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Salesforce Essentials Pricing, Features, Reviews and Alternatives

Salesforce Essentials product overview

Price starts from

35

/user

Per month

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

  • 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.
  • Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

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

    Training options

    Webinars
    Live Online
    Documentation
    Videos

    Salesforce Essentials pricing information

    Value for money

    3.9

    /5

    158

    Starting from

    35

    /user

    Per month

    Pricing options

    Free plan
    Subscription
    Free trial
    Pricing range

    Salesforce Essentials features

    Functionality

    4.1

    /5

    158

    Total features

    80

    14 categories

    Most valued features by users

    Reporting/Analytics
    Reporting & Statistics
    Third Party Integrations
    Activity Dashboard
    Data Import/Export
    Email Marketing
    Mobile Access
    Customizable Branding

    Salesforce Essentials users reviews

    Overall Rating

    4.3

    /5

    158

    Positive reviews

    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend7.66/10
    Rating distribution

    5

    4

    3

    2

    1

    83

    53

    14

    6

    2

    Pros
    It was a fantastic experience and an essential for a company looking to better engage and retain customers on digital platforms.
    The code quality was awesome and the staff was super helpful. I think I'm getting the value for my money using this product.
    Superb integration with social media helping to leverage existing business relationships. Mobile functionality is also a positive.
    Cons
    Too many unused fields that muddy up the screen and info can get lost in all the blank fields.
    The prices are outrageous. As a small business owner; it is a horribly large pill to swallow to pay that steep of pricing- especially as you are beginning your journey of entrepreneurship.
    DO NOT try to use the tool as a task manger or PM supplement as it does not work well for these functions.
    Overall Rating

    Packed with features

    Reviewed a year ago

    Transcript

    Matthew: Hi, I'm Matthew. I'm a digital engagement officer and I give Salesforce Essentials a four out...

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

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

    Reviewed 4 years ago

    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.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8/10

    Share this review:

    Just right for small business

    Reviewed 19 days ago

    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.

    Pros

    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.

    Cons

    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.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend5/10

    Share this review:

    Great product, hard to tailor to companies specifically due to the complex algorithms.

    Reviewed 8 months ago

    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.

    Pros

    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.

    Cons

    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.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend6/10

    Share this review:

    Salesforce as a Database

    Reviewed 20 days ago

    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.

    Pros

    I like that the product has the ability to be completely customized to one's needs.

    Cons

    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.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8/10

    Share this review:

    Works Great! Increases our Closing Percentage by 20%

    Reviewed a year ago

    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.

    Pros

    The integration with all of our other systems and software.

    Cons

    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

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