Learn About Pro Suite

Learning Objectives

After completing this unit, you’ll be able to:

• Explain Pro Suite.
  
• Describe who benefits from adopting Pro Suite.
  
• List the features you can unlock in Pro Suite.
  

What Is Pro Suite?

As you learned in the previous unit, Starter Suite helps small businesses that need a simple CRM suite to quickly provide value across their business. But many customers want to unlock additional functionalities as their business grows more complex. That’s where Pro Suite comes into the picture.

Pro Suite offers everything that Starter Suite offers, and more.

Pro Suite helps small- and medium-size businesses get the most out of their CRM as they mature. In today’s digital-first world, it’s imperative for small businesses to evolve technologically as customer expectations increase. To help, we bundled the best of our products in a way that is affordable and easy to use. It’s quick to implement and scale with an intuitive interface so business owners can find success quickly.

Think you’re ready to take your business to the next level? With Pro Suite, you have access to more advanced features that are critical to support more intricate business workflows across the same one-platform experience of Starter Suite. Pro Suite allows businesses to apply more flexible customizations, make processes easier with automation, drive faster sales, answer customer questions quickly, and extend the power of CRM through AppExchange. (You get more detail about the features that Pro Suite offers later.)

Who Is Pro Suite Designed For?

Whether you’re upgrading from Starter Suite or new to Salesforce, Pro Suite helps scale your business and accelerate growth.

As your business needs grow, you can easily upgrade from Starter Suite to Pro Suite to access more advanced features. This seamless growth path helps you avoid complicated setup. And just like in Starter Suite, you can use our intuitive Home app and Guidance Center to get started right away.

Pro Suite is built for growing businesses seeking capabilities that support intricate processes and that are easy to use. For example, if you’re a small consulting business that’s using multiple technology systems to manage customer emails, phone calls, and meetings, Pro Suite integrates those systems into one tool.

Or if you’re a small manufacturing team within a larger team that manages contractors and revenue, Pro Suite gives you the ability to consolidate the full suite of tools across sales, service, marketing, and commerce into a single view of their operations on one platform.

Pro Suite Features

Pro Suite helps businesses that need more tools and customization than Starter Suite can provide them as they grow. Access all of the same features you had in Starter Suite, plus even more functionalities in one, single platform.

Greater Customization and Automation

Increase team productivity and workflow by automating tasks and customizing user interfaces and tools specific to your business processes and tasks.

• Custom apps and objects organize your data based on your needs.
  
• Process automation with Flows allows you to easily reach solutions.
  
• Personalized navigation and layout options let you customize the user interface to suit your needs.
  

Sales

Speed up your sales processes and proactively identify trends or gaps in your sales history to maintain momentum. And access all of the same sales features that you get in Starter Suite.

• Quote creation and management make it simpler for customers to purchase your products or services.
  
• Forecasting features drive accurate predictions and give insight into your sales performance.
  

Service

Give customers the flexibility to create a case through web, email, or chat. With live chat, you can deliver real-time, personalized service experiences from your application or website to resolve cases faster and improve customer experience. And access all of the same service features that are available in Starter Suite.

Marketing

Use all of the same marketing features from Starter Suite in Pro Suite such as dynamic campaign and email templates, automated email sends with Einstein Send Time Optimization, and more.

Commerce

Enjoy all of the same commerce features from Starter Suite in Pro Suite with PayNow. Maximize efficiency by embedding payment links directly into your quotes to make payments simple and easy.

Expand Your Capabilities with AppExchange

Pro Suite gives you access to AppExchange, a marketplace for a range of prebuilt tools that help you extend your CRM to external systems, applications, and data sources. That way, when you’re ready to scale your CRM, you can seamlessly integrate your favorite tools and discover new ones.

Grow Your Business Faster

Does it seem like your customer demand is growing higher and higher? Would you like to unlock growth and deepen customer relations as your business expands?

Pro Suite offers the flexibility to automate tasks and customize your CRM to fit your specific needs. Get all the convenient setup and ready-to-use tools that come with Starter Suite, plus even more functionalities so you can grow your business more quickly.

Check out the resources for more information about Pro Suite and how to sign up for a free trial. Get ready for the power, personalization, and supercharged efficiency of Pro Suite!

Resources

• Salesforce: Pro Suite Trial (signup required)
• Help: Starter and Pro Suite