the Fifth Edition of the Salesforce Report for Small and Medium-size Business Trends, you will learn that more than half of the growing organizations interviewed for this report increasingly invest in sales and customer service technology. In the past year, they have scaled faster to achieve a greater return on their investment.
- 56% of SMBs have a CRM
- 67% of them are growing successfully
If you decide to subscribe to Business Essentials, Salesforce gives you access to many resources to install the system on your own. It will require some time and patience. However, if you prefer to work with a consultant to guide you through the implementation and get it done right the first time, then reach out to Small Business CRM Coach. We are happy to help set up your Salesforce small business CRM system, integrate other business applications to make your unique business processes more efficient, and train your team how to use it.