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Salesforce Essentials reviews

Salesforce Essentials

CRM built for small business
our rating 4.5 out of 5 Stars

Salesforce EssentialsProduct Overview

  1. About Salesforce Essentials
  2. Pros of Salesforce Essentials
  3. Cons of Salesforce Essentials
  4. Breakdown of core features

Salesforce Essentials product overview

Salesforce Essentials is a customer relationship management (CRM) solution made for small businesses. It empowers business owners to organize and track customers, sales, and support — all in one app. Like other Salesforce products, the software runs on the Salesforce Customer Success Platform, so it’s secure, scalable, customizable, and upgrades as the business grows.

The software includes key CRM features for small and growing businesses. It comes with a simple setup and in-app guided tutorials. Recommended setup steps let users map out sales paths, import business contacts, and collaborate with teammates. When teams are ready to learn more, guided learning paths on Trailhead can help them blaze their trail to success.

With Salesforce Essentials, small businesses can take advantage of the same technologies as larger companies. The solution enables startup companies to sell faster and smarter with built-in artificial intelligence (AI) and helps them focus on high-impact activities. With less time spent on manual entry, teams can focus on the sales opportunities that grow their business.

Pros of Salesforce Essentials

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  • It allows small businesses to provide customer support across phone, web chat, social media, and email.
  • It delivers tools that let business owners create a 24/7 Help Center–so their customers are never in the dark.

Cons of Salesforce Essentials

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  • The software has a steep learning curve.

Breakdown of core features

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Sales cycle tracking

Salesforce Essentials enables users to set up their sales workflow and track every step of the sales cycle, from open opportunity to close. With customer information and interactions automatically logged, team members will learn the latest status and next steps with that prospect or customer. The software also gives full visibility into the customer relationship, so team members know what’s needed to close deals fast.

Reports and dashboards

The solution lets teams translate how they measure the business into reports and dashboards. It brings prebuilt reports and dashboards that help owners run their businesses. Users can customize these reports and use the metrics relevant to their needs. They can also turn reports into simple charts and graphs.

With one click, business owners can see how much revenue deals might be worth, which deals need help and where, where customer support cases are coming from, and which customer feedback needs fixing first.

Lead identification

With Salesforce Essentials, sales teams can identify leads and focus on the best opportunities. Marketing reps can spot prospects that need more nurturing and prime them to become quality leads. The software gives complete, accurate, accessible information about clients and prospects, allowing both sales and marketing to be more successful.

Mobile app

The Salesforce mobile app enables team members to do the same tasks they do on their desktops on their phones. Users can update customer info on the go, prioritize which customer to call, and keep track of customer commitments from anywhere. The Salesforce mobile app is available on the Apple App Store and Google Play.

(Last updated on 05/31/2022 by Liz Laurente-Ticong)

Quick Facts

  • Industry Specialties
    All Industries
  • Pricing
    High-end
  • Works Best For
    Small Sized Businesses

Screenshots

Salesforce Essentials 1Salesforce Essentials 2Salesforce Essentials 3

Video

Features

  • 360-Degree Customer View
  • Trailhead
  • Task Management
  • Account Management
  • Activity Feed
  • Activity Tracking
  • Contact Management
  • Custom Profile
  • Opportunity Management
  • Reports and Dashboards
  • AppExchange Marketplace
  • Case Auto-Assignment
  • Case Escalation Rules and Queues
  • Collaboration Tools
  • Einstein Activity Capture
  • Email Optimization
  • Lead Contact Account Management
  • Salesforce Mobile App
  • Setup Assistant

Integrations

  • DocuSign
  • CodeScience
  • Dropbox
  • Nicereply
  • Zapier
  • HelloSign
  • ActiveCampaign

Pricing Model

  • Per user pricing

Languages

  • English