Knowing which Salesforce license type your company needs it not always a clear-cut decision. Salesforce offers many products, including Sales Cloud, Service Cloud, Communities, and more, all of which can be useful in different areas of your business. In this blog, we will be focusing on Salesforce Sales Cloud license types. Sales Cloud is the most common Salesforce platform and is often the starting point for most companies. Salesforce Sales Cloud comes in multiple editions, and since it can be confusing which edition is right for your company, we have broken down the key differences between Sales Cloud license types to help you decide which edition is right for your business. For information on Service Cloud, Chatter, or Force.com license types, read our blog post.
Contact Manager Edition costs $5.00/user per month for up to five users. If you have a small office and just need to track and share all of your contacts and accounts, this may be the edition for you. This is more of a contact management system than a customer relationship management system in that it does not have leads or opportunities. Content, a Chatter license, Outlook and Google Apps integration, reports, and activity tracking is included.
Group Edition costs $25.00/user per month for up to five users. This is a basic CRM system that includes the features included in the Contact Manager Edition plus leads, opportunities, and the ability to customize your sales process. It also includes standard dashboards, support for one AppExchange app, Salesforce email templates, Chatter, lead scoring, and opportunity tracking. If your small office wants to track customers, leads and sales, then consider this edition of Salesforce.
Professional Edition costs $65.00/user per month for an unlimited number of users. This is a complete CRM system for any size company. You get all of the above features plus campaigns, cases, contract management, customizable dashboards, sales forecasting, mass email capabilities, product tracking, quotes, and up to five AppExchange apps, as well as a role hierarchy to limit access to records (so you have security controls, whereas the previous editions have an open sharing model). It does not have back-end (API) access to other programs or workflow automation, but if these features are not needed, this may be a good edition to start with.
Enterprise Edition costs $125/user per month for an unlimited number of users. This is the most widely used version of Salesforce. If integration with other systems or workflow automation is required, then this is the CRM system edition for you. In addition to the previously mentioned features, enterprise edition allows you to send emails using Salesforce email templates, update fields, assign tasks, and change owners automatically based on any criteria you choose using workflow automation. Enterprise edition allows for more customization and lets you edit profile and page layouts and create sales territories.
Performance Edition costs $300/user per month for an unlimited number of users. Performance edition combines Sales Cloud, Service Cloud, and the Salesforce Platform with Salesforce knowledge, live agent web chat, Data.com, and Work.com. The storage is also increased to 120MB of data per user and Salesforce Premier Support is included.
When deciding on your Sales Cloud license type, remember that it is easy to upgrade to a more expensive license type but difficult to downgrade to a less expense license type. Not only can there be development work or data migration associated with downgrading license types, but Salesforce will not let your company downgrade a license type until the end of your contract period, whereas you can upgrade at any time.
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