This helps us handle our opp

What are the best aspects of this product?

Salesforce Essentials has helped us centralize our knowledge base for our sales reps and marketing members. Now, each of us can easily retrieve information regarding a particular account. It is a great tool for improving our efficiency through pipeline visibility, among anything. Not to mention, we now have better access to insights and reports. Generating and downloading them is a lot easier too.

What aspects are problematic or could work better?

The whole point of implementing robust CRM tools such as Salesforce is to fully integrate it into our members' day-to-day processes. With proper training and enough materials, we should be able to get everyone up-to-speed when it comes to fully utilizing this program. However, the downside to Salesforce Essentials is that it does not have any training material that is accessible and easily understood.

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

Salesforce Essentials has been instrumental in helping us establish better opportunity grounds for our business. Even with some of our reps traveling halfway across the globe to talk to clients, we can easily oversee updates coming from them through Salesforce. Now, we can see pipelines being moved through the sales process and witness developments as they come. This is both fascinating and exciting for us.

Are you a current user of this product?

Yes