Learn About Pro Suite
Learning Objectives
After completing this unit, you’ll be able to:
- Explain Salesforce 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 (SMBs) get the most out of their CRM as they mature. In today’s digital-first world, it’s imperative for growing 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 AgentExchange. (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. 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 require more advanced tools and customization. Access all of the same features and built-in AI capabilities 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.
-
Highly customized workflows: Custom apps and objects organize your data based on your needs.
-
More automation: Process automation with Flows allows you to easily reach solutions.
-
Business-specific interface: 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: Draft quotes and make it simpler for customers to purchase your products or services.
-
Sales insights: 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.
Here are some service features available in Pro Suite:
-
Self-service portal: Help customers help themselves. Easily embed knowledge articles and give customers access to important data through their Help Center.
-
Intelligent workflows: Serve up the right case to the right person at the right time with actionable insights and recommendations driven by AI.
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.
Here are the marketing features available in Pro Suite:
-
Batch emails: Send up to 100 marketing emails per month
-
Tailored templates: Use ready-to-use email layouts and save time
-
Campaign testing: Preview and send test emails before sending to your audience to avoid mistakes
Commerce
Commerce Storefronts for Pro Suite is designed for growing businesses with high transaction volumes and complex needs. Pro Suite offers all of the same commerce features from Starter Suite with Pay Now. To recap: Build a branded storefront with simple drag-and-drop design tools. Get set up and start selling with built-in guidance features that give you recommendations and step-by-step support. Manage every product detail, like images, descriptions, product codes, and more, with easy-to-use merchandising tools. Optimize your ecommerce store and increase revenue with insights about performance, finance, promotions, and payments from your built-in dashboard.
Expand Your Capabilities with AgentExchange
Pro Suite gives you access to AgentExchange, 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.
Activate AI in Starter and Pro Suites
Starter and Pro Suite are now powered by Agentforce 360, featuring powerful embedded AI capabilities designed to boost productivity. Starter and Pro Suite now have embedded AI and employee agents, available with one click activation.
Here are some AI features available in Salesforce Suites:
Embedded AI Features
Integrated directly into your CRM, these features help teams work faster:
-
Summarize records: Generate instant context for meetings or service cases with activity summaries.
-
Email assistance: Use built-in AI to draft or refine emails directly from your workspace.
AI Assistant (Employee Agent)
An AI assistant, the employee agent, is now built in the Suites, which helps teams take action using natural language:
-
Manage case records: Log calls, update opportunities, and add notes using simple commands.
-
Hyper-personalized emails: Create personalized sales and service correspondence using customer context.
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!