Salesforce is shared SaaS: every firm works within its storage allocations, API limits and governor limits, and pays per user for the privilege. SterlingForce gives each customer their own environment on their own server, hosted by our team, with no per-user fees and no shared-platform caps. What you need built, we build with you. Bring your Salesforce history with you.
Insurance and advisory firms outgrow Salesforce in the same four places.
Salesforce runs many companies on one multi-tenant platform, so every org gets data and file storage allocations, daily API request limits, governor limits on automation, and caps on custom objects and fields by edition.
Each new agent, assistant or manager is another monthly license, and extra storage is sold on top. The bill grows every time the firm does.
New fields, stages, flows and reports usually mean an admin, a developer or a consulting partner, with a statement of work before anything moves.
Out of the box, a general-purpose CRM doesn't know a policy from a pension, a carrier from a licensed state, or a seminar from a fact finder.
| What matters | Salesforce (typical setup) | SterlingForce |
|---|---|---|
| Platform | Shared multi-tenant SaaS | Your own environment on your own server, hosted by our team |
| Limits | Storage allocations, daily API limits, governor limits, object and field caps by edition | No shared-platform quota on records, storage or API calls; built to grow to millions of records |
| Pricing | A license per user, per month, by edition | One flat fee for your environment, no per-user fees, custom work included |
| Adding a new agent | Another license | Included: unlimited users |
| Data and file storage | Allocated per org, with extra storage sold on top | Included, not metered |
| Indexing and performance | Tuned within platform rules, often with a support case | Managed by our team as your data grows; no technical help needed on your side |
| Changing workflows | Admins, developers or a consulting partner | Tell us what you need; we adjust the features and build the workflow |
| Insurance workflows | Built through customization or add-ons | Built in: policies, carriers, licensed states, pensions, fact finder, seminars |
| Appointment routing | Configured or bought separately | Partner matching by license, state, language, skills and workload |
| Support | Premium support plans sold separately | 24/7 support from the team that builds it, included |
| Moving your data | Not applicable | Salesforce import tools matched by Salesforce ID, plus a side-by-side sync |
Salesforce details describe its publicly documented pricing model and platform limits; specifics vary by edition and contract. Salesforce is a trademark of Salesforce, Inc. SterlingForce is not affiliated with or endorsed by Salesforce.
Every SterlingForce customer has its own instance, run by the team that builds the product.
Your instance is sized for your firm, with no shared quota on records, storage or API calls. Global search typically answers in 9 to 50 milliseconds.
Our team manages database indexing as your data grows, so search and reports stay fast and your admins never need technical help.
Need a new field, pipeline stage, automation or report? Describe it in plain words. We adjust the features and build the workflow, with no engineering on your side.
About a dozen purpose-built import tools bring your leads, opportunities, new business, intake history, notes, documents and partner accounts with you. Our team runs the move, and we've already migrated more than 10 million records for customers, fixing data issues along the way.
Export your Salesforce data as CSV, the way Salesforce already lets you.
Bring in leads, opportunities, new business, notes, documents and intake history, matched by Salesforce ID with duplicates handled.
An opportunity sync pushes changes back to Salesforce while your team moves over at its own pace.
Switch over when you're ready, with your history intact and every change audited.
Can't find your answer? Our team is available Monday to Friday, 6 AM to 5 PM Central.
Per-user licenses, storage charges and consultant fees grow with the firm, and a general-purpose CRM has to be customized before it understands policies, carriers, licensed states and pensions. SterlingForce includes those from day one, for one flat fee.
Yes. Salesforce is shared multi-tenant SaaS, so every org works within platform caps: data and file storage allocations, daily API request limits, governor limits on automation, and limits on custom objects and fields by edition. Each SterlingForce customer gets their own environment on their own server, hosted by our team, so there is no shared-platform quota on records, storage or API calls, and capacity grows with your firm.
Yes. Each customer's server is sized for them, and our team manages database indexing as your data grows, so search and reports stay fast without your admins needing technical help. We've already migrated more than 10 million records for customers.
No. Tell us what you need in plain words: a new field, a pipeline stage, an automation or a report. Our team adjusts the features and builds the workflow for you, so a change is a conversation, not an engineering project.
SterlingForce charges one flat fee for your own hosted environment, with no per-user licenses and no data storage charges, so the price doesn't rise as you add people or history. Custom work is included. Talk to us for a quote you can compare.
Export your Salesforce data as CSV, import it with the purpose-built tools, run both systems side by side with the opportunity sync, then switch over when your team is ready. Our team runs it with you, and we've already moved more than 10 million records for customers.
Yes. During the move, an opportunity sync pushes changes from SterlingForce back to Salesforce, so both systems stay aligned while your team moves over at its own pace. Our team sets it up with you and switches it off when you go live.
Tell us what your team relies on. We recreate the fields, pipeline stages, automations and reports you need in SterlingForce as part of the move, so your people keep working the way they do today, without engineers or consultants on your side.
No. Leads, opportunities, new business, prospect intake history, notes, documents and partner accounts all come with you, matched by Salesforce ID and then by email.
Yes. 24/7 support from the team that builds SterlingForce is part of the one flat fee.
Yes. Explore the playground with masked demonstration data at demo.sterlingforce.org, watch the three demo videos, or book a live demo with your business email.
Book a live demo with our team, or explore the playground on your own right now.