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User review of Salesforce Essentials

Salesforce Essentials is the top-player in the CRM field.

- by Victoria

USER SATISFACTION

RECOMMENDATION
7 out of 7
Definitely
COST EFFICENCY
5out of 7
Good
OVERALL IMPRESSION
5out of 5
amazing
EASE OF USE
5out of 5
amazing
CUSTOMER SUPPORT
4out of 5
very good

PROS & CONS

What are the best aspects of this product?

For a small-time businessman, Salesforce Essentials has quickly become an indispensable tool for me. It helps me manage my contact details and nurture my leads into paying clients. It barely has any lag time, and I can easily attach reminders, notes, and other important information to each of my contacts.

What aspects are problematic or could work better?

I wish Salesforce Essentials would introduce more marketing functions to its arsenal of tools. After all, every small business like mine needs more support when it comes to growing our clientele. It would be nice if Salesforce supported us in this endeavor. On top of this, I have an issue with Chatter too. It doesn't significantly support exchanges in updates and tracking certain conversations is almost impossible to do too.

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

I work as an investment advisor, and I find it useful how Salesforce helps me comply with the standards required for correspondence and documentation for my work. I can follow through with all of my clients, and I've never lost any client information with them to date. I'm really impressed with the speed of Salesforce's server too.

Are you a current user of this product?

Yes

COMPANY DETAILS

What is your company size?

1-10 Employees

What is your industry?

Financial Services

USAGE & IMPLEMENTATION

FEATURE DETAILS

No information provided by the reviewer.