For years, Salesforce felt like something only big companies could afford. Not any more. Salesforce now offers a free version for teams of one or two, with no licence fee and no contract.
If you’re running your customers from an inbox, a spreadsheet or a pile of sticky notes, it’s worth a look. Here’s what you get, the catch and how we help.
What you get for free
This is the real Salesforce, not a cut-down trial. You get one place for every contact and lead, a visual pipeline to move deals from first enquiry to won, reports and dashboards, simple email campaigns and somewhere to log customer requests.
When you grow, you can upgrade on the same system, so nothing needs moving.
The catch
Out of the box, Salesforce is generic. The fields don’t match your business, there’s no pipeline that reflects how you win work and new enquiries still need typing in by hand.
How we set it up
We set up Salesforce so it’s simple to use from day one:
- Your company details, users and security settings
- Fields and picklists in your language
- Lead statuses and pipeline stages that match how you win work
- Your website form connected, so every enquiry arrives on its own with an instant thank-you email
- A starter dashboard showing leads, conversions and pipeline
- A training session and a short guide for your team
Salesforce set-up starts from £1,295 + VAT.
Need a new website too?
Our Connected package gives you a micro-site or full website with Salesforce set up behind it, so every lead lands in one place from the start. Connected starts from £1,895 + VAT.
Not sure where to start?
Already using Salesforce? Try our free two-minute Salesforce scorecard. Thinking about starting with the free version? Get in touch and we’ll talk you through it. We’re based in Altrincham and help small businesses across Manchester get set up properly.