Best Enterprise Architect Certifications

Enterprise IT architect certifications appear most often at the apex of certification programs, where less than 1% of IT professionals ultimately ascend. Even so, many IT architect certifications are available, and you don’t need to invest in one certification sponsor’s vision to reach the top.

Many IT certifications in this area fall outside vendor umbrellas, which means they are vendor-neutral or vendor-agnostic. Nevertheless, the number of vendor-specific IT certifications exceeds vendor-neutral ones by a factor of more than 2 to 1. That’s why they devote the last section of this article to all such credentials, as they encountered them in search of the best enterprise architect certifications.

For IT pros who’ve already invested in vendor-specific certification programs, credentials at the architect level may indeed be worth pursuing. Enterprise architects are among the highest-paid employees and consultants in the tech industry.

Enterprise architects are technical experts who are able to analyze and assess organizational needs, make recommendations regarding technology changes, and design and implement those changes across the organization.

The national average salary per SimplyHired is $130,150, in a range from $91,400 to a whopping $185,330. Glassdoor reports $133,433 as the average. Ultimately, the value of any IT certification depends on how long the individual has worked and in what part of the IT patch.

Becoming an enterprise architect is not easy. While the requirements may vary by employer, most enterprise architects have a bachelor’s degree or higher in a computer-related field along with 5-10 years of professional work experience. Many enterprise architects obtain additional certifications past graduation.

Certifications are a great way to demonstrate to prospective employers that you have the experience and technical skills necessary to do the job and provide you a competitive edge in the hiring process. Certification holders also frequently earn more than their uncertified counterparts, making certifications a valuable career-building tool.

Below, you’ll find their top five certification picks. Before you peruse their best picks, check out the results of their informal job board survey. Data indicates the number of job posts in which their featured certifications were mentioned on a given day. The data should provide you an idea of the relative popularity of each of these certifications.

Making its first appearance on the leaderboard is the Certified Solutions Architect credential from Amazon Web Services (AWS). AWS, an Amazon subsidiary, is the global leader in on-demand cloud computing. AWS offers numerous products and services to support its customers, including the popular Amazon Simple Storage Service (S3) and Amazon Elastic Compute Cloud (EC2). AWS also offers numerous cloud applications and developer tools, including Amazon Comprehend, Amazon SageMaker Batch Transform and Amazon Lightsail.

AWS offers certifications at the foundation, associate and professional levels across five role-based categories: architect, developer, operations, cloud and specialty certifications. Foundation-level certifications validate a candidate’s understanding of the AWS Cloud and serve as a prerequisite to AWS specialty certifications. Foundation certifications are a recommended starting place for those seeking higher-level credentials.

Associate credentials typically have no prerequisites and focus on technical skills. They are required to obtain professional-level certifications, which are the highest level of technical certification available. Specialty certs, meanwhile, focus on skills in targeted areas.

AWS currently offers the following credentials:

The AWS Certified Solutions Architect credential is available at the associate and professional levels. The associate credential targets candidates with at least one year of experience architecting and implementing solutions based on AWS applications and technologies. AWS updated the associate-level test in February 2018 to include architecture best practices and new services.

The AWS Certified Solutions Architect – Professional certification targets senior AWS architects who can architect, design, implement and manage complex enterprise-level AWS solutions based on defined organizational requirements. Candidates should have a minimum of two years’ direct experience deploying and designing on the AWS cloud and be able to translate organizational requirements into solutions and recommend best practices. The associate credential is a mandatory prerequisite.

Certified Solution Architect – Professional

Professional: Certified Solution Architect – Associate credential plus a minimum of two years of hands-on experience

Professional: One test (170 minutes to complete)

Professional: $300 (practice test $40)

CTA: Certified Technical Architect

In 1999, Salesforce revolutionized the world of CRM when it introduced the concept of using the cloud to provide top-notch CRM software. Today, Salesforce has more than 150,000 customers, making it the industry leader for CRM enterprise cloud platforms. Currently, Salesforce offers solutions for various focus areas, including sales, service, marketing, commerce, engagement, community, productivity (Quip), platform and ecosystem, integration, analytics, enablement, internet of things (IoT), artificial intelligence, mobility, and industry (financial and health).

To meet industry needs for qualified and experienced professionals with the skills necessary to support its growing customer base, Salesforce developed and maintains a top-tier certification program. It offers many paths to candidates, including for administration, app building, architecture and marketing.

Salesforce Architect certifications are hierarchical, with most (but not all) lower-level credentials serving as prerequisites for more advanced credentials. At the top of the certification pyramid is the highest credential a Salesforce professional can earn – the Certified Technical Architect (CTA), which is their featured Salesforce certification.

The Salesforce Architect certification pyramid has three levels:

Salesforce requires CTAs to maintain current skills. Credential holders must pass maintenance module exams with each new product release cycle (typically in summer, winter and spring). While challenging to earn, the CTA is important for IT professionals who are serious about a Salesforce technologies career.

Retake fee: $3,000

ITIL Master Certificate – IT Service Management

One of their favorite credential sets (and for employers as well, judging by job board numbers) is the ITIL for IT Service Management credentials from Axelos. Axelos is a global provider of standards designed to drive best practices and quality throughout organizations. ITIL (Information Technology Infrastructure Library) joined the Axelos family in 2013.

Axelos manages ITIL credentialing requirements and updates, provides accreditation to test Institutes (EIs), and licenses organizations seeking to use ITIL. In addition to ITIL certifications, Axelos offers credentials for Prince2 2017 (which includes Foundation, Practitioner and Agile qualifications), Prince2 Agile, Resilia, MSP, MoP, M_o_R, P30, MoV, P3M3 and AgileSHIFT.

ITIL is a set of well-defined and well-respected best practices that specifically target the area of IT service management. There are more than 2 million ITIL-certified practitioners worldwide. ITIL is perhaps the most widely known and globally adopted set of best practices and management tools for IT service management and support.

Axelos maintains a robust ITIL certification portfolio consisting of five ITIL credentials:

Axelos introduced ITIL 4 in early 2019. ITIL 3 practitioners should check the Axelos website frequently for updates about the transition to ITIL 4 and availability of the ITIL 4 transition modules.

The ITIL Master is the pinnacle ITIL certification, requiring experience, dedication, and a thorough understanding of ITIL principles, practices, and techniques. To gain the ITIL Master designation, candidates must have at least five years of managerial, advisory or other leadership experience in the field of IT service management. They must also possess the ITIL Expert certification. Once the skill and certification requirements are met, the real certification work begins.

Upon completing the prerequisites, candidates must register with PeopleCert, the sole approved Axelos test Institute, and submit an application. Next, candidates prepare and submit a proposal for a business improvement to implement within their organization. The proposal submission is followed by a “work package,” which documents a real-world project that encompasses multiple ITIL areas.

The work package (1) validates how the candidate applied ITIL principles, practices, and techniques to the project; and (2) documents the effectiveness of the solution and the ultimate benefit the business received as a result of the ITIL solution. Finally, candidates must pass an interview with an test panel where they defend their solution.

Axelos will soon be sponsoring 50 lucky people in their quest to obtain the ITIL 4 Master certification. You can register your interest in the program here.

$5,225 if some ITIL credits were obtained from other institutes

A leader in enterprise architecture, The Open Group’s standards and certifications are globally recognized. The TOGAF (The Open Group Architecture Framework) standard for enterprise architecture is popular among leading enterprise-level organizations. Currently, TOGAF is the development and architecture framework of choice for more than 80% of global enterprises.

TOGAF’s popularity reflects that the framework standard is specifically geared to all aspects of enterprise-level IT architectures, with an emphasis on building efficiency within an organization. The scope of the standard’s approach covers everything from design and planning stages to implementation, maintenance, and governance.

The Open Group offers several enterprise architect credentials, including TOGAF, Open CA, ArchiMate, IT4IT and the foundational Certified Technical Specialist (Open CTS).

The Open Group reports that there are more than 75,000 TOGAF-certified enterprise architects. At present, there are two TOGAF credentials: the TOGAF 9 Foundation (Level 1) and TOGAF 9 Certified (Level 2). (The TOGAF framework is currently based on version 9.2, although the credential name still reflects version 9.)

The TOGAF 9 Foundation, or Level 1, credential targets architects who demonstrate an understanding of TOGAF principles and standards. A single test is required to earn the Level 1 designation. The Level 1 test focuses on TOGAF-related concepts such as TOGAF reference models, terminology, core concepts, standards, ADM, architectural governance and enterprise architecture. The Level 1 credential serves as a steppingstone to the more advanced TOGAF Level 2 certification.

The TOGAF 9 Certified, or Level 2, credential incorporates all requirements for Level 1. Level 2 TOGAF architects possess in-depth knowledge of TOGAF standards and principles and can apply them to organizational goals and enterprise-level infrastructure. To earn this designation, candidates must first earn the Level 1 credential and pass the Level 2 exam. The Level 2 test covers TOGAF concepts such as ADM phases, governance, content framework, building blocks, stakeholder management, metamodels, TOGAF techniques, reference models and ADM iterations.

Candidates wanting a fast track to Level 2 certification may take a combination exam, which covers requirements for both Level 1 and 2. Training is not mandatory for either credential but is highly recommended. Training classes run 2-5 days, depending on the provider and whether you’re taking the combined or single-level course. The Open Group maintains a list of approved training providers and a schedule of current training opportunities on the certification webpage.

TOGAF 9 Certified (Level 2)

TOGAF 9 Certified (Level 2): TOGAF 9 Foundation (Level 1) credential

Level 2: One test (eight questions, 90 minutes)

Level 1 and 2 combined test (48 questions, 2.5 hours)

$495 for combined Level 1 and Level 2 exam

Exams are administered by Pearson VUE. Some training providers include the test with the training course.

Zachman Certified – Enterprise Architect

Founded in 1990, Zachman International promotes education and research for enterprise architecture and the Zachman Framework. Rather than being a traditional process or methodology, the Zachman Framework is more accurately referred to as an “ontology.” Ontologies differ from a traditional methodology or process in that, rather than focusing on the process or implementation, they focus on the properties, types and interrelationships of entities that exist within a particular domain. The Zachman Framework ontology focuses on the structure, or definition, of the object and the enterprise. Developed by John Zachman, this framework sets a standard for enterprise architecture ontology.

Zachman International currently offers four enterprise architect credentials:

Zachman credentials are valid for three years. To maintain these credentials, candidates must earn continuing education credits (referred to as EADUs). The total number of EADUs required varies by certification level.

Enterprise Architect Practitioner Certification (Level 2)

Enterprise Architect Professional Certification (Level 3)

Enterprise Architect Educator Certification (Level 4)

Level 2 Practitioner: None

Level 3 Professional: None

Level 4 Educator: Review all materials related to The Zachman Framework; Level 3 Professional recommended

Level 2 Practitioner: No exam; case studies and referee review required

Level 3 Professional: No exam; case studies and referee review required

Level 4 Educator: None; must develop and submit curriculum and course materials for review and validation

Level 2 Practitioner: None, included as part of Level 1 required course

Level 3 Professional: Not available

Level 4 Educator: Not available

Beyond the top 5: More enterprise architect certifications

The Red Hat Certified Architect (RHCA) is a great credential, especially for professionals working with Red Hat Enterprise Linux.

The Project Management Professional (PMP) certification from PMI continues to appear in many enterprise architect job descriptions. Although the PMP is not an enterprise architect certification per se, many employers look for this particular combination of skills.

Outside of their top five vendor-neutral enterprise architect certifications (which focus on more general, heterogeneous views of IT systems and solutions), there are plenty of architect-level certifications from a broad range of vendors and sponsors, most of which are vendor-specific.

The table below identifies those vendors and sponsors, names their architect-level credentials, and provides links to more information on those offerings. Choosing one or more of these certifications for research and possible pursuit will depend on where you work or where you’d like to work.

<td”>EMC Cloud Architect Expert (EMCCAe) <td”>GoCertify </td”></td”>

EACOE Senior Enterprise Architect

EACOE Distinguished Enterprise Architect EACOE Enterprise Architect Fellow

Associate Certified Enterprise Architect (ACEA) Green Belt

Hitachi Architect Specialist (two tracks: Infrastructure and Converged)

Certified IT Architect – Associate (CITA-A)

Certified IT Architect – Specialist (CITA-S)

Certified IT Architect – Professional (CITA-P)

These architect credentials typically represent pinnacle certifications within the programs to which they belong, functioning as high-value capstones to those programs in many cases. The group of individuals who attain such credentials is often quite small but comes with tight sponsor relationships, high levels of sponsor support and information delivery, and stratospheric salaries and professional kudos.

Often, such certifications provide deliberately difficult and challenging targets for a small, highly select group of IT professionals. Earning one or more of these certifications is generally the culmination of a decade or more of professional growth, high levels of effort, and considerable expense. No wonder, then, that architect certifications are highly regarded by IT pros and highly valued by their employers.

Enterprise architect credentials will often be dictated by choices that your employer (or industry sector, in the case of government or DoD-related work environments) have already made independent of your own efforts. Likewise, most of the vendor-specific architecture credentials make sense based on what’s deployed in your work environment or in a job you’d like to occupy.

Though there are lots of potential choices IT pros could make, the real number they can or should make will be influenced by their circumstances.

Salesforce Sees Its AI Prospects Grow With Einstein Studio And BYOM

SAN FRANCISCO, CA - DECEMBER 01: The Salesforce logo is seen at its headquarters on December 1, 2020 ... [+] in San Francisco, California. The cloud-based enterprise software company announced on Tuesday that it will purchase the popular workplace-chat app Slack for $27.7 billion. (Photo by Stephen Lam/Getty Images)

In the ping pong match of generative AI announcements, it’s once again Salesforce’s turn to make a stir. This past week, the company announced its existing venture, Einstein Studio, which allows users to “BYOM”—bring your own model—to the generative AI sphere. With Einstein Studio, customers can use Salesforce’s custom AI models or their own custom AI models to gain greater insights form their internal, proprietary company data. In turn, businesses will be able to generate smarter, faster insights and content from the data they’re already using via “enterprise-ready” AI.

According to Salesforce, data from Salesforce Data Cloud can be used to train models from throughout the Salesforce ecosystem, including Amazon SageMaker, AWS, Vertex AI (Google Cloud) and others. The company says it can connect and synergize customer data from any source to generate a single customer profile that adapts to customer activity in real time.

Touted benefits include:

● Faster deployment: Einstein Studio doesn’t require businesses to extract, transform, and load (ETL) their data across platforms, which means teams can “point and click” to get their information to the cloud to train their LLMs. This, in turn, means a more productive data/engineering team.

● Generate more content and predictions. Salesforce says Einstein already generates more than 1,000,000,000,000 predictions a week throughout the company’s apps. With Einstein Studio, it will undoubtedly be able to create even more, including content like meeting transcriptions and auto-responses to inquiries, as well as product recommendations, customer segmentation, and personalized pricing. Indeed, it should allow businesses to gain even more insights—and generate even more value—from the data they are already gathering.

● Increase revenue, decrease churn. With greater insights, Einstein Studio will Improve the overall customer experience with more personalized and relevant content. This, in turn, will help increase revenue opportunities and decrease churn. In other words, it will enhance the ROI of a company’s investment in AI. Research shows almost 60 percent of companies say they’re a year or more out from implementing AI in their business. Einstein Studio could help make AI more accessible.

Just as importantly, Einstein Studio enables users to determine how their data will be used in training other LLMs, ensuring that enterprise data should be kept safe and secure.

Absolutely not. Salesforce launched its first AI solution Einstein in 2016. The strategy then, according to some, is that it would use machine learning, packaged as AI, to differentiate itself across the industry. At that time, however, predictive and generative AI were far less understood than they are now. Einstein’s value, at the time, may have been negligible, but it did create both visibility and intrigue into the power of AI embedded in SaaS—helping pave the way to this year’s AI momentum.

Fast forward to 2023, and it seems like Salesforce is just as committed to finding cutting edge solutions to keep itself relevant while also providing real value to its users. In March, Salesforce announced it would be bringing ChatGPT to its CRM as Einstein GPT. In April, they saw Salesforce begin to integrate its Einstein GPT and Data Cloud into its automation kit called Flow. This allowed users to auto-generate responses using natural language prompts and real-time data sharing to create personalized experiences more quickly. Then, in June, Salesforce announced both Marketing GPT and Commerce GPT to auto generate things like emails, marketing segments, personal shopping experiences and more. And of course, this month, we’re seeing the announcement of Einstein Studio and BYOM. The pace of its offerings in AI have been significant and had to be in order to keep up with commercialization efforts of its competitors.

But is Einstein Studio et al. enough to compete with Microsoft’s Copilot solutions?

The big question now is whether Salesforce’s AI investments set the company up well to compete with Microsoft’s segment of the marketplace. The answer is nuanced because Microsoft’s Copilot and OpenAI partnership is being used across a portfolio that spans well beyond business apps into search, productivity, collaboration and more. Furthermore, Salesforce is leveraging OpenAI as part of its AI stack, which of course benefits Microsoft.

With its current AI related offerings as well as its BYOM announcement, Salesforce’s most direct Microsoft competitor would be Microsoft’s Dynamics 365 offerings including its Sales Copilot, a sales-specific AI assistant. The Sales Copilot tool connects user CRMs with Microsoft 365 and Teams apps to do—well—all the things Salesforce’s solutions aim to do: generate real-time tips for meetings, summaries of customer data, emails, and reports. And, although it’s a Microsoft tool, it can be added to CRMs like Salesforce. Which serves Microsoft well to get parts of the business even if it doesn’t win the CRM part—which is an advantage for Microsoft to play in so many parts of the software suite. But also reduces the competition from all or nothing to harmonious partnerships of heterogenous software, which are often how enterprise software stacks are comprised.

Right now, it’s early to make a call on how Einstein Studio, and Salesforce’s Marketing and Commerce GPT tools will fare in the race to AI and in head-to-head competitive sales. As of now, reviews are scarce, likely because the technology is advancing far faster than enterprise teams can adequately adopt it. Philosophically, I’m positive on flexible AI model deployment strategy as each LLM and smaller language and foundational models bring different attributes. I see such flexibility as a competitive advantage in the long run. Nevertheless, the final story will be told in numbers. But undoubtedly AI is changing the way companies buy and consume software, and I believe that the pace of innovation will only get faster to the benefit of businesses and users everywhere. So, bring on the competition and keep the innovation coming!

Salesforce CRM Review and Pricing

Pricing/value

9.2

Features

9.7

Customization, add-ons and integrations

9.8

Ease of use

9.1

Customer service

9.5

Salesforce is arguably the best-known CRM provider on the market. It has an established community and a well-earned reputation for being a leader in the customer relationship management field. While it was created to meet the needs of enterprises and large businesses, Salesforce has expanded its scope and now actively targets businesses of all sizes.

Unlike more rigid competitors, Salesforce CRM provides countless personalization and customization options, giving businesses a high level of control over how the system looks and acts. They were particularly impressed by how Salesforce handles workflow automation and by its pioneering integration of AI in CRM customization.

Notably, Salesforce was one of the first CRM platforms to open itself up to third-party developers, giving it more apps and customization options than any other provider. If Salesforce doesn’t have a built-in function you need, there’s almost certainly an app to compensate. If not, a developer can create and deploy a specific solution. 

Salesforce CRM’s initial setup requires time and IT skills. Its learning curve is far steeper than those of many other CRM providers they reviewed. However, you’ll enjoy flexible CRM software guaranteed to accommodate all custom processes and meet the changing needs of your business. For all these reasons and more, Salesforce is their top CRM choice for customization.

Salesforce CRM’s pipeline management feature gives an overview of your sales opportunities. Source: Salesforce

Salesforce may not be the best choice for businesses with less complex operational needs. If your SMB’s CRM needs are straightforward, check out their review of monday.com CRM to learn about a well-executed system designed for SMBs.

Despite its complexities, Salesforce is surprisingly easy to implement and use. Here are some notable ease-of-use factors they discovered. 

Salesforce’s visual dashboards help your team pinpoint problems and work on solutions. Source: Salesforce

Salesforce’s upper-tier plans provide business owners access to live support, coaching sessions and adoption guidance for an additional fee. This may be useful if you’re considering switching CRM systems to Salesforce.

The Salesforce product boasts an impressive array of CRM features that make it one of the best on the market. Here are some of the most notable features that provide excellent CRM software benefits.

We like that Salesforce’s business products seamlessly integrate. Businesses can grow with the Salesforce CRM and gradually adopt new features as needed. Additional Salesforce product categories include:

You can use Salesforce’s impressive range of third-party apps to run many aspects of your company, from marketing to fulfillment. HR, data analytics, workforce collaboration and finance apps plug directly into Salesforce CRM. You can even add ERP apps to Salesforce to build a system close in function to the ERP platform described in their review of Oracle NetSuite CRM. 

We also like how Salesforce’s AppExchange breaks down apps by industry. There are 12 sector-specific areas on AppExchange, including communications, financial services, manufacturing and professional services.

Salesforce is a capable solution for companies that want to Improve customer service performance. Read their review of Salesforce Service Cloud to discover how it helps supervisors and teams manage ongoing customer relationships.

We were impressed by Salesforce CRM’s vast customization capabilities – an area where it truly stands out among the competition. While many CRMs they reviewed offer options for customizing deal and contact fields, email templates, and dashboards, Salesforce lets you do much more. 

Here are some of their favorite customization options: 

Sales managers can customize their dashboards with specific objects. Source: Salesforce

We like that CRM users can build customizable systems and integrate their favorite business apps via the Salesforce AppExchange store. Other CRM software companies they reviewed have similar online stores for add-ons, but Salesforce’s is far more comprehensive, with thousands of available integrations. 

The company makes it easy to search for add-ons based on the product name and view industry-specific product bundles. Because Salesforce is such a huge company, its industry-specific add-ons are expansive. There’s even a separate section for small business-specific add-ons, many of which are free.

On the AppExchange, you’ll find five different solution categories:

Salesforce is embracing the “low code” and “no code” trends with its Lightning App Builder and Salesforce Flow drag-and-drop tools. Read their HubSpot review to learn about another CRM with drag-and-drop functionality.

New apps are added to the AppExchange daily, further enhancing its appeal. Source: Salesforce

We were pleased to see Salesforce’s intuitive productivity-boosting tools, particularly its built-in project management features. (Freshworks has similar tools; read their Freshworks CRM review to learn more.) Once implemented, sales and marketing departments – as well as managers – will find it easy to manage and build workflows, assign and follow tasks, and check off permissions. 

Salesforce’s visual dashboards allow sales reps to check KPIs and track their progress toward quotas, facilitating productivity and accountability. They like that you can add meetings straight from the calendar tab and see an instant overview of your schedule. 

Additional add-on productivity tools are available through the AppExchange.

Salesforce’s artificial intelligence (AI) strides impressed us with capabilities beyond those of the competitors they reviewed. Salesforce was a CRM-AI pioneer, launching its high-profile AI tool, Einstein, in 2016. Today, the company has picked up the pace amid breakthroughs in the generative large language model AIs (like ChatGPT and Bard) that power tools like Einstein. Einstein is available on Salesforce’s upper-tier plans or as a paid add-on.

Einstein can do the following after gathering data from system use and user input: 

Einstein, in its current form, is amazing, and they look forward to seeing its next iterations. They expect AI (and the solutions other CRM providers develop) to be integral to corporate life and CRM adoption in the coming years. We’re not awarding best use of AI in this round of CRM reviews; however, if they were, Salesforce would win.

Einstein can flag emails in which leads express critical concerns that could prevent a deal from moving forward, allowing a sales rep to prioritize those messages and act fast to grow and sustain customer relationships.

Salesforce’s Einstein tool can help with sentiment analysis so you understand how your brand is perceived. Source: Salesforce

Nearly every CRM vendor they reviewed has some form of an online community. However, Salesforce’s Trailblazer community is particularly impressive, replete with documentation invaluable for admins. You can find step-by-step guides on everything from creating custom CRM reports to turning on user notifications. 

There’s also an extensive user-only forum for direct communication with other admins and CRM users and a comprehensive Trailhead learning platform with various product-related courses, upskilling opportunities and official certifications. 

You can purchase Salesforce’s Sales Cloud CRM via one of four subscription tiers:

Unlike Salesforce competitors monday and HubSpot, there’s no free plan.

Only Essentials is available on a month-to-month basis; all other plans require an annual contract. Bear in mind that annual contracts often require you to pay for the whole year upfront, which may not be ideal for some businesses.

All costs below are applied when billed annually. All plans allow you to send 5,000 email marketing messages daily from the platform, which is much more generous than many other providers they reviewed. 

Price: $25 per user per month; available for up to 10 users

Features: Account, contact, lead, task and opportunity management; lead auto-assignment; prevention of duplicates; automatic capture of a  lead’s available web information; mass email; marketing campaigns; customizable reports and dashboards; email integration with Gmail and Outlook; and Salesforce mobile app

Price: $75 per user per month

Features: Everything in the Essentials plan, plus pipeline management, lead registration, rules-based lead scoring, collaborative forecasting, a forecasting mobile app, quote and order management, roles and permissions, and a developer sandbox

Price: $150 per user per month

Features: Everything in the Professional plan, plus workflow and approval automation, sales teams and territories, opportunity scoring, and advanced reporting

Price: $300 per user per month

Features: Everything in the Enterprise plan, plus a sales engagement hub, AI-powered sales insights with Einstein, sales cadences and 24/7 support

Salesforce is pricey compared to other CRM solutions they reviewed. It’s a massive product with many add-ons and customizations; the subscription costs listed here should be considered jumping-off points. 

You can spend considerably more on Salesforce. For example, CPQ & Billing, which allows you to quickly configure, price and quote complex solutions, costs $75 per user per month. Other add-ons include Pardot, Quip, Einstein AI and Sales Dialer – all sold separately. There are additional costs if you opt for training or help with implementation.

Many other SaaS products offer free versions and low-cost, entry-level subscriptions that can be used indefinitely. While $25 per user per month isn’t exorbitant, it’s not a realistic long-term option for most small businesses because only 10 users are supported at that level. The next plan jumps to $75 per user per month – significantly more expensive than the competition. 

We recommend taking advantage of Salesforce’s 14-day free trial to ensure this CRM is worth the investment.

Implementing CRM software always takes care and patience. But due to its breadth of customization options, Salesforce CRM’s implementation process can vary drastically, taking anywhere from a few days to several weeks. While that may seem alarming, users will quickly see that this CRM is worth the effort once it is set up.

Salesforce and third-party agencies can manage your initial implementation and launch for you. Still, this help comes at a cost, depending on your company size, number of employees, data volume and complexity, third-party integrations, and customization level.

Fortunately, you don’t necessarily have to create a complex solution immediately. You can use the software out of the box and modify it as your business needs evolve. Thanks to the Salesforce CRM’s intuitive design and overall sophistication, the learning curve isn’t steep for non-admin users after implementation.

In addition to a vast library of training materials, Salesforce offers adoption guidance and coaching services for an extra cost. That may be worth it for business owners concerned about setting up the CRM and onboarding users.

Use the Data Import Wizard from the Setup menu to import up to 50,000 standard objects – like contact, lead and account information – from a CSV file.

While Salesforce is a market leader in CRM technology, integrations and capabilities, they found that it falls short in the customer service department. When they reached out for information about the company’s services, the response was delayed.

When they did communicate with customer support reps, they were very helpful and used real-life situations to explain the product’s features and answer questions about the program. They were very clear and offered several solutions to help further their understanding. However, compared to other providers they called, their answers could have been more detailed.

Unfortunately, Salesforce has a C-minus rating with the Better Business Bureau (BBB) and isn’t an accredited BBB business. It earned 1 out of 5 stars and closed 55 complaints within the last three years. That’s disappointing and surprising for a company that’s so well regarded in the industry. 

On the plus side, Salesforce provides an extensive selection of self-guided resources, access to the Trailblazer community and basic technical support. Additionally, its Unlimited package comes with 24/7 assistance. 

For an additional fee of 30 percent of your total monthly service fees, users can access 24/7 phone support, expert coaching and a dedicated account manager.

Salesforce CRM is an excellent solution; however, they did identify some limitations: 

When evaluating the best CRM software, they conducted extensive comparative research of dozens of software solutions in the category. Their product review process was designed to help you find the right CRM for your business. It included customer support team communication, trials to evaluate product functionality, and an evaluation of each provider’s tutorials, webinars and support materials. They also took pricing into consideration. When looking for the best CRM for customizability specifically, they examined customization options, available integrations, reporting and analytics, and sales automation.

Though the Salesforce system has an extensive collection of CRM features and add-ons, its intuitive design and standard CRM lingo make it easy to learn. The vendor also provides various training materials and courses on Trailhead, the company’s free online learning platform, to get you started.

Salesforce doesn’t have a free plan; its pricing starts at $25 per user per month. However, the company offers a 14-day free trial so you can assess whether it’s a good fit for your business. 

We recommend Salesforce CRM for …

We don’t recommend Salesforce CRM for …

Nadia Reckmann contributed to this article.