Learn About Starter Suite

Learning Objectives

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

Explain Starter Suite.
Describe who benefits from adopting Starter Suite.
List how Starter Suite drives sales, service, marketing, and commerce productivity.

What Is Starter Suite?

Starter Suite is the fastest—and the easiest—way to get started with Salesforce customer relationship management (CRM).

Salesforce has a long history of helping businesses find, win, and keep more customers. Along this more than 20-year journey, we’ve connected with customers to learn how top-performing sellers, marketers, and service agents use Salesforce to tackle their day-to-day needs. Those collective best practices are built into Starter Suite.

It’s easy to bring your teams together to collaborate in a single workspace. Starter Suite includes sales, service, marketing, and commerce functionality in a single platform, reimagined with a simplified design. (You learn more about built-in tools in the next section).

Setting up a workspace that serves multiple teams and processes sounds complex and complicated, right? Think again! Starter Suite was designed so you can spend less time on setup and implementation, and start using the most effective features and functionality right away. An easy-to-use, guided setup helps your users get started quickly, boosting productivity and saving time from day one.

Who Is Starter Suite Designed For?

Along with a simplified design informed by years of experience building best-in-class CRM, Starter Suite is equipped with streamlined setup and onboarding help. It’s ideal for companies, entrepreneurs, or teams brand new to Salesforce or CRM and those looking to scale teams and increase productivity.

Let’s take a look at two of the features that most help first-time CRM users.

The Home app displays quick actions for the most valuable features. Start your day tackling the most important tasks based on what your focus is. Check out some action cards that are recommended to you based on your business needs and processes. Select View All Cards to explore more tools that help you be more productive.

Home app includes links to Sales, Service, Marketing, Commerce, Leads, Opportunities, and more common features.

Open the Guidance Center by clicking the Question mark icon for Guidance Center icon in the global header. This panel offers always-available, hands-on help for common setup and data management tasks, such as importing data, inviting users, and creating your first records.

Guidance Center panel offers learning for getting started and setting up payments.

Starter Suite Features

This all sounds pretty inviting, right? Let’s dig deeper into how Starter Suite drives productivity across sales, service, marketing, and commerce from a single platform.

Sales

Salesforce Starter Suite helps your sales teams prioritize important deals and increase productivity.

Out-of-the-box sales paths and reports keep your teams on track and help manage sales pipelines.
Helpful guidance for success walks you through considerations and recommended actions during each sales stage.
Lead and opportunity records capture important details, conversations, and interactions with prospects and potential customers.

Sales path shows the status of the deal and guidance for success.

Service

Starter Suite helps your service team deliver quick, helpful, personalized service to your customers.

Tools track customer engagement history and details.
A single unified app manages customer cases and a knowledge base.

Case record includes fields for emails, new tasks, call logs, knowledge articles, and customer details.

Marketing

Marketing campaigns are currently available in the US, Mexico, and Canada; EMEA; and LATAM. Einstein Send Time Optimization is currently only available in AMER and EMEA. Email outreach features and list views are available in all regions.

Starter Suite helps your marketing team build branded marketing content and track customer interactions.

List views allow users to select prospects or customers to reach out to.
Campaign and email templates make it easy to create beautifully branded emails for sending company updates and offers.
Automated email sends offer personalized customer journeys, with Einstein Send Time Optimization to engage at the right time.

A template for loyalty email campaign is among the email templates offered in Starter Suite.

Commerce

Starter Suite helps you collect revenue quickly from a closed opportunity with Pay Now. After setting up a merchant account, users can create a payment link and email it to a recipient to complete a transaction.

Users can create and send a payment link to a closed opportunity to collect revenue.

Reports and Dashboards

Starter Suite allows for continuous tracking of business performance with reports and dashboards. In Analytics, you can manage, analyze, or build your own reports and dashboards.

Dashboards help you visualize your business data.
Reports help you track key success metrics.
Several prebuilt sales, service, and marketing reports offer data to explore.

Prebuilt sales dashboard monitors sales performance across the entire company.

Get Started with an Easier CRM

Do you want to climb out of the never-ending pile of documents and to-dos in front of you? Stop drowning in emails and manually updating spreadsheets?

With Starter Suite, your business can spend more time with customers and less time trying to find information about customers. You can build deeper customer relationships with sales, service, marketing, and commerce functionality in a single platform. And it’s all contained in a simplified design that streamlines setup, onboarding, and everyday tasks.

Check out the resources for more information about Starter Suite and how to sign up for a free trial. And experience for yourself the most efficient way to drive your business forward.

Continue on to the next unit to learn about Pro Suite, which offers all the features of Starter Suite—and more.

Resources

Salesforce: Starter Suite Trial (signup required)
Help: Starter Suite

通过 Salesforce Starter 实现业务增长

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