It helps me organize all my data by providing a centralized platform for all of it.

What are the best aspects of this product?

This platform hosts all of my client data and other relevant information in my organization. It's very efficient--allowing me to retrieve all of the details I need with just a few clicks of a button. Now, I don't need to rummage through all my emails and file folders anymore.

What aspects are problematic or could work better?

For some reason, Salesforce Essentials does not allow me to modify the time-range of data in my dashboard. I prefer looking at the bigger picture and getting an annual report of my sales, rather than quarterly. However, this does not seem to be possible through this platform. It's not just the time-range too. There are plenty of other things that I cannot customize on my dashboard. For example, I'd prefer for my opportunities to be listed by order of possible profit. But that's not all--there's no history tab where I can see the latest calls I've made either. This would have been helpful so I can quickly view the latest updates about my contacts so I can jump off my conversations with them right away. Right now, I still need to open every contact page just to get more detailed information on this. I wish information were given more freely without me having to dig through my files. Like who's in charge of a particular project, for example. These are just some of the functions that would have been more easily done on Excel. After all, sorting information on that platform is as easy as searching through its fields. I hope Salesforce would consider these requests and make it more simple for users like me to view relevant information about our clients.

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

Salesforce Essentials centralizes all of my dealings--tracking my bids, overseeing my sales, following all my to-dos, and so much more. With this helping me out, my processes are a lot more organized and efficient.

Are you a current user of this product?

Yes