Starter is Salesforce's all-in-one suite: a complete CRM coupled with marketing, sales management and customer service management functionalities. The whole package is designed to simplify customer relationship management for VSEs, SMEs and start-ups. Accessible and intuitive, this tool aims to :

• centralise interactions
• optimise sales processes
• and improve marketing performance, all in an integrated cloud solution.

This tool meets the needs of managers of small organisations, emerging sales teams and entrepreneurs looking to structure their growth. It can be used by companies just starting up, or those looking to strengthen their market position.

Key features include centralised contact management, sales opportunity tracking, recurring task automation and customised reporting tools. Its seamless integration with third-party applications and marketing automation capabilities make it a powerful ally for fast-growing businesses.

What are the main features of Salesforce Starter?

Centralised management of contacts and customers

Salesforce Starter brings together all your customers' key information in a single, accessible database in the cloud. Teams can consult the history of exchanges (emails, calls, appointments) and specific customer preferences to adapt their strategy.

For a very small business, for example, this makes it possible to centralise data that is often scattered across Excel files or emails.

Tracking opportunities and sales pipelines

Designed for SMEs and start-ups looking to structure their growth, Salesforce Starter provides a clear overview of the sales pipeline. Each stage of the sales cycle is visible at a glance, allowing teams to focus on the highest priority deals.

A VSE in the services sector, for example, can track projects in progress while anticipating future opportunities.

Automating administrative tasks

For small organisations where time is a precious resource, Salesforce Starter automates repetitive tasks such as

• Sending reminder notices,
• generating quotes
• or updating statuses.

This allows teams to focus on their customers, without wasting time on manual processes.

For example, a start-up in a growth phase can easily programme automatic follow-up campaigns for its prospects.

Reporting and analysis tailored to small businesses

Salesforce Starter offers simple yet powerful marketing and sales dashboards, with predefined analyses tailored to the needs of small businesses.

For example, an SME manager can monitor the sales performance of his teams and quickly identify areas for improvement, such as a low conversion rate at a given stage.

Marketing and lead generation

With Salesforce Starter, companies can organise targeted marketing campaigns and monitor their results in real time. Campaign performance can then be tracked using simple metrics such as open and click-through rates.

Attract new prospects with targeted, effective messages:

• Create and send high-impact campaigns using customisable marketing email templates tailored to your corporate identity. Each communication is sent at the right time and its effectiveness is tracked via an integrated measurement tool, enabling you to adjust your strategies in real time.
• Use data from your sales, marketing and customer service channels to segment your audiences precisely. Send personalised messages, aligned with their specific needs, increasing the relevance of your campaigns and their impact.
• Simplify the lead nurturing process with artificial intelligence. It identifies the ideal time to send your messages and maximises prospect engagement, while helping them progress through the buying cycle.

Integration with your existing tools

The solution integrates easily with popular applications such as Google Workspace (calendars, emails), Outlook, and even billing or marketing tools such as Mailchimp. This simplifies data synchronisation and ensures a seamless experience for teams. For example, an email sent via Gmail will automatically be logged in Salesforce Starter, avoiding double entries.

Accessibility and simplicity for small teams

Salesforce Starter is designed to be easy to learn, even for companies without a dedicated IT team. The platform offers ready-to-use templates for quickly configuring workflows or campaigns, which is ideal for a start-up looking to structure itself without investing heavily in technical resources.

Why choose Salesforce Starter?

• Designed for small businesses: Salesforce Starter offers a quick and easy-to-deploy solution, perfectly suited to start-ups, VSEs and SMEs with small teams and immediate organisational needs.
• An intuitive, accessible interface: Designed for non-technical users, the platform is quick to learn and easy to use without any prior expertise, making it ideal for companies without a dedicated IT team.
• All-in-one CRM: Salesforce Starter combines sales, marketing and customer relationship management in a single suite, avoiding the costs and complications associated with using multiple tools.
• Pricing to suit tight budgets: With a simple, transparent offering, Salesforce Starter is ideal for small organisations looking for a high-performance solution without blowing their budget.
• Access to the Salesforce ecosystem: By choosing Starter, you gain access to a robust and scalable ecosystem, enabling unlimited growth and smooth migration to more advanced solutions if required.
• Dedicated customer support: Benefit from personalised support, with rapid assistance to optimise your use of the platform.
• Cloud reliability and security: Powered by the Salesforce infrastructure, Starter guarantees enterprise-class data protection, essential for customer confidence.
• An international reputation: Salesforce is the world leader in CRM, a guarantee of quality and performance for any company looking to stand out in its market.