Salesforce Essentials Features

Salesforce Essentials

CRM for small business

4.57/5 (7 reviews)

Salesforce Essentials Feature Summary

  • Data import
  • Activity capture
  • Data sync
  • Email integration
  • Opportunity management
  • Collaboration tools
  • Calendar integration
  • Reports & dashboards
  • Pipeline management
  • Contacts management
  • Lead tracking
  • Real-time updates
  • Third-party integrations
  • Case management
  • Sales leaderboard
  • Performance tracking
  • Support request monitoring
  • In-app guided tutorials
  • Email, call & meeting tracking
  • Custom lists & subsets
  • G Suite integration
  • Spreadsheet integration

Customer Management Feature Comparison

Most popular features of all Customer Management apps

API (287 other apps)
Activity Dashboard (153 other apps)
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Automatic Notifications (142 other apps)
Automatic Reminders (139 other apps)
CRM Integration (101 other apps)
Calendar Management (133 other apps)
Contact Database (100 other apps)
Custom Fields (112 other apps)
Customer Database (106 other apps)
Customizable Branding (134 other apps)
Customizable Reporting (118 other apps)
Customizable Templates (113 other apps)
Data Import/Export (133 other apps)
Electronic Payments (105 other apps)
Email Integration (131 other apps)
Mobile Integration (108 other apps)
Reporting & Statistics (138 other apps)
Social Media Integration (118 other apps)
Third Party Integration (145 other apps)

Competitor Feature Comparison

Salesforce Essentials Feature Reviews

4 reviewers had the following to say about Salesforce Essentials's features:

Nasir Qureshi

Verified Reviewer

salesforce in health sciences

2018-04-10

Pros

most comprehensive crm out there pretty much has solution for any business problem easy to scale and develop

Cons

learning curve expensive licensing need some sophostication in customization license per user and has some limits of what u csn do overall

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: GetApp
Helpful?   Yes   No
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Victoria Muzyka

We had ours customized at my former employer as per needs and found it to be very easy to use!

2018-04-10

It kept me on track when the company I worked for integrated it in the sales process.

Pros

Made it easier to follow up on leads, track customer interaction and set meetings with clients.

Cons

As with all software that requires documentation, it's the actual entering recaps of conversations with customers and meetings that is always the 'chore'.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Other

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
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Brittney Mulliner

This is a great tool for organizing your sales funnel.

2018-03-20

Pros

Time management and organization are the top reasons to use this software.

Cons

It can be hard to create clear expectations between management and employees on what information or processes should be done.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
(Outsourcing/Offshoring company, 201-500 employees)

It is easy to use and quick to understand

2018-05-26

It has helped me find users and assist customers

Pros

I like how it makes finding information around different users and files easy, also it has helped me organize my work better

Cons

it has too much updates and it changes how it looks, this way, once it updates it is hard to understand how to use it

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more