Salesforce Releases “Salesforce Easy”: CRM Package for Self Implementation

By Ben McCarthy

Today, Salesforce has announced, “Salesforce Easy“, a CRM package designed for customers to try, buy, and get up and running with the world’s most powerful CRM faster than ever.

Salesforce Easy will include a number of new onboarding tools to help customize Salesforce for their business, allowing them to see ROI quicker.

You may be aware that Salesforce already offers a 30-day free trial to it’s customers, to let them get a feel for the tool before purchasing. However, without a Salesforce professional who truly understands how to customize the system, you will unlikely see value from the free trial.

This is why the vast majority of Salesforce prospects will move along the traditional Salesforce sales cycle, and be given access to Solution Engineers who will build a life-like demo for their business. As the deal progresses, a new Salesforce customer will be matched with an implementation partner, to ensure their set up goes smoothly.

This is the first time in recent memory that Salesforce has pushed customers to self-implement. As a lot of seasoned Salesforce professionals will know, trying to implement Salesforce without experience, can often end in customers not easily seeing value from the tool.

“Every organization needs to focus and simplify their operations to build resilience and deliver immediate value to their customers. That’s why we introduced Self-Service CRM — with the swipe of a credit card, SMBs can start seeing results fast, while larger businesses can get up and running quickly with Salesforce and then rapidly scale with the tools they need along their growth journey.”  Kris Billmaier, SVP and GM, Salesforce Easy,

With the Salesforce Easy product, Salesforce are trying to shift this and support customers to implement by themselves initially. Perhaps trying to appeal to different markets, and compete with other products that don’t require a Salesforce partner to implement the solution. Lets take a look…

Salesforce Easy

Salesforce Easy will enable new Salesforce customers to “self serve”, streamlining onboarding, simplifying setup via tools that guide user’s through the platform’s interface and features, and increasing adoption.

Business’ will be able to get up and running on Salesforce fast, enjoying the benefits of customer 360 by bringing sales, service and email outreach together. Let’s take a look at some of the benefits of Salesforce Easy.

  • Easy to increase productivity:
    • Three-click sign up
    • Built in guided onboarding that walks users through the interface and typical configuration such as uploading contacts, syncing emails, and connecting calendars
    • Out of the box sales processes that benefit from Salesforce’s 20+ years of sales experience
  • Easy to save time:  
    • Automate your business processes so team’s can spend more time selling
    • Actionable to-do list
    • Default, out of the box dashboards
  • Easy to cut costs: 
    • Manage your sales, service and email outreach via a single platform, gaining visibility into your business and a 360 degree view of your customers
    • Automate email outreach
    • Reduce manual data input


Salesforce Easy will be an incredible CRM package for businesses looking to to get started with Salesforce fast and who perhaps do not have complex requirements that warrant the necessity of an implementation partner. In particular, the new features to guide user’s through Salesforce will be a huge timesaver, as well as increasing awareness and understanding of the Salesforce platform.

The past few years have required businesses to become increasingly agile and digital, and Salesforce Easy addresses a gap in the market for businesses needing to “go digital” as fast as possible. Even better, is that Salesforce Easy is letting customers to tap into Salesforce’s technology expertise and best practices accumulated over the course of more than two decades, with more out of the box features and processes than ever.

The Author

Ben McCarthy

Ben is the Founder of Salesforce Ben. He also works as a Non-Exec Director & Advisor for various companies within the Salesforce Ecosystem.


    Jen Baker
    August 23, 2022 3:32 pm
    Wow! Interesting! I see both sides of this... A fantastic tool for customers that have experience with implementing systems and/or experience with Salesforce. I also see it as a faster way to get down the wrong path. Perhaps this could be a tool used in conjunction with a consultant? Time will tell!
    Mikael Petersson
    August 25, 2022 6:06 pm
    This all sounds great on the surface but as an experience Salesforce Implementation Partner I can also see how this will be challenging. After doing more than 100+ Sales Cloud implementations for SMB/GRB size customers I can confidently say (and I'm sure most SF consultants will agree!?) that the underlying challenges for "going digital with a CRM system" requires a Consultant to work with the Client and define their internal sales processes. Pretty much without exception this is the core value that we bring to a customer moving to a CRM platform; we help them define what their Lead Assignment process should be, what rules and logic should apply for moving a Lead after qualifying it to a real Opportunity and then which steps makes sense to have in the Opportunity. After the Opportunity is Closed/Won, what happens with onboarding and delivery of the service/product they offer? This is what we as Consultants (that konws the platform) solve by LISTENING to the customer and most likely doing a revert demo so they can show how things are done today, We then design, together with the customer, a "best practice path" for their internal Leads-Account-Opportunity-Onboarding-Delivery of Service/Product that takes full advantage of the awesome toolset in SF. This last point is my biggest concern; how can a customer that is self implementing know how to create a great Process if they don't have a full understanding of the tools available? Customers moving to a CRM system typically have spreadsheets "all over the place" and they are working very hard just to keep things moving along so they logically don't have a current Process that is applicable to CRM. Anyway, these are my "2-cents"... Cheers!
    Dirk Goelz
    September 01, 2022 10:28 am
    Hi Ben, That's sounds interesting. Is it possible to connect Salesforce Pardot with Salesforce Easy? It would be very interesting for those, that are plan to start with Marketing Automation before introducing a complete CRM process. Best, Dirk
    Christine Marshall
    September 01, 2022 10:48 am
    Just as with the current Salesforce platform, you will be able to connect to other platforms such as Pardot.
    September 15, 2022 2:49 pm
    Does this version of Saleforce have acess to the flow builder or any other automation tools?
    Christine Marshall
    September 16, 2022 10:44 am
    Yes it does!

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