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Salesforce Essentials
CRM for small business
(13)
Q. Who are the typical users of Salesforce Essentials?
Q. What languages does Salesforce Essentials support?
Q. Does Salesforce Essentials support mobile devices?
Q. Does Salesforce Essentials offer an API?
Q. What other apps does Salesforce Essentials integrate with?
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.
Typical customers
Platforms supported
Support options
Training options
Starting from
35
/user
Per month
Starting from
20
/user
Per month
Value for money
3.9
/5
192
Starting from
35
/user
Per month
Value for money contenders
Functionality
4.1
/5
192
Total features
82
15 categories
Functionality contenders
Overall Rating
4.4
/5
192
Positive reviews
104
64
16
6
2
Overall rating contenders
Sharilee G.
Director
Education Management, 1-10 employees
Review source
Transcript
Sharilee: Hi, my name is Sharilee and I am the director of a prevention coalition. Everything that we...
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...
Eric M.
Research, 51-200 employees
Used weekly for 1-2 years
Review source
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Our experience using salesforce has been great. We primarily utilise it for invoicing and report generation of the overall view of the business. We also utilise it for our internal communications.
I like the interactive UI that makes access to varying tools and functionalities easy. I also like the mobile experience and the ability to integrate the software with third-party softwares. I also like the reporting tools that enhance prompt communication.
Salesforce can be very heavy when handling multiple pages which often leads to lags. There are additional issues that occur in customisation and merging of pages.
Verified reviewer
Accounting, 1-10 employees
Used daily for 1-2 years
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Salesforce is great because you can work to keep track of real-time user and purchase analytics, customer support, customer complaints, and a variety of other CRM functions with the ease of storage and access in the cloud.
Salesforce makes it easy for companies to maintain an ongoing relationship with customers, prospects, or partners and to collect and monitor their data.
Quality of the price list is not for everyone.it's expensive
April J.
Review source
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We'd migrated from Zendesk, which is a system I will never ever have complaints about again after using Desk. As for some of the things I couldn't deal with: #1, and most egregious limitation: Only one agent can be working on a ticket at a time, and there's no way to kick out that other agent. Someone opens a ticket, then goes to lunch? Guess that customer isn't getting a response for the next...
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Pablo S.
Computer Software, 201-500 employees
Used daily for 2+ years
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My experience with SalesForce has been the best throughout several years. Best to deploy and to have better results
However it can be complex for beginners, it is definitely the best CRM in terms of analytics, reports, organization of data, migrations, etc
As mentioned before, the interphase for a beginner isn't the most friendly. However, it doesn't mean it is hard to use. It is just more robust
Alexis D.
Nonprofit Organization Management, 11-50 employees
Used daily for 2+ years
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We love it and every team the team wants more functionalities out of it
If you are a not-for-profit you can get an excellent discounted rate. It is very handy even though it needs some expertise to set it up but don't let this stop you, their resources library is supper useful, and you can figure out how to do many things yourself. Once you get all the team using it is a very very powerful tool and provides you with amazing data to inform your business.
Can be hard to set up. But invest in someone that knows how to do it, get it right from the beginning and ti will be very helpful.