Salesforce is often purchased as the "system of record," the single source of truth for your customer data. But in practice, most companies using Salesforce describe it as incomplete, outdated, or just plain wrong. That's because Salesforce alone doesn't do enough. You need Pardot or Marketo for marketing (a completely different database), Salesforce CPQ for quoting, a PSA tool like Mavenlink or Kimble for professional services, Tableau for reporting, and SaasOptics for subscription management. Each is a separate contract, a separate login, and a separate silo.
The result? Your team stops using the tools because the overhead is too high. The data you present at board meetings is assembled from spreadsheets, not pulled live from a trusted system. Decisions lag. Opportunities disappear into the cracks between systems.
TekStack answers the question differently. What if you didn't need to bolt on anything? What if CRM, PSA, Help Desk, Billing, Subscription Management, Marketing Automation, and AI-ready reporting all lived in one place, the same place your team already works, inside Microsoft 365?
TekStack vs Salesforce: the honest comparison
When you include the full stack of tools Salesforce requires, the comparison shifts dramatically.
| Capability | ✦ TekStack | Salesforce + Add-ons |
|---|---|---|
| CRM core (accounts, contacts, pipeline) | ✓ Built-in | ✓ Core product |
| Marketing automation | ✓ Built-in | + Pardot or Marketo (separate DB, extra cost) |
| CPQ / quoting | ✓ Built-in | + Salesforce CPQ (expensive add-on) |
| Professional Services Automation (PSA) | ✓ Built-in | + Mavenlink, Kimble, or similar (separate license) |
| Help desk / support ticketing | ✓ Built-in | + Service Cloud (separate tier) |
| Subscription billing | ✓ Built-in | + SaasOptics or similar (separate tool) |
| Reporting & dashboards | ✓ Power BI, pre-built for B2B tech | + Tableau (~4× the cost of Power BI) |
| Sales engagement / sequences | ✓ Built-in outbound sequence engine | + Outreach.io or SalesLoft (extra cost) |
| Microsoft 365 integration | ✓ Native (same tenant) | ✗ Third-party connector required |
| MCP server / AI agent support | ✓ Native via Microsoft Dataverse | ✗ Salesforce locking down third-party AI access |
| Data sovereignty | ✓ Data lives in your Microsoft tenant | ✗ Hosted on Salesforce infrastructure |
| Single vendor support | ✓ One number to call | ✗ Multiple integration partners needed |
| Total cost (typical B2B tech team) | ~25% of Salesforce | 3–4× TekStack all-in |
One platform. No bolt-ons.
With Salesforce you're paying for 6–10 separate products just to cover the basics. TekStack includes everything: built on Microsoft, connected by design. Your team learns one interface, inside Microsoft 365, and never leaves it.
from Salesforce
learn, forever
TekStack is an MCP server.
Your AI agents live here
The way we work with software is being rewritten. AI agents that act, think, and help without being asked are the new normal. It's not a question of whether your business will adopt them, it's how fast, and on what platform.
TekStack is built on Microsoft Dataverse, which functions as an MCP (Model Context Protocol) server. This means AI agents built with Microsoft Copilot Studio or Azure AI Foundry can natively read, reason about, and act on your TekStack data. No third-party connectors, no hacks.
More AI surface area
Because CRM, PSA, Help Desk, Billing, and Marketing all live in one platform, your agents have access to the full picture of your business. More surface area means smarter, more useful agents.
Equal API and integration access
TekStack provides the same API and integration depth as any enterprise platform. Connect your existing tools, build custom workflows, and extend with the broader Microsoft ecosystem.
End-to-end support from one team
Implementation, agent configuration, training, and ongoing managed services, all from the same team. No implementation partner to manage, no third-party consultant to coordinate with. One vendor, one point of contact.
AI that works across your whole business
With Salesforce, AI agents can only see what's in Salesforce. With TekStack, agents have visibility across CRM, PSA, billing, help desk, and marketing, so they can reason about the full customer journey.
Hundreds of B2B tech companies run their business on TekStack
From early-stage software companies to established managed service providers, TekStack is purpose-built for the way B2B technology businesses operate.
Everything you need to know about switching from Salesforce
Plain answers to the questions B2B tech companies ask most, and the reasoning behind each one.
Do I actually need Salesforce for my B2B tech company?
Probably not, at least not Salesforce alone.
Salesforce is often purchased as a "system of record" but in practice it is just the starting point. To actually run a B2B tech business you also need Pardot or Marketo for marketing (a completely separate database), Salesforce CPQ for quoting, a PSA tool like Mavenlink or Kimble for services delivery, Tableau for reporting, and SaasOptics for subscription management. Each is a separate contract, a separate login, and a separate silo.
TekStack includes all of that in one platform at roughly 25% of the total Salesforce stack cost. If your company already uses Microsoft 365, TekStack extends that investment rather than replacing it.
What does "one window" mean for change management?
Change management is hard when your team context-switches between 10 tools. It is easy when there is only one.
With Salesforce and its associated tools, adoption breaks down because the overhead is too high. Data gets entered in some tools and not others. Spreadsheets fill the gaps. The system of record becomes a liability.
TekStack operates in a single interface inside Microsoft 365, the environment your team already works in. One login, one training program, one place to look for answers. Adoption goes up because friction goes down.
Why switch to Microsoft? What is the advantage over Salesforce?
If you already pay for Microsoft 365, you are already paying for most of the infrastructure TekStack runs on.
Teams and Outlook are where your employees already communicate. Microsoft Dataverse lives in your tenant and carries the same security posture as the rest of your organization. Power BI costs a fraction of Tableau and comes pre-configured with B2B tech KPIs. Copilot Studio and Azure AI Foundry give you the most mature enterprise AI tooling available today.
When you build on Microsoft through TekStack, you inherit all of this. You do not have to assemble it from parts or pay for it twice.
What is an MCP server and why does it matter for CRM?
MCP (Model Context Protocol) is the interface layer that lets AI agents read your data and take actions in your systems, without custom connectors.
TekStack is built on Microsoft Dataverse, which is natively an MCP server. AI agents built in Copilot Studio or Azure AI Foundry can update opportunities, trigger billing actions, escalate support tickets, or book meetings directly against your TekStack data, with no middleware.
Salesforce has begun restricting third-party AI access to data stored on their platform. As your business invests in AI agents, you become increasingly dependent on Salesforce's AI roadmap and pricing decisions. With TekStack, your data and your agents are in your own infrastructure.
What is data sovereignty and why does it matter?
Data sovereignty means your organization, not your software vendor, controls your customer data.
With Salesforce, your data lives on their infrastructure. They decide how third-party AI tools, including ones you build yourself, can access it. As AI becomes central to operations, this is a growing structural risk.
With TekStack on Microsoft Dataverse, your data lives in your Microsoft tenant. It is governed by your policies, accessible on your terms, and available to any Microsoft-compatible AI tool you choose. You own it. Full stop.
Can TekStack help me build AI agents for my business?
Yes, and we teach you to build them yourself, not just deploy them for you.
TekStack configures your initial agents, customer service agents, sales agents, renewal agents, and then teaches your team to build, iterate, and maintain them independently. Because all your data lives in one governed platform, agents have access to a complete, consistent picture of every customer: deals, projects, invoices, tickets, all of it.
That is the guardrail data advantage. AI agents are only as useful as the data they are grounded in, and TekStack's single-database architecture makes that foundation solid.
How hard is it to migrate from Salesforce to TekStack?
Much easier than you would expect, and the cost is deferred so there is no upfront spend.
TekStack offers a standard migration template covering accounts, contacts, activities, and opportunities. Migration cost is deferred on the Essentials implementation package, and your subscription start date aligns to your Salesforce renewal date, so you are never paying for both platforms at the same time.
Monthly payment terms are also available. The goal is zero financial friction to making the switch.
What support does TekStack provide after we switch?
Direct support and managed services, one vendor, one team, no integration partner needed.
Salesforce typically requires a certified implementation partner for any meaningful customization or issue resolution, a separate contract and a separate relationship to manage. With TekStack, support works directly in your environment. There is one number to call and one team that knows your setup.
See exactly how TekStack can replace Salesforce, in one hour.
Most B2B tech companies are running five or more disconnected tools and still don't have reliable data or forecasts. We'll show you what it looks like with one platform — and what switching would actually cost you.
No consultants, no hidden fees. One team, one point of contact. $0 migration cost aligned to your Salesforce renewal date.
