Starter Suite vs. Pro Suite: CRM Comparison For SMBs

Starter Suite vs. Pro Suite: CRM Comparison For SMBs

We break down the Salesforce Suites to help you decide on the best CRM for your SMB.

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Alright, small business owners, entrepreneurs, startups, and alike - we are talking to you. It's time to choose your customer relationship management (CRM) tool. The ultimate choice is yours, and it all comes down to which one is right for your business. And we've got the line-up just for you.

In one corner we have Starter Suite: the fastest-growing, simple, yet solid CRM built for small teams. And, in the other corner we have Pro Suite: a powerful CRM with advanced features for scaling your business, bridging the gap between you and big business. Both contenders have a solid fight in this match. Whether you need an easy start or a powerful upgrade, there's a CRM that fits your business, so let's find the right one for you. Ring the bell, let's put the two in the ring.

What we'll cover:

• CRM quick hits
• What is Starter Suite?
• What is Pro Suite?
• Feature lineup: Starter Suite vs. Pro Suite
• Which CRM is best for your business?
• How to get started with Starter Suite and Pro Suite
• The suite for your small business: Starter Suite and Pro Suite

CRM quick hits

Still managing customers across multiple tools? You're not alone. According to our Small and Medium Small Business Trends Report, 51% of small and medium-sized business (SMB) leaders worry their company is falling behind on technology. Using multiple, disconnected tools can hold you back, and as your business grows, staying organized becomes even more challenging.

Customer relationships are key to scaling your business, and the right CRM tool can help you keep those relationships organized. A CRM serves as your central hub, giving you a 360-degree view of customer interactions, sales, and follow-ups - all in one place.

Without a CRM, follow-ups may be missed, and valuable time is wasted searching for customer details. And without insights, it's hard to track which marketing efforts are paying off. The good news is that Salesforce offers two starter CRM options designed for small and growing businesses.

What is Starter Suite?

First up in the ring, we have Starter Suite: a great first CRM for growing businesses, solopreneurs, and startups. It's powered by artificial intelligence (AI) tools that help you compete with bigger businesses. It's built to help you "grow fast" with easy-to-use tools. What makes Starter Suite perfect for SMBs is how quickly you can set up and start seeing results. Here's what you get:

• AI-powered tools: Starter Suite gives you the tools you need to find and focus on your best leads and customers. With the power of Data Cloud and years of experience behind it, you know your data will remain safe and secure.
• Ready-to-use sales processes: Pre-built workflows guide your sales teams from first contact to closed deal, tracking key details and saving setup time
• Dynamic marketing: Create professional emails with customizable templates, send targeted messages to different groups, and deliver at AI-optimized times for better engagement.
• Case management system: Tracks customer issues from start to finish with searchable help resources, enabling faster solutions and self-service options.
• Online commerce options: Set up a simple digital storefront to showcase your products and accept payments online.
• Easy-to-read dashboards: View business performance through intuitive charts showing sales, service status, and trends without requiring data expertise.

What is Pro Suite?

Second up, we have Pro Suite. Pro Suite is designed to help you "grow faster" with enhanced customization and automation capabilities. It's the perfect upgrade path for businesses that need more powerful tools as they scale. While it costs more than Starter Suite, the time saved and increase in sales make it worth it. Pro Suite gives you everything in Starter, plus:

• Customization capabilities: Pro Suite adapts to your business. Add custom fields like "Property Size" for real estate or "Project Phase" for construction. Create branded templates that auto-fill client details.
• Workflow automation: Eliminates repetitive tasks. New website leads automatically go to the right sales rep with instant notifications, while closed deals trigger thank-you emails and start the customer onboarding process.
• Enhanced sales and service functionality: Equips sales teams with forecasting tools, quick quote creation, and unified customer management to improve deal closure and satisfaction.
• Access to AppExchange: Offers thousands of pre-built applications and integrations that solve specific business challenges with minimal setup.
• Developer sandbox: Provides a testing environment to perfect changes before implementing them, preventing disruptions to daily operations.

Feature lineup: Starter Suite vs. Pro Suite

Now let's see these two side-by-side in the ring. Here's a detailed comparison of the two CRMs to help you choose the right one for your business:

Sales

The Suites are designed to help small businesses and teams kickstart their sales efforts with essential tools and features. Here's a brief introduction to its sales capabilities:

Marketing

The Suites are designed to help growing businesses kickstart their marketing efforts with core tools that fuel growth. Here's a brief introduction to its marketing capabilities:

Customer service

The Suites are designed to help small support teams boost their service efforts with flexible tools and features. Here's a brief introduction to its customer service capabilities:

Commerce

The Suites are designed to help small businesses and teams build their storefront with basic tools and features to sell online. Here's a brief introduction to its commerce capabilities:

Which CRM is best for your business?

Choosing the right CRM system can change how you manage customer relationships. Having a centralized hub for all your data helps you make informed decisions, which leads to growth. In fact, our latest research from the Small and Medium Business Trends Report states that 66% of leaders at growing SMBs say their tech stack is a fully integrated system. Understanding which option aligns with your current needs and future goals is important for success. Let's explore the key factors to consider when choosing the right CRM for you.

Identify your business needs

Are you just starting out with CRM? Try Starter Suite, a great entry point for businesses with smaller teams and a simple sales process. It's also ideal for CRM beginners needing basic organization and email marketing without complex setup.

Need advanced automation and integrations? Pro Suite offers greater flexibility for businesses with 10+ employees and complex sales cycles. Offers advanced automation, detailed forecasting, and extensive customization to connect multiple business systems.

Consider your industry

Different industries have unique CRM requirements. Retail businesses often benefit from Starter Suite's straightforward customer tracking and basic marketing features. Service-based businesses might require Pro Suite's ability to manage different sales processes for various client types. Professional services firms appreciate Pro Suite's detailed reporting capabilities, while small specialty businesses can operate efficiently with Starter Suite's simpler approach.

Make sure there is room for scaling potential

Both CRM options support business growth, but in different ways. Starter Suite provides a solid foundation that helps you organize ‌customer relationships and basic sales processes. It's an excellent starting point that creates structure without overwhelming new users.

Pro Suite, meanwhile, is built for scaling. Its advanced automation reduces manual work as your team grows, while its customization capabilities adapt to increasingly complex business processes.

How to get started with Starter Suite and Pro Suite

Getting started with both of these CRMs is simple. Both Starter Suite and Pro Suite offer straightforward setup processes. And the best part is, if you start with Starter Suite and outgrow it, upgrading to Pro Suite is seamless with no user limitations. Your data moves with you - no starting over.

Here's how to begin with Starter Suite and Pro Suite:

1. Start your free trial: Head to the Salesforce website and sign up for a 30-day free trial of either Starter Suite or Pro Suite - whichever fits your business needs best. No credit card required.
2. Set up your workspace: Once you're in, you'll enter a few business details to personalize your CRM. From there, the built-in setup guide walks you through key steps - no guesswork.
3. Invite your team: Add the people you work with. You can give each teammate the right access so everyone stays on the same page from day one.
4. Importyour data: Import yourustomer data using simple upload tools. Whether you're coming from spreadsheets or another CRM, the transition is quick and smooth.
5. Email integration: Connect Starter to your business Gmail or Outlook email account through a simple syncing process that takes less than two minutes. You can select what kind of email data to sync and whether it's visible to your team.
6. Create reports: After you've imported your data, you can generate spreadsheet reports right in Starter, without leaving the platform.

Suite up with Salesforce

The perfect CRM does exist. And, it should align with both your current needs and future goals. With Salesforce, you get simplicity and affordability for smaller businesses with straightforward processes, while scaling with powerful customization and automation for complex requirements. Ready to try it out for yourself?

Start your journey with a free trial of Starter Suite today. Looking for more customization? Explore Pro Suite. Already a Salesforce customer? Activate Foundations today to try Agentforce.

AI supported the writers and editors who created this article.

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Brett Grossfeld is a Product Marketing Manager supporting Salesforce's CRM, data, and AI tools. He's written for multiple websites across various industries and interests, including tech, wellness, and modern customer experiences.