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.
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.
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.
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.
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
We require a CRM solution to track our customer data and enable sales intelligence. This tool does that perfectly. Pipeline management is a key task in Real Estate and this tool helps to achieve that in a great way.
We require a CRM solution to track our customer data and enable sales intelligence. This tool does that perfectly. Pipeline management is a key task in Real Estate and this tool helps to achieve that in a great way.
Pros There is a reason why this is the number 1 CRM solution in the world. It provides a unified view of your sales details and is mapped with the CRM for quick updates and reports.
Cons Role Hierarchy & Permission sets are difficult to understand and multiple roles assigning can be difficult.
This is a great tool for organizing your sales funnel.
Used daily for 1-2 years
Reviewed 2018-03-20
Review Source: Capterra
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.
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.
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.
FAQs for Salesforce Essentials
Below are some frequently asked questions for Salesforce Essentials.
Q. What type of pricing plans does Salesforce Essentials offer?
Salesforce Essentials has the following pricing plans:
Starting from: $25.00/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:
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