Guide to Salesforce CRM System

Guide to Salesforce CRM System


Pricing (single user, as of February 2023): 

  • Essentials: $25/month
  • Professional: $75/month 
  • Enterprise: $150/month
  • Business: $300/month

User experiences and comments on Salesforce

Name of consultant: Carlos Amaral

Comments: I started out using Excel spreadsheet, but it eventually became too hard to keep track of leads. Salesforce offers many cool features, especially when you connect with other tools such as a tracker for who is coming to the website, etc. I use a straight 7-step sales cycle. SalesForce allows me to create lists and I use these lists to send newsletters to customers and email. Just because a contact is not a customer today does not mean I can’t get business later.

Applications integrated: SalesIntel, Zoom, Twitter, WordPress

Name of consultant: Jason Linkswiler

Comments: I have worked on several Salesforce Transformations, so less of a learning curve. Second, I have a second company focused on Salesforce CRM implementation, so I have resources to dial in the work flows. It is overkill for consultants, but many mid-market and enterprise companies use Salesforce — which makes your own CRM skills transferable to the client. The most significant value to me is having my partners on the same system so we can see our projects and opportunities in one place. 

I try to update contacts regularly. I do it manually, but you can set up workflows with Zapier or Outlook>Salesforce integrations. So each time a new contact is created in Outlook, then a new contact is entered into your CRM.


  1. Start simple, 3/4 stages
  2. Have tangible stage objectives
  3. Stages should match the customer buying journey
  4. Based on the customer journey, leads become opportunities when the scope is drafted. If you have a scope, you can estimate value.

Applications integrated: Microsoft Outlook, WordPress

Name: Jessica Shee

Comments: We use Salesforce to manage our customer relationships. It helps us keep track of important data and keeps us organized. We have customized our CRM system to better meet our unique needs. We’ve added custom stages, tags, and integrations that allow us to gain valuable insights from our customer data. Additionally, we’ve built integrations with other third-party applications to streamline our processes and ensure our customer data is always up-to-date. 

Name: Omer Usanmaz

Comments: Salesforce has a wide range of features that can be tailored to fit the needs of any business, large or small. It also has a user-friendly interface that makes it easy to get up and running quickly. Additionally, Salesforce offers a variety of integrations and applications that can help streamline and automate processes, saving consultants time and money. Finally, Salesforce provides exceptional customer service and support to ensure consultants get the most out of the software. Depending on the type of consulting I do, I can find some features more useful than others. For example, I can use Salesforce’s customer relationship management (CRM) features to keep track of customer data, contacts, leads, and accounts. I can also use Salesforce to manage customer interactions and sales, create invoices, and forecast sales. Additionally, Salesforce enables me to automate repetitive tasks, streamline processes, and gain insights with its analytics and reporting capabilities.

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