Yes. Salesforce offers a free CRM for small businesses that helps SMBs andsolopreneurs organise and grow their customer relationships without a hefty price tag. This CRM provides basic features like contact andlead management, sales tracking,customer service, and follow-up reminders.

Not directly. Salesforce doesn’t process payments or issue invoices. However, you can connect third-party apps or accounting integrations (like QuickBooks Online, MYOB Business, or Xero) to manage invoicing and online payments that are connected to your CRM.

Yes. Salesforce software supports connectors for ERP software, payroll software, and payroll apps. You can sync time tracking, pay runs, and employee data while ensuring compliance with Single Touch Payroll standards in Australia.

Yes. Salesforce software suits a wide range of business types and industries like real estate, healthcare, and retail. Its flexibility and cloud accounting connections let you customise the system to suit your business as it grows.

Salesforce isn’t business accounting software, but it connects seamlessly with leading accounting software options and online accounting software like Xero, MYOB, and QuickBooks. You can access these synced insights through dashboards in the mobile app, making it easier to manage business accounting and customer relationships from anywhere.

Salesforce makes it easier to keep your operations running smoothly. With integrations forinventory management and document management, you can track products, orders, and contracts in one place. Everything stays up to date and accessible to your team, so you spend less time on admin and more time growing your business.

Yes. Salesforce is powerful software for small businesses that connects sales, service, and analytics so business owners can make data-informed decisions. Throughapp integrations with tools like Intuit QuickBooks, MYOB Business Lite, and other bookkeeping software, you can sync bank transactions, bank feeds, and online invoices with your CRM to reduce data entry and even streamline your invoice payments.

Yes. Salesforce is free to use forsmall businesses, including sole traders. It helps you manage customers, sales, and daily operations from one easy-to-use platform. You can track expenses, monitor budgets, and view real-time financial reports through custom dashboards that track performance and guide better planning.

Salesforce works hand-in-hand with your business accounting software to give you a complete view of customers, sales, and finances in one place.

Through connecting to QuickBooks Online or other online accounting software, you can view real-time cash flows, invoice data, and sales results without double-handling data.

You cancompare plans and pricing to find the version that best suits your business. Each option offers unique plans and pricing for sales, service, and automation tools.

AI in CRM refers to the use of artificial intelligence technologies, such as machine learning and natural language processing, to improve customer relationship management. It enables businesses to automate and optimise CRM activities, such as lead management, customer segmentation and sales forecasting.

When choosing the right AI software, it is crucial to prioritise a commitment to trust as the number one value. Look for providers with a strong reputation for data privacy, security and ethical practices. Ensure that the software adheres to industry standards and regulations to protect customer data.

Additionally, consider the transparency and explainability of the AI algorithms used by the software. Look for providers that provide clear insights into how the algorithms make decisions and offer explanations for their recommendations. Evaluate the software's track record, customer reviews and case studies to gauge its effectiveness and reliability.

Finally, consider the scalability, integration capabilities and user-friendliness of the software to ensure that it aligns with your business needs and can be easily adopted by your team. By prioritising trust as the primary value, you can choose an AI marketing software that not only delivers results but also upholds ethical standards and protects your customer data.

AI marketing software offers businesses numerous benefits, including data-driven insights, scalable personalisation, automation of manual tasks, enhanced customer engagement, improved campaign performance, targeted segmentation, real-time and predictive analytics and adaptability. By leveraging advanced algorithms and machine learning, AI marketing software enables businesses to gain valuable insights from data, deliver personalised experiences at scale, automate time-consuming tasks, engage customers effectively, optimise campaigns, target specific segments and make data-driven decisions in real-time. This empowers businesses to enhance their marketing efforts, improve customer satisfaction and achieve better results in the ever-evolving digital landscape.

AI can be used in sales to automate and optimise various sales activities, such as lead scoring, customer segmentation, personalised messaging andsales forecasting. It enables businesses to make data-driven decisions, free up time and improve sales effectiveness.

Some of the key benefits of AI for customer service and support are service Team Productivity, improved response times, cost reduction through automation, personalised customer experiences and more accurate insights and analysis. It enhances efficiency, enables self-service options and empowers support agents with valuable insights for better customer satisfaction.