Small to medium-sized businesses (SMBs) require the right tools to manage growth and maintain customer relationships—tools that can adapt to their evolving needs without breaking the bank. Salesforce developed Pro Suite with these businesses in mind, offering a comprehensive, affordable, all-in-one CRM package that includes marketing automation. 

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Designed to compete directly with HubSpot Starter, Pro Suite offers the flexibility and automation needed to streamline operations without sacrificing customization. While many tools promise efficiency, ProSuite delivers. It integrates essential functions - sales, service, and marketing - into one seamless platform and at a very affordable price point.. 

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A Response to Market Demand

Salesforce has long been a leader in the space, particularly among large enterprises. However, as the SMB sector continues to grow and drive global economic activity, it became clear that these businesses needed the  power of the Salesforce platform but often did not have the staff to support the full version - nor the need for bespoke customization. 

Recognizing these hurdles, Salesforce introduced Pro Suite as an affordable, scalable solution that brings the power of Salesforce to the SMB market. Typically, you must buy these separately, such as Sales Cloud, Service Cloud, and Marketing Cloud, at a much higher price than ProSuite costs. 

Pro Suite was developed not just as an upgrade to the Starter Suite but as a strategic tool for growth. It offers advanced customization, automation, and integration capabilities, positioning Pro Suite as a strong contender against other CRM (Client Relationship Management) software.

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Salesforce Pro Suite vs. HubSpot

Salesforce created Pr Suite to nestle nicely right between two Hubspot products. ProSuite offers the features of Hubspot Sales Professional but with some added features only available in a more expensive Hubspot product called Marketing Hub. There are additional features in Marketing Hub that are not available in ProSuite.  However, Salesforce has focused on two features that many small businesses need:

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‍Price Books and Quoting - this is a lightweight CPQ (cash price quote) product that lets Sales Teams and Deal Desks automatically update contracts to reflect the latest pricing.

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Email Newsletters - While both Sales Hub and Pro Suite offer email nurture campaigns (meaning a 1:1 email that a rep sends that looks personalized), Pro Suite offers email newsletter functionality. This is something that many companies pay for separately to vendors like Mailchimp or Constant Contact.

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Custom Automations: The reason that large enterprises love Salesforce is its ability to customize. However, SMBs often prefer something more generic but turnkey. ProSuite offers a little bit of both.

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As companies expand, their operational needs become more complex, requiring advanced tools to handle increased customer interactions, sales data, and marketing activities. As your business grows, so do your needs. Pro Suite offers a robust set of tools on Day One but with an easy path to upgrade to Enterprise Salesforce products in the future.

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Key Benefits of ProSuite for SMBs:

ProSuite eliminates the need for multiple, disconnected tools by providing a unified platform that integrates all essential business functions. ProSuite helps businesses streamline their operations and improve efficiency by automating routine tasks and providing real-time insights. Whether your business is in the early stages of growth or scaling rapidly, ProSuite offers the flexibility to adjust to your changing needs, ensuring that your CRM solution remains relevant and effective.

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Sales

ProSuite excels in providing tools that drive revenue growth and optimize customer relationship management.

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• Account, Contact, Lead, and Opportunity Management: ProSuite offers a robust framework for managing key sales elements—accounts, contacts, leads, and opportunities—allowing teams to maintain detailed records and track interactions effectively. This system streamlines the sales process, making it easier to nurture relationships and close deals.

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• Enhanced Pipeline Visibility & Forecasting: With advanced forecasting capabilities, ProSuite enables businesses to predict sales revenue and gain a deeper understanding of their sales performance. This enhanced visibility helps teams identify trends, manage opportunities, and maintain momentum throughout the sales cycle.

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• Streamlined Payments and Quoting: ProSuite simplifies the payment and quoting process by integrating these functions directly into your CRM. This eliminates the need for back-and-forth communications, allowing sales teams to generate accurate quotes and collect payments efficiently.

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Service

ProSuite also brings powerful features to the customer service domain, enhancing the way businesses manage and resolve customer issues.

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• Case Management: ProSuite provides a 360-degree view of each customer, allowing service representatives to access past interactions, open cases, and upcoming renewals. This comprehensive data access enables reps to deliver more personalized and efficient service.

• In-App & Web Support Channels: Customers can initiate cases through their preferred channels via web, email, or chat. ProSuite’s live chat functionality enhances customer experience by providing real-time support directly from your application or website.
• ‍Omni-Channel Routing and Automation: ProSuite’s intelligent routing directs cases to the most suitable agents based on their skills and availability. Additionally, automation tools like macros help streamline repetitive tasks, saving time and increasing service efficiency.

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Marketing

On the marketing front, ProSuite offers advanced tools to optimize campaign performance and engagement.

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• Email Nurtures and Campaign Templates: ProSuite allows marketers to create intelligent, targeted email campaigns using pre-designed templates that can be customized to align with brand identity. Built-in analytics track performance, enabling continuous improvement of content strategies.

• Smart Segmentation: With smart segmentation, businesses can tailor their audience targeting based on behaviors and engagement. This capability allows for more personalized and relevant communication, driving better results from marketing efforts.

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Pro Suite’s integration of sales, service, and marketing tools into a single platform makes it a comprehensive solution for businesses looking to scale effectively and set the stage for future growth.

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What Types of Companies are Best for Pro Suite?

Salesforce Pro Suite is specifically designed for small to medium-sized businesses (SMBs) that are on the path to growth but require a more advanced CRM solution to manage their expanding operations. Pro Suite caters to a variety of business types, ensuring they have the right tools to succeed:

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• Business Services: Managing multiple clients and projects with ease, Pro Suite helps streamline operations by consolidating client information and automating routine tasks.

• Growing Technology Companies: When a company is still honing its product-market-fit as well as go-to-market strategies, sales & marketing budgets are typically kept to a minimum. However, everyone acknowledges how crucially important sales & marketing are at this stage.

• Retail Businesses: Scaling e-commerce operations becomes seamless with Pro Suite, as it integrates sales, marketing, and customer service tools into a single platform.

• Manufacturing Companies: Pro Suite provides robust tools to manage and optimize the supply chain and customer interactions for businesses juggling a complex network of suppliers.

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Bottom Line

Salesforce Pro Suite offers a solid set of tools for businesses that need more than the basics. Its customization, marketing automation, and integration capabilities provide the flexibility and scalability that many growing companies seek. On average, Salesforce CRM users experience 38% faster decision-making, an 18.4% increase in revenue, and a 35% boost in customer satisfaction. However, businesses have often looked at both Salesforce and its benefits as "enterprise-gradel only."

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Pro Suite is Salesforce's best attempt to strike a balance between features and customizations. If your company wants the ability to grow into Salesforce enterprise products, some level of flows and customization today, and marketing tools that you can also use today, check out Salesforce Pro Suite.

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