Salesforce for SAAS Businesses

Thousands of SAAS Businesses around the world use the power of Salesforce to manage their sales, marketing & customer support functions.

Why Salesforce is perfect for SAAS companies is one of the pioneers of cloud technology & the SAAS business model. The company uses its own Sales, Service & Marketing technology to generate leads via landing pages, nurture prospects via engagement processes, pass hot leads to Account Executives when sales ready, manage opportunity sales processes, generate quotes, contracts, maintain SLAs etc. If a feature is required to sell a SAAS product then Salesforce has spent time building it into the platform to drive SAAS sales.


At Creation we work with customers to implement Salesforce’s Pardot B2B Marketing Automation tool. Drive social, SEO & PPC traffic to landing pages to convert into prospects. Nurture using engagement campaigns & score prospects to save time. Only focus on those prospects that are truly sales ready.


Use Sales Cloud to close more SAAS license deals. Depending upon the complexity of your product setup you may wish to use standard Salesforce Product / Quote functionality or go a step further with Salesforce’s CPQ solution. Streamline the sales process and perfect the hand-off from contract signature to license provisioning.


Manage customer support cases directly from Salesforce. Gain a 360-degree view of the customer by bringing together sales, marketing & customer support information. Activate web to case or set up customer support communities to provide self-service functionality. Reduce the burden on your support team with

Manage Subscription Revenue

Some SAAS companies charge annually for subscription revenue, some charge monthly. With Salesforce you can record total contract license sales as well as splitting revenue by collection date. Easily generate run rate reports to understand the impact of recurring revenue.

Integrate with SAAS Products

Sales, Marketing & Support technologies are based on Salesforce… your SAAS product is built on a bespoke system. Integrating both of these allows you to automate hand off between sales & delivery. Provision free trials, tie in with marketing automation etc.

Drive License Renewals

Easily set up workflow & automation rules to automatically generate renewal opportunities in your system. Assign opportunities to the right sales person & ensure that they have a 360 degree view of support cases, upsell opportunities etc.

Manage Contracts & SLAs

Customer contracts for SAAS licenses can be complicated. Use Salesforce to manage Contract details, license options, upsell opportunities & renewals. Ensure that you always deliver in line with customer expectations & client specific Service Level Agreements (SLA)s.

Nurture Leads & Prospects

SAAS Businesses often generate thousands of Leads. The challenge is being able to focus sales resource only on those prospects actively looking to buy. With Pardot, set up lead nurture campaigns to automatically nurture the 80% of prospects not yet ready to buy.

Integrate with Finance Systems

Streamline operations by integrating Salesforce with accounts & finance systems such as XERO, Sage, QuickBooks, FinancialForce etc. Generate & send Invoices directly from Salesforce to reduce duplication & maintain a 360-degree view of the customer.

AppExchange Apps is surrounded by a Community of Developers who provide users with pre-built functionality & integrations accessed via the AppExchange. Hundreds of thousands of Apps exist on the AppExchange for every use imaginable including; eSign Apps, Jira, Trello, Slack, Telephone Integration, Video Conferencing, Marketing Automation, merge functionality for contracts etc

In addition to this Salesforce comes with out of the box Email & Calendar Integration for Google GSuite & Microsoft Outlook.

The Salesforce Platform

Salesforce is the undisputed leader in cloud CRM. Companies from Enterprise to SMB use Salesforce to power their business & to access leading tools made available to everyone as part of their platform license. There are 3 major Salesforce releases each year meaning the platform is constantly updating and you are always up to date with the latest technology.

Access platform functionality including; tasks, approval processes, workflow rules, open APIs, validation rules, flows, process builders & more!

Salesforce for SAAS Businesses

To find out more about our Salesforce for SAAS Business Solution simply complete the form & a member of our Salesforce team will get in touch to discuss your Company’s specific requirements.