Salesforce CRM Personal Edition

CRM for the individual businessperson

Everyone has relationships to manage — customers... prospects... contacts... vendors... friends... the list goes on. For the first time, with Salesforce CRM Personal Edition, you have a completely free solution to help build and manage important relationships.

Sign up for your FREE Salesforce CRM Personal Edition to:

 Manage your contacts, tasks, & calendar online
 Sync with your PDA or Outlook for offline access
 Avoid the hassle and cost of software
 Access powerful sales features and reporting

 

Freedom to grow into shared CRM solutions
Fast forwarding a bit — if you've been using Salesforce CRM Personal Edition for awhile and now you want to share information, calendar events, and tasks with other members of your team, you're ready to go. Because unlike contact managers, Salesforce CRM Personal Edition is the only solution that offers a truly seamless upgrade path to more robust CRM offerings — salesforce.com's Group, Professional, and Salesforce CRM Enterprise Editions.

Are you evaluating Salesforce.com for your company?

Take a look at Salesforce CRM Group Edition, Salesforce CRM Professional Edition and Salesforce CRM Enterprise Edition. These award-winning, multi-user CRM solutions are designed for businesses of all industries and sizes. If you are evaluating CRM for your company, sign up today for a free test drive of one of our full-featured CRM solutions.

 

Answers to all your burning questions about Salesforce CRM Personal Edition

 

This section is intended to help you answer frequently asked questions.

Q. Can I import notes/activities/history from ACT!?
A. You can export your contacts from ACT! and import those into Salesforce using Salesforce's import wizard. ACT!'s export wizard currently does not allow export of notes/activities/history to other applications. 


Q. Are there any storage limits?
A. At this time, Salesforce CRM Personal Edition allows individuals to have a maximum of 5MB, including contacts, accounts, opportunities, tasks, activities, and events. Salesforce CRM Personal Edition users also have 5MB for document storage. To get more storage, users must upgrade to one of our other Editions.

Q. Can multiple people share a Salesforce CRM Personal Edition account?
A. No. Each Salesforce CRM Personal Edition account may only be used by a single user at a time. Salesforce.com's Group, Professional, and Enterprise Editions allow for easy, real-time sharing among multiple users.


Q. Can I link a Salesforce CRM Personal Edition account to a shared Salesforce account or transfer data between them?
A. No. Salesforce CRM Personal Edition accounts are stand-alone, and there is no mechanism to link them to other Salesforce accounts or automatically transfer data between accounts.


Q. I'm looking at a CRM solution for a single user. Is there any reason I would want anything besides Salesforce CRM Personal Edition?
A. Yes. While Salesforce CRM Personal Edition accounts have many critical features for individual sales reps, other editions offer many additional features such as lead management and integration with your Web site. In addition, these accounts come with full phone and email support. Consult the products section of the salesforce.com Web site to find out what our other CRM offerings — Group, Professional, and Enterprise Editions — offer.