About Salesforce Essentials

Salesforce Essentials is a cloud-based customer relationship management (CRM) solution for small businesses which allows users to manage leads, opportunities, sales pipelines, support requests, and more. Sales Cloud Essentials and Service Cloud Essentials are currently available, with plans to add further apps in the future.

Salesforce Essentials offers Einstein Activity Capture to remove the need for manual data entry by automatically capturing messages from emails and calendar events and adding these to the appropriate records. Full contact histories are recorded, giving users context to personalize future customer interactions. The Lightning Sales Console in Sales Cloud Essentials gives sales reps a complete view of customers, including key contacts, communications, activity history, and internal account discussions. The Lightning Service Console in Service Cloud Essentials provides a 360-degree view of customer interactions, from email, phone calls, Facebook and Twitter, to provide personalized customer service.

Users can access and edit data from anywhere using the native Salesforce mobile apps for Android and iOS. Connection with G Suite allows users to view accounts, contacts, opportunities, and other CRM data from within Gmail, and enables automatic capture of data from Gmail and Google Calendar. Users can also utilize a range of business apps from AppExchange, for e-signature, customer surveys, collaboration, and more.

Key benefits of Salesforce Essentials

  • Data from spreadsheets, calendars, emails, and other systems can be imported and synchronized.

  • Einstein Activity Capture automatically tracks emails, meetings, and calls, capturing and synchronizing data directly from users’ inboxes.

  • Lightning allows users to customize Salesforce with custom subsets and lists to track anything they want.

  • Integration with G Suite enables automatic capture of all Google Calendar and Gmail data, and allows users to access CRM data including contacts, opportunities, and accounts from within Gmail.

  • Trailhead, a system designed to teach users how to use Salesforce including creating sales stages, importing contacts, and inviting teammates, provides a setup assistant and in-app guided tutorials.

  • Devices

    Business size

    S M L

    Markets

    Australia, Brazil, Canada, China, Germany and 5 others, United Kingdom, India, Japan, Mexico, United States

    Supported Languages

    Chinese, Czech, Danish, Dutch, English and 18 others, Finnish, French, German, Hungarian, Indonesian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Thai, Traditional Chinese, Turkish, Ukrainian

    Images

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    Features

    Total features of Salesforce Essentials: 89

    • Account Alerts
    • Account Management Software
    • Activity Dashboard
    • Activity Tracking
    • Alerts / Escalation
    • Appointment Management
    • Asset Management
    • Assignment Management
    • Calendar Management
    • Calendar Sync
    • Calendar/Reminder System
    • Call Center Management
    • Campaign Management Software
    • Case Management Software
    • Collaboration Tools
    • Commission Management
    • Communication Management
    • Contact Database
    • Contact Management Software
    • Customer Database
    • Customer Engagement Software
    • Customer Management
    • Customer Segmentation
    • Customer Support Software
    • Customizable Branding
    • Dashboard Software
    • Data Import/Export
    • Data Synchronization
    • Document Storage
    • Email Management Software
    • Email Marketing Software
    • Expense Tracking
    • FAQ
    • Field Sales Management
    • Forecasting
    • Gamification Software
    • Grant Management Software
    • Health Score
    • Interaction Tracking
    • Internal Chat Integration
    • Knowledge Base Management
    • Knowledge Management Software
    • Landing Pages/Web Forms
    • Lead Capture Software
    • Lead Database Integration
    • Lead Management Software
    • Lead Nurturing Software
    • Lead Qualification
    • Lead Segmentation
    • Lead Verification/Validation
    • Marketing Automation Software
    • Mobile Access
    • Multi-Channel Communication
    • Multi-Channel Data Collection
    • Negative Feedback Management
    • Onboarding Software
    • Opportunity Management
    • Performance Metrics
    • Pipeline Management
    • Predictive Analytics Software
    • Prospecting Tools
    • Queue Management
    • Quotes/Estimates
    • Real-time Updates
    • Referral Tracking
    • Reporting & Statistics
    • Reporting/Analytics
    • Revenue Management Software
    • Routing
    • Sales Forecasting Software
    • Sales Pipeline Management
    • Segmentation
    • Self Service Portal
    • Sentiment Analysis
    • Shared Contacts
    • Social Media Integration
    • Social Media Monitoring Software
    • Source Tracking
    • Support Ticket Management
    • Support Ticket Tracking
    • Survey/Poll Management
    • Task Management Software
    • Territory Management
    • Text Analysis Software
    • Third Party Integrations
    • Usage Tracking/Analytics
    • User Management
    • Volunteer Management Software
    • Win / Loss Analysis

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    Reviews

    Overall rating

    4.3 /5
    (126)
    Value for Money
    3.9/5
    Features
    4/5
    Ease of Use
    3.9/5
    Customer Support Software
    4/5

    Already have Salesforce Essentials?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 126
    Alex L.
    Overall rating
    • Industry: Events Services
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 10.0 /10

    We love SalesforceIQ! Perfectly integrated and easy for my team to use.

    Reviewed on 2018-04-10

    So many. Ease of use, trackable for sales cycle, many more.

    So many. Ease of use, trackable for sales cycle, many more.

    Pros

    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.

    Cons

    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.

    James W.
    Overall rating
    • Industry: Chemicals
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 8.0 /10

    Jim Salesforce Review

    Reviewed on 2021-04-05

    Good for what I need it for, entering new leads, tracking sales pipeline, looking back and forward...

    Good for what I need it for, entering new leads, tracking sales pipeline, looking back and forward on data.

    Pros

    Using for 4+ years once info is in its pretty easy, there are very many options how to track setup, would be nice if there was a option for auto-setup for certain types of use/business types.

    Cons

    Too many unused fields that muddy up the screen and info can get lost in all the blank fields.

    Chance M.
    Overall rating
    • Industry: Financial Services Software
    • Company size: 1,001-5,000 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 2.0 /10

    Do Not Assume Anything

    Reviewed on 2016-12-05

    The best advice that I can give to a company considering purchasing Salesforce's Desk.com is to...

    The best advice that I can give to a company considering purchasing Salesforce's Desk.com is to document every single expectation and need regarding a CRM tool. Do not assume any functionality exists, regardless of how simple and standard that functionality may seem. There are definitely features and functionalities that the average person might expect any modern system to offer which it does not.

    Examples:
    List Views - Cannot sort by most fields, cannot add custom fields to list views, and cannot modify the number of records per page
    Reporting - Cannot modify fields displayed in a report, cannot edit criteria for metrics, and cannot include custom fields in reports aside from picklists, and cannot export more than 2500 records at a time
    Email - Does not include standard modern emailing functions such as underlining, highlighting, modifying font color, or pasting images/tables

    Also, while some more complex workflows and automation can be built in Salesforce to update fields which are then passed back to Desk via Desk Connect (native sync between Desk and Salesforce), I strongly recommend against relying on Desk Connect for any business processes. Desk Connect can and has been turned off by Desk.com for all customers without first ensuring this is okay with the customer, interrupting daily business on a large scale. It is also extremely easy to break or surpass its capabilities of Desk Connect to the point that any modification, regardless of size, made to your Salesforce org must be communicated to Desk to ensure that Desk Connect will continue to function as expected.

    If you are a small-scale organization/team with very basic case tracking and reporting requirements capable, Desk may very well be the answer for you. But you still better be prepared with extensive documentation of all requirements and expectations for a tool like Desk, no matter how small or obvious they may be.

    Pros

    Simple UI
    Simple workflow building and management

    Cons

    Extremely limited in its capabilities
    Desk Support reps are not thorough when reading emails
    ETA's on fixes/patches pushed back for months

    Matthew B.
    Overall rating
    • Industry: Religious Institutions
    • Company size: 51-200 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 7.0 /10

    Packed with features

    Reviewed on 2021-04-06

    I'm still learning how to use Salesforce, but it does have a wealth of features and is clearly an...

    I'm still learning how to use Salesforce, but it does have a wealth of features and is clearly an industry leader. It is a complex beast, however, so utilising the training modules is essential.

    Pros

    The Trailhead Playground and the extensive training modules allow you to become an expert in Salesforce, although you do need to dedicate lots of time to it.

    Cons

    It's almost too complicated at times. It can be difficult to resolve problems without having to search for help topics.

    Brittney M.
    Overall rating
    • Industry: Consumer Services
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 7.0 /10

    This is a great tool for organizing your sales funnel.

    Reviewed on 2018-03-20

    Pros

    Time management and organization are the top reasons to use this software. Being able to include information on new prospects and clients is very helpful and it's easy to add to do items. The sales funnel process is user friendly and easy for other employees to view.

    Cons

    It can be hard to create clear expectations between management and employees on what information or processes should be done. With so many options of where to save information it can look like information is missing if you don't look in the right place. Processes should be put in place by each organization to clarify how to use the software.

    Showing 5 reviews of 126 Read all reviews

    Salesforce Essentials FAQs

    Below are some frequently asked questions for Salesforce Essentials.

    Salesforce Essentials offers the following pricing plans:

    • Starting from: US$25.00/month
    • Pricing model: Subscription
    • Free Trial: Available

    30-day free trial, no credit card required. $25/user/month (billed annually) for up to 5 users.

    We do not have any information about Salesforce Essentials features

    Salesforce Essentials has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

    Salesforce Essentials supports the following languages:

    Chinese, Czech, Danish, Dutch, English, Finnish, French, German, Hungarian, Indonesian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Thai, Traditional Chinese, Turkish, Ukrainian

    Salesforce Essentials supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    We do not have any information about what integrations Salesforce Essentials has

    Salesforce Essentials offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat

    Related categories

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