A great tool for assisting organization and efficiency.

What are the best aspects of this product?

Salesforce Essentials makes it possible for us to be transparent within our team. In its dashboard, we can easily access information about our clients and where they are in their buyer's journey. We've also been able to customize this space so that all of the information we need for our operations are easily available to us at any time. Communicating with our clients is a lot more manageable with Salesforce too.

What aspects are problematic or could work better?

Despite the significant similarities, I still prefer the classic version over this one. With Salesforce Essentials, simple functions such as organizing our list of leads by the last name become a complicated affair.

What specific problems in your company were solved by this product?

Our team is now better organized and efficient thanks to Salesforce Essentials. We've successfully migrated our operations online, and we're now virtually paperless in our processes. This has been a real game-changer for us.

Are you a current user of this product?

No