What is Salesforce Essentials?
Salesforce Essentials is one of our recommendations for the best customer relationship management (CRM) systems for small businesses. Based on our evaluation of the best CRMs, this platform scored high in general features, specialized features, customer service, and expert score. However, it received lower scores in pricing because of the lack of plan options. It also scored lower in ease of use because of its overwhelming layout and menu display.
Salesforce Essentials makes it possible to tap into the power of Salesforce to build stronger customer relationships with a combined sales and support CRM for small business that is easy to use, setup, and maintain — for just $25 per user per month. Since Essentials is built on the world’s #1 CRM platform complete with a mobile app, small businesses can start working from anywhere, knowing they have the tools they need to collaborate and stay connected to customers.
With Essentials, you can sell faster with a customizable view of all your sales details. Essentials ensures that you spend less time in spreadsheets and more time selling by tracking your emails, calls and meetings to automatically keep customer records up-to-date without tedious data entry.
Once you close a deal, Essentials also includes a ton of customer service for small business productivity tools to help you make every new customer a loyal one. You can automate repetitive tasks, route questions to the best team member, and help customers help themselves with a branded self-service portal.
SalesforceIQ is a cloud-based customer relationship management (CRM) solution suitable for small to medium-sized businesses across a variety of industries. Key features include sales automation and a customer interaction database. Mobile apps are available for Android and iOS devices
What do you like best about Salesforce Essentials?
Salesforce Essentials provide me with an ample amount of templates, sequences & tasks to be performed using which we manage our leads in our organization. All the resources aid with setting up our sales & offer tremendous visibility on where & how leads are coming from & their interactions. Its dashboard is the best when it comes to goal tracking on a daily, weekly and monthly basis.
It has crm tools that allow us to have all the information of the company, projects, activities and progress in one place. I like the fact that it integrates with all the programs, so we do not need anything else. The segmentation is impeccable and all the filters it has, allows us to find the ideal client.
All the resources assist me in setting up my sale and provide me with valuable information on where and how our leads are generated. They also assist me in managing leads, following up on them, and determining how to interact. It provides me with a plethora of templates, sequences, and tasks to perform in order to manage the leads generated by our organization. Its dashboard is the best for tracking goals on a daily, weekly, and monthly basis..
I’ve been woking on the salesforce past 2 years i can get the all the data of the clients in just one page.
All i can say is this is this is the best software for getting all the data required in one go.
What do you dislike about Salesforce Essentials?
There isn’t anything in particular to dislike about Salesforce Essentials. It’s a powerful yet easy-to-use CRM platform for our sales that integrates well with other sales engagement tools and offers robust sales analytics & report insights. We can conveniently analyze data based on the specific timeline of events through which we can also evaluate the interest of our leads.
It is a very complete program that makes it difficult to approach, because of its many tools and functions. Its learning curve is undoubtedly high and it requires dedication and time to take advantage of each tool. It is worth the effort to learn the program, since no other program is needed for the departments to work perfectly.
I couldn’t think of any, to be honest. Everything about Salesforce essentials piques my curiosity. It’s a complex yet user-friendly CRM system that integrates well with other sales interaction tools and offers significant sales statistics and report insights. There isn’t a single aspect of Salesforce Essentials that I dislike. We can readily examine data based on a precise timetable of events, and we can also use this way to measure the interest of our leads.
Dislikes are quite few. First thing is that it’s loaded with lots of information and sometimes it gets challenging to find the client alternative number as i work in Byjus sales team we don’t get to see alternative number.
What problems is Salesforce Essentials solving and how is that benefiting you?
Personalization & customization of our content based on our customer’s requirement is vital for our sales prospect & Salesforce Essentials provides a satisfactory platform for all our needs. We are capable of delivering a unique experience to our customers thanks to its valuable insights. We also efficiently connect with our marketing team to overview their efforts, qualify leads based on the requirement and turn them over to our sales team to close them through its collaboration tools. Managing our pipeline is also convenient as we can assign tasks to our team members and easily track whom we should follow up with it and when is the deadline.
We use this software in all departments, in particular in the marketing and sales department, it helps us to find potential customers, segment them so that we know that our campaigns will reach the desired audience, in this way we are managing to increase our sales.
I only used it for Sales CRM. It assisted me in keeping track of and following up with my clients, as well as storing all of my monthly data and allowed me to see how I was performing, which was extremely beneficial in maintaining my metrics. We can easily track our sales interactions, view our pipeline, and have selected a solution that will scale with our business as we continue to grow.
Pros
- Includes lead generation and assignment
- Offers customer support tools
- Provides extensive tutorials and setup guides
- Gives users access to all contact records and sales opportunities
- Has customizable reports and dashboards
Cons
- Does not offer a free plan
- Limited to 10 users per account
- No workflow automation tools
- No tools for quote and billing management
- Has no option for roles and permission access customization
features
$25.00 per month
Salesforce Essentials is best for:
The top things reviewers say: