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Salesforce Essentials

Salesforce Essentials

What Is Salesforce Essentials?

Salesforce Essentials makes it possible to build stronger customer relationships with a combined sales and support CRM for small business that is easy to use, setup, and maintain. Essentials ensures that you spend less time in spreadsheets and more time selling by tracking your emails, calls and meetings to automatically keep customer records up-to-date without tedious data entry. Essentials also includes a ton of customer service productivity tools to help make every new customer a loyal one.

Who Uses Salesforce Essentials?

Offer support over Email, Phone, Social, and Web. Deploy and customize branded self service support sites with clicks not code. Free up support teams with automation. Get up and running today.

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Reviews of Salesforce Essentials

Average score

Overall
4.4
Ease of Use
4.0
Customer Service
4.0
Features
4.1
Value for Money
3.9

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Rick
Rick
Owner in US
Verified LinkedIn User
Construction, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Salesforce Esentials is a core part of our business

5.0 last month New

Comments: It's been great. We've been super happy with it and my personal favorite part is being able to do so much from my phone. I remember the days of having to wait to get in front of a computer to update your database and that's just not the case any longer.

Pros:

We've been using Salesorce Essentials for years. It's been part of the reason we've been able to stay so organized.

Cons:

We use it a great deal on our phones and so we've had to train a few of our older employees how to use it. It's not a con or a negative, just something that was a pain point.

Patrick
Financial Planner in US
Financial Services, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Salesforce as a Database

4.0 last year

Comments: As it is a massive and comprehensive product, I don't need such an overwhelming software. Overall, it didn't meet my company's needs, but if a company has tech department, this could be a fantastic product.

Pros:

I like that the product has the ability to be completely customized to one's needs.

Cons:

As it can be an expensive and time consuming set-up, it was not necessary for me to have such a customizable software. There was very little customer service and it was overseas. It took too much of my time and the only way to get customer service is to hire a third party vendor to help with all aspects of the software.

Clayton
Database Manager in US
Financial Services, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

Great product, hard to tailor to companies specifically due to the complex algorithms.

3.0 2 years ago

Comments: I have over 5 years of experience with Salesforce, we used it when I was a production designer for a print and graphics firm. We loved it, but yet we experienced some of these same hardships in this company I am with now, the transition and tailoring to what we do specifically is just not there. It is up to us as employees to make the software work the most productive for us, and that should not be expected from us when we have sales and other projects to handle ourselves.

Pros:

There are endless possibilities on what you can do, and what you can achieve with this product. The AI software is a great tool if you are able to use it.

Cons:

Too complex on tailoring the software, I feel like a simple request would take months to get accomplished. I noticed for someone with Salesforce experience myself, our transition from BNTouch to Salesforce was seamless, but many of my co-workers were left in the dark and felt like they had a lack of training provided from your team when we launched this new software.

James
James
Revenue Operations Manager in UK
Verified LinkedIn User
Information Technology & Services, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

Salesforce Admin Review

4.0 2 months ago New

Comments: Overall very good, there’s a reason it’s the top CRM in the world, but the backend is very difficult to manage, lots of nuances and takes a dedicated person to manage the platform

Pros:

Extremely customisable, has a wide range of features and functionality, extremely powerful In the amount of automations and how you display the system to the end users which can keep it easy for them to use

Cons:

The range of features does in turn make take away from the core capability of the system which is to be a good crm; it lacks basic features you would expect from a product so expensive sometimes

Kenneth
Kenneth
Ops Manager in UK
Verified LinkedIn User
Oil & Energy, 501–1,000 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Using Salesforce is incredibly easy for my team

5.0 2 years ago

Comments: This was an awesome experience and an essential for an organization hoping to more readily attract and hold clients on the web

Pros:

I truly like how Salesforce is the most incredible in its industry and offers extraordinary CRM programming. It is ideally suited for connecting with potential clients in view of their past interest in the organization as well as what they would require to remain drawn in and retained. I love the manner in which you can modify it and it mechanizes each thing so extraordinary from messages to calls its incredible.

Cons:

When first starting to use Salesforce, it can seem overwhelming. The pages feel extremely crowded when you don't know where to look for something because there is an abundance of information. Salesforce becomes easier to use with more experience, yet for new clients there may be a learning curve.