Small Business Sales
Agentic AI moves your deals forward — routing leads, following up, and flagging what needs your attention — so you spend less time managing the pipeline and more time closing.
Agentic AI moves your deals forward — routing leads, following up, and flagging what needs your attention — so you spend less time managing the pipeline and more time closing.
This page is provided for information purposes only and subject to change. AI can be added to Enterprise and above. Contact a sales representative for detailed pricing information.
Automate your sales process, surface your best deals, and move faster — with agentic AI that knows your pipeline.
See all your data in one place, with real-time insights that tell you where to focus and what to do next.
Manage all lead, opportunity, and account data in one place to foster stronger customer relationships.
Get a real-time view of your business with customizable reports and dashboards, and turn insights into action.
Tailor your forecast to your business, track every deal in real time, and let AI surface where your pipeline needs attention.
Automate outreach, streamline account planning, and eliminate data entry — so your pipeline moves without you having to push it.
Drive sales forward with automated outreach sequences, personalized email templates, and follow-up tasks—all designed to keep deals moving.
Streamline account research, set measurable goals to guide strategy, and collaborate across teams to win new business.
Automatically sync contacts, events, and emails to your CRM — no manual entry, no missed details.
Agentic AI nurtures leads, automates the in-between, and surfaces the right next step — so your reps show up to every conversation ready to close.
Grow pipeline by nurturing inbound leads 24/7. Empower every rep with a dedicated coach to ensure pitch quality and consistency.
Use AI-powered lead and opportunity scoring to identify the right deals at the right time, ensuring reps focus on what matters most.
Automatically log and transcribe every call, with AI that surfaces the insights your reps need to follow up faster and close more deals.
Close more deals with smarter automation, richer data, and agentic insights built into every stage of your sales process.
Reach buyers faster with outreach and engagement built directly into your CRM — so your reps spend less time switching tools and more time in the conversation.
Sell with confidence — agentic insights grounded in your actual data, built on Salesforce Platform.
Equip every rep with the coaching and enablement they need to perform — built into the tools they’re already using.
Manage leads, track deals, and close more — with a free CRM built for small businesses that’s ready from day one.
Start fast with built-in AI and everything you need to get going — at no cost.
Not sure where to start? We'll help you figure it out.
See exactly what you're getting before you commit.
Sales CRM software allows businesses to better manage customer relationships by storing and managing customer and prospect information. Sales CRM software does this by compiling information from multiple communication channels, including a business’ website, email, telephone, social media, and more. This is especially beneficial to a small business, where teams are often shoulder the responsibilities of a much larger workforce.
So instead of tracking sales on a spreadsheet or keeping customer information on sticky notes, rolodexes, or even in a salesperson’s memory, sales CRM software can be considered a kind of business management software system that makes data available to everyone in the business who might need it: sales, service, marketing, and even others, like accounting, business planning, and management.
Salesforce CRM is consistently recommended as the most preferred CRM for small business in reviews and comparison websites because we deliver what we promise: real results for your small business. With Salesforce CRM for small business, your sales reps can access all customer information in one place, save time with automation, and work deals from anywhere, anytime. Managers can tweak processes, monitor progress, and project future metrics with more confidence. Contact Salesforce to see how you can convert more leads into sales revenue.
Artificial intelligence is changing sales by enabling businesses to automate and optimize various sales activities, from lead engagement with bots to AI-generated email content. It is also helping businesses make data-driven decisions to improve sales performance and increase revenue.
AI can help with everything from automating repetitive tasks, giving you insights into customer behavior, and drafting personalized messages to your customers. It can also help you prioritize which sales opportunities to focus on and make data-driven decisions to optimize sales performance.
Sales analytics can improve sales performance through data-driven decision-making and better customer insights. With a better understanding of your customers, you can create more personalized sales messaging and increase customer satisfaction. This means your teams save time, sales processes are more streamlined, and revenue and profitability often increase as a result.
To get started, you can sign up for a free trial of Starter Suite to get capabilities across sales, service and marketing. You can also sign up for a free trial of Sales Cloud if you're more interested in dedicated sales capabilities. Once you are ready, choose a pricing plan that suits your needs and configure the platform to meet your business requirements. You can also get help from Salesforce consultants or partners on our AgentExchange to help with a successful implementation.