Perfect for helping me identify business opportunities.

What are the best aspects of this product?

Thanks to Salesforce Essentials, we've officially said our goodbyes to endless Excel sheets and net drives. It is a great platform that gives us room to customize our dashboard without being too complicated. It's really easy to use and I appreciate how it assists our team in becoming more efficient. It helps us pinpoint areas of opportunity so we know which areas of our business to focus on.

What aspects are problematic or could work better?

It would be nice to have a lite version of this. There are far too many functions linked to this program, and I honestly don't have any use for them. I operate a small start-up and I really have no use for all of these tools. With a lite version, I could enjoy all the basic solutions I need from Salesforce Essentials while still saving money. I hope the team over at Salesforce would consider this request. It would be nice if email integration isn't just limited to Microsoft Outlook too.

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

I think it's great how Salesforce Essentials is an easily accessible platform. Now, I can easily log in to my dashboard from my phone to access and forward data as needed.

Are you a current user of this product?

Yes