Those that had low or moderate entry-level pricing plans fared best in our survey. The main consideration we looked for in a provider is what its starting price was. We scored these contenders across five categories looking at 17 different metrics that were weighted to favor features that small business owners find valuable in a CRM. Every platform was awarded a certain number of points in each category, which were then added and averaged to create a final score. To rank the best Salesforce alternatives of 2023, Forbes Advisor looked at data across a distinct set of categories. Consult your team and any other relevant stakeholders to review the list and add to it, if applicable. If so, be sure to write them out and reference them during your search. You may have certain CRM features or integrations in mind that are necessary for your business to run smoothly. Nail down your budget ahead of time to make your search easier. Some companies offer free trials, but regardless, you’ll need to pay something per month or per year to get the features you’re looking for. For example, if you find that your customer satisfaction score (CSAT) numbers were lower than expected, a CRM can help you streamline your customer support management to provide better service. Review past reports to identify gaps or areas of improvement, and make sure that a CRM can help you reach your goals. Measure these against your business’s priorities. Understand what they need or don’t need in a CRM and ask if there are any pain points with Salesforce in particular. GoalsĪligning with your team is the first step you should take when looking for a Salesforce alternative. We also suggest asking friends or colleagues from other companies to see what they use for their business and if they recommend it. Additionally, consider user reviews and review articles to get a fuller picture of what the CRM software is like. To find the right one for you, consider your goals, budget and must-have features. With so many companies out there, it can be tough to nail down the best Salesforce alternative for your business. $65 per user per month ($20 per month for each additional user)įree $8 per user per month (three user minimum)įree $61 per month (for up to five users price is 20% off during current promotion) For more information check out our Salesforce vs Microsoft Dynamics comparison.Ĭompanies that actively use other Microsoft products or need a secure, robust and on-premise solution. There are other pricing structures for different teams within your organization, such as customer service, finance, HR and marketing. In terms of pricing, Microsoft Dynamics 365 starts at $65 per month per user for the sales side of the product. Salesforce was not designed to work with Microsoft tools specifically and it is strictly cloud-based. The biggest differentiators between Salesforce and Microsoft 365 are that Microsoft integrates seamlessly with all of the existing Microsoft tools and products, and also offers an on-premise solution. If security is a chief concern, Microsoft Dynamics also lets you control who can view certain data thanks to role-based, record-based and field-based security options. As with Salesforce, Microsoft Dynamics 365 comes with top-notch reporting and business intelligence features, as well as the ability to easily build a tailored solution through add-ons and apps. When it comes to Salesforce alternatives, the most similar platform to Salesforce on this list is Microsoft Dynamics 365.
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