Our processes have vastly improved since implementing Salesforce Essentials!

What are the best aspects of this product?

Salesforce Essentials has quickly become an ace in our sales department. Through it, we've been able to track all our sales dealings--especially for our communication strategy. One function that I find particularly useful is its email attachment tracking. Whenever we attach our sales proposals through email, we get a notification whenever our client has opened it. This becomes a good indicator of whether or not we should deploy a sales agent to contact them and close the sale. But the sales funnel does not just end with a completed sale. After this, data gets submitted into analytics so we can extract a more thorough and accurate forecast.

What aspects are problematic or could work better?

It would be nice if we were given an option to view the dashboard as a customer too. The corporate news feed does not really give us insight into what information is shared with our customers.

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

Salesforce Essentials has helped us successfully transition to the cloud. Now, we no longer need to save our data into Excel spreadsheets. The process of managing and forecasting data used to be a tedious job with plenty of information being lost as the data go through our processes. But now, we've been able to maintain 100% accuracy on our records. No more loss of data and no more system crashes. With these taken cared of, we've been able to proceed with our processes more confidently. Plus, we've established a better rapport with our partners, thanks to this solution too.

Are you a current user of this product?

Yes