Salesforce has four different editions, but Salesforce Professional Edition (PE) and Salesforce Enterprise Edition (EE) are arguably the most popular. As a customer relationship management (CRM) platform, Salesforce is an industry leader. As of 2022, it has held the top spot in CRM market share for nine consecutive years.

Salesforce gives businesses tools for sales, customer service, marketing, and running the business as a whole. Its cloud-based platform is highly flexible and can be adapted to meet the unique needs of each business. Also, Salesforce has an open and secure API that makes it easy to connect to other systems and gives you access to trusted applications that add value through the Salesforce AppExchange Marketplace.

As a Platinum Salesforce Partner, we help prospective customers find the best solution for their business. In this article, we’ll look at some of the main factors we consider when helping a customer choose a Salesforce Edition.

Salesforce Professional Vs Enterprise 

Advanced Capabilities

Salesforce Enterprise works well for small and medium-sized businesses that have complicated processes and a large number of different customers and products. It has advanced features like full access to the API, custom coding, and an unlimited number of flows to make sure that all parts of the business work as efficiently as possible.

Even though Salesforce Professional doesn’t have all of the advanced features of Salesforce Enterprise, it still gives small businesses a solid foundation of tools to manage and interact with their target customers. Salesforce Professional can help small businesses improve their customer relationships and streamline their operations with its easy-to-use interface and smart workflow management. 

Storage

Salesforce classifies storage into two categories: file storage and data storage. File storage includes different types of files, like PDFs, images, and attachments. Data storage, on the other hand, refers to records in the CRM, like contacts and accounts. Larger organisations with a higher volume of data are recommended to opt for Salesforce Enterprise.

In terms of data and storage, it is crucial to prioritize quality over quantity . Any organization, no matter how big or small, can save time and money by making sure their data is accurate.

Customisation

The level of customization in Salesforce is dependent on specific business requirements. For instance, a larger business may want to store data related to their customer onboarding process, and as this is not a standard object in Salesforce, they would need to create a custom object. In this regard, the Enterprise Edition provides a wide range of customization options, including the ability to create custom objects, custom tabs, and custom workflows to meet unique business needs.

Small organizations can avail of the Salesforce Appexchange which offers a wide variety of free and licenced value add applications.

Integrations

When selecting a Salesforce Edition, it is crucial to consider whether it will replace or integrate with existing systems. In the case of larger organizations, it may be necessary to keep existing systems, such as financial tools, in place but ensure they connect with the CRM seamlessly.

The Enterprise Edition offers more integration options compared to the Professional Edition, including the ability to integrate with other systems and applications such as marketing automation tools and ERP systems. This ensures that the CRM can be integrated with other essential business systems, creating a more cohesive and efficient workflow.

Price

The Enterprise Edition is more expensive compared to the Professional Edition. The price of the Enterprise Edition depends on the number of users, storage requirements, and other factors. For a full comparison check out the Salesforce pricing page

Making a Choice

In conclusion, the Salesforce Professional Edition is a good choice for small businesses that only need simple CRM features. The Salesforce Enterprise Edition, on the other hand, is better for businesses that need integration, advanced automation, advanced customization, and more features.

If you’re still unsure which edition is the right fit for your business, why not speak with one of our Salesforce experts? They can help you determine the best Salesforce edition that meets your unique business needs.