How To Choose Which Sales Cloud Edition Is Right For You

When looking at the different editions the Sales Cloud has to offer sometimes its hard to navigate which edition is right for your organization. It takes a combination of current needs and an understanding of how far you want to go in the future to decide which edition is right for you.  Although you can start with a lower edition and upgrade when you grow, it may be better to set up for the future now depending on your timeline and needs.

Group Edition:

The Group Edition is for small businesses that need a contact management system and do not expect to grow much.  You can have up to 5 users with the following feature highlights:

  • Account and contact management
  • Opportunity tracking
  • Lead scoring, routing, and assignment
  • Task and event tracking
  • Customizable reports and standard dashboards
  • Mobile access, customization, and administration
  • Chatter — company social network
  • Outlook Side Panel and sync
  • Case management


Professional Edition:

The Professional Edition allows more than five users, but the major drawback is no automation and no API access (some features are available for an extra cost. The feature highlights include everything in Group plus:

  • Campaigns
  • Customizable dashboards
  • Collaborative forecasts
  • Products, quotes, and orders
  • Mass email
  • Role permissions


Enterprise Edition:

The Enterprise Edition includes all of the features we know and love : ) you get everything in Group and Professional plus:

  • Workflow and approval automation
  • Report history tracking
  • Enterprise territory management
  • Profiles and page layouts
  • Custom app development
  • Integration via web service API
  • Salesforce Identity
  • Salesforce Private AppExchange


Unlimited Edition:

Although Enterprise is usually sufficient for most organizations, there is the Unlimited Edition which adds the following:

  • Unlimited customizations
  • Unlimited custom apps
  • Multiple sandboxes
  • Additional data storage
  • 24/7 toll-free support
  • Access to 100+ admin services
  • Unlimited online training

The bottom line is you have to strike a balance between current and future needs to find the right edition for your organization!

For more information Click Here.  For a full comparison of features Click Here.

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