Use the same requirements and sample workflow when evaluating NBS and Salesforce. This checklist does not assert that either provider includes or lacks a feature, costs less overall, or produces better business results. Ask for a demonstration and written plan details before choosing.
Questions for NBS and Salesforce
Use the same requirements when speaking with both providers
🎯
Test your workflow
Ask both providers to demonstrate inquiry capture, scheduling, follow-up, and the exceptions your team handles.
💰
Compare total costs
Include subscriptions, users, messaging, setup, integrations, and ongoing maintenance in the proposed configuration.
💬
Confirm ownership
Agree who configures automations, trains the team, reviews AI responses, and handles support or data export.
Workflow Checklist
Ask both providers to demonstrate the workflows you need
Feature
Question for both providers
CRM
Contact Management
Which plan includes contact management, and what setup, limits, or usage costs apply?
Pipeline Management
Which plan includes pipeline management, and what setup, limits, or usage costs apply?
Custom Objects
Which plan includes custom objects, and what setup, limits, or usage costs apply?
Automation
Workflow Automation
Which plan includes workflow automation, and what setup, limits, or usage costs apply?
Email Sequences
Which plan includes email sequences, and what setup, limits, or usage costs apply?
AI
AI Chatbot
Which plan includes ai chatbot, and what setup, limits, or usage costs apply?
AI Appointment Booking
Which plan includes ai appointment booking, and what setup, limits, or usage costs apply?
Marketing
Email Marketing
Which plan includes email marketing, and what setup, limits, or usage costs apply?
Landing Pages
Which plan includes landing pages, and what setup, limits, or usage costs apply?
SMS Marketing
Which plan includes sms marketing, and what setup, limits, or usage costs apply?
Communication
Two-Way SMS
Which plan includes two-way sms, and what setup, limits, or usage costs apply?
Unified Inbox
Which plan includes unified inbox, and what setup, limits, or usage costs apply?
Reporting
Dashboards
Which plan includes dashboards, and what setup, limits, or usage costs apply?
Custom Reports
Which plan includes custom reports, and what setup, limits, or usage costs apply?
Plan Your Budget
Published NBS subscription prices; confirm the complete configuration
with each provider
Tier
NBS
Salesforce
Monthly subscription
Standard: $59/mo
Confirm current plan
Annual subscription
Standard: $590/year
Confirm current plan
Custom requirements
Premium: custom
Discuss requirements
Confirm users, usage charges, integrations, setup, and support before
purchasing.
View Salesforce's current plans. Provider link checked October 7, 2026.
Bring These Details to the Demo
Your expected contact volume, team size, and access requirements
Required channels, consent handling, and human handoffs
Your booking process, reporting needs, and integrations
Migration scope, implementation budget, and support expectations
Compare NBS to Other CRMs
Explore questions to ask when evaluating other options