About 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.

Salesforce Essentials offers Einstein Activity Capture to remove the need for manual data entry by automatically capturing messages from emails and calendar events and adding these to the appropriate records. Full contact histories are recorded, giving users context to personalize future customer interactions. The Lightning Sales Console in Sales Cloud Essentials gives sales reps a complete view of customers, including key contacts, communications, activity history, and internal account discussions. The Lightning Service Console in Service Cloud Essentials provides a 360-degree view of customer interactions, from email, phone calls, Facebook and Twitter, to provide personalized customer service.

Users can access and edit data from anywhere using the native Salesforce mobile apps for Android and iOS. Connection with G Suite allows users to view accounts, contacts, opportunities, and other CRM data from within Gmail, and enables automatic capture of data from Gmail and Google Calendar. Users can also utilize a range of business apps from AppExchange, for e-signature, customer surveys, collaboration, and more.

Key benefits of 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.

  • Devices

    Business size

    S M L

    Markets

    United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico

    Supported Languages

    Chinese (Simplified), Chinese (Traditional), Czech, Danish, Dutch and 18 others, English, Finnish, French, German, Hungarian, Indonesian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Thai, Turkish, Ukrainian

    Images

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    Features

    Total features of Salesforce Essentials: 21

    • Activity Dashboard
    • Activity Tracking
    • Calendar Management
    • Calendar Sync with Google
    • Case Management
    • Collaboration Tools
    • Contact Database
    • Contact Management
    • Data Import
    • Data Synchronization
    • Email Integration
    • Gamification
    • Lead Management
    • Opportunity Management
    • Performance Reports
    • Pipeline Management
    • Real Time Updates
    • Reporting & Statistics
    • Support Ticket Tracking
    • Third Party Integration
    • User Management

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    Reviews

    Overall rating

    4.3 /5
    (123)
    Value for Money
    3.9/5
    Features
    3.9/5
    Ease of Use
    3.9/5
    Customer Support
    4/5

    Already have Salesforce Essentials?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 123
    Alex L.
    Overall rating
    • Industry: Events Services
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

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

    Reviewed on 10/04/2018

    So many. Ease of use, trackable for sales cycle, many more.

    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.

    Brittney M.
    Overall rating
    • Industry: Consumer Services
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    This is a great tool for organizing your sales funnel.

    Reviewed on 20/03/2018

    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.

    Chance M.
    Overall rating
    • Industry: Financial Services
    • Company size: 1,001-5,000 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 2.0 /10

    Do Not Assume Anything

    Reviewed on 05/12/2016

    The best advice that I can give to a company considering purchasing Salesforce's Desk.com is to...

    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

    Gerson daniel C.
    Overall rating
    • Company size: 1,001-5,000 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

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

    Reviewed on 12/12/2017

    We got to have our email's interaction (with our customers) well organized. We can get through our...

    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.

    Nasir Q.
    Overall rating
    • Industry: Insurance
    • Company size: 10,000+ Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    salesforce in health sciences

    Reviewed on 10/04/2018

    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

    Showing 5 reviews of 123 Read all reviews

    Salesforce Essentials FAQs

    Below are some frequently asked questions for Salesforce Essentials.

    Salesforce Essentials offers the following pricing plans:

    • Starting from: US$25.00/month
    • Pricing model: Subscription
    • Free Trial: Available

    30-day free trial, no credit card required. $25/user/month (billed annually) for up to 5 users.

    Salesforce Essentials offers the following features:

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

    Salesforce Essentials has the following typical customers:

    Small Business

    Salesforce Essentials supports the following languages:

    Chinese (Simplified), Chinese (Traditional), Czech, Danish, Dutch, English, Finnish, French, German, Hungarian, Indonesian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Thai, Turkish, Ukrainian

    We do not have any information about what devices Salesforce Essentials supports

    Salesforce Essentials integrates with the following applications:

    GoAnywhere MFT, PanTerra Networks, Retreaver, RingCentral Engage Digital, Salesforce Service Cloud, SuperSaaS, Thematic, Webex Experience Management, idloom-events, inSided

    Salesforce Essentials offers the following support options:

    Knowledge Base, Online Support, Forum, Video Tutorials

    Related categories

    See all software categories found for Salesforce Essentials.