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The Ultimate Guide to Salesforce in South Africa

Luke Marthinusen | October 5 2019


  1. What is Salesforce?
  2. What is Salesforce used for?
  3. Salesforce Sales Cloud
  4. Salesforce Marketing Cloud
  5. Salesforce Service Cloud
  6. Cost of Salesforce
  7. Salesforce alternatives
  8. Salesforce consultants in South Africa
  9. Salesforce DIY Implementation
  10. Final Thoughts

1. What is Salesforce

Salesforce is one of the world leaders in cloud computing and one of the world’s leading CRM solutions. Salesforce started as Software as a Service (SaaS) CRM company. Today the company offers a wide range of solutions, but CRM remains its core product and the solution it is best known for.

Salesforce's product set allows businesses to connect with customers, partners and prospects.

Customers are the core of all businesses, and in the digital world of today customers are becoming more difficult to acquire, and in some cases retain. Salesforce is a tool to acquire and retain customers.

Salesforce is a cloud-based CRM. Founded in 1999 by a former Oracle executive Marc Benioff, Salesforce is widely regarded as the world's No. 1 CRM. When most people think of Salesforce they think of tools for sales teams to manage leads, opportunities and sales pipeline. However, the company has vastly evolved its product set in recent years.

2. What is Salesforce used for?

Businesses use the Salesforce suite of clouds and apps (products and services) to better understand their customers, connect with them, and increase their customer base.

The cloud-based software assists with marketing, tracking sales and spending, analysing performance, customer success and support, customer complaints and a variety of other clients focused functions and analytics with easy cloud storage and access.

The different clouds allow Salesforce users to analyse various data, maintain communication with customers, implement sales strategies and more.

Salesforce is a holistic, one-stop-shop for companies to manage, maintain, communicate with and increase their customer base and revenues. On their home page, Salesforce positions themselves with the following statement: 

Salesforce CRM South Africa - MO Agency

Salesforce sees themselves as a 'CRM platform’, and not just a 'sales CRM'. This is an important distinction for them. Salesforce CRM is a platform for managing all interactions with customers, from sales to marketing, service and retention. 

Salesforce Clouds

In the Salesforce language, the term ‘cloud’ is defined as a loose collection of features that help a user effectively manage and execute types of activities, such as selling products or supporting your customers. These features are often shared across multiple clouds.

A Salesforce cloud refers to the basic service packages. Salesforce currently includes the following clouds:

  • Sales
  • Service
  • Marketing
  • Commerce
  • Engagement
  • Platform
  • Integration
  • Analytics

Screenshot 2019-10-20 at 16.05.23To provide the reader with a simple, single source overview of Salesforce, I have limited discussion of all the products, services and clouds. This should allow the reader to gain a quick overview of the most important Salesforce offerings in one place without diving into too much detail, which can be confusing.

The Salesforce website is a well of information, once you have understood the basics from this guide go over to their website and do a deep dive where necessary. This page gives you the Salesforce products overview on their website.

The Salesforce clouds that most business owners, executives, sales directors and marketing directors are interested in are:

  • Sales Cloud
  • Marketing Cloud
  • Service Cloud

So let’s dive in.

3. Salesforce Sales Cloud

Convert more leads, close more deals, and understand the health of your entire business with Sales Cloud. Salesforce website

Salesforce Sales Cloud is a customer relationship management (CRM) platform or tool, depending on how you want to see it. Sales Cloud is engineered to support sales, marketing and customer support in both the B2B and B2C spaces.

Salesforce CRM - MO Agency

Sales Cloud is highly customisable. It brings customer information together into a centralised platform that incorporates lead and pipeline management, lead generation, sales, customer service and business analytics and provides access to thousands of applications through the AppExchange.

The platform is provided as Software as a Service (SaaS) for browser-based access; a mobile app is also available for users on the move. This includes offline usage for sales activities out of network range.

Opportunity management in Sales Cloud gives sales teams the tools they need to close deals. Intelligent alerts keep your sales team aware of what needs attention. This stream of notifications gives insight into every deal, so forecasts are kept up to date, and remain hyper-accurate.

Salesforce Pipeline Board

Sales Paths keeps your team aware of where prospects are in the sales cycle. They also help your sales reps adopt and adhere to your company’s sales processes without getting sidetracked. Paths guide your sales team and help them stay focused on important sales tasks so they can close their deals quickly.

Your team will get tips on how to push deals forward at every stage. You can easily view open items and recent activities, managing what has been done and what needs doing.

Stay on top of recent development with a quick view and collaborate with your sales teams so that everyone has what they need to close more deals.

Another great feature of Sales Cloud is its sales performance management software. For sales leaders, this helps highlight team-wide insights that can guide the overall sales strategy. It creates a holistic view of individual and team performances. This helps managers to plan and optimise resources within the sale process. This includes incentives, commissions, quotas, territories/regions, goal setting, training, performance evaluation, and forecasting.

Salesforce offers the following versions of Sales Cloud, each with different levels of functionality.

Sales Cloud PricingClick here to view the full pricing for Sales Cloud

4. Salesforce Marketing Cloud

Salesforce Marketing Cloud help businesses manage all parts of their digital marketing strategy. Because Salesforce is  focused on customer centric sales and retention, bringing the marketing elements into the Salesforce product set makes complete sense.

As the modern customer acquisition process has moved online and into the digital realm, the marriage of sales and marketing functions is more important than ever.

Salesforce has recognised this, and as one of the world’s most powerful CRMs now with one-to-one digital marketing capabilities, Salesforce marketing cloud is a powerful albeit very complex option to manage the marketing space.

Salesforce Marketing Cloud Journey BuilderMarketing Cloud enables businesses to personalise consumer and prospect experiences across multiple channels. It enables brands to do everything from basic email marketing to sophisticated cross-channel campaign management.

Salesforce Marketing Cloud tool set includes:

Journey Builder

Create 1-to-1 consumer journeys across all channels and departments. Get a single view of the customer with data that filters in from email, website, advertising and sales interactions. Segment your data according to the interactions and target customers with pinpoint messaging.

Email Studio

Email Studio helps you get the best ROI from email marketing by creating targeted one-to-one email communications at scale. Automate your email based on customer interactions, and manage campaigns with intelligent content delivery capabilities.

Audience Studio

Capture, unify, and activate your data to strengthen consumer relationships across every touchpoint with a powerful data management platform. Segment your audience more intelligently.

Data Studio

Capture and activate data from any source on a unified platform. Salesforce Marketing Cloud Data Studio allows marketers to integrate these audiences into marketing channels. Segment your audience and reach them where they are.

Social Studio

Salesforce Marketing Cloud Social Studio is a powerful social media management platform. It connects with social data and platforms to bring social activities into a centralised view for everyone from the sales team to the marketing team.

Identify individual posts to that drive ROI and monitor customer’s interactions. Social Cloud streamlines social media processes and it allows for social media management at scale.

Advertising Studio

Target 1-to-1 advertising using your CRM data to acquire and re-engage consumers. Manage digital advertising across Facebook, Google Search, Google Display, Instagram, and Twitter. Manage ad campaigns at scale, and launch directly from the Journey Builder.

Mobile Studio

Salesforce Marketing Cloud Mobile Studio helps you create and send highly targeted mobile messages. It allows you to target your audience, automate message delivery, and analyse and track engagement.

Interaction Studio

Salesforce Marketing Cloud Interaction Studio helps visualise, track, and manage real time consumer experiences — driving valuable engagement at the right moment, just the way your audience prefers. Importantly interaction studio allows you to coordinate online and offline customer experiences with real-time interaction management.


Pardot provides B2B marketing automation for Salesforce. Connect with prospects at the right time, generate more pipeline, and empower sales teams to close more deals.

Pardot Engagement StudioSalesforce Pardot Engagement Studio

Marketing Cloud guided Tour

The images below is a screengrab of this great tool you can use to work through the different elements and their functions within the Marketing Cloud. View the tool by clicking here.

Marketing Cloud Guided Tour

5. Salesforce Service Cloud

"Content update in progress. Check back soon."

Salesforce offers the following versions of Service Cloud, each with different levels of functionality.

Service Cloud PricingClick here to view the full pricing for Service Cloud


6. Cost of salesforce

"Content update in progress. Check back soon."

7. Salesforce alternatives

There are numerous alternatives to Salesforce with a range of price points and features. However, not all of these solutions provide a holistic solution. That being said not all businesses require all these features.

Below is a high level comparison of some well used CRM solutions in South Africa, including capabilities and local support.

Salesforce CRM Comparison

8. Salesforce consultants in South Africa

It’s becoming easier to work with companies outside of your own country. This is especially true with cloud technologies like Salesforce. But be careful, do your homework on the companies.

If you are going to select a remote partner make sure you have a good internal capability to map your business processes that need to be implemented in Salesforce. Salesforce and CRM project in general that don’t go as planned can normally attribute this failure to poorly specified requirements and business processes, not Salesforce.

Experience in your industry

Ask the partner for 2 or 3 case studies from their clients in similar industries to your own. If the Salesforce partner has done similar type of work, it’s a great sign they know what they are doing. This is especially true if their customer is willing to provide/agree to a case study.

Overall Technology Capability (excl. Salesforce)

With CRM and Salesforce projects, it is important to automate the exchange of information between systems. Salesforce provides strong integration capabilities.

That being said, depending on the information to be exchanged, varied integration approaches and tools need to be evaluated and selected.

With prior experience to relevant integration products and technologies, the Salesforce partner can deliver guidance and support during this selection process. In turn, this leads efficient delivery and strong integration experience for the users.

Project Implementation Approach

Agile is the preferred implementation methodology for Salesforce projects. Requirements gathering and implementation both exist in each iteration/stage of the project.

Including and integrating feedback so output can continuously align to customer expectation and product delivery. This adaptive approach reduces the overall risks of the project. It promotes project visibility and transparency, and is a great way to see value being delivered at a high frequency.

The 5 Salesforce consulting partner in South Africa are:

  1. Advanceforce
  2. Aglitude (A PWC Company)
  3. Cloudsmiths
  4. Megabytes Technologies
  5. Tetrad IT


9. Salesforce DIY Implementation

Salesforce has evolved to enable non-technical users with the capability to meet requirements by making changes without using code. Many Salesforce functionalities can be delivered via configuration in the platform.

Because of this companies should explore different implementation options.

Businesses may;

  • execute internally to save money;
  • execute internally maintain more control over the project;
  • outsource to an external implementation partner.

DIY Implementation Considerations

The main reasons to consider DIY implementation of Salesforce can be categorised into four areas. Based on these considerations an approach can be selected.



There is an in-house capability to carry out the required tasks because they have set this up previously.

Full Internal Team: If the internal team is well established and fully capable.

There is time and resources internally to be trained to carry out the project.


The implementation is small and is mostly out-of-the-box functionality.


There is limited budget to spend on the project.

Self-study / Training Approach: Salesforce provide lost of material online for user to self-train and there are many paid courses let by certified instructors. If the company is willing to dedicate time and resources, this is a potential option. 


DIY + Implementation Partner (mentoring and thought leadership): The internal team is tasked to carry out the implementation. The selected partner role is to provide support, guidance and ideas. This combination works really well as it is both cost-effective and the most effective way to bring the internal team up to speed.


10. Final Thoughts

Salesforce is a very strong platform, and it has evolved far beyond its beginnings as a CRM. That being said Salesforce is still all about Customer Relationship Management and driving a customer centric approach for their clients. More than a CRM, Salesforce is now a CRM platform that can manage all customer focused functions.

The Salesforce clouds are an effective way to group features that help users effectively manage and execute types of activities at their businesses.

However, beware, adding multiple clouds into a business can become a costly exercise. Salesforce is most effective when clouds are used together, so do an exercise on the long term licensure costs and cost of ownership before you dive in.



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