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Office software Reviews
15,670 Reviews

Salesforce Group Edition web-based CRM

£408 for five-user licence

Manufacturer: Salesforce.com

Our Rating: We rate this 4 out of 5

If your e-commerce site is an important source of customer leads, a new Salesforce.com service could be just what your business needs to streamline the work of turning a lead into a customer.

If your e-commerce site is an important source of customer leads, a new Salesforce.com service could be just what your business needs to streamline the work of turning a lead into a customer.

Salesforce Group Edition, is the successor to Salesforce.com's Team Edition customer relationship management service. The major enhancement in this web-based CRM service is its tight integration with the Google AdWords pay-per-click advertising service.

Salesforce Group Edition's integration with Google AdWords is the best we've seen. It makes it easy to determine which search engine advertising keywords deliver the most new customers and added revenues to your business. However, you'll need to modify your website to take advantage of this feature.

Complete Google AdWords integration

A PPC (pay per click) advertising service such as AdWords can drive more visitors to your website. You write text ads that are displayed next to results for specific terms, or keywords, that people enter in search engines. You pay for each visitor who clicks on your ad and is then redirected to your website.

It's always been possible to track the trail of PPC ad clicks, from the initial visit to your site to the sales lead and ultimate customer sale. This information is generally collected in several places: your Google AdWords account, your web server logs, and a CRM application.

The elegance of Salesforce Group Edition lies in the way it seamlessly integrates the data from all these sources in one place, making it easier to view and analyse the results of your PPC ads. You can readily determine which keywords bring you the biggest bang for your advertising buck. Lead source information is updated every 15 minutes, so you can track results almost as they happen.

Tracking leads from other sources

Unfortunately, Salesforce Group Edition isn't integrated as deeply with other PPC ad services, such as Yahoo Search Marketing and Microsoft adCenter.

You can use Salesforce Group Edition to track leads from these other PPC services, but the reports aren't as complete. Furthermore, you can also use the service to track leads generated by sources other than PPC, such as telephone inquiries, email, tradeshows and referrals from other websites.

Google AdWords integration requirements

To make full use of the AdWords integration, you'll need to add a new web-to-lead inquiry form to your site to collect information from visitors, such as name and contact details. In addition, you'll need to add a bit of JavaScript tracking code to each web page on your site.

Salesforce Group Edition generates the code for both new elements, so you can copy-and-paste it into your web-editing application.

You must also enter your Google AdWords Customer ID and password in Salesforce Group Edition to link it to the CRM service. If you do not have an AdWords account, you can create one from within the service.

Salesforce Group Edition Expert Verdict »
PC workstations and internet connection
  • Ease of Use: We give this item 8 of 10 for ease of use
  • Features: We give this item 9 of 10 for features
  • Value for Money: We give this item 8 of 10 for value for money
  • Overall: We give this item 8 of 10 overall

Salesforce.com is considered the leader in online CRM services. If you don't require sophisticated lead tracking or Google AdWords integration, you may find a simple online CRM service such as Highrise better suited for your business needs. Salesforce Group Edition targets small businesses, and lacks some features available in the company's more expensive offerings for larger businesses. Also, unlike NetSuite, which offers a complete end-to-end online business management service, Salesforce Group Edition concentrates on CRM. You must enter the amount of the sale manually, since it doesn't automatically generate a sales invoice, for example. However, extra-cost add-on services available in Salesforce AppExchange enable integration with third-party accounting apps that do include invoicing, such as Intuit QuickBooks. Salesforce Group Edition costs £408 per year for five users. A free 7-day trial is available, and you may be eligible for an AdWords credit if you establish a new Google AdWords account (conditions apply). Normal Google AdWords advertising charges apply.

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