Is Salesforce Inappropriate for Small Companies?

Salesforce is an application development platform well known for its Customer Relationship Management (CRM) software for various activities like marketing and customer service. CRM aids SMBs in gaining new customers and managing their business operations effectively. With the addition of several capabilities over the past several years, Salesforce has expanded its feature set. It can now provide businesses with the greatest enterprise-level analytics, reporting, collaboration, and other functionality for managing their existing client base. Salesforce's benefits and drawbacks occasionally take time to understand and pinpoint.

Major Reasons for Small Businesses Stepping Away From Salesforce?

There are high subscription fees. Microsoft Dynamics 365 Plan's optimal value is $210 per user/month, while Salesforce's most popular Lighting Enterprise product is yours for $150 per user/month. Those sums might add up very rapidly for a tiny corporation. Many opt to manage their CRM and support using Excel, email, sticky notes, or any other method that can save them $10,000 annually.

Training time and costs must be reeduced. If you are a multinational company with a few million dollars to spare, you may use it to invest in your staff training. Although Salesforce and Microsoft have developed strong solutions, only some big businesses would let you use them if certified. Only a few small businesses have the time, resources, and ability to invest in salesforce technologies.

How does Salesforce Assist Small Businesses?

Small business owners can conduct their operations more effectively, thanks to Salesforce. Additionally, it makes it possible to interact with customers in new ways, enhancing communication and raising the possibility of repeat business.

Although we frequently refer to Salesforce as a single tool, it includes an entire family of cloud-based software tools. For instance, there are automation technologies that can handle time-consuming data processing duties, freeing up time that can be used to focus on things that are more beneficial to the company and more engaging and fulfilling for the individual.

On the other hand, by utilizing Salesforce sales automation capabilities, salespeople may spend less time on repetitive administrative activities and more time doing what they do best—generating money for your small business. Salesforce also offers customized workspaces where your sales and marketing teams can engage with customers, collaborate on projects, and better meet their needs.

The Bright Side of Salesforce for Small Business

  • Compared to other CRM platforms, Salesforce has a disproportionately large number of advanced features. The extensive account and contact management, as well as the 24-hour customer service, are all included. With the latter, you get a full picture of your consumers, including information about their conversations, important relationships, and past activity.

  • Salesforce is simple and easy to use, so you can concentrate more on running your business instead of figuring out how to utilize the program. A dedicated mobile app is available, and you can easily access and edit client data while logged in from various devices. Collaborating with other team members and navigating between the modules is simple.

  • Salesforce can be fully tailored to your needs and preferences. You can do this with point-and-click tools or, for more detailed customization, with code. Additionally, you can include email templates, customized fields and tabs, improved reporting and dashboards, and automatic task management.

  • As a simple and quick approach to understanding the platform's functionality, Salesforce has developed a free gamified learning tool. Access to the professional community lets you get the most recent suggestions and solutions straight from Salesforce's partners, staff, and clients.

  • Salesforce interfaces with various popular legacy software programs, providing seamless interoperability. Therefore, the connection is simple and easy if, for instance, you already use G Suite from Google Cloud. Integration may need a little bespoke tuning from the development team for more specialized older systems, but anything is doable.

  • Small organizations can use Salesforce Essential to save subscription costs because it is strong but economical. However, this does not imply giving up on the strength of its cutting-edge cloud computing, AI, and machine learning technology.

  • Salesforce is simple to use, especially the Essentials suite, which is easy for operators. To begin going, you don't require countless hours of instruction.

  • Flexibility and scalability − Salesforce Essentials is popular among small business owners because of its flexibility and extreme scalability.

Disadvantages of Salesforce

  • Salesforce's user interface has some room for improvement.

  • Services can occasionally become unresponsive, which can be unpleasant for customers.

  • Up until the additional cost is offered, marketing's potential is constrained.

  • Small firms will have to pay more to customize or utilize third-party solutions.

  • Such a complex solution can be intimidating for small businesses without a dedicated marketing or sales team.

  • Typically, modification is required to maximize the potential of Salesforce.


Smaller teams may find Salesforce too complex or large to use if they require more than what it offers effectively. Large-scale enterprises usually won't have a problem with this, but smaller businesses that aren't striving to expand often find it more complicated than necessary for their fundamental requirements.

Its biggest flaw is Salesforce's perplexing pricing. Additionally, even though Salesforce is often simple to use, there is a little learning curve to get the most out of it. If you keep those drawbacks in mind, you'll have minimal issues choosing Salesforce as your CRM software.

Updated on: 18-Apr-2023


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