Salesforce Essentials Reviews

It has a capacity to fulfill customize requirements. Good tool for buisnesses that offers best CRM program. Good for connecting potential customers. Can be integrate with onother system and software.

Some limitations like good for large or mid size buisnesses not for small. Little pricey too.

Nice interface, lots of features. I never understood the system enough to offer more Pros.

Only for Mid-Large - Large Business. Salesforce is not for small business, because it is cost prohibitive. Salesforce nickel and dimes for everything, including an unethical override for their CPQ billing. I am stuck in a contract and still paying for Essentials. However, it was much more economical to use another CRM/Subscription Management System and pay Salesforce until my contact is over.

Simple UI Simple workflow building and management

Extremely limited in its capabilities Desk Support reps are not thorough when reading emails ETA's on fixes/patches pushed back for months

You get a ton of Salesforce features, Pro is better, but not everyone can justify the need for pro, or afford it.

It's not Salesforce, and it tells you in so many ways, and reminds you all the time.

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.

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.

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

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

We have salesforce for NON profits and we love keeping track of all of our fellowship members

Sometimes merging customers that were in the software twice mistakenly can be hard.

Salesforce Essentials is easy to use & user friendly. Our team has really enjoyed the ability to search/filter our leads.

Salesforce customer service can be hard to reach & get direct answers from.

salesforce software is very good to record the details and to check the activities as well

sometimes in between it gets slow while using ,but sometimes

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.

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.

No pros were added to this review

No cons were added to this review

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.

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.

Salesforce is great for keeping track of leads, opportunities, tasks, contacts, and more. It is the best way to keep track of info, documents, phone calls, etc for these people/businesses at any stage of the sales funnel. Due to its detailed nature, it makes it easy to categorize these things and also create weekly reports for updates. I am looking forward to taking some of the free Salesforce courses just so I can take advantage of some of the functions that I still don't even know how to use for their full benefits.

Salesforce can be overwhelming when first starting to use it. There is a lot of information everywhere and the pages feel very "busy" when you aren't sure where to find something. The more you use Salesforce, the easier this gets, but for new users there can be a learning period.

The product is very easy to use. Very self explanatory. It will not allow you to do something your not suppose to do. Basically a guideline throughout the program

There are some work arounds that should be updated by now. That makes for a longer process

The employee facing is great - you wouldn't even know its SalesForce ! However, the adminitration view is old looking and not really cute. A part from that though, its a great ticketing system, i wouldn't say its the best (but i don't know that many more)

Again, the beauty of the administrative site. I also think that the knowledge articles are very hard to work with and its not really clear when they're published or in draft.

Extremely easy to use and I was able to set ip up in minutes. I was pleasantly surprised by the accuracy of data SalesForceIQ automatically pulled from my address book. It automatically updates so that my team and I can collaborate easier. We mostly use the mobile version as it is great for on the go and when we are at conferences and shows.

One huge setback is that SalesForceIQ does not support GDPR which is pivotal to our business.

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.

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

I really love the way the CRM is set up to keep you organized as you are doing account management/reporting. I would probably say my favorite feature is the reporting.

Honestly, i would say none. What I will say I do like the lighting experience as opposed to the classic set up.

Everything is contained in one spot. I have the ability to manage my pipeline, create my calendar and add new contacts.

Not all the same functions exist on the ap that exist on the desk top feature. Also, you cannot run excel reports out of Salesforce

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

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

The best part of Salesforce is how you can easily organize and report on various metrics. The whole system was designed to keep track of every transaction.

My biggest issue with Salesforce is that it is so big. It feels like it can do so much more than we ask it to, and it sometimes seems like overkill for our application.

This makes the teams more functional and your group can follow up on leads and identify what contacts are a sure sell. I love the way you can customize it and it automates every things so great from emails to calls its great.

Runs a little slow at times. Sometimes freezes.

We mostly use it for the task list. We still have a LOT to figure out.

Learning curve is wild. I also wish it would integrate with my business email instead of requiring a gmail account

The way it use the the replies to the customers it's amazing, it is clear and the actions are correct. You have your inbox when you have the interaction with the client.

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Amazingly robust product. Can do almost anything we could imagine. The best program I have found for managing sales.

However, not the most intuitive system. Need professional technological know-how to implement properly.