Salesforce Essentials Reviews

Salesforce Essentials

CRM for small business

4.18/5 (180 reviews)

Pros
  • Efficient, easy to use and implement, they offer great customer service, and have done a fabulous job of implementing feedback. It is the ideal start-up customer service & social media solution.Brooke S.Read the full review
  • They are the best cost for what they provide. I like that it's owned and integrated with Salesforce.Sakina C.Read the full review
  • Our hospital is better able to communicate. We are able to provide better care for all of out patients because everyone has access to same data base.Samantha R.Read the full review
Cons
  • I dislike the lack of WYSIWYG editor. Formatting is limited, but more importantly, it is a pain to apply much of it.Troy C.Read the full review
  • Can't add screenshots of error message which can be rather cumbersome. Also, multiple error messages across a single event can be too much to sit and type out.Verified ReviewerRead the full review
  • I have had to get a pen replacement, and have several trouble shooting conversations with the shipper regarding not being able to scan in devices.Angelise S.Read the full review
89%
recommended this to a friend or a colleague
Alex Lane

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

Used daily for 1-2 years
Reviewed 2018-04-10
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Brittney Mulliner

This is a great tool for organizing your sales funnel.

Used daily for 1-2 years
Reviewed 2018-03-20
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Gerson Daniel Coy de León

Desk.com makes our job a lot easier and it's CS team is really helpful when needed. Desk.com rocks!

Used daily for 2+ years
Reviewed 2017-12-12
Review Source: Capterra

We got to have our email's interaction (with our customers) well organized. We can get through our data to send monthly reports with no problems.

Pros
It is very user friendly. My team mates and I can navigate through our system with no complications.

Cons
Not getting a pop-up message (notifications) w/o an additional feature is probably what I like least about Desk.com.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Chance Martin

Do Not Assume Anything

Used daily for 6-12 months
Reviewed 2016-12-05
Review Source: Capterra

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 2/10

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Nasir Qureshi

salesforce in health sciences

Used daily for 2+ years
Reviewed 2018-04-10
Review Source: GetApp

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

Likelihood to recommend: 7/10

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Jason Sooter

Great helpdesk and customer communication option

Used daily for 2+ years
Reviewed 2018-03-13
Review Source: Capterra

Pros
Way better option for customer support than just a basic email account. Really nice options for setting up a support site

Cons
Really poor live chat option. No customer website traffic integration. This ultimately caused our move to Intercom

Rating breakdown

Value for money
Ease of use
Features
Customer support

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Ido Amoyal

Really useful

Used daily for 1-2 years
Reviewed 2019-08-02
Review Source: Capterra

I would recommend it as it's very useful for daily use but I would say that it would take time to understand how to use all of the features

Pros
Very useful applications, it has an extensive variety of features

Cons
It takes time to learn how to use it, and in the beginning it wasn't easy to use until I've learned it fully

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Bailey Jackson

It's fine, no bells and whistles

Used weekly for 2+ years
Reviewed 2018-04-24
Review Source: Capterra

Pros
I like that it's a way for the whole office to stay on the same page. I appreciate the fact that it can integrate all of the email addresses that we use. Especially helpful when working remote.

Cons
After using other software systems from SalesForce this one was a let down. The price didn't seem that much more appealing for the awesome features it leaves out.

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 8/10

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Jonathan Suchin

Enjoying Desk.Com!

Used daily for less than 6 months
Reviewed 2019-04-08
Review Source: Capterra

Great experience and overall enjoy Salesforce and their solutions

Pros
- Provides a nice clean interface that does not have too rabbit holes to fall into - Quick to update and have never noticed any latency issues - Easy to navigate and link to other tickets/items that should be addressed by the respective teams

Cons
- Have heard that this software will be retired soon

Rating breakdown

Ease of use
Features

Likelihood to recommend: 8/10

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Anonymous

Help Desk Cases Are Easier to Track

Used occasionally for less than 6 months
Reviewed 2019-07-23
Review Source: Capterra

Pros
Our old method of submitting tickets to IT for support was to email the IT manager directly. Needless to say, it was never the fastest way to get things done. It gets and responds to requests much more effectively and greater transparency. I used to hesitate to send a request, now, I use the resource stay productive.

Cons
Can't add screenshots of error message which can be rather cumbersome. Also, multiple error messages across a single event can be too much to sit and type out.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 7/10

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Anoosha Devanaboina

One of most popular help desk solutions is Desk.com

Used monthly for 6-12 months
Reviewed 2017-11-10
Review Source: Software Advice

Pros
If you are thinking about choosing Desk.com as a help desk software solution for your company then this article is for you. Our B2B experts prepared a thorough review of Desk.com pros and cons and analyzed what it has to offer to help you make an informed decision before you spend your money. Email to Ticket Conversion Knowledge Base Self Service Portal Multiple Service Level Agreement policies Automations – Ticket routing, scenario automations Multi-channel support, including Facebook & Twitter Community Portal with Idea Management & Voting Multi-product/multi-brand Support Integrations: Freshbooks, Google Apps, Harvest, CapsuleCRM Multi-language & multi-time zone support Satisfaction Surveys Leaderboard & gamification Support Channels Both services use various channels for customer interaction and support such as email, Facebook, Twitter, and community forums. The messages from all these services are gathered in a combined queue of support work. Freshdesk is better than Desk.com in this area as it offers ticket support in addition to phone support, while Desk.com offers only phone support. Canned Responses Both Freshdesk and Desk.com provide a way to use a library of snippets that can be re-used. If you need to describe certain features regularly to users, you can use canned responses to speed up writing the responses. This can help your agents save time and focus more on query resolution. Third-Party Integrations Both Desk.com and Freshdesk offer a range of integrations with other services like CRMs, bug tracking, e-commerce and more. Top integrations for Desk.com include Salesforce, MailChimp, CampFire, and TalkDesk. Top integrations for Freshdesk include SugarCRM, Capsule, Harvest, and JIRA. Both apps also offer REST APIs to integrate your own apps. Devices Supported Both Freshdesk and Desk.com support a range of devices including Windows, Mac, Android, iPhone/iPad, and Blackberry. Customizations Available Freshdesk beats Desk.com in this category as it offers a wider range of customizations including templates, fonts, button images, fields, and backgrounds. In comparison, Desk.com offers customization of fields only.

Cons
Desk.com’s new analytics dashboard lacks some basic functionalities and is not an upgrade compared to the older version. The company can also improve its customer support, and the Salesforce integation also needs some fine tuning. Freshdesk customers say the product is mostly good, but it can improve by extending multi-language support to the Solutions pages.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Anonymous

Great for Support

Used daily for 1-2 years
Reviewed 2019-02-05
Review Source: Capterra

I found this software very useful to our support team. It also integrated well with the regular Salesforce.

Pros
We use desk.com for all support interactions. It was priceless for the support team to be able to route support requests to support members, and keep track of all interactions for each client to spot issues with our support team, or issues with the client being too much of a drain on our support resources. The statistics are neat too. We had some healthy competition with some of the support stats (how many emails, calls taken, etc.) Being able to see how many positive rated interactions was the ultimate statistic to have. Their API is essential to integrating notes and other issues into 3rd party solutions.

Cons
This had a learning curve. They were also going through completely switching the UI at the time, so having a beta was nice, but some features were only available in the classic interface. The new one is much better and pleasing to the eyes.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Anonymous

I use desk.com as the frontline customer service software to create and manage tickets.

Used daily for 1-2 years
Reviewed 2017-11-12
Review Source: Capterra

Pros
Desk is extremely customizable. We have a bunch of different inbound emails that automatically tag and assign tickets which saves us a lot of time. You can set up almost any combination of rules for inbound tickets to make sure your most important customers get prioritized and the right people get assigned to help. Desk also has an API that you can use to build a help center experience on top of their platform. We use it internally for bug reporting and feature requesting and our portal creates tickets right in desk.

Cons
Desk isn't very user friendly. Once it's set up it's works really well but it takes a lot of time to learn all the nuances of the configuration. The analytics have issues. Some of the metrics like last log in will show that I last logged in a month ago when I've logged in every day and am in fact logged in at the time. We don't use the metrics but if your customer service department relies on them that could be problematic.

Rating breakdown

Value for money
Ease of use
Features
Customer support

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Anonymous

Great for simple helpdesk cases but not intended to be feature rich or robust.

Used daily for 2+ years
Reviewed 2018-02-27
Review Source: Capterra

It's allowed us to have a basic helpdesk tool that integrates with Salesforce.

Pros
As a helpdesk case tool, it works. Great for simple troubleshooting and just general inquiry cases where by correspondences are kept to a minimum.

Cons
Sold as having great integration with Salesforce, but the integration is extremely difficult to setup and not all fields are integrated. Everyone needs to have a Salesforce license to be able to use the desk tool properly and that gets very expensive. DO NOT try to use the tool as a task manger or PM supplement as it does not work well for these functions. There is also no place to store Client level notes in the tool itself so if someone was backing you up, there would be no place for them to reference client preferences or standard operating procedures for a specific client from Desk itself.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 5/10

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Anonymous

Salesforce IQ is a great add on to Salesforce

Used daily for 1-2 years
Reviewed 2018-03-07
Review Source: Capterra

Pros
Creating leads and contacts in Salesforce is a breeze with this tool. I love that I can instantly add a customer and log their email in Salesforce. I love the ability to add meeting invites or email templates to an email with a couple of clicks. Salesforce IQ has saved me hours of data entry into Salesforce. I don't know what I would do without this tool now that I have used it for close to two years.

Cons
In the last few months something changed in the way that it pulls the data when you go to add a contact. The previous version use to pull all of the information automatically and now I have to manually add a lot of the information. It is still quicker than adding new contacts into Salesforce but it does require a few more steps. I also wish there was more insight into who opened an email or web link when you include multiple people on an email.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Katherine Cook

Short learning curve, good basic service

Used daily for less than 6 months
Reviewed 2017-08-18
Review Source: Software Advice

Overall, it's a great program for managing all of the emails and social media requests from customers (except instagram).

Pros
The user interface is attractive and easy-to-navigate making on-boarding new customer service reps easier. Also (unlimited?) macros make it easier to answer frequent questions/comments in minimal time. They can even be answered in mass. With labels, you can track types of comments and concerns. The program also integrates with LiveChat, however, the execution is cumbersome.

Cons
When there are technical issues, they are large technical issues. In the few months that I have used the program, I have experienced issues with facebook messages from the last 3 years suddenly reappearing in my inbox. This has happened twice. I've also experienced where the program stopped sending or receiving messages. There is a daily (or hourly depending on setup) desk event notification. However, it does not have any useful or actionable information. Also, I've called Customer Support a few times when I could not find an answer to a problem. Each time they asked me to go search for the problem in their help articles. That's not very helpful. I like the reporting function so I can get a view of how busy the group is. However, I wish there was a way to compare the metrics to others. In other words, it gives me a lot of data but it's not easy to turn that into information.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Samantha Rathbun

Salesforce

Used daily for 2+ years
Reviewed 2019-02-13
Review Source: Capterra

Our hospital is better able to communicate . We are able to provide better care for all of out patients because everyone has access to same data base . So if a volunteer noticed a patient sneezing the doctor can easily see that and be flagged to check on a patient. Before a volunteer may not be able to notify staff and go through correct channels. It could mean that nobody medical ever new that yeh patient sneezed because it was just too difficult to get information across, but now all volunteers know they can put a message in Salesforce and it will be taken care of.

Pros
Salesforce allows my animals hospital to have better communication between staff and volunteers

Cons
Search engine key words is not always able to direct to correct patient

Rating breakdown

Ease of use
Features

Likelihood to recommend: 7/10

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Gabriela Salinas

Great Experience - just put took off one star for the work that needs to be done

Used daily for 1-2 years
Reviewed 2017-12-19
Review Source: Capterra

I was able to save time in the company I work for. The software was easy to use and easy to implement into daily activities.

Pros
I loved the fact that they worked on the integrations and being able to make things to the mainstream. I was able to quickly show other workers how to use this product and quickly incorporate it into our business. This is a lot easier than our last software.

Cons
Running the reports is something we would all have a bit of trouble to do, there would be little things here and there that prevented our productivity. There are also some filters or basic features that should be fine-tuned a bit more but nothing too bad.

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 10/10

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Anonymous

Gets the job done, feels 2nd rate.

Used daily for 1-2 years
Reviewed 2018-01-10
Review Source: Capterra

Pros
Desk has been getting things done for us. We've got teams, we can pass tickets easily, tags help to connect disparate tickets.

Cons
The search/filtering is broken (and has been for as long as I've used the software), it works at about 98% accuracy. You can't really rely on a search of 'all tickets assigned to X' to find every ticket, or "all resolved tickets in X department", and etc. Frustrating when reporting or setting up custom views and such. Similar in frustration created, is the limitations around what fields you can search/sort by. It's always a pet-peeve of mine to see software limit these things.

Rating breakdown

Value for money
Ease of use
Features
Customer support

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Krishnan Ramaswamy

SALESFORCE TOPS ON REPORTING

Used daily for 2+ years
Reviewed 2019-02-22
Review Source: Capterra

Happy with what we use the product is used for. One of the Best

Pros
Sales reporting feature is the most I like. IT easy to use drag and drop feature to customize, the reports and filters features and setting the date range options are the feature that makes it the top feature.

Cons
help to solve any abnormality in the data. The feature shows only the problem and does not give any suggestive pointers to correct that.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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George Varghese

I have been using desk.com for over 5 years now, it has been simply flawless and very easy to setup

Used daily for 2+ years
Reviewed 2017-07-11
Review Source: Capterra

Easy to use/setup CRM tool for the team, we have customised the tool as per our product requirements, the ability to use mass action & less pricing as well.

Pros
Few features stand out - like the advance search option, mass actions, easy export, their helpful & courteous support team, lesser pricing than Zendesk, doesn't have bloat like zendesk.

Cons
Reports are still a step behind, lack of integration of certain apps(limited apps) that helps in workflow

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Sasha Stephens

It has the functionality, but no bells and whistles

Used daily for 2+ years
Reviewed 2018-05-07
Review Source: Software Advice

Pros
Can handle large amounts of incoming, outgoing emails. Easy to train new employees on it. Has a lot of customization. Good Customer service.

Cons
Very difficult to set up and figure out the rules. Does not have newer features such as smileys and GIFs. The chat box that many other companies have is clunky and not well designed. Has not had updates, because its being take over and migrated to Salesforce.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 5/10

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Ailyn Mae Enriquez

Salesforce is a platform where you can see requests

Used daily for 2+ years
Reviewed 2018-11-17
Review Source: Software Advice

Pros
This app is very convenient. you can easily access this through mobile app. you can respond to clients request and support them with their issues using this platform

Cons
Sometimes when using this app in mobile phones, it crashes way too often, and also sometimes im having problems in recognizing url.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Emmanueliza Llante

Reliable support software

Used daily for 2+ years
Reviewed 2018-12-08
Review Source: Software Advice

Pros
We've been using this for years and I can say that it really helped build better relation with our clients. This platform gives us better way to give support and suffice their needs.

Cons
When I access this on my phone, it gets crashed. I experienced it only thrice. But now it runs smoothly

Rating breakdown

Ease of use
Features

Likelihood to recommend: 10/10

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Anonymous

Keep your customers happy with Desk.com

Used daily for 2+ years
Reviewed 2018-05-08
Review Source: Capterra

Pros
Collect, track and manage all your support tickets in one spot. Our company uses Desk.com for our customer support tickets. It keeps us organized and on-top of our customers needs.

Cons
There is nothing that I do not like about desk.com. The software meets all of our customer support needs.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 9/10

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