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.
Where can Salesforce Essentials be deployed?
Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile)
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Features of Salesforce Essentials
- Account Alerts
- Account Management
- Activity Dashboard
- Activity Tracking
- Alerts / Escalation
- Appointment Management
- Calendar Management
- Calendar/Reminder System
- Call Centre Management
- Campaign Management
- Collaboration Tools
- Contact Database
- Contact Management
- Customer Database
- Customisable Branding
- Data Import/Export
- Document Storage
- Email Management
- Email Marketing
- Feedback Management
- For Mac Devices
- For Startups
- For iPad Devices
- Health Score
- Interaction Tracking
- Landing Pages/Web Forms
- Lead Capture
- Lead Management
- Lead Qualification
- Lead Segmentation
- Marketing Automation
- Mobile Access
- Multi-Channel Communication
- Multi-Channel Data Collection
- Negative Feedback Management
- Opportunity Management
- Performance Metrics
- Predictive Analytics
- Prospecting Tools
- Queue Management
- Referral Tracking
- Revenue Management
- Sales Pipeline Management
- Sentiment Analysis
- Shared Contacts
- Social Media Integration
- Support Ticket Management
- Survey/Poll Management
- Task Management
- Territory Management
- Text Analysis
- Third Party Integrations
Salesforce Essentials Alternatives - Capterra New Zealand 2021
Reviews of Salesforce Essentials
We love SalesforceIQ! Perfectly integrated and easy for my team to use.
Comments: So many. Ease of use, trackable for sales cycle, many more.
This software is awesome. It takes the stress out of constantly updating your CRM by making it seamless and integrated with our email. It captures a lot automatically, giving my team more time to close deals. We love the customizable pipeline features as well. Great software overall.
I have hard time thinking of cons for this software. It was so easy for my team to implement. It is expensive I guess, that'd be the only con.
Using Salesforce is incredibly easy for my team
Comments: This was an awesome experience and an essential for an organization hoping to more readily attract and hold clients on the web
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.
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.
Great product, hard to tailor to companies specifically due to the complex algorithms.
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.
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.
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.
Comments: I stopped using because I could never understand how to fully set up the system. Salesforce referred a 3rd party developer to set up system, they wanted $28,000 to set up system. Kinda shady.
Nice interface, lots of features. I never understood the system enough to offer more Pros.
Only for Mid-Large - Large Business. Salesforce is not for small business, because it is cost prohibitive. Salesforce nickel and dimes for everything, including an unethical override for their CPQ billing. I am stuck in a contract and still paying for Essentials. However, it was much more economical to use another CRM/Subscription Management System and pay Salesforce until my contact is over.
Works Great! Increases our Closing Percentage by 20%
Comments: So far its been very good. We also use other modules from Salesforce. After demoing about 4 packages, we went with Salesforce. Knowing that they are the primary leader in CRM, helped in that decision, as most of our other applications have APIs to intergrate with.
The integration with all of our other systems and software.
The setup is a little tricky when using other software with Salesforce. It really helps to have good support from any other vendors products you want to integrate with Salesforce. Examples being Quickbooks, ShipRush, Verizon Connect, etc. We have many departments and different software in each. So being sure you have API support is critical.