Inside Salesforce Pro Suite: A Comprehensive Guide to Features and Benefits

Although Salesforce dominates the CRM market worldwide in the large company sector, this is not entirely the case for the small business and startup segment. As a result, the Salesforce revolution also aims to improve this aspect with the debut of Pro Suite on the market. This is a superior version of Starter Suite, with additional functionalities that’s very appealing and, above all, very competitive in terms of prices, for small and medium-sized companies. Pro Suite is a complete CRM suite that streamlines business processes through a suite of marketing, sales, service and commerce tools in the same workspace. In addition, it allows you to have a 360-degree view of your operations, live chat, welcome assistance, and access to AppExchange. All this, of course, comes with high customization, automation, and integration capabilities. However, its main advantage is that its growth can scale along with your business. Let’s see more about this powerful tool!

What is Salesforce Pro Suite?

Salesforce Pro Suite represents a significant advance in the CRM universe. Specially designed for growing companies and, in particular, those of small to medium size. This comprehensive suite combines several essential functionalities spanning marketing, sales, customer service, and commerce, into a unified and user-friendly platform. What differentiates Pro Suite from its predecessor, Starter Suite, is greater customization, automation, and a broader range of advanced capabilities. These capabilities meet the constantly evolving needs of expanding companies.

How does it work?

One of the standout features of Pro Suite is its integration with AI, Data Cloud, and Einstein Platform 1 technologies. These technologies power the suite, allowing your company to make more informed and efficient decisions in all areas of business. For example, Pro Suite leverages AI to provide accurate sales forecasts, optimize workflows and business processes, and it also helps to effectively personalize the customer experience. Another highlight of Pro Suite is its ability to unify disparate technology systems, such as emails, phone calls, and meetings, into one platform. This simplifies management and access to business information, providing a cohesive view of operations.

In addition to its powerful functionalities, it is distinguished by its ease of implementation and scalability. You can start with the initial version of Starter Suite. Then, as your needs grow, you can easily evolve to Pro Suite to access more advanced and customizable features. This flexibility allows for organic growth, ensuring your company has the tools necessary to support business processes.

Pro Suite vs. Starter Suite

Pro Suite offers a wide range of capabilities designed to help your business find new leads, close more opportunities, and keep customers satisfied. This set of features, complemented by those of Starter Suite, now includes the following:

For sales

Optimize the sales process and simplify payment management. Provides a clearer view of your sales and more accurately forecasts future revenue.

Features Starter Suite Pro Suite
Account, Contact, Lead, and Opportunity Management X X
Email Integration with Gmail or Outlook X X
Task Management and Activity Feed X X
Customizable Reports and Dashboards X X
Salesforce Meetings X X
Direct Payment Links for Opportunities X X
Payment Portal for Payments X X
Products and Price Books X X
Forecast Management X
Quote Creation and Management X
Direct Payment Links for Quotes X

Forecast management

Based on the volume and status of the opportunity, as well as its probability of successful closure, you can make forecasts for different time periods.

Quote Creation and Management

Accelerate your sales cycle with the quoting capabilities built into Pro Suite. By configuring different combinations of complementary products, you can increase sales volumes. Also, add discounts according to your marketing policies. You can send accurate and timely quotes within minutes, dramatically reducing errors that can negatively impact customer experience.

Direct payment links for quotes

Maximize the efficiency of the payment process by incorporating direct links in your quotes. By eliminating unnecessary back-and-forth, your reps can focus on high-value activities.

For Customer Service

Provides the customer service team with a complete view of each customer. This includes past interactions, open cases, and upcoming renewals among others. With this information available, your team can quickly deliver personalized experiences in every interaction. Additionally, to help agents save time, it allows you to implement macros to perform repetitive tasks. This includes updating case statuses and sending emails about recurring issues.

Features Starter Suite Pro Suite
Integrated Email Support X X
Case Management X X
Knowledge Management X X
Custom Email Templates X X
Macros X
Custom Email Templates X
In-App and Web Messaging X


Save agents time by running macros to complete repetitive tasks, such as updating a case status and sending emails about common issues.

Omni-Channel Routing

Optimize case closure through omnichannel routing. This identifies and prioritizes the resolution of less complex cases (green channel), thus streamlining care. It performs effective routing to the most appropriate agent, considering their experience, the characteristics of the case, and support and language requirements.

In-app and Web Messaging

Without leaving the application you can contact your clients through different channels. Additionally, you will have complementary information about the characteristics of the case and the client’s claim.

For Marketing

Connect with your current and potential customers with customizable email templates and predefined lists that fit your brand identity.

Features Starter Suite Pro Suite
Email Campaigns X X
Smart Segmentation X X
Premade Email Templates X X
Drag-and-Drop Email Builder X X
Einstein Send Time Optimization X X
Campaign Analytics X X

Enhanced Capabilities

Pro Suite offers a set of enhanced functionalities and new features designed with your startup’s operations in mind. Next, we detail the improvements:

Features Starter Suite Pro Suite
Social Sign-on X X
Guided Onboarding X X
Custom Fields X X
Custom Apps X
Custom Objects X
Process Automation with Flows X
Approval Processes X
Sandbox for Testing and Training X
AppExchange Access X

Custom apps

Custom apps are sets of functionalities designed to meet the unique needs of a company or team. They are built using the Salesforce development platform and can include custom views, dashboards, reports, and more. These applications improve users’ productivity and workflow by providing them with tools specific to their tasks and business processes.

Custom objects

Objects represent data sets or entities within the platform’s database. While standard objects come predefined in Salesforce, custom objects are created by an organization to store specific information not covered by the standard ones. For example, if your company needs to track projects on a daily basis, you can create a custom object called “Project.” This can have fields such as Project Name, Start Date and End Date. These custom objects allow you to adapt Salesforce to your startup’s unique business processes and capture the data necessary for your operations.

Process Automation with Flows

Using flows is one of the most powerful and flexible tools Salesforce has at its disposal. You will be surprised by the number of solutions achievable for an administrator without the need for hard code.

Approval processes

You will be able to channel approval processes with high precision and traceability. With this you will significantly improve decision-making and avoid misunderstandings between the managers of that process.

Sandbox for Testing and Training

Access to the use of test environments has great practical utility. You will be able to increase the performance of your team and improve their learning curve without the risk of affecting production processes.

Salesforce Starter Suite vs Pro Suite - Prices
Popular Add-ons Price Starter Suite Pro Suite
Send 1,000 emails: $10 X X
10,000 API calls daily/user/month: $25 X
Premier Success Plan: variable price X

The Premier Success Plan is a level of support and service designed to provide expedited support and expert guidance to drive your business forward, maximizing the success and value of your Salesforce implementation. It offers specialized programs, technical assistance, and rapid support designed to help achieve your business goals. Plus, expert coaching sessions, best practice recommendations, and technical support for seamless growth and scalability. From initial setup to ongoing success, leverage Salesforce expertise to align strategies, increase productivity, and receive timely support, allowing your business to thrive quickly.

Benefits of Pro Suite

This tool offers significant benefits to businesses, including:

  1. Greater Efficiency: Pro Suite simplifies operations through automation. Data entry, email sending, and report generation are automated. This allows employees to spend more time on strategic initiatives.
  2. Workflow Optimization: Improving business workflow ensures more efficient execution of tasks which eliminates delays and unnecessary steps.
  3. Improved Sales Performance: Pro Suite provides sales teams with the tools necessary to make more informed decisions and enables a complete understanding of your business and its customer base.
  4. Advanced Lead Management: Facilitates the capture, qualification, and effective nurturing of potential customers, ensuring a constant flow of qualified sales opportunities.
  5. Detailed Opportunity Tracking: Provides a complete view of sales opportunities. This allows accurate tracking of progress and identification of potential obstacles to closing deals.
  6. Data-Driven Forecasting and Analysis: Allows your sales team to make informed decisions, forecast performance, and adjust strategy accordingly.
  7. Improved Customer Service: Facilitates exceptional experiences through a comprehensive view of the customer, multi-channel support, and service automation.
  8. Scalability: Pro Suite adapts to the changing needs of growing companies. Thanks to its flexible architecture and access to the AppExchange, it easily integrates new functions and applications.

In short, Pro Suite represents a significant evolution in the world of CRM, while keeping Salesforce at the forefront. It provides growing businesses with the tools and technology needed to efficiently manage their customer relationships. In addition, it promotes organic business growth, maintaining competitiveness in an increasingly dynamic and demanding market.

Do you need a platform that supports the scalability of your expanding business? Do you want to optimize the efforts of your marketing, sales, customer service, and commerce teams? Are you looking to enter the market showing competitive costs? Pro Suite may be the solution you need, and SkyPlanner your best ally. We have the necessary experience to enhance the growth of your small business or startup. Write to us at

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