Small Business Software: All-in-One CRM

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No hardware. No software. Just sign on and get going.<br><br><strong>Solutions Specifically for Small Business</strong><br>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.<br><br><strong>Automatic Upgrades</strong><br>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.<br><br><strong>Built on Trust</strong><br>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.<br><br><strong>A Solution that will Grow with You</strong><br>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.</p>\n","kind":"card_faq-qna","id":"1687789666953_ld3"}]}]},{"label":"Artificial Intelligence for Small Business","kind":"card_faq-category","id":"1689086724859_nji","content":[{"kind":"accordion_group","accordions":[{"headline":"What is AI in CRM?","description":"<p>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.</p>\n","kind":"card_faq-qna","id":"1689086724963_yq2"},{"headline":"How do I choose the right AI CRM software?","description":"<p>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. <br><br>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. <br><br>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.</p>\n","kind":"card_faq-qna","id":"1689086754280_8vo"},{"headline":"How can AI be used for marketing?","description":"<p>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.</p>\n","kind":"card_faq-qna","id":"1689086768336_qzf"},{"headline":"How can AI be used for sales?","description":"<p>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.</p>\n","kind":"card_faq-qna","id":"1689086793740_mxf"},{"headline":"How can AI be used for service?","description":"<p>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.</p>\n","kind":"card_faq-qna","id":"1689086806599_noa"}]}]}],"path":"/small-business","urlLoc":"ca","curHref":"/ca/small-business/","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"open-template","curLocale":"en-ca"},{"id":"1715604790527_14fu","name":"sf/textmainbody","attributes":{"audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline_size":"h2","description":"<p><sup><sub><em>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.</em></sub></sup></p>\n"},"path":"/small-business","urlLoc":"ca","curHref":"/ca/small-business/","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"open-template","curLocale":"en-ca"}], chassis: 'v2', }; window.sfdcBase = window.sfdcBase || {}; window.sfdcBase.chat = window.sfdcBase.chat || {}; window.sfdcBase.chat.invite = window.sfdcBase.chat.invite || {}; </script> <div class="globalnav-wrapper-c360 "> <a class="screen-reader-text skip-to-content-c360" href="#main-content"> <div class="screen-reader-container">Skip to content</div> </a> <hgf-c360nav locale=ca search="true" show-region-selector="true" context-nav-enabled="true" hide-login="false" truly-hide-login="false" show-button-main=true hide-contact="false" button-override-main-label="Try for free" button-override-main-href="https://www.salesforce.com/ca/form/signup/freetrial-salesforce-starter/?d=pb" button-override-main-target="_blank" origin=https://wp.sfdcdigital.com/en-ca/wp-json> </hgf-c360nav> <hgf-c360contextnav origin=https://wp.sfdcdigital.com/en-ca/wp-json> </hgf-c360contextnav> </div> <main id="main-content" class="pbc-open-template"> <div data-blade-id="1706733439680_zsp" data-blade-position="1" data-blade-name="sf/marquee" data-blade-variant="marquee" data-blade-source="www" data-blade-type="blade"> <style> section[id="1706733439680_zsp"] .headline strong { color: #0D9DDA !important; font-weight: inherit; } </style> <section id="1706733439680_zsp" class="relative marquee--blade marquee--right-image" > <div class="container"> <article class="grid grid_main grid--sixteenbynine" data-module-track-impressions="" data-module-id="1706733439680_zsp" data-module-name="Grow fast with the #1 CRM for small businesses." data-module-position="1" data-module-type="headline"> <div class="video__wrapper"> <pbc-vidyard-player class="video__asset" video-uuid="BJs71YPkzn5BGz9Ak5FLtd" > <pbc-vidyard-analytics slot="analytics" video-uuid="BJs71YPkzn5BGz9Ak5FLtd" live-video="" > </pbc-vidyard-analytics> </pbc-vidyard-player> </div> <div class="content__wrapper "> <header class="marquee__blade-heading eyebrow--standard "> <h1 class="headline marquee__headline--standard" style=" color:#032D60 "> Grow fast with the #1 CRM for small businesses. </h1> <div class="blade__description"> <p>Get started and scale fast with the #1 AI CRM for small businesses in any industry. 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faster with Salesforce. </h2> <div class="blade__description pbc-g-text-body-1-2"> <p> </p> </div> </header> <div class="logo-grid logo-grid-blade logo-grid-blade--10 mt-16 mobile-mt-16"> <div class="logo-block logo-block--1 logo-block--card_logomark" data-module-id="1680117528333_ukd" data-module-track-impressions="" data-module-name="Snapology logo" data-module-position="1" data-module-type="card_logomark"> <div class="card__logomark__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/06/snapology-1.png?w=136" class="card__logomark__image" alt="Snapology logo" sizes="100vw" srcset="" height="auto" width="auto"/> </div> </div> <div class="logo-block logo-block--2 logo-block--card_logomark" data-module-id="1715695084815_1e65" data-module-track-impressions="" data-module-name="" data-module-position="2" data-module-type="card_logomark"> <div class="card__logomark__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/SA-Logo-1.png?w=1024" class="card__logomark__image" alt="" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/SA-Logo-1.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/SA-Logo-1.png?resize=300,31 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/SA-Logo-1.png?resize=768,80 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/SA-Logo-1.png?resize=1024,107 1024w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/SA-Logo-1.png?resize=1536,160 1536w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/SA-Logo-1.png?resize=2048,213 2048w" height="auto" width="auto"/> </div> </div> <div class="logo-block logo-block--3 logo-block--card_logomark" data-module-id="1680117528367_7e1" data-module-track-impressions="" data-module-name="Esquire Bank logo" 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src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/THNKS_PrimaryLogo_Teal@4x-1.webp?w=846" class="card__logomark__image" alt="" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/THNKS_PrimaryLogo_Teal@4x-1.webp?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/THNKS_PrimaryLogo_Teal@4x-1.webp?resize=300,120 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/THNKS_PrimaryLogo_Teal@4x-1.webp?resize=768,306 768w" height="auto" width="auto"/> </div> </div> </div> </article> </div> <div class="background__gradient" style="background-image: linear-gradient(180deg, #FFFFFF 0%, rgb(234, 245, 254) 100%);"></div> <div class="blade__background blade__background--partial-overlap" aria-hidden="true"> <div class="background__graphics background__graphics--overlap background__graphics--with-background-image"> <div class="blade__background-image"> <img loading="lazy" 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width="100%"/> </div> <svg class="background__contour background__contour--overlap" viewBox="0 0 1440 98" fill="none"> <path d="M0 99C222.344 35.8084 466.507 0 720 0C974.953 0 1216.61 35.1147 1440 99H0Z" fill="white"/> </svg> </div> <div class="background__padding--partial-overlap"></div> </div> </section> </div><div data-blade-id="1680117526821_uvm" data-blade-position="3" data-blade-name="sf/oneup" data-blade-variant="oneup" data-blade-source="www" data-blade-type="blade"> <section id="1680117526821_uvm" class="relative oneup--blade oneup--center-image" > <div class="container"> <article class="grid grid_main grid--sixteenbynine" data-module-track-impressions="" data-module-id="1680117526821_uvm" data-module-name="Take the first step with Starter Suite." data-module-position="1" data-module-type="headline"> <div class="video__wrapper"> <pbc-vidyard-player class="video__asset" video-uuid="q1U4vWRqcr4byJDcq4Sxre" > <pbc-vidyard-analytics slot="analytics" video-uuid="q1U4vWRqcr4byJDcq4Sxre" live-video="" > </pbc-vidyard-analytics> </pbc-vidyard-player> </div> <div class="content__wrapper"> <div class="content__container"> <header class="oneup__blade-heading"> <h2 class="headline" style=" "> Take the first step with Starter Suite. </h2> <div class="blade__description"> <p>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.</p> </div> </header> <div class="cta_container flex flex--center ctas__2"> <pbc-button class="cta_button__wrapper" data-link-text="Learn more" data-link-url="https://www.salesforce.com/ca/small-business/starter/" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="primary" data-stacking="default" aria-label="Learn more: Take the first step with Starter Suite." href="https://www.salesforce.com/ca/small-business/starter/" target="_self" rel="noopener" > Learn more </a> </pbc-button> <pbc-button class="cta_button__wrapper" data-link-text="Try Starter Suite for free" data-link-url="https://www.salesforce.com/ca/form/signup/freetrial-salesforce-starter/?d=pb" data-link-type="secondary cta" > <a class="cta_button" data-size="" data-variant="secondary" data-stacking="default" aria-label="Try Starter Suite for free: Take the first step with Starter Suite." label="Try Starter Suite for free" href="https://www.salesforce.com/ca/form/signup/freetrial-salesforce-starter/?d=pb" target="_blank" rel="noopener" > Try Starter Suite for free </a> </pbc-button> </div> </div> </div> </article> </div> </section> </div><div data-blade-id="1680627584367_1x5" data-blade-position="4" data-blade-name="sf/nupfixed" data-blade-variant="nupfixed" data-blade-source="www" data-blade-type="blade"> <section id="1680627584367_1x5" class="relative nupfixed--blade layout--4 nupfixed--card_productaddon" > <div class="container carousel__container background__present"> <div class="grid grid_main nupfixed nupfixed__4 nupfixed__gridFour"> <header class="nupfixed__blade-heading text--center"> <h2 class="headline" style=" "> Find the perfect solution for your growing small business. </h2> <div class="blade__description pbc-g-text-body-1-2 pbc-g-text-body-1-2-ul-checkmark-spacing"> <p>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.</p> </div> </header> <div class="cards cards--carousel"> <div class="scrollable carousel__scrollable"> <div class="carousel__wrapper scrollable__content-wrapper" data-component="carousel" data-component-id="carousel-find_the_per" aria-label="Carousel" > <button role="button" class="left-nav hidden" tabindex="-1" aria-label="Previous Slide"></button> <button role="button" class="right-nav hidden" tabindex="-1" aria-label="Next Slide"></button> <div class="carousel scrollable__content carousel--fade-left carousel--fade-right pb-16"> <div class="card card__1 card__wrapper carousel-card" data-module-id="1680627903839_1a56" aria-label="slide 1 of 4" role="group" data-module-position="1" data-module-type="card_productaddon" data-module-name="Marketing" > <div class="card--card_productaddon pbc-g-elevation-2 border-rad-16"> <div class="card--mask border-rad-16"> <div class="card__content__wrapper" style="border-top: #FE9339 solid 8px" > <div class="card__text__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline" style=" "> <a href="https://www.salesforce.com/ca/small-business/marketing/" data-link-text="Marketing" data-link-url="https://www.salesforce.com/ca/small-business/marketing/" data-link-type="header" target="_self"> Marketing </a> </h3> <div class="card__description"> <p>Find more leads, optimize campaigns, and increase ROI with better marketing and sales alignment.</p> </div> </div> <div class="cta_container flex ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Learn more" data-link-url="https://www.salesforce.com/ca/small-business/marketing/" data-link-type="primary cta" > <a class="cta_button" data-size="small" data-variant="cardText" data-stacking="default" aria-label="Learn more: Marketing" href="https://www.salesforce.com/ca/small-business/marketing/" target="_self" rel="noopener" > Learn more </a> </pbc-button> </div> </div> </div> </div> </div> </div> <div class="card card__2 card__wrapper carousel-card" data-module-id="1680627951190_w1n" aria-label="slide 2 of 4" role="group" data-module-position="2" data-module-type="card_productaddon" data-module-name="Sales" > <div class="card--card_productaddon pbc-g-elevation-2 border-rad-16"> <div class="card--mask border-rad-16"> <div class="card__content__wrapper" style="border-top: #04E1CB solid 8px" > <div class="card__text__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline" style=" "> <a href="https://www.salesforce.com/ca/small-business/sales/" data-link-text="Sales" data-link-url="https://www.salesforce.com/ca/small-business/sales/" data-link-type="header" target="_self"> Sales </a> </h3> <div class="card__description"> <p>Win more deals with a sales solution that’s tailored to your business and grows with you.</p> </div> </div> <div class="cta_container flex ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Learn more" data-link-url="https://www.salesforce.com/ca/small-business/sales/" data-link-type="primary cta" > <a class="cta_button" data-size="small" data-variant="cardText" data-stacking="default" aria-label="Learn more: Sales" href="https://www.salesforce.com/ca/small-business/sales/" target="_self" rel="noopener" > Learn more </a> </pbc-button> </div> </div> </div> </div> </div> </div> <div class="card card__3 card__wrapper carousel-card" data-module-id="1680627969353_akw" aria-label="slide 3 of 4" role="group" data-module-position="3" data-module-type="card_productaddon" data-module-name="Service" > <div class="card--card_productaddon pbc-g-elevation-2 border-rad-16"> <div class="card--mask border-rad-16"> <div class="card__content__wrapper" style="border-top: #FF538A solid 8px" > <div class="card__text__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline" style=" "> <a href="https://www.salesforce.com/ca/small-business/service/" data-link-text="Service" data-link-url="https://www.salesforce.com/ca/small-business/service/" data-link-type="header" target="_self"> Service </a> </h3> <div class="card__description"> <p>Keep customers happy and resolve cases faster by unifying your teams to support every customer across every channel.</p> </div> </div> <div class="cta_container flex ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Learn more" data-link-url="https://www.salesforce.com/ca/small-business/service/" data-link-type="primary cta" > <a class="cta_button" data-size="small" data-variant="cardText" data-stacking="default" aria-label="Learn more: Service" href="https://www.salesforce.com/ca/small-business/service/" target="_self" rel="noopener" > Learn more </a> </pbc-button> </div> </div> </div> </div> </div> </div> <div class="card card__4 card__wrapper carousel-card" data-module-id="1715603444285_l5c" aria-label="slide 4 of 4" role="group" data-module-position="4" data-module-type="card_productaddon" data-module-name="Slack" > <div class="card--card_productaddon pbc-g-elevation-2 border-rad-16"> <div class="card--mask border-rad-16"> <div class="card__content__wrapper" style="border-top: #6A2872 solid 8px" > <div class="card__text__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline" style=" "> <a href="https://www.salesforce.com/ca/small-business/collaboration/" data-link-text="Slack" data-link-url="https://www.salesforce.com/ca/small-business/collaboration/" data-link-type="header" target="_self"> Slack </a> </h3> <div class="card__description"> <p>Take productivity and growth to the next level by bringing conversations, collaboration, and automation right where you’re working.</p> </div> </div> <div class="cta_container flex ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Learn more" data-link-url="https://www.salesforce.com/ca/small-business/collaboration/" data-link-type="primary cta" > <a class="cta_button" data-size="small" data-variant="cardText" data-stacking="default" aria-label="Learn more: Slack" href="https://www.salesforce.com/ca/small-business/collaboration/" target="_self" rel="noopener" > Learn more </a> </pbc-button> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="blade__background blade__background--partial-overlap" aria-hidden="true"> <div class="background__graphics background__graphics--overlap background__graphics--with-background-image"> <div class="blade__background-image"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/07/product-portfolio-service-product-background-1-min.jpg?w=1024" class="background__image" alt="" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/07/product-portfolio-service-product-background-1-min.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/07/product-portfolio-service-product-background-1-min.jpg?resize=300,118 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/07/product-portfolio-service-product-background-1-min.jpg?resize=768,303 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/07/product-portfolio-service-product-background-1-min.jpg?resize=1024,404 1024w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/07/product-portfolio-service-product-background-1-min.jpg?resize=1536,606 1536w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/07/product-portfolio-service-product-background-1-min.jpg?resize=2048,808 2048w" width="100%"/> </div> </div> <div class="background__padding--partial-overlap"></div> </div> </section> </div><div data-blade-id="1680270347531_183w" data-blade-position="5" data-blade-name="sf/nup" data-blade-variant="nup" data-blade-source="www" data-blade-type="blade"> <section id="1680270347531_183w" class="relative nup--blade layout--1 nup--card_quote" > <div class="container container--min-spacing-bottom background__present"> <div class="grid grid_main nup nup__1 no-header"> <div class="cards cards--minimal"> <article class="card card__1 card__wrapper " data-module-track-impressions="" data-module-id="1680270354893_96o" data-module-name="David Perrett" data-module-position="1" data-module-type="card_quote" > <div class="card--card_quote pbc-g-elevation-2 flex border-rad-16 "> <div class="card_quote_align--right"> <div class="card_quote--background-swoosh" aria-hidden="true"> <svg width="1280" height="459" viewBox="0 0 1280 459" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M2462 -979C2462 -184.814 1812.81 459 1012 459C211.187 459 -438 -184.814 -438 -979C-438 -1773.19 211.187 -2417 1012 -2417C1812.81 -2417 2462 -1773.19 2462 -979Z" fill="rgb(234, 245, 254)"/> </svg> </div> <div class="card__image__wrapper"> <a href="https://www.salesforce.com/ca/resources/customer-stories/sandy-alexander/" tabindex="-1" aria-hidden="true" data-link-url="https://www.salesforce.com/ca/resources/customer-stories/sandy-alexander/" data-link-type="image" target="_blank"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/SandyAlexander-1_1-1.png?w=630" class="card__image" alt="David Perrett headshot" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/SandyAlexander-1_1-1.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/SandyAlexander-1_1-1.png?resize=300,300 300w" height="630" width="630"/> </a> </div> <div class="card__content__wrapper"> <blockquote class="card__copy__wrapper"> <div class="card__quote-mark card__quote--ca" aria-hidden="true"></div> <h3 class="card__headline" style=" "> <a href="https://www.salesforce.com/ca/resources/customer-stories/sandy-alexander/" data-link-text="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." data-link-url="https://www.salesforce.com/ca/resources/customer-stories/sandy-alexander/" data-link-type="header" target="_blank"> 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. </a> </h3> <div class="tagline_wrapper"> <div class="name"> David Perrett </div> <div class="role_company"> VP, Direct Mail Technology, Sandy Alexander </div> </div> </blockquote> <div class="cta_container flex"> <pbc-button class="cta_button__wrapper" data-link-text="Read the story" data-link-url="https://www.salesforce.com/ca/resources/customer-stories/sandy-alexander/" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="secondaryWithMobileText" data-stacking="wideM" aria-label="Read the story: Sandy Alexander drives faster CRM adoption with Salesforce Starter." href="https://www.salesforce.com/ca/resources/customer-stories/sandy-alexander/" target="_blank" rel="noopener" > Read the story <svg width="18" height="18" viewBox="0 0 18 18" xmlns="http://www.w3.org/2000/svg" fill="currentColor"> <path fill-rule="evenodd" clip-rule="evenodd" d="M10.0977 2.16345H14.5237L6.8804 9.80671C6.69002 9.99709 6.69002 10.3058 6.8804 10.4961L7.34002 10.9558C7.5304 11.1461 7.83906 11.1461 8.02945 10.9558L15.6717 3.31348V7.73848C15.6717 8.00772 15.89 8.22598 16.1592 8.22598H16.8092C17.0785 8.22598 17.2967 8.00772 17.2967 7.73848V1.47595C17.2967 0.958186 16.877 0.538452 16.3592 0.538452H10.0977C9.82847 0.538452 9.61021 0.756713 9.61021 1.02595V1.67595C9.61021 1.94519 9.82847 2.16345 10.0977 2.16345ZM2.97559 4.03905C1.62939 4.03905 0.538086 5.13036 0.538086 6.47655V14.8516C0.538086 16.1977 1.62939 17.2891 2.97559 17.2891H11.3506C12.6968 17.2891 13.7881 16.1977 13.7881 14.8516L13.7881 8.88513C13.7881 8.59574 13.4383 8.45066 13.2335 8.65509L12.4493 9.43768C12.2661 9.62059 12.1631 9.86888 12.1631 10.1278V14.8516C12.1631 15.3003 11.7993 15.6641 11.3506 15.6641H2.97559C2.52686 15.6641 2.16309 15.3003 2.16309 14.8516V6.47655C2.16309 6.02782 2.52685 5.66405 2.97559 5.66405H7.79909C8.07127 5.66405 8.33106 5.55029 8.51564 5.35026L9.2223 4.58446C9.41442 4.37626 9.26675 4.03905 8.98345 4.03905H2.97559Z"/> </svg> </a> </pbc-button> </div> </div> </div> </div> </article> </div> </div> </div> <div class="blade__background blade__background--partial-overlap" aria-hidden="true"> <div class="background__graphics background__graphics--overlap background__graphics--with-background-image"> <div class="blade__background-image"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/07/product-portfolio-service-product-background-min.jpg?w=1024" class="background__image" alt="" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/07/product-portfolio-service-product-background-min.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/07/product-portfolio-service-product-background-min.jpg?resize=300,118 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/07/product-portfolio-service-product-background-min.jpg?resize=768,303 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/07/product-portfolio-service-product-background-min.jpg?resize=1024,404 1024w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/07/product-portfolio-service-product-background-min.jpg?resize=1536,606 1536w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/07/product-portfolio-service-product-background-min.jpg?resize=2048,808 2048w" width="100%"/> </div> </div> <div class="background__padding--partial-overlap"></div> </div> </section> </div><div data-blade-id="1715603871180_y95" data-blade-position="6" data-blade-name="sf/story" data-blade-variant="story" data-blade-source="www" data-blade-type="blade"> <section id="1715603871180_y95" class="relative story--blade story--link_above layout--4 story--card_story" > <div class="container"> <div class="grid grid_main grid--threebytwo story__4 story__gridFour"> <header class="story__blade-heading text--center block_align--center "> <h2 class="headline" style=" "> Explore a variety of self-service resources for small businesses. </h2> <div class="blade__description pbc-g-text-body-1-2 pbc-g-text-body-1-2-ul-checkmark-spacing"> <p>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.</p> </div> </header> <div class="cards align-slot--left cards_grid-row-2"> <article class="card card__1 card__wrapper" data-module-id="1715603871494_ujl" data-module-name="Learn new skills with free, guided learning on Trailhead." data-module-track-impressions="" data-module-position="1" data-module-type="card_story" > <div class="card--card_story flex border-rad-16"> <div class="card__content__wrapper flex flex--column"> <div class="card__image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/Trailhead-3_2-1.png?w=1024" class="card__image" alt="Learn for free on Trailhead" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/Trailhead-3_2-1.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/Trailhead-3_2-1.png?resize=300,200 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/Trailhead-3_2-1.png?resize=768,512 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/Trailhead-3_2-1.png?resize=1024,683 1024w" height="auto" width="auto"/> </div> <div class="card__content__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline mt-0" style=" "> Learn new skills with free, guided learning on Trailhead. </h3> </div> </div> <div class="cta_container flex flex--center"> <pbc-button class="cta_button__wrapper" data-link-text="Get started" data-link-url="https://trailhead.salesforce.com/users/zhasheem/trailmixes/small-businesses-learn-new-skills" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="cardText" data-stacking="default" aria-label="Get started: Learn new skills with free, guided learning on Trailhead." href="https://trailhead.salesforce.com/users/zhasheem/trailmixes/small-businesses-learn-new-skills" target="_self" rel="noopener" > Get started </a> </pbc-button> </div> </div> </div> </article> <article class="card card__2 card__wrapper" data-module-id="1715603871508_1dsf" data-module-name="Tune into live events and original series on Salesforce+." data-module-track-impressions="" data-module-position="2" data-module-type="card_story" > <div class="card--card_story flex border-rad-16"> <div class="card__content__wrapper flex flex--column"> <div class="card__image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/SalesforcePlus-3_2.png?w=1024" class="card__image" alt="Watch videos on Salesforce Plus" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/SalesforcePlus-3_2.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/SalesforcePlus-3_2.png?resize=300,200 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/SalesforcePlus-3_2.png?resize=768,512 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/SalesforcePlus-3_2.png?resize=1024,683 1024w" height="auto" width="auto"/> </div> <div class="card__content__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline mt-0" style=" "> Tune into live events and original series on Salesforce+. </h3> </div> </div> <div class="cta_container flex flex--center"> <pbc-button class="cta_button__wrapper" data-link-text="Watch now" data-link-url="https://www.salesforce.com/ca/plus/" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="cardText" data-stacking="default" aria-label="Watch now: Tune into live events and original series on Salesforce+." href="https://www.salesforce.com/ca/plus/" target="_self" rel="noopener" > Watch now </a> </pbc-button> </div> </div> </div> </article> <article class="card card__3 card__wrapper" data-module-id="1715603871526_1qx" data-module-name="Explore the latest industry trends, career tips, and more." 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data-module-type="headline"> <header class="faq__blade-heading "> <h2 class="headline" style=" "> Salesforce CRM for Small Business FAQ </h2> </header> <div class="faq--tabs"> <div class="tabs" data-component="tabs" data-localized-more="More"> <ul class="tablist automatic centered" role="tablist" aria-label="tablist"> <li data-module-id="tab-1-1687789467474_atg" data-module-name="General" data-module-position="1" data-module-type="tab" data-module-track-impressions="false" data-module-track-clicks="true" role="none"> <button data-tab="tab-1-1687789467474_atg" type="button" role="tab" aria-controls="tab-1-1687789467474_atg"> <span>General</span> </button> </li> <li data-module-id="tab-2-1687789467474_atg" data-module-name="Artificial Intelligence for Small Business" data-module-position="2" data-module-type="tab" data-module-track-impressions="false" data-module-track-clicks="true" role="none"> <button data-tab="tab-2-1687789467474_atg" type="button" role="tab" aria-controls="tab-2-1687789467474_atg"> <span>Artificial Intelligence for Small Business</span> </button> </li> </ul> <div id="tab-1-1687789467474_atg" role="tabpanel" aria-labelledby="tab-1-1687789467474_atg" > <div class="pbc_accordion"> <div class="accordion__item accordion__item-1 selected " data-module-id="1687789467620_akd" data-module-name="What is CRM?" data-module-position="1" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="true" aria-controls="rel1687789467474_atg-11" class="accordion__trigger" id="accordion1687789467474_atg-11" aria-label="What is CRM?"> <span class="accordion__title relative"> What is CRM? <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="accordion1687789467474_atg-11" id="rel1687789467474_atg-11"> <div class="accordion__description"> <p>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.</p> </div> </section> </div> <div class="accordion__item accordion__item-2 " data-module-id="1687789509207_30j" data-module-name="How can CRM help me make more sales?" data-module-position="2" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1687789467474_atg-12" class="accordion__trigger" id="accordion1687789467474_atg-12" aria-label="How can CRM help me make more sales?"> <span class="accordion__title relative"> How can CRM help me make more sales? <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="accordion1687789467474_atg-12" id="rel1687789467474_atg-12"> <div class="accordion__description"> <p>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.</p> </div> </section> </div> <div class="accordion__item accordion__item-3 " data-module-id="1687789525310_bkh" data-module-name="Can a CRM solution help me find more leads?" data-module-position="3" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1687789467474_atg-13" class="accordion__trigger" id="accordion1687789467474_atg-13" aria-label="Can a CRM solution help me find more leads?"> <span class="accordion__title relative"> Can a CRM solution help me find more leads? <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="accordion1687789467474_atg-13" id="rel1687789467474_atg-13"> <div class="accordion__description"> <p>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.<br><br>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.</p> </div> </section> </div> <div class="accordion__item accordion__item-4 " data-module-id="1687789543123_13tm" data-module-name="How can CRM help me keep my customers happy?" data-module-position="4" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1687789467474_atg-14" class="accordion__trigger" id="accordion1687789467474_atg-14" aria-label="How can CRM help me keep my customers happy?"> <span class="accordion__title relative"> How can CRM help me keep my customers happy? <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="accordion1687789467474_atg-14" id="rel1687789467474_atg-14"> <div class="accordion__description"> <p>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.<br><br>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.</p> </div> </section> </div> <div class="accordion__item accordion__item-5 " data-module-id="1687789574059_p56" data-module-name="How do I know if my small business needs CRM?" data-module-position="5" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1687789467474_atg-15" class="accordion__trigger" id="accordion1687789467474_atg-15" aria-label="How do I know if my small business needs CRM?"> <span class="accordion__title relative"> How do I know if my small business needs CRM? <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="accordion1687789467474_atg-15" id="rel1687789467474_atg-15"> <div class="accordion__description"> <p>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.<br><br><strong>Signs You Need CRM</strong><br>If anything on this short checklist sounds familiar, CRM might be worth exploring to help your business find, win, and keep customers more efficiently.</p> <ul> <li>You have teams that work closely together, even when not actually together</li> <li>Your sales teams are often on the road</li> <li>You are unable to quickly find customer data to make decisions fast</li> <li>You feel deals are falling through the cracks because you’re managing things in spreadsheets and notebooks</li> <li>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”</li> <li>Your business is growing more quickly than you feel ready for</li> <li>You know that your business’ customer service experience is lacking or you are losing more customers because of service issues than you’d like</li> <li>You or your IT department is buried with maintenance requests</li> </ul> </div> </section> </div> <div class="accordion__item accordion__item-6 " data-module-id="1687789666953_ld3" data-module-name="Why Salesforce for my small business CRM?" data-module-position="6" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1687789467474_atg-16" class="accordion__trigger" id="accordion1687789467474_atg-16" aria-label="Why Salesforce for my small business CRM?"> <span class="accordion__title relative"> Why Salesforce for my small business CRM? <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="accordion1687789467474_atg-16" id="rel1687789467474_atg-16"> <div class="accordion__description"> <p><strong>The World's #1 Choice</strong><br>With hundreds of thousands of customers and millions of users, Salesforce is a proven choice and the #1 CRM in the world.<br><br><strong>The CRM Cloud Pioneer</strong><br>We actually pioneered cloud computing in 1999. No hardware. No software. Just sign on and get going.<br><br><strong>Solutions Specifically for Small Business</strong><br>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.<br><br><strong>Automatic Upgrades</strong><br>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.<br><br><strong>Built on Trust</strong><br>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.<br><br><strong>A Solution that will Grow with You</strong><br>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.</p> </div> </section> </div> </div> </div> <div id="tab-2-1687789467474_atg" role="tabpanel" aria-labelledby="tab-2-1687789467474_atg" class="hidden" > <div class="pbc_accordion"> <div class="accordion__item accordion__item-1 selected " data-module-id="1689086724963_yq2" data-module-name="What is AI in CRM?" data-module-position="1" data-module-type="accordion" data-module-track-impressions="false" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="true" aria-controls="rel1687789467474_atg-21" class="accordion__trigger" id="accordion1687789467474_atg-21" aria-label="What is AI in CRM?"> <span class="accordion__title relative"> What is AI in CRM? <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="accordion1687789467474_atg-21" id="rel1687789467474_atg-21"> <div class="accordion__description"> <p>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.</p> </div> </section> </div> <div class="accordion__item accordion__item-2 " data-module-id="1689086754280_8vo" data-module-name="How do I choose the right AI CRM software?" data-module-position="2" data-module-type="accordion" data-module-track-impressions="false" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1687789467474_atg-22" class="accordion__trigger" id="accordion1687789467474_atg-22" aria-label="How do I choose the right AI CRM software?"> <span class="accordion__title relative"> How do I choose the right AI CRM software? <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="accordion1687789467474_atg-22" id="rel1687789467474_atg-22"> <div class="accordion__description"> <p>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. <br><br>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. <br><br>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.</p> </div> </section> </div> <div class="accordion__item accordion__item-3 " data-module-id="1689086768336_qzf" data-module-name="How can AI be used for marketing?" data-module-position="3" data-module-type="accordion" data-module-track-impressions="false" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1687789467474_atg-23" class="accordion__trigger" id="accordion1687789467474_atg-23" aria-label="How can AI be used for marketing?"> <span class="accordion__title relative"> How can AI be used for marketing? <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="accordion1687789467474_atg-23" id="rel1687789467474_atg-23"> <div class="accordion__description"> <p>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.</p> </div> </section> </div> <div class="accordion__item accordion__item-4 " data-module-id="1689086793740_mxf" data-module-name="How can AI be used for sales?" data-module-position="4" data-module-type="accordion" data-module-track-impressions="false" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1687789467474_atg-24" class="accordion__trigger" id="accordion1687789467474_atg-24" aria-label="How can AI be used for sales?"> <span class="accordion__title relative"> How can AI be used for sales? <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="accordion1687789467474_atg-24" id="rel1687789467474_atg-24"> <div class="accordion__description"> <p>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.</p> </div> </section> </div> <div class="accordion__item accordion__item-5 " data-module-id="1689086806599_noa" data-module-name="How can AI be used for service?" data-module-position="5" data-module-type="accordion" data-module-track-impressions="false" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1687789467474_atg-25" class="accordion__trigger" id="accordion1687789467474_atg-25" aria-label="How can AI be used for service?"> <span class="accordion__title relative"> How can AI be used for service? <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="accordion1687789467474_atg-25" id="rel1687789467474_atg-25"> <div class="accordion__description"> <p>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.</p> </div> </section> </div> </div> </div> </div> </div> </article> </div> </section> </div><div data-blade-id="1715604790527_14fu" data-blade-position="10" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="1715604790527_14fu" class="relative textmainbody--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left" data-module-id="1715604790527_14fu" data-module-name="" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> </header> <div class="blade__description"> <p><sup><sub><em>This page is provided for information purposes only and subject to change. Products may not be available in all markets. 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