Determining Which Salesforce Sales Cloud Package Is Right for Your Company

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The Salesforce Sales Cloud is the world’s #1 platform for sales. It is designed to provides sales reps and sales managers with one central location where they can quickly and easily manage all sales activities. It saves times, boosts productivity, and offers a suite of powerful tools that help enhance sales projections and provide more stability and certainty in the sales cycle. Best of all, Salesforce has designed the Sales Cloud to be able to scale along with their customers as the company grows or its priorities shift. Salesforce offers four Sales Cloud editions: Lightning Essentials, Lightning Professional, Lightning Enterprise, and Lightning Unlimited.

The Lightning Essentials Package

The Lightning Essentials Package is the least expensive, starter Sales Cloud package. It is designed for small businesses (up to five users) and costs $25 per user per month. It features out-of-the-box functionality, making it quick and easy to get started. It also offers access to many of the core Sales Cloud features including the following:

  • 20 MB of Data Storage Per User
  • 512 MB of File Storage per User
  • Account and Contact Management
  • AppExchange
  • Case Management
  • Chatter
  • Customizable Reports & Dashboards
  • Customizable Sales Process
  • Email Templates
  • Email Integration with Gmail or Outlook
  • Full Offline Mobile Functionality
  • Opportunity Management
  • Online Case Submissions (2-Day Response time)
  • Salesforce Mobile App
  • Task Management and Activity Feed
  • Trailhead Unlimited Online Training
  • Web-to-Lead Capture

The Lightning Professional Package

The Lightning Professional Package costs $75 per user per month and offers access to Sales Cloud for an unlimited number of users. Like the Lightning Essentials Package, it offers out-of-the-box functionality and a suite of powerful tools and resources including all the ones mentioned above, but with the inclusion of even more great features:

  • Analytics Snapshots
  • Campaign Influence – Limit 3
  • Campaign Management
  • Collaborative Forecasting
  • Contracts
  • Customizable Profiles and Page Layouts – Limit 2
  • Developer Sandbox – Limit 10
  • Duplicate Blocking
  • Google Apps Integration
  • Knowledge (Read-Only)
  • Lightning App Builder
  • Lightning Sync
  • Mass Emails
  • Orders
  • Person Accounts
  • Processes (Per Org) – Limit 5
  • Process Builder – Limit 3
  • Products and Price Books
  • Quotes
  • Record Types Per Object – Limit 3
  • Roles and Permissions – Limit 2
  • Rules-Based Lead Scoring, Routing, and Assignment
  • Sales Console App – Limit 1

The Lightning Enterprise Package

The Lightning Enterprise Package is Salesforce’s most popular Sales Cloud edition. It brings users an even higher degree of customization and deeper insights. It also allows for enhanced workflow with features like business process automation and approvals. The Lightning Enterprise Package is listed at $150 per user per month and in addition to the features mentioned above it also adds the following:

  • 2 GB of File Storage per User
  • A partial Sandbox – Limit 1
  • Advanced Reporting
  • Calendar All
  • Campaign Influence – Limit 5
  • Developer Sandbox – Limit 25
  • Opportunity Splits
  • Sales Teams
  • Workflow and Approval Automation

The Lightning Unlimited Package

The Lightning Unlimited Package is Salesforce’s premier Sales Cloud edition. It retails for $300 per user per month and brings unlimited access to everything the Sales Cloud has to offer as well as enhanced service and training options, and 24 hour toll-free customer support. With access to multiple sandboxes, it also allows for greater development and testing. In addition the features included in the previously discussed packages, the Lightning Unlimited Package offers the following additions:

  • 120 MB of Data Storage Per User
  • Accelerators
  • Full Sandbox
  • Developer Pro Sandbox – Maximum 5
  • Developer Sandbox – Maximum 100

Choosing Your Salesforce Sales Cloud Package

While Salesforce provides comprehensive information about all of these features and makes the process of choosing a Sales Cloud package as straightforward as possible, it can still be a daunting process, especially if you are new to Salesforce products and do not have any direct experience with the features and tools. The Refinery Source works closely with clients to select and customize the best Salesforce product for their company. We’ll show you how to maximize your Sales Cloud investment.

By Kevin Knight

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