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Salesforce Essentials Pricing, Features, Reviews and Alternatives
Salesforce Essentials product overview
What is 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.
Key benefits of using Salesforce Essentials
Typical customers
Platforms supported
Support options
Training options
Salesforce Essentials pricing information
Value for money
3.9
/5
158
Starting from
35
/user
Per month
Pricing options
Value for money contenders
Salesforce Essentials features
Functionality
4.1
/5
158
Total features
80
14 categories
Most valued features by users
Functionality contenders
Salesforce Essentials users reviews
Overall Rating
4.3
/5
158
Positive reviews
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend7.66/10
83
53
14
6
2
Naomi B.
Overall rating contenders
Matthew B.
Digital Engagement Officer
Religious Institutions, 51-200 employees
Review source
Transcript
Matthew: Hi, I'm Matthew. I'm a digital engagement officer and I give Salesforce Essentials a four out...
Alex L.
Verified reviewer
Events Services,
Used daily for 1-2 years
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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.
Kaitlyn V.
Apparel & Fashion, 1-10 employees
Used daily for 6-12 months
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Being a small business we need a CRM that won't break the bank. We need to keep every customer we have, so the customer experience is paramount. We need to get as much information out of every sale and customer interaction as we can, and we need to accelerate sales. Salesforce essentials has done all of this for us. There are things that I would improve.
Salesforce Essentials is more affordable than standard Salesforce and still has what I need in a CRM. I get work done faster, sell faster, and make our customer experience amazing. I set up a customized self service portal and set particular concerns or questions to be sent to a specific person. This means that if for example a customer asks if a garmet can be altered, they're directed to our seamstress instead of directed to me and then transfered to our seamstress. Salesforce essentials records and tracks my calls and emails meaning I no longer have to. I have gained more information about leads, where they come from and why they choose us.
Sometimes it can be hard to find the data I'm looking for. It's not easy to find or get invoices. Customer care wasn't very helpful although I did try to make contact during a very busy time of day. I was still disappointed.. This is the essentials version of Salesforce so obviously the features aren't as robust.
Clayton G.
Financial Services, 51-200 employees
Used daily for 2+ years
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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.
Patrick C.
Financial Services, 1-10 employees
Used daily for 2+ years
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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.
I like that the product has the ability to be completely customized to one's needs.
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.
Rex S.
Wholesale, 11-50 employees
Used daily for 6-12 months
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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.
Salesforce Essentials FAQs and common questions
Q. What type of pricing plans does Salesforce Essentials offer?
Salesforce Essentials has the following pricing plans:
Starting from: $35.00/month
Pricing model: Subscription
Free Trial: Available
Q. Who are the typical users of Salesforce Essentials?
Salesforce Essentials has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Small Business
Q. What languages does Salesforce Essentials support?
Salesforce Essentials supports the following languages:
Chinese (Simplified), Chinese (Traditional), Czech, Danish, Dutch, English, Finnish, French, German, Hungarian, Indonesian, Italian, Japanese, Korean, Norwegian (Bokmal), Polish, Portuguese, Russian, Spanish, Swedish, Thai, Turkish, Ukrainian
Q. Does Salesforce Essentials support mobile devices?
Salesforce Essentials supports the following devices:
Android, iPad, iPhone
Q. Does Salesforce Essentials offer an API?
No, Salesforce Essentials does not have an API available.
Q. What other apps does Salesforce Essentials integrate with?
Salesforce Essentials integrates with the following applications:
Dropbox Business, ActiveCampaign, Zapier, DocuSign, Box, HelloSign, Nicereply, PandaDoc
Q. What level of support does Salesforce Essentials offer?
Salesforce Essentials offers the following support options:
Email/Help Desk, FAQs/Forum, Chat, Knowledge Base, Phone Support
Common Salesforce Essentials comparisons
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