How to Save $23,000 a Year Moving From SalesForce CRM to CRMPlus365

moving from salesforce crmI love it when I can show a company how they can save $23,000 a year.

A small business we worked with was using a SalesForce CRM system. It was overly complicated for their needs, yet they still couldn’t completely customize it to fit the way they worked.

I told them CRMPlus365 is a fully customizable system that could meet all their small business needs and save them $23,000 a year.

Let’s look at the numbers

The company was paying $500 a month to SalesForce, plus a fee for Pardot, a marketing add-on tool. Their cost was about $25,000 a year for a SalesForce system subscription. That price does not include implementation costs; it is just the annual licensing fee.

With a CRMPlus365 system, at $29 per user per month, for maintenance and support they would pay about $2,000/year in fees.

Think of that; they could go from $25,000/year to $2,000/year.

It seems like a simple decision, but they still had to think about the one-time setup fee. An average setup fee for a CRMPlus365 system for a small business is under $10,000. For this company that wanted data migration, a custom inventory system, and connection with outside tools, the cost was closer to $15,000.

Spending $15,000 now would save them money for years. However, we have found that once a company has had the cost of SalesForce approved, they can’t go back and ask for more budget. So they just keep what they have, even if it will cost more in the long run.

In this case, we were able to work out a deal.

Instead of paying $500 a month to SalesForce, they paid that same amount to P2 Automation each month, and we financed the implementation. Once the $15,000 was paid off, their monthly payment was lowered to cover only the ongoing licensing fees. They got a brand new custom CRM system without any additional initial out of pocket cost.

And going forward, they are saving $23,000 a year!

The one objection to moving from SalesForce CRM to CRMPlus365

Another company we worked with to save money in SalesForce licensing fees had an objection that came from the internal IT department. He referred to CRMPlus365 as “CRM Lite.” He said that as if it were a bad thing. However, for a small business, CRM Lite is very often just what they need. It is simple, it works, and people will use it.

In an earlier post about SalesForce CRM, I used the Ferrari vs. the Honda analogy. Some people will always vote for the Ferrari. Even if it is not logical, they just love the brand.

Often we find that technical people on internal IT teams do not mind when systems are complicated. And they fear giving up control.

In this case, the CEO could see the bigger picture. He was paying way too much for something that didn’t work exactly the way they wanted it to work. They did not need all the fancy bells and whistles of the SalesForce system (or the expensive IT people to maintain it!)

We proved that they could get a completely custom CRM system and save thousands of dollars per year. “CRM Lite” was, in fact, precisely what they needed.


In our next post, we will look at the steps involved in Moving from SalesForce CRM to CRMPlus365.

Are you using a SalesForce CRM system? Let’s start the conversation and see how much money you can save with CRMPlus365. Contact P2 Automation
at (860) 426-8029 or

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