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Join small business leaders at Dreamforce 2024 in San Francisco or on
Salesforce+ from September 17-19.

Register now


GROW FAST WITH THE #1 CRM FOR SMALL BUSINESSES.

Get started and scale fast with the #1 AI CRM for small businesses in any
industry. Connect marketing, sales, service, and commerce on one platform. Save
time with simple setup and built-in guidance. Set the foundation for growth with
unified data and AI.

Watch demo Try Starter Suite for free





SMALL BUSINESSES GROW FASTER WITH SALESFORCE.

  






TAKE THE FIRST STEP WITH STARTER SUITE.

Discover the all-in-one CRM for small businesses. Starter Suite brings
marketing, sales, service, and commerce tools together, so you can grow your
business with one easy-to-use suite.

Learn more Try Starter Suite for free


FIND THE PERFECT SOLUTION FOR YOUR GROWING SMALL BUSINESS.

Salesforce is designed to scale with you and adapt to your unique needs — no
matter how small your business is or how large it becomes.


MARKETING

Find more leads, optimize campaigns, and increase ROI with better marketing and
sales alignment.

Learn more


SALES

Win more deals with a sales solution that’s tailored to your business and grows
with you.

Learn more


SERVICE

Keep customers happy and resolve cases faster by unifying your teams to support
every customer across every channel.

Learn more


SLACK

Take productivity and growth to the next level by bringing conversations,
collaboration, and automation right where you’re working.

Learn more





> WE HAVE VISIBILITY INTO OUR DEALS NOW AND OUR PIPELINE IS TIGHT. THAT HAS BEEN
> A HUGE CHANGE OF PACE FOR OUR SALES TEAM. THIS SMALL INVESTMENT HAS REALLY
> OPENED UP WHAT’S POSSIBLE FOR US WITH CRM.
> 
> David Perrett
> VP, Direct Mail Technology, Sandy Alexander

Read the story



EXPLORE A VARIETY OF SELF-SERVICE RESOURCES FOR SMALL BUSINESSES.

Check out these resources designed to help you get started with Salesforce. We
always have new, exciting ways for you to learn and find support as you grow.


LEARN NEW SKILLS WITH FREE, GUIDED LEARNING ON TRAILHEAD.

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TUNE INTO LIVE EVENTS AND ORIGINAL SERIES ON SALESFORCE+.

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EXPLORE THE LATEST INDUSTRY TRENDS, CAREER TIPS, AND MORE.

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CONNECT WITH OTHER TRAILBLAZERS TO GROW YOUR BUSINESS AND CAREER.

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KEEP UP WITH THE LATEST TRENDS, INSIGHTS, AND CONVERSATIONS ABOUT AI FOR SMALL
BUSINESSES.

Guide


LEARN HOW TO INCORPORATE ARTIFICIAL INTELLIGENCE INTO YOUR BUSINESS.

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Webinar


SEE HOW GENERATIVE AI CAN DRIVE PRODUCTIVITY, EFFICIENCY, AND PERSONALIZATION
WITHIN YOUR SALES AND SUPPORT PROCESSES.

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Customer Story


LEARN HOW AI INSTILLS CONFIDENCE IN EMPLOYEES AND CUSTOMERS TO FIND THE RIGHT
ANSWERS.

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Blog


UNDERSTAND HOW AI FOR SMALL BUSINESS CAN IMPROVE YOUR OPERATIONS AND CUSTOMER
EXPERIENCE.

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See all resources


READY TO TAKE THE NEXT STEP?


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setup.

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WATCH A DEMO.

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SALESFORCE CRM FOR SMALL BUSINESS FAQ

 * General
 * Artificial Intelligence for Small Business
 * More
    * General
    * Artificial Intelligence for Small Business


WHAT IS CRM?

CRM stands for customer relationship management, which is a solution for storing
and managing prospect and customer information, like contact info, accounts,
leads, and sales opportunities — all in one central location. But it’s not just
a fancy contact list. A CRM solution is one of the most valuable, game-changing
pieces of business technology available because of how it uses that customer
info.


HOW CAN CRM HELP ME MAKE MORE SALES?

At the heart of a CRM solution is something called sales force automation (SFA).
SFA combined with CRM automates some sales functions, so you can accelerate and
streamline the sales process. Put all your customer information in one place, so
your team can access it from anywhere. No more spreadsheets, searching through
emails, or looking for a sticky note. You can move leads through your sales team
quickly and easily. That’s the power of customer relationship management — CRM.


CAN A CRM SOLUTION HELP ME FIND MORE LEADS?

The right CRM solution can give you access to contact databases that can be
filtered to find your ideal prospects and decision makers within a company,
provide social data on those contacts, and deliver insights into what customers
are talking about. This makes territory planning and white space analysis easier
as well.

A complete CRM solution also helps companies run and track marketing campaigns,
including marketing communications and delivery automation. It can even help
create forms for lead capture and track performance. And for those leads that
are not sales ready, you can even automatically put them in a nurture track so
that when you do call, they are more likely to buy.


HOW CAN CRM HELP ME KEEP MY CUSTOMERS HAPPY?

With solutions that range from self-help pages (that allow agents to focus on
the tough cases), to full call centers, CRM brings immense value to customer
service teams. Your service reps can also use it to generate service tickets and
keep track of all your customers’ contact with your service department. And,
because the entire system is connected, account reps and every other relevant
department will be fully aware of customers’ issues, so everyone can be a
service agent when you need them to be.

Insights about customer service issues can be shared and added to a knowledge
base so that agents can help customers even faster. In addition to shortening
case resolution time, this kind of connected service also makes agents happier.
It all comes down to giving them the tools to do more for customers — which in
turn drives customer loyalty and referrals.


HOW DO I KNOW IF MY SMALL BUSINESS NEEDS CRM?

If you’re still not sure if your small business would benefit from CRM, below
are some clues that can help you in your decision.

Signs You Need CRM
If anything on this short checklist sounds familiar, CRM might be worth
exploring to help your business find, win, and keep customers more efficiently.

 * You have teams that work closely together, even when not actually together
 * Your sales teams are often on the road
 * You are unable to quickly find customer data to make decisions fast
 * You feel deals are falling through the cracks because you’re managing things
   in spreadsheets and notebooks
 * You have a patchwork of apps that you call CRM but they are not really
   connected on top of a single database or “system of record”
 * Your business is growing more quickly than you feel ready for
 * You know that your business’ customer service experience is lacking or you
   are losing more customers because of service issues than you’d like
 * You or your IT department is buried with maintenance requests


WHY SALESFORCE FOR MY SMALL BUSINESS CRM?

The World's #1 Choice
With hundreds of thousands of customers and millions of users, Salesforce is a
proven choice and the #1 CRM in the world.

The CRM Cloud Pioneer
We actually pioneered cloud computing in 1999. No hardware. No software. Just
sign on and get going.

Solutions Specifically for Small Business
Salesforce offers many packages, including sales, customer service, and
marketing software solutions. Even better, they're integrated to work as one
complete CRM solution for your business.

Automatic Upgrades
Because Salesforce is 100% cloud-based, we can deliver three automatic upgrades
every year based on customer input. Even better, the upgrades won't break your
business’ customizations.

Built on Trust
At Salesforce, trust is our most important value. No matter how big or small a
business may be, our technology gives you the same security standards demanded
by our most stringent customers.

A Solution that will Grow with You
Salesforce offers an extendable set of tools — from preintegrated business apps
on the AppExchange to point-and-click tools to build and customize your own apps
— that give you just what you need, when you need it. So when you’re ready for
growth, we can help.


WHAT IS AI IN CRM?

AI in CRM refers to the use of artificial intelligence technologies, such as
machine learning and natural language processing, to improve customer
relationship management. It enables businesses to automate and optimize CRM
activities, such as lead management, customer segmentation, and sales
forecasting.


HOW DO I CHOOSE THE RIGHT AI CRM SOFTWARE?

When choosing the right AI software, it is crucial to prioritize a commitment to
trust as the number one value. Look for providers with a strong reputation for
data privacy, security, and ethical practices. Ensure that the software adheres
to industry standards and regulations to protect customer data.

Additionally, consider the transparency and explainability of the AI algorithms
used by the software. Look for providers that provide clear insights into how
the algorithms make decisions and offer explanations for their recommendations.
Evaluate the software's track record, customer reviews, and case studies to
gauge its effectiveness and reliability.

Finally, consider the scalability, integration capabilities, and
user-friendliness of the software to ensure it aligns with your business needs
and can be easily adopted by your team. By prioritizing trust as the primary
value, you can choose an AI marketing software that not only delivers results
but also upholds ethical standards and protects your customer data.


HOW CAN AI BE USED FOR MARKETING?

AI marketing software offers businesses numerous benefits, including data-driven
insights, scalable personalization, automation of manual tasks, enhanced
customer engagement, improved campaign performance, targeted segmentation,
real-time and predictive analytics, and adaptability. By leveraging advanced
algorithms and machine learning, AI marketing software enables businesses to
gain valuable insights from data, deliver personalized experiences at scale,
automate time-consuming tasks, engage customers effectively, optimize campaigns,
target specific segments, and make data-driven decisions in real-time. This
empowers businesses to enhance their marketing efforts, improve customer
satisfaction, and achieve better results in the ever-evolving digital landscape.


HOW CAN AI BE USED FOR SALES?

AI can be used in sales to automate and optimize various sales activities, such
as lead scoring, customer segmentation, personalized messaging, and sales
forecasting. It enables businesses to make data-driven decisions, free up time,
and improve sales effectiveness.


HOW CAN AI BE USED FOR SERVICE?

Some of the key benefits of AI for customer service and support are service team
productivity, improved response times, cost reduction through automation,
personalized customer experiences, and more accurate insights and analysis. It
enhances efficiency, enables self-service options, and empowers support agents
with valuable insights for better customer satisfaction.

This page is provided for information purposes only and subject to change.
Products may not be available in all markets. For product availability contact a
sales representative.





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