Posted on / by envertis / in Salesforce

Salesforce’s 20th Birthday: Behind the Scene Story of Salesforce

On March 8 of this year, Salesforce has successfully completed its journey of 20 years!

This great journey indeed deserves a grand celebration. Thousands of Salesforce employees, trailblazers and the Ohana family joined this big event. Pitbull rocked the stage at Salesforce’s 20th-anniversary celebration concert.

Here, we are going to discuss how Salesforce started its journey, how it has become the world’s #1 CRM with time. Before starting with the interesting story of its journey and evolution, here is a sneak peek to the Salesforce timeline.


How the journey started

On March 8, 1999, Frank Dominguez, Marc Benioff, Parker Harris, and Dave Moellenhoff started the journey of Salesforce in a small one-bedroom apartment located in San Francisco. At that time, they planned to build a company on the following breakthrough ideas.

  • A subscription business model
  • A new technology model in the cloud
  • An integrated philanthropy model

Marc Benioff was working at Oracle. He left the company to start his own and teamed up with Parker Harris, who was a developer. The original gang had another two employees named Frank Dominguez and Dave Moellenhoff, who were programming colleagues of Harris’s.


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This is the first email Marc sent to Harris to discuss his big idea!


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Well, back in 1999, ‘Infrastructure as a Service’ – this concept had no existence.

In an interview by TechCrunch, Parker Harris mentioned,

I think in a way, that’s part of what made us successful because we knew that we had to, first of all, imagine scale for the world.

It was not about simply devising one CRM tool for an enterprise and then scaling it in such a way so that it can meet that individual organisation’s demand. Rather, it was about coming up with a way in which, people just have to sign up to start using the service.

The journey to achieve the dream

While Marc had the vision, Harris was in charge to build it. Tien Tzuo, the 11th employee at Salesforce mentioned in one of his interviews that Benioff wanted his coders to be stashed upstairs with the San Francisco Bay view while the remaining employees were working in the downstairs to get customers!

Here is an image of the early prototype of

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This image was taken on 15th November 1999. You can clearly see that it was definitely not so fancy but the basic functionalities of a CRM tool, which include Contacts, Accounts, Forecasts, Opportunities, and Reports – everything was present and represented by a tab.

“No Software” campaigning

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From the very starting phase, around the year 2000 – 2002, started doing “The End of Software” campaign. The main message that the marketing team were highlighting in this campaign was “no software to buy, install, or upgrade”.

Laurie McCabe, the partner and co-founder at SMB Group was then working for a Boston-based consulting firm. She mentioned Marc being a great marketer, storyteller along with everything else needed to gain enough attention and focus to Salesforce.

She said,

He was the ringmaster I believe for SaaS or cloud or whatever we want to call it today. And that doesn’t mean some of these other guys didn’t also have a great vision, but he was the guy beating the drum louder”.

Salesforce arranged multiple city tours around the country. The main objective was to showcase the latest upgrades along with creating new networks.

Paul Greenberg, a veteran in the CRM industry and the managing principal at the 56 Group shared an interesting story as he was one of the early users of Salesforce during this phase.

He mentioned that initially, he did not like the product! He had some complaints on the early export functionality, which he mentioned in one article. Salesnet, one of the competitors of Salesforce at that time noticed Greenberg’s post and put it on the company website!

When Benioff noticed it, he immediately dropped an email to Greenberg saying,

I see you’re a skeptic. I love convincing skeptics. Can I convince you?

Take your best shot.

was the reply from Greenberg to Benioff. And after 20 glorious years, Greenberg said Benioff did end up convincing him by taking the best shot! According to Greenberg, the “no software” campaigning idea was brilliant. 

Video Source: Salesforce

Dreamforce (2003 – 2005)

This is the annual user conference hosted by the company in downtown San Francisco. Dreamforce brings together all the industry pioneers, thought leaders, and the IT professionals from all over the world.

It came into action since the year 2003. That year Salesforce had 1000 attendees. In 2001, the company revenue was around $5.9 million, which grew to around $50.9 million in 2003! This was definitely a huge success for Salesforce.

In 2004, Salesforce introduced Salesforce Ohana. This was a global community of al the Salesforce enthusiasts and Salesforce employees. In the same year, Salesforce was valued at $1.1 billion.

In 2004, Brent Leary, the owner of CRM Essentials attended his first Dreamforce and according to his interview,

I remember it particularly because it was actually held on Election Day 2004 and they had a George W. Bush look-alike come and help open the conference, and some people actually thought it was him.”

In 2005, Salesforce launched appexchange. Today, this is one of the biggest marketplaces, which not only offers cloud-computing applications but also consulting services.

Growing up (2006 – 2011)

In 2006, the present CEO and co-founder at Okta, Todd Mckinnon joined Salesforce as the VP of Engineering. According to his statement, the company had to deal with some growing pains at that time.

During this time, the company began a strategy to grow through acquisitions. This year, it bought a small company dealing with wireless technology for $15 million.

Parker Harris introduced visualforce in the market. This visualforce technology helped in building forms, buttons, links, and creating impressive UI.

The dreamforce was becoming big. In 2006, it had over 5,000 members.

By this timeline, the Salesforce team introduced Apex, an on-demand programming language.

Acquiring Jigsaw was definitely a major step for Salesforce to take in order to grow. Jigsaw was a crowd-sourced data company. After the acquisition, the company was named Following this acquisition, Salesforce introduced, the Salesforce SaaS platform.

Year 2012 – 2014

The acquiring journey continued and as a result, Salesforce acquired Buddy Media for $745 million, Radian 6 for $326 million, and ExactTarget for $2.5 billion.

In Dreamforce 2012, Salesforce had over 92,000 attendees and it launched Marketing Cloud there.

Well, before the year 2013, Salesforce had a mobile app called Salesforce Mobile. But in 2013, they introduced Salesforce1 platform in the market.

SalesforceIQ came into the picture in 2014 after Salesforce acquired a relationship intelligence platform RelateIQ.

Year 2015 – 2018

In this timeline, Salesforce witnessed a lot of new things.

  • It introduced The Lightning Experience to amp up the feel and look and also to keep up with the market trends.
  • It acquired Quip, which helped the users to create documents and spreadsheets effortlessly.
  • Dreamforce 2016 had more than 170,000 attendees.
  • It acquired Demandware in 2016. After this, Salesforce launched the Commerce Cloud.
  • Salesforce Einstein is getting a lot of attention these days. This AI-enabled product was launched in the Dreamforce 2016.
  • The product Integration Cloud came into the picture after Salesforce acquired Mulesoft in 2018.  

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As you can see, Salesforce started its journey only with four employees initially and today, this globally renowned organisation has 36,000 employees.

The teams are working for bringing revolution in the IT industry, democratizing cloud, social, mobile, AI technologies, and IoT for industry-specific companies of every size. The core values of the company include Trust, Innovation, Customer Success, and Equality for all.

20 years is definitely a big milestone, but this is not everything! It is just one more step in the long arc of Salesforce.

We, at Envertis, house a professional team of best Salesforce consultants in Australia and known for providing the best industry-specific business and enterprise solutions. Be it consultation, planning, development, deployment, maintenance, and support – our Salesforce functional experts are here to help you out. For any queries, you can reach the experts either by calling them directly or by visiting our official website.

Found our blog interesting? Keep following us at LinkedIn for more such blogs!

Salesforce CRM
Posted on / by envertis / in CRM, Salesforce

How Salesforce CRM Solution Can Help You To Improve Your Sales Process

Adopting a CRM can give you game-changing results on the sales front!

The reason is quite simple. Companies thrive and sink by their customers. So, the better you can understand their wants and needs, the more are your chances to win sales. Besides, the increase of digitally-driven business activity indicates that there’s a wealth of data that you can use to better perceive the customers and their needs.

CRM (Customer Relationship Management) is one of the business solutions growing from a valuable part of IT software to an integral, separate enterprise function,  irrespective of the size or type the enterprise. It is, in fact, has become an obligatory need for businesses, the key to stay connected to the customers and grow prospects and sales more than ever.

“Without a CRM system, 79% of all marketing leads are never converted to sales.”- according to Pardot reports.

While there’s no doubt that CRM is the key solution needed to improve customer relationships, Salesforce is presently flourishing as the most powerful and consistent CRM to assure businesses accomplish that.

But, why and how? 

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Most sales leaders believe that deeper customer relationships are the main objective of businesses for long-term success. The probability of selling to a new customer is always less than selling to an existing one and so you need to focus on nurturing and valuing your existing relationships. Salesforce, helps you do that easily, being the world’s number one #CRM solution. Built especially for small and midsize businesses, it helps them grow by managing their customers, prospects and after-purchase processes efficiently and effectively.

As reported by Salesforce customers, average percentage improvements noticed:

Salesforce CRM

Helpful resources:

Salesforce: Find Out Why It Is A One-stop Solution for CRM

Struggling To Capture More Customers? Salesforce Is For You

4 major ways a Salesforce CRM can make your sales funnel better

  • Lets you find the right customers

Your sales and marketing can gather complete customers data by making most of the marketing automation and email campaigning and integrating them with the CRM. It will help them subsequently to get better insights to know which prospects or customers are probably convertible and can initiate communication with them.

  • Help reduce the costs of sales operations

There’s a lot of tasks involved apart from just selling in the sales process where the sales representatives invest their time.


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Of course, a CRM being a complete software for all sales and marketing needs brings in automation and different smart techniques for performing all the time-taking non-selling tasks including manual data entries, spreadsheets management to store data regarding leads and customers, etc.

  • Organises your leads to grab the opportunities

Salesforce helps not only to collect the leads information but also help in classifying and sorting them into different categories. So, your leads list is perfectly organised and you know who wants what and when. You can hence reach to those who have shown most interests in your services or products with a proposal, pricing information etc.

Video Source: Salesforce

  • Lets you provide better customer services

With Salesforce, you have the instant access to customers journey i.e. purchases history along with basic details. Thus, you could quickly send personalised messages, solve their queries and give a prompt solution, having all the right resources at your end. Such immediate and smooth interactions build trust in the customers and convince them to make repetitive purchases.

With an all-inclusive CRM solution built with Salesforce, you can strengthen the overall performance of your sales by:

  • Prioritising the prospects that are most likely to be converted and closed based on their initial interactions with your sales executive.
  • Knowing which of the customers are keen to make a deal and when is the right time to get back to them for optimal response
  • Harnessing the upsell and cross-sell opportunities, that is, looking out for any add-on deals that you can get into with the prospect.
  • Tapping opportunities with referral business from the existing relationships so that you no more have to spend time on dead-end leads and cold calling.
  • Making your entire sales team more capable of closing leads and also take less time to close by giving them the 360-degree view of the customers.

Unquestionably, with Salesforce, you can give your sales teams the tools to focus on selling and not the admin. It automates every task so that your team can sell smarter and faster.


All these are easy enough for any sales team as well as sophisticated enough for any business type. So, no need to worry about the compatibility of your CRM.  What you need is an expert Salesforce consultant who could get you a bespoke CRM solution that will not only go by your specific sales processes but will also maximise your ROI.  

Thus, you have it all. The brief explanation of how Salesforce can help you manage prospects and sales with a consolidated platform. It will empower your team to get smarter to nurture all the prospects in the right way.  The success philosophy of Salesforce is to “find, win and keep customers happy.” So, with lead prioritisation in action and opportunity management in action, see how your Salesforce CRM solution help you achieve that.

Helpful Resources:

5 Reasons To Be Grateful To Your Salesforce Consultant

Salesforce Comes in 4 Editions! Choose Your Version Wisely

Ready to get started? Envertis is there to help you with its team of Salesforce consultants in Sydney. We are a pioneer in the field providing Salesforce consultation and implementation services to businesses in Australia in diverse sectors, no matter how complex their sales processes are.



Posted on / by envertis / in Salesforce

Salesforce: Find Out Why It Is A One-stop Solution for CRM

With the #1 customer support platform available in the name of Salesforce, make your small businesses grow and get ahead of the peers.

While we have stepped in the digital age long before, it created new avenues for small businesses to thrive and create a pool of happy customers. Businesses are acing several digital solutions to start afresh, grow and seize every opportunity in the market and Salesforce is one of them!

A software platform that started off its journey to reinvent the wheel of CRM or customer relationship management is now helping businesses increase their influence in the market by helping them to connect with customers in a whole new way. It is not just a generic CRM system that begins and end with sales and marketing aspects, but an advanced cloud-based platform that helps organisations manage customers interactions, business prospects, improve processes with real-time analysis and automation.

Also, proclaimed as the Customer Success Platform, it is entailed with features to deliver the right CRM solution to businesses, regardless of the industry type.

5 ways it is putting the best value in every CRM for years

Salesforce Consultant

Here’s why Salesforce is the apt CRM platform for you

  • The most consistent platform evolving every day with ground-breaking innovation. It leads the pack making improvements in different areas of marketing and CRM much ahead of the peers. Ranked #1 CRM consecutively for four years, some of its greatest milestones are the inclusion of AI, Mobile-first CRM and data-driven analytics.
  • Encourages businesses to grow and scale.  Being a uniform, secure and scalable CRM platform with immense scopes for customisation and upgradation, it helps businesses grow every day. With 3000+ prebuilt or integrated apps from AppExchange, they can explore new opportunities to expand their sell, services as well as market reach.
  • Boost sales productivity overnight. Yes, Salesforce lets businesses to create a seamless experience for the employees of the organisation, helping them to render the services faster, in a lightning fast speed.
  • Controls the whole businesses with a single tap on the mobile. It lets entrepreneurs control all functions with an integrated mobile app, from contacting the prospect leads, addressing customer queries to closing deals and collaborating with partners.

With 3 out of 4 customers agreeing that they come back to a company for more services when they get positive customer experience, it is pretty clear that a good CRM help in retaining the customers.

However, just relying on the Salesforce platform is not enough! To exploit the platform completely for your business’s benefits, you will be needing expert consultation and planned implementation strategy from the proficient Salesforce consultants.

Here’s what the functional consultants of Salesforce believe about its potentiality as a CRM to helps businesses, especially the small ones to thrive in their respective markets.

Effective integrations  that bring together all customer service functions

Long gone are the days when you have to work on huge data silos to safe keep information of the customers and address their key concerns. Integration of Salesforce CRM with different apps of customer service and support will now help you to stay at every touch point of customer interactions. As a result, any interactions recorded in the customer service apps is eventually stored in the central CRM solution.

Big leap towards CRM from spreadsheets

While pathbreaking success stories of Salesforce application in Australia and rest parts of the world is known to all, small and mid-size businesses are too taking a leap from manual systems to automated systems with it. One big plunge they made is the switch from spreadsheets to CRM software. Companies no longer are using siloed systems, comprising extensive spreadsheets to keep their customer data, sales metrics or accounting details. They are now able to swiftly pull all their data into the CRM system by transferring them into a master file and with proper backup strategy. Businesses can have all their datasets safely stored in the CRM in dashboards and use reporting tools instead of manual computations to derive any business outcomes.

Helps achieve automation and analysis

Salesforce is combined with two strong elements i.e. analytics and automation, harnessing which businesses can free their employees from performing repetitive and mundane tasks. Its powerful Analytics module transformed the way a company collects, analyses and distributes customer information needed for informed decision-making. Companies can unify the datasets after gathering information from multiple source points and so employees get the fastest access to everything they want and take the necessary course of actions.

Personalise marketing by taking advantage of data

While with Salesforce CRM solution businesses can gather a lot of data about customers in due course of their interactions, they can later use them to personalise emails or other marketing efforts. Customers any day want to be valued by a brand! So, a mail to which they can relate to or a great offer on a product of their choices will certainly make them feel special.

A Salesforce solution will help you collect up a goldmine of data including website visitors, number of visits, session time, browsing activity and so forth. Studying these datasets will help you grasp well the purchase intentions of the customers and target the emails accordingly.

Products Overview

Salesforce’s brilliant range of products makes it the intelligent CRM solution for all businesses, irrespective of their scale, size or industry. Here’s a brief overview of some of its widely used products.


Empowering the sales team of organisations with  Sales Cloud and Salesforce CPQ.

  • Sales Cloud: A cloud platform for tracking and managing the contacts and leads from anywhere through any device.
  • Salesforce CPQ:  Help to create appropriate quotations, contracts or send proposals. Additionally, it helps in billing and subscriptions.



The module of Service will help you take full control over your customer services with two powerful features, Service Cloud and Field Service Lightening.

  • Service Cloud: Help organisations to address customers’ concerns and meet their demands just at the time they want.
  • Field Service Lightning: This features help in connecting and collaborating the workforce in the business for faster and agile delivery of services.



Businesses can make most of the interactive database and customers information to render personalised and pleasant experiences to the customers with the Marketing module that comprises of:

  • Marketing Cloud: A robust digital marketing platform which assists businesses to generate one-to-one customer journeys.
  • Pardot: A B2B marketing mechanism to help businesses enhance their sales pipeline.
  • Salesforce DMP:  It lets businesses save, consolidate and utilise the different datasets of customers, to deliver customer experiences with more value.



eCommerce businesses get an end-to-end solution to build and manage their online stores along with providing engaging shopping experiences.

  • Commerce Cloud Digital: A customised, futuristic and AI-powered eCommerce solution to help retailers engage with everything, from merchandising to marketing and promotions.
  • Commerce Cloud Order Management: It helps in streamlining the order management for retailers with real-time inventory tracking, order lifecycle evaluation and allocation.



Salesforce Analytics revolutionised the way businesses collect and harness data from different sources for informed decision-making. Its pro features Einstein Analytics and Sales Analytics are the major game-changer behind it.

  • Einstein Analytics: It is a self-service platform which frees businesses from engaging any analytics and do everything by themselves. From exploring data from any source to getting answers with AI, it is the perfect product suite for all analytical purposes. To give power to everyone involved in the businesses no matter where they are, it is designed to be operable from mobiles, tablets and even smart wearables.  
  • Sales Analytics: Help businesses to easily derive real-time sales insights from the market and decide the subsequent production and sales plan.
  • Service Analytics: Empowers the management of organisations to gain clear insights into the team, how it is working and find out any relevant actions needed to drive their performance better.  


Why You Need A Salesforce Consultant?

If you are one of the businesses, still looking for some advanced ways to nurture your relationships with customers, then you should need the services of expert Salesforce Consultants. They will deliver your businesses the most fitting CRM solution using Salesforce, aligning to your sales channels to ensure that you give the best services to your customers. Besides, they will help you out to bridge every gap between you and your customers to build a relationship of trust and fondness with personalised marketing efforts.

Looking for a digital CRM solution? Look no other than Envertis, a trusted provider of Salesforce solutions with rich expertise in multiple industries. Our Salesforce functional consultant in Australia will hear to you cautiously and our dedicated team of software developers will help you flourish with a far-reaching solution. We keep customers at the forefront of businesses and hence leave no stone unturned to fine-tune a CRM solution to cater to their every need.