Salesforce
Platform-grade CRM for complex workflows and scale
high complexity
Salesforce
51-200 users
200+ users
Best For
- •Complex multi-stage sales processes with governance
- •Custom objects, approval chains, and territory management
- •Integration-heavy environments (ERP, BI, custom tools)
- •Enterprise-scale with multiple business units
Choose When
- •You need custom workflows, approvals, or pricing rules that standard CRMs can't handle
- •Your sales process requires custom objects beyond leads/contacts/deals
- •You plan to integrate deeply with ERP, accounting, or custom apps
- •You need multi-currency, multi-entity, or complex reporting
- •Your team will grow beyond 50+ sales users in 12 months
Avoid When
- •Your sales process is straightforward lead → deal → close
- •Budget is tight and simpler tools meet 90% of needs
- •You lack internal admin capacity for ongoing configuration
- •Team is < 20 and workflows are standard
Implementation Reality
- •Plan 3–6 months for proper setup (data model, workflows, integrations)
- •Budget for certified partner; DIY setups often fail
- •Expect customization and ongoing admin overhead
- •ROI comes from automation + data governance at scale, not just CRM basics
ERP Touchpoints
- •Quote-to-cash: pricing, discounts, approvals flow to ERP for order creation
- •Customer master data sync (accounts, billing addresses)
- •Order status visibility from ERP into Salesforce
- •Revenue recognition and invoicing coordination
Demo Questions to Ask
- 1.Show us custom approval workflows for pricing exceptions
- 2.How do you handle multi-currency deals and forecasting?
- 3.Walk through integration with our ERP for quote-to-order flow
- 4.Show custom reporting across standard and custom objects
- 5.Demonstrate territory management and role-based access
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