How to Choose a CRM System for Your B2B Company

Whether you already have some basic solution for customer relationship management, or it’s your first-time experience with CRM, you might be having a hard time choosing the system that fits your needs.


Is a basic CRM platform, like Zendesk, enough for your small business? Should you consider a more complex solution that’s based on Salesforce? Is your business ready for switching to a completely custom business automation solution? Read on to find the answers to these questions and finally choose a CRM system that fits your needs.


To share the most useful insights, we’ve talked to marketing directors and CEO’s of companies of different sizes and featured their opinions in the article.


What’s CRM?

Let’s start with the basics. What’s CRM at all?


CRM, or customer relationship management, is the process of managing and analyzing interactions with leads and customers with the goal of increasing conversions, customer loyalty, and retention.


The concept includes a wide range of actions that should be taken to build and strengthen your relationship with prospective and existing customers. It includes lead generation, lead qualification and nurturing, customer satisfaction analysis, nurturing campaigns creation and management, and more.


What do CRM systems do?


A CRM system is a tool or a toolkit helping you with CRM activities. It’s used for collecting customer data, analyzing it, and launching campaigns aimed at improving relationships with audiences.


It’s the fact that the solution is intended both for sales and marketing teams that makes the process of choosing the right CRM system so difficult. While aiming towards one final goal of increasing conversions and repeat customer rates, these two departments usually work with customers at different stages of their buyer journey. 


Moreover, in different companies, sales and marketing teams share responsibilities differently. Often, marketers do their job of building awareness and attracting leads while salespeople handle lead qualification and nurturing. On the other hand, it’s also common for marketers to do the qualification and nurturing part with salespeople primarily focusing on converting high-quality leads.


It means that there’s no one-size-fits-all answer to the question ‘what does a CRM system do?’ – for each specific company, there’s a unique list of features they expect their CRM software to have. But if we summarize the most common tasks CRM tools usually perform, we’ll end up with the following list:


  • Compile leads’ contact information into lists grouped by specific criteria (e.g. source, the buyer journey stage, industry, etc.).
  • Qualify and score leads.
  • Segment mailing lists.
  • Assist with managing and grouping the information on leads and customers.
  • Control and monitor the objectives of sales teams.
  • Export concise, digestible reports.
  • Set up email campaigns.
  • Create and enable automated workflows that are triggered by leads’ and customers’ behavior.
  • Streamline the relationship between marketing and sales teams.
  • Ensure fast and effective customer service.


Off-the-shell CRM software vs. Custom CRM solutions


Should you invest in off-the-shell CRM software or a custom CRM solution?


Off-the-shell CRM tools represent turnkey solutions supporting common functionality that you can’t adjust. The key advantage of these tools is that you don’t need to invest in supporting, fixing arising issues, and upgrading them.  


When you build a custom CRM solution, you get a system tailored to your business needs that’s either based on highly customizable software, like Salesforce, or built from scratch.


Developing a CRM solution has multiple benefits:


  • It includes a set of features other CRM systems don’t include.
  • It enables you to adjust or develop new features as your business grows.
  • It’s an all-in-one solution so you don’t need to worry about maintaining multiple integrations or managing tools that don’t connect to each other.
  • It allows you to access more granular customer segmentation and better customer management.
  • It can save your budget significantly. Although the development of a custom system is more expensive than the cost of a basic CRM tool, you won’t be paying for upgrades or buying additional tools every time you need extra limits or features.


Off-the-shelf CRM system vs. Custom solution

The major decision you make when choosing between these two options is whether you want to adjust your business processes to make them fit off-the-shelf software functionalities or make the custom software fit your business processes.


If you’re ready to discuss the development of a custom CRM solution for your business, drop us a few lines describing your project. Our team of software development professionals will get back to you and help you to build and maintain a CRM system that fits your needs.


8 things to consider when choosing the right CRM system


Salesforce or Hubspot? Zendesk or SuperOffice? Cloud-based or on-premise? The only way to make the right choice is to carefully examine your needs and priorities. The following eight points will help you to do so.


1. Know your goals


There are thousands of available solutions for managing customer relationships. Some of them do a better job of lead tracking others are stronger when it comes to organizing business operations. 


What are the major issues you’re trying to solve with a CRM tool? Make an ordered list of your marketing and sales goals to identify your priorities. These might include:


  • Track leads;
  • Create comprehensive customer profiles;
  • Track opportunities;
  • Build a sales pipeline;
  • Connect teams;
  • Create and manage nurturing campaigns;
  • Generate customized reports;
  • Automate business processes, etc.


Each off-the-shelf CRM solution has its strengths and weaknesses. If you aren’t ready to compromise any of the goals your CRM platform should be able to accomplish, this might be the first sign you need a powerful custom-built solution.


Brett Downes, Founder at Haro Helpers, says that nobody but you can perfectly understand your workflows: “How you run your to-do list and approach tasks is key to determining what CRM would work for you. Originally I used a variety of Google sheets to track sales, marketing, payroll etc. as I grew up using Microsoft Excel, but as I developed my business skills I found that Asana and Trello were more attuned to my natural instincts. Hence moving from sheets to HubSpot worked out for me.” 


2. Make a list of essential features


‘First, it’s important to know what features are necessary for you specifically.


Put together a list of what your company needs. This will help narrow down the list of CRM systems.


Make sure to include features that go beyond basic contact management such as Campaigns, Proposals, or Closing Deals tracking.


Once you’ve outlined all the features that are needed, have someone who is well-informed about CRMs check for any other potential contenders not on your initial list that might meet all your requirements.


One last thing: make sure you get quotes from multiple vendors based on price and the completeness of their solution so you’re confident in your investment with whichever vendor you choose,’ says Farzad Rashidi, Co-Founder at Respona.


“The first thing to consider is what you want the CRM system to accomplish for you. There are numerous quite sophisticated CRM options available, each with its own set of features. Most businesses, on the other hand, only use about a tenth of these features. 


Make sure the provided feature set suits your business demands before deciding on a CRM. Check to see if your sales process matches what you have in the system. Make a list of “must-haves” and “good to have,” and consider how you’ll utilize each feature and whether or not you’ll use it,” adds Brian Dean, Founder of Exploding Topics.


Steve Scott, CTO at Spreadsheet Planet recommends that you pay particular attention to the reporting functionalities of the platform of your choice: “Robust reporting options are critical to your sales and marketing plan. Detailed reports can reveal how your consumers perceive your products and services (for example, customer satisfaction surveys); which sales reps are top performers in which areas; and which marketing channels are the most efficient in terms of reach and customer interaction. Make sure your CRM offers the reporting features you’ll need for a thorough analysis of your business.” 


3. Consider your company size


“The number one tip I give to my clients is based on the size of their company. Many of our clients are solopreneurs, some have a few employees, and some have a lot of employees. 


When choosing a CRM, you might come across the option of having a cloud-based system or on-premise. There are pros and cons to both, and this is why I base the decision on how many employees your company has. 


For example, one of my clients is a wedding planner and she wanted to have an on-premise CRM. This means she has 24/7 access to her data, because she owns the software. The tool is expensive, but it pays off over time and that’s what she had in mind. 


However, she didn’t consider she would need an IT team dedicated to that software to make sure it runs efficiently, smoothly, and with no bugs or glitches. In the end, a cloud-based tool would be a better option for her, as the membership would still be less money than hiring someone to handle your CRM full time. However, If you are a business with an in-house IT staff, then a CRM tool on-premise might be a no-brainer,” shares Abby Herman, Director of Strategy at Snap Agency.

4. Who are the stakeholders?


Who is going to actively use the platform? Marketers? Sales? Customer support? All of them?


Take their opinions into consideration before making this decision. Talk to each team the tool will be useful for and ask about their routines and priorities. Are there any issues they’re experiencing most often?


A CRM system should help stakeholders solve their problems rather than impose new challenges.

5. To what extent do you rely on automation workflows?


“A top-of-the-line CRM should do more than simply make your sales team’s job simpler; it should also relieve them of some of their more boring tasks. A CRM platform that is coupled with (or contains) an email marketing system should be able to send the necessary email sequence to a customer who places an order on your e-commerce store automatically. Another example: a CRM platform with an integrated appointment calendar may send emails to your sales reps reminding them of impending meetings.


Of course, the forms of workflow automation that will benefit your company the most will differ. However, by implementing action triggers in your CRM platform, you may save your sales staff a lot of time and allow them to focus on activities that require ‘the human touch.’ Depending on the platform you use, some automation functions may be built-in, while others may be offered as an upgrade to your subscription plan.” – Eric Carrell, Chief Marketing Advisor at SurfShark.


6. Do you need a scalable solution?


Think of where you expect your business to be in a year. What is its growth dynamic? 


Small business owners make a common mistake of going after basic tools with standard, inflexible functionality that fits their needs here and now. In a few months, they realize the toolkit doesn’t solve their business problems anymore. Unfortunately, they already have too many processes being built based on the chosen platform, and they either lose their time and money invested to switch to a better solution or double their expenses and upgrade.


When you check pricing plans and features of different CRM solutions, consider what it’ll take you to access extended functionality. Maybe you don’t need a more expensive plan at the moment, but things will change soon.


You might think that you can switch any time, but that’s not the case. Each time you switch to a new CRM tool, you spend time and money to export all the data and adjust the business processes. That’s why you need to make sure that the CRM solution you choose can be easily upgraded to the next more sophisticated version.


7. Pay attention to the necessary integrations


“Anyone looking to adopt a CRM should validate that it will work with their existing software systems,” says Devin Ahern, Marketing Manager at Mid Florida Material Handling.


It’s most likely that your business operations already rely on quite a few tools and platforms. Make a list of all the marketing channels, accounting software, HR systems, lead generation tools, and other applications you use for your business needs. Make sure the CRM system of your choice integrates with them seamlessly or at least offers intuitive documentation for using APIs to build custom integrations.


8. Onboarding and support


It’s important that your vendor provides everything you need to help you make the most of the platform’s features. Ideally, they should offer a customer support team providing a smooth onboarding experience, on-demand workshops, a knowledge base, and a live chat that you can use to report any arising issues and get help promptly.


 “The software business or seller is equally as significant as the product itself. For as long as you use the software, you’ll be reliant on the corporation for customer care and assistance. As a result, the vendor must be trustworthy. It must have customer support and help desk staff available at all times via all available channels and means, such as tickets, phone, email, social media, live chat, mobile, and so on.” – Ryan Dalal, CEO & Founder of Word to PDF.


What do other companies choose?


Salesforce CRM


“CRM extends far beyond customers, allowing us to focus on your company’s interactions with a wide range of individuals, including employees, suppliers, and service users. A CRM system keeps track of client and prospect contact information in one place. For businesses of any size, a cloud-based CRM is the best option. Salesforce is my choice when it comes to selecting a specific solution. It’s as simple to use as the websites we use on a daily basis. With real-time dashboards, we can track and exceed our growth targets.” – Jacob Villa, Co-Founder and Marketing Director of School Authority.


“Salesforce is my go-to CRM system. With Salesforce, a business has one place to co-operate with their clients, other teams and to turn raw data into actionable business information.  


Thanks to Salesforce, I receive accurate sales forecasting based on past results in sales. This provides an accurate benchmark to measure our success against, which greatly helps in providing figures to management. Furthermore, the whole system operates on a web browser. For me, this means no more clunky crashing RAM-intensive programs, and more time spent with potential clients. 


Our marketing department is also greatly assisted through the use of Salesforce’s Customer 360. This has enabled us to realize potential clients’ needs and concerns through unique data-driven insights.  These insights are then integral to the planning of marketing campaigns and are heavily responsible for the number of co-operation proposals from other firms that we are receiving through E-mail and  LinkedIn.” – Tom Winter, CRO at Eye One.


Microsoft Dynamic 365


“In an increasingly complicated environment, I choose Microsoft Dynamic 365, a highly collaborative cloud-based CRM software that can assist our team to be more efficient. It assists us in analyzing our company’s performance to construct a successful marketing plan and establish a personalized customer-business relationship.” – Erin Zadoorian, CEO and Executive Editor at Ministry of Hemp.


“We use Microsoft Dynamics CRM and are loving the out of the box integrations with all of the Microsoft office 365 applications. Also our team are used to the UI and UX similar to the office products so the speed to use was better than learning a new system (very important when rolling the product out).” – John Elder, Marketing and Operations at CashD.


HubSpot CRM


“Our review team thoroughly examined HubSpot CRM, an all-in-one platform, and determined that it is the finest CRM system for businesses after extensive testing. We compared it against all other popular solutions based on its primary features, customer service quality, and software integrations. Because the application is free, there is no risk in testing it out to see how it works.


What are the benefits of using Hubspot CRM? The apparent response is that it is one of the greatest free CRM programs available. Second, it is linked to a variety of locations where most sales processes take place, including phone calls, emails, websites, social media, and more. Finally, the system integrates seamlessly into your workflow, and you won’t have to make any modifications. Your employees will be able to quickly and successfully learn how to utilize the app, allowing them to focus on selling and other key activities.” – Robert Johansson, CEO & Tech Expert at imgkits


“Over the years, we’ve encountered and integrated with a number of different CRMs, but the overwhelming favorite, across the board, has been HubSpot. 


Most B2Bs find it a helpful, user-friendly CRM that genuinely gives their sales team time back by streamlining the marketing and sales process. Our B2B clients tend to love the Sales Deal Pipeline, Meeting Scheduling, and Email Marketing tools because they make repeatable tasks easy, and save them tons of time in their day-to-day efforts.” – Mackenzie Deater, Director of Content Strategy for Evenbound.


“HubSpot may be the most obvious choice as it’s a behemoth of the CRM World, but for a  very good reason – it’s the best or at least strives to be.


The budget they have allows them to offer superb features – even for the free version, and it allowed me to check out how compatible it was with me and business without committing financially.”- Brett Downes, Founder at Haro Helpers.


“The CRM we use is HubSpot Sales Hub because it offers the best free, entry-level tier as well as premium tiers with more robust features. This way, budget-conscious businesses or those looking to try before they buy can still access HubSpot’s powerful platform. 


Then, for those who need to scale and grow, HubSpot offers some of the more advanced CRM features in their premium tiers. The best part is that because HubSpot is a sales and marketing platform, it offers a wealth of sales and marketing functionality perfect for a shared tool between teams that everyone can leverage and use to collaborate and share information.” – Evan Tarver, Co-founder and CEO of


Freshworks CRM


“As a small business owner, I know how crucial the role of CRM software is in keeping and enhancing the business relationship with customers. Freshworks CRM is my favorite B2B CRM software. 


It’s the best CRM especially made for B2B startups simply because it is very user-friendly and it scales up as your company grows. Unlike other CRM that’s too complex and messy, Freshworks is a child’s play – anyone can navigate easily. I’ve tried using lots of CRM and it usually took us a week or two to completely onboard everyone, but with Freshworks, we’ve done it in less than a week.” – Rengie Wisper, Outreach Consultant at Indoor Champ.




“Zendesk is rich software that significantly improves customer satisfaction. There are options for email, SMS, and phone support which is very much appreciated by customers. Also, it comes in a variety of languages which is an important factor since our company employs people worldwide and our customers come from all parts of the world. Having in mind all of the benefits, Zendesk is quite affordable and a great value for the money.” – Malte Scholz, CEO and Co-Founder of Airfocus.




“We use Groundhogg, a fairly new entry into the CRM arena as a WordPress-based offering. We build websites for small businesses and nonprofits designed to help them grow, and we’ve found Groundhogg to be a great choice for ourselves and our clients. With a full-featured free version and a professional version that rivals ActiveCampaign and Hubspot, we really like that the interface is not overwhelming for our clients. Groundhogg offers entry-level usability with premium power.


We use the funnel feature to build simple-to-complex marketing automations that deliver the right message to the right client or lead at the right time for maximum impact. Our favorite features and the two reasons we really love Groundhogg is because we are not locked into using their web form, and it’s built for WordPress. We can design our own stylish forms with our favorite builder, and we don’t have to worry about integration issues.” – Lisa Richardson, CEO at Main Street MarTech.


Method: CRM


“The biggest factor for us when choosing our CRM was integration with other software. We didn’t want to have to duplicate data entry or manage multiple systems. Ultimately, this meant we went with Method: CRM. 


This CRM integrates flawlessly with QuickBooks Enterprise, Office 365 and a slew of other products. It has all the standard features required of a CRM (lead tracking, contact tracking, scheduling, e-mailing, quoting and even invoicing) but works easily with our systems.” – Devin Ahern, Marketing Manager at Mid Florida Material Handling.


Zoho CRM


“Our decision to go with Zoho CRM was based on two things; the features and the deployment module.  Being a cloud-based CRM solution, Zoho allows our employees to access the platform from anywhere, at any time. This was a crucial consideration for us because we have a large number of remote employees.  The online productivity tools on the platform also went a long way in contributing to our decision. 


Cloud deployment aside, Zoho CRM packs a horde of features, which makes it an amazing option for a small business like ours. The live chat support, social media integration, and brand marketing options all played a role in our decision. Two years down, our decision has catapulted our business to amazing growth. That’s why I have to emphasize the need to critically look at the different CRM options before picking one.” – Alina Clark, Growth Manager and Co-Founder at CocoDoc.


Is there a tool that fits all your requirements?

Whether you represent a small business or an enterprise, you need a robust CRM solution. 


Even you feel you don’t need advanced functionalities for customer relationship management at the moment, consider your business growth dynamics when choosing the right solution for your company.


Ready to build a custom CRM system? We can build the one on Salesforce or develop an on-premise solution from scratch. Get in touch to get a quote.

Commerce Cloud B2C & B2B. What is the difference?

Speaking from afar, we should start with Salesforce. It is a large and rapidly growing company that was founded in 1999. With innovative cloud technologies and a sophisticated SaaS model – not a purchase but a subscription model – the company has expanded at its time and is still developing. 


Salesforce is primarily known for its #1 CRM system in the world. The company defines its activities as building a bridge between consumers and brands. Thanks to their resources, they make cooperation possible between departments to better focus on the client. 


Fortune magazine ranked Salesforce at number six on its “100 Best Companies to Work For” list in 2020.  The ranking was based on a survey of employee satisfaction at the company. Salesforce not only organizes the interaction of others but also cares about its employees.


And since we have already talked about CRM in other articles in our blog, this article will focus on e-commerce platforms – Salesforce B2C Commerce Cloud and Salesforce B2B Commerce Cloud.


What is Salesforce Commerce Cloud?


The Commerce Cloud facilitates a company’s connection with customers at every stage and through every possible channel. With the platform, a company can launch multiple brands or multiple stores of the same brand in different countries from one location. Beyond that, you can make various brands seem entirely unrelated in the eyes of the consumer. On the other hand, the adaptation of one brand for different regions/countries is made in diverse ways. Not only by changing the language but also matching the product to the regional characteristics.


Despite the increasingly complex consumer path that leads to purchasing, Salesforce gives everything a company needs to adapt. In today’s world, simple marketing techniques do not work anymore – you need to analyze consumer behavior and unobtrusively remind them of the brand.

Salesforce uses artificial intelligence (AI) across all of its products, accompanying faster analysis, forecasting, and planning the commerce opportunities. Across all sales channels, AI collects data and insights that create innovative opportunities for customers.


In short, Commerce Cloud B2B and B2C allows companies to connect with their ideal customers. With AI and design customization, a company can create a personalized experience for customers. We will talk about this in more detail later. 


Salesforce B2C Commerce Cloud


B2C Commerce Cloud is a superb cloud-based commerce solution for the B2C segment. Based on the Salesforce website: ‘It provides a rich set of capabilities, including marketing, merchandising, content, promotions, customer service, fulfillment, and artificial intelligence’.


Before 2016, the company was called Demandware and was renamed Salesforce Commerce Cloud after the acquisition. This deal cost Salesforce $2.8 billion. 


The advantage of the platform is that it can handle a large number of requests even during the busiest periods. Even under load, your site will run fast and maintain scalability by using the nearest available server if necessitated. Generally speaking, Commerce Cloud servers are located all over the world and are the most powerful, which guarantees the uninterrupted operation of the online store.


Besides, the website design and functionality are fully customizable and adaptive. When you begin with the platform, there is no universal set of templates to use. You get one basic template, which is most often not used at all. 

By adjusting an e-commerce site to the needs of your target audience, you can increase sales by giving people what they want and when they need it. The emphasis is on focusing on the target customer and guiding them from awareness to purchase decisions. Thanks to Demandware, you can make ads that will target a specific city, people who have purchased at a desalinated time, and even a specific color of items. The search and suggested products adapt to the consumer needs and only give out what the person might be interested in at the moment.


You can read more in particular in our article Commerce Cloud B2C. Detailed and clear. 


More about Salesforce B2B Commerce Cloud


B2B Commerce Cloud is the B2B e-commerce solution that is also a leader in its field. Salesforce Platform is the foundation for the Salesforce B2B Commerce Cloud and allows you to merge CRM data with commerce data.


Like Demandware before, Salesforce acquired CloudCraze in 2018 and later renamed it Salesforce B2B Commerce Cloud.


The B2B segment has a much smaller number of consumers, who purchase more products more regularly, which points to their value. The B2B Commerce Cloud gives B2B customers the same experience as B2C customers. A simplified interface for business buyers also contributes to success. The functionality is set up to allow consumers to make enormous orders without too much difficulty. 


Since fewer customers are available, a more personalized and unique approach is used – review of past purchases, remembering the card, and more. It is all because the business customers, unlike B2C customers, already know what they need and how much.

Apart from all the benefits, B2B Commerce Cloud has functionality specifically designed for the B2B segment. In addition to extraordinarily huge order baskets, fast reordering is also available if a customer keeps taking the same thing. It’s possible to set up each account differently and order with delivery for multiple dates and locations, different payment options, and negotiated pricing.


What is the difference?


The Salesforce B2C Commerce Cloud is designed to make shopping fast. The mobile-friendly approach makes the entire buying process easy for the customer: add items to the cart, add a card, and that’s it – the purchase is completed. You can use the data you receive from your customers to enhance your experience. 


The Salesforce B2B Commerce Cloud is designed for large orders and for maintaining relationships with business customers. So that after one/two purchases and a unique experience, they can become loyal customers of your online store. 




In conclusion, It would be fair to mention that the platforms are different in their essence and components. Each of them will be an excellent solution for their niche. Since the Salesforce company is constantly improving and supplementing its products with new functionality, you will receive superior results.


Based on this, we highly recommend that you familiarize yourself with the platforms, read independent reviews and start working on your online store. Concentrate on your business goals and trading benefits. While it can take a lot of time for customization and development, it’s definitely worth it.


Salesforce certification as a career boost

If you are looking for a job in IT or require to get additional bonuses to your salary, or even get promoted in a company, receiving a certificate from Salesforce would be an excellent option. Salesforce certificates indicate that person is experienced and confirm a notable attitude toward the position. You can read more about the benefits and reasons to choose this kind of career update below. As a bonus, we have added steps with important information and details about certification and exams that will reveal all the secrets of the process. How this choice will affect your growth in the company in the future, let’s see!


Why you should choose Salesforce Certification & What it is

Salesforce is not only the #1 Customer Relationship Management system but also known for its software and products. Since its founding in 1999, the company sets a high level in the field of cloud technologies and consistently keeps the first lines of the Forbes rankings (e.g. The World’s Most Innovative companies 2018). And of course, gratitude to the rapid growth, the company affects the Technology industry and the labor market, respectively.


Salesforce provides a large number of different services. Understanding all the processes and subtleties, the ability to correctly prioritize is just what you need. The company allows customers to use or customize a standard app or even create their own. For this purpose, the company produced study programs and certificates – there are more than 30 at the moment. Of course, they are not easy to pass, and you first need to devote time to learning. Although many people already have certificates and the chances are great, there are still many who failed the exam. Good, there is an option of exam retaking.

Choosing Salesforce certification, you significantly improve your skills by starting the preparation. This way, you can better optimize efficiency and usage. It also offers the best support in sales automation and related functions with the best order management solution.

Many people mistakenly believe that it takes a lot of coding to get certificates. Working with Salesforce can be much more comprehensible than many people think when starting, especially if there are professionals around to guide you. 


What Salesforce Certification means for your career

The cloud technology market needs high-quality specialists – that is why the certificate is a meaningful advantage. CVs usually look very similar, share the same qualities, and identical skills. Sometimes the only thing recruiters need to see is the certificate to offer an interview. Especially if you have several Salesforce certifications, this will outstandingly increase your popularity in the labor market, and it is likely to find engrossing projects. A distinctive feature of the programs from Salesforce is that they are suitable for software developers, project managers, project designers, architects, sales, and marketing professionals. If you structure your learning steps correctly, you can be successful in any industry. 


More specifically, here are some reasons why you should choose the Salesforce certification: 

  • After passing the exam, you get an in-depth knowledge of the domain. You become well-done prepared for any upcoming challenges in a field with the proper education and much more.  It is especially true for those who already have sufficient background and can combine existing knowledge with the new one.
  • Because you already know how things work, it is easier for you to understand what the companies’ needs are and what you should do to get the best result. Consequently, you get to learn the strategies necessary for solutions. In fact, the Salesforce certification provides you with identifying knowledge on how to work in a company to distinguish its needs and reach the target audience
  • With the right knowledge, you can implement the strategy in the best possible way. With the program, you learn all the little details and the current set of things. You will be able to customize the platform using the full functionality to optimize and increase sales. Higher sales mean more comprehensive benefits for the company.
  • With the certificate and decent experience, you receive more job opportunities than professionals without it. Thus more interview calls and higher chances to get desirable offers. Your chances of getting a job increase geometrically.
  • Certified professionals are in high demand and usually receive larger salaries, especially in such a competitive environment. Every company wants to have a person with practical skills and the ability to make use of them. Employers understand that a certified candidate brings more confidence to the company, so they will be willing to pay bigger salaries for top results and better ROI.
  • One of the best skills a candidate can acquire is analytical ability. You can obtain experience and observation. The certificate gives all the possibilities for the development of the analysis of the situation and possible options.
  • Last but not least, having a certificate (or several) demonstrates to the employer your potential and interest in the result of your work. It also shows your ability to improve skills and dedication.

Certified specialists from Salesforce are considered the best and most suitable for a company of any direction. Not only will you have the chance to use your potential effectively, but also you can come up with your own innovative strategies for the application.  


The process of obtaining a certificate

First, define your field and plans.

Before stepping on the way, you should define your future steps. There is no reason to pursue just any document without understanding how it is going to privilege you. If you already work in a specific field, you probably understand what your next moves are. But if you are new, then maybe it is better to work and practice first. Gain more volunteering hours and work practical experience on the way to building a career. There is no value in a certificate if you have nothing but it.   

Second, choose the certificate and begin preparations.

As said previously, there are more than 30 different Salesforce certifications, which differ in scope and levels. There are both primary and more advanced certificates. Categories range from Consultant and Administrator to Marketer, Developer, and Architect – these key roles include their sub-credentials. That is why it is so foremost in advance to determine the field of activity and move up the career ladder. When making the decision, consider your level of training, interests, and goals. If you want to be more in demand in the market and have a reputation as an expert, they say that it is better to get at least five different certificates in your field. 

Some of the most required and popular certificates include:

Salesforce Administrator Certification Training – is an ideal choice for system administrators, product managers, and IT managers. It provides all the necessary skills and knowledge about the marketing and sales ecosystem, along with managing a wide array of critical functionalities and features of Salesforce and administering sales and service clouds. 

Salesforce App Builder Certification Training – for system administrators and application developers. Represents the mastering program to basics of fundamentals and Salesforce online application development.

Salesforce Platform Developer I (Apex & Visualforce) Certification Training – perfect for product managers, technical architects, IT managers, and app builders. The program includes building applications with Visualforce user interface framework and Apex programming code.

Third, prices and time.

The price for getting certified ranges from $200 to $6,000; for those who failed the first exam, it costs half-price to retake it. Salesforce Certified Technical Architect is the only exam with a $6,000 tag; the other certifications are either $200 or $400. 

The company provides plenty of courses and information for review. For some materials, you would have to pay, and others are free. The most expensive are the instructor-led advanced courses. Online courses can be much cheaper or even free. 

The time to obtain one certificate can vary from 6 weeks to 12 months (depending on experience, type of certification, and time spent per week on preparation). It all depends on you.

Fourth, taking an exam.

Typically, tests are taken at the Kryterion center with which Salesforce has a partnership. Kryterion has testing locations all around the world, and by going to their website, you can find a convenient place. The exam will take place at your chosen time and day. But because of the COVID-19, there are also online options available.


After reading this article, you should already understand what a certificate is and why you might need it. This information is quite enough for a basic understanding of the field and the certification, but to make a decision – you need to weigh all your pros and cons first. It is a genuine advantage if you have worked with or learned cloud computing and programming languages since they are used the most. We heavily insist that you do an additional preliminary search before taking action. With all of this in mind, you will choose the right solution and achieve great success with the cloud-based Salesforce platform. Good luck