It makes our work more manageable.

What are the best aspects of this product?

One of Salesforce Essentials' salient selling points is its usability. We didn't have any problem setting it up, and most of its functions are pretty easy to understand too. It houses all of the relevant information that we need about our business--from our customer contact details, our leads, and the pipeline available to us. My team and I find it particularly useful how we can easily download our reports and send them to those outside of our Salesforce account users. Overall, I think that this has been a helpful tool in driving our sales and moving the business forward. We appreciate how it facilitates transparency in information.

What aspects are problematic or could work better?

This program can take a little while getting used to it. Sure, there had been assistance and some training made available to us at the start, but those didn't really prepare us substantially. I wish the team at Salesforce would invest in more helpful training modules.

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

Our operations used to be scattered and disorganized, but Salesforce Essentials has consolidated all of that. Now, we have a platform where we can share all of the relevant company data. We can easily use it to store all of our clients' information, updates on their orders, and other notes that might be important. This way, we can track those who are likely to purchase our products, and which ones need to be transferred to the cemetery leads pile. All of this also means that we can easily onboard new members of the team without any problem.

Are you a current user of this product?

Yes