Locating opportunities has never been easier.

What are the best aspects of this product?

Salesforce Essentials helps me oversee all our sales operations and opportunities from one vantage point. The dashboard is complete, useful, and accurate. Through it, I can have access to the rundown of our reports. This is where we can track all of our orders, best sales performers, amd weighted pipeline. Whenever we need to present our reports to users outside of our corporate account, we can simply download an Excel version of it and send it to them. This is thanks to this solution's intergation to Outlook. Plus, we've been able to log in through a mobile call too--pretty convenient, if you ask me. The chatter feature lets us hold forums and make announcements without being too intrusive as well. Overall, I'm really happy with the service and functionalities that this solution provides.

What aspects are problematic or could work better?

I think it's great how we can upgrade easily as our company grows--however, this is easier said than done. The cost of an upgrade is pretty steep. I wish there was an option in between these packages built that is built for medium-sized businesses. Plus, it's a little hard to define the inclusions in the packages too.

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

Sales forecasting used to be a difficult task for us. But now with Salesforce Essentials, we've been able to breeze through this process more quickly and accurately. Now we can easily pinpoint opportunities and follow through with each as we see fit. There have been much easier hand-offs of opportunities for off-boarded sales reps too. There are no more customers and leads lost in these stages of transition.

Are you a current user of this product?

Yes