What Is Salesforce Pro Suite? Discover An All-In-One Solution For Your Small Business Growth

Small and midsize businesses have taken over the world. They have harnessed technology to boost efficiency, connect better with their customers, cut costs, and build loyalty.

Despite these benefits, there are still a few challenges that remain untouched.

SMEs are stuck with outdated technology, and the high cost of upgrading it holds them back. According to a recent study conducted by Slack, it was found that 14% of small businesses use outdated technology, and 16% cannot afford to replace them due to high costs.

Realizing the need of the hour, Salesforce launched Pro Suite to empower SMEs with scalable solutions at an affordable price.

In this blog, we will explore everything about Salesforce Pro Suite. Let’s get started!

What is Salesforce Pro Suite?

It is an AI-powered CRM that boosts the overall growth of your business.

As a one-stop shop for all of your marketing, sales, service, and commerce needs, Pro Suite assists businesses in increasing lead generation, driving faster sales, and responding to customer inquiries quickly. It further encourages stronger customer relationships.

Built on Salesforce Einstein 1 platform and powered by data cloud capabilities, it empowers your business processes with advanced automation and analytics. Moreover, your business teams can gain valuable insights through predictive intelligence to make smarter decisions.

Features and Benefits of Salesforce Pro Suite

Pro Suite offers a varied range of features that help businesses achieve scalable benefits and drive growth. Let’s explore:

Marketing-related Features it Offers:

Smart Segmentation

Pro Suite lets you segment your target audience based on their actions and behaviors. It maps out their interaction history, looks into their past purchases, and sees if there are any open service cases. By analyzing this, you can tailor your marketing activities and communication for each segment to highly resonate with them, increasing the chances of potential customers turning into loyal ones.

Campaign Templates

Eliminate the efforts to create content from scratch and align consistent branding across your marketing campaigns.

The tool offers pre-built campaign templates with well-crafted and compelling subject lines that are personalized for each user. These templates can also be customized as per different customer segments, which improves overall engagement.

With built-in analytics, you can measure the performance of these campaigns, see what is resulting in the best for your business, and see which areas require improvements.

Email Nurturement

How often do your customers view your emails and redirect to your website to make a purchase?

The chances are less as many of your emails might have landed in spam or are ignored. But, with Einstein Send Time Optimization, you can boost your email marketing impact. This tool identifies the best time when the user is active and sends an email then and there, improving the chances of open and click-through rates. It therefore entices customers to make a purchase.

Sales-related Features it Offers:

Enhanced Pipeline Visibility

Gain a clear understanding and insights into your sales data. With a sales pipeline, you get a visual representation of where your potential customer is in your sales process. Further, you can look into deal progress, see where your sales efforts are lacking, and take corrective measures.

Additionally, it helps identify new sales opportunities and focus your efforts on those that are likely to convert into actual customers.

Sales Forecasting

Predict your sales and estimated revenue for a particular duration: monthly, quarterly, or yearly, using the power of analytics. Pro Suite predicts these results and helps you analyze historical data and trends that offer future estimations with accuracy.

Easy Quoting

By leveraging the power of automation and without switching between applications, sales reps can design quotes easily. They can respond to customers quickly with accurate data and pricing, pulled from the CRM system. Additionally, automation reduces administrative costs and powers the ROI of business, improving revenue.

Streamlined Payments

You might have struggled with missed or forgotten payments, and mapping them afterward becomes a prompt task for your business teams.

Pro Suite allows you to attach payment links directly to your generated quotes, allowing customers to make payments then and there. It eliminates the time-consuming process of chasing payments and improves cash flow with prompt payment receivables. Also, it increases the likelihood of closing deals faster and moving forward with the order processing.

Service-related Features it Offers:

Supports Multiple Case Channels

Offer your customers the flexibility to contact you from any of the communication channels, including SMS, web, social media, email, or chat. Receive and resolve these queries quickly over the same channel, enhancing customer satisfaction.

Using the live chat feature, generate immediate responses in real-time and reduce your customer’s wait time. Keep them hooked in the conversation and deliver a response that resonates with them using a personalized approach.

Case Management

Empower your service teams to offer exceptional customer service by assigning the right case to the right skilled and knowledgeable agent. As soon as the system receives a customer case, it is automatically assigned to the relevant agent based on their skills, capacity and type—billing, tech, non-tech or more—speeding the resolution process.

Your teams get a 360-degree view of all your customers, enabling them to gain insights into minor to major details. Using this data, they can provide personalized and proactive support to each customer, contributing towards increased customer satisfaction.

Agent Support

Save up your agent’s time to gather supporting documentation or resources from external sources. This AI-powered platform enables agents to enter customers’ queries and find relevant information that supports their responses.

Macros automate recurring tasks such as updating case status with the agent and the customer, sending query confirmation emails with ticket numbers, and outboxing emails about common issues.

Pricing of Salesforce Pro Suite

The advanced solution is priced at $100/user/month, billed annually. It offers greater customization options and automation, saving crucial time for your team. Further, it equips your sales teams with quoting and forecasting and engages customers in real time across multiple support channels.

Before you purchase the full edition, you can opt for a 30-day free trial, enabling your teams to explore and get their hands on the platform.

Starter Suite vs Pro Suite

Starter Suite focuses on the initial stage of small businesses and provides the essential tools for sales, marketing and service. Whereas Pro Suite is designed to cater to the scalable and growing needs of businesses, offering features that step up with them. Let’s explore the differences;

Sales-Related Features:

Pro Suite includes everything from the Starter Suite; apart from that, it brings in additional sales features such as forecast management, quote creation and direct payment links for quotes. This allows your sales teams to analyze past data and forecast trends or revenue; it streamlines the quote creation process and encourages cash flow because customers can pay directly through the link attached to the quotes, eliminating delayed payments.

Service-Related Features:

Along with the common service-related features from Starter Suite, Pro Suite offers Macros, omnichannel routing and in-app and web messaging. It speeds up your support process by allocating customer queries and cases to the relevant service agent for faster resolution. Using in-app and web messaging, you can reach your customers directly and offer personalized communication.

Marketing-Related Features:

In terms of marketing features, both platforms provide similar capabilities, though Pro Suite may provide a more advanced version.

Some Enhanced Capabilities:

Features like social sign-on, guided onboarding and custom fields are common between both platforms. But custom objects, apps, approval processes, process automation with flows, sandbox for testing and training, and AppExchange access are some of the additions that you will find only in Pro Suite.

Add-Ons:

Both Starter Suite and Pro Suite offer marketing email send bundles at $10 for 1000 emails. However, Pro Suite extends on Starter Suite and comes with API calls at $25/user/month for 10,000 calls daily and offers a premium success plan, which has flexible pricing.

Conclusion

Here you have it! If you are looking for a solution that steps up with you as your business grows, Salesforce Pro Suite might be the answer to it.

It offers a bunch of versatile features that make your work easier through automation, help you understand your customers better, and close more deals. By focusing on growing areas of businesses such as advanced marketing, sales, service, and commerce, it tops the list of best solutions for SMEs.

While it might cost a bit more than the Starter Suite, the extra features and benefits could be worth it. Ultimately, the best way to decide is to weigh the costs and potential benefits for your specific requirements.

Require more assistance on the same? You can contact a Salesforce consulting firm to get the answers you need.