Where Salesforce fits
Consider it when the organization can support a deliberate CRM implementation.
Check before you choose
Scope configuration, training and ongoing administration alongside subscription costs.
Find the right edition
Start with the destination for your device or the publisher's website. Use the current requirements and terms there to confirm the edition you need.
Compare the workflow
A CRM should make ownership and next actions clear. Define your sales process before configuring a platform, and consider the work needed for import, training, integrations and offboarding.