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Salesforce Essentials Review

Salesforce Essentials
Our score: 9.6 User satisfaction: 100%

What is Salesforce Essentials?

Salesforce Essentials is the vendor’s small business plan for its CRM (Sales Cloud) and customer support (Service Cloud) solutions. Sales Cloud Essentials is designed for small sales team to sell smarter and faster with the help of the app’s built-in intelligence. Meanwhile, Service Cloud Essentials is geared towards the basic management of customer support teams of SMBs.

Salesforce, a SaaS giant in the CRM category, is known for offering top-of-the-line and robust CRM solutions. However, its feature-rich platform was more suitable for medium-sized businesses and larger enterprises. To cater to the needs of small businesses with limited time and resources, the vendor released Salesforce Essentials for SMBs to tap into the offerings of Salesforce with solutions for sales and services that are easy to set up, use and maintain.

Built with small businesses in mind, this product simplifies the implementation of a CRM-service setup to your workflows from start to finish. With its out-of-the-box tools and support, setting up the system is faster and easier and won’t take weeks. In addition to its simple setup assistant, users can access “Trailhead” which is a free gamified online learning platform for learning about CRM, sales, and service, among other subjects, with in-depth details. Aside from Trailhead, this CRM solution’s main features include the Salesforce app and Einstein Artificial Intelligence.

Salesforce Essentials is priced annually or monthly, integrating the low-tiered features of Salesforce Cloud and Salesforce Service. This enables small businesses to leverage the Salesforce architecture, which, until the introduction of Essentials, has been accessible only to an enterprise-level budget.

Salesforce Essentials also leverages its functionality by connecting to the G Suite of Google for free for 3 months. This gets your hand on tools such as Gmail and Google Calendar. Eliminating data entry helps you organize your workload, save time from tedious tasks, and develop richer communications with deeper insights. It also gives you a single view of your important CRM data like contacts, accounts, and opportunities.

Overview of Salesforce Essentials Benefits

Salesforce Essentials is an out-of-the-box solution for small businesses to easily and quickly implement a lightweight CRM-cum-service infrastructure to help them increase their sales and leverage their customer support. This robust platform offers the following benefits:

Easy and fast CRM system set up

Salesforce Essentials streamlines setting up the CRM system. As small businesses have smaller teams, spending weeks in negotiating with sales reps, watching demos and video tutorials, and reading the documentation for set up is unreasonable. Hence, Salesforce offers an out-of-the-box solution for users to quickly implement the system. It has a simple setup assistant with in-app tutorials to answer your questions in minutes. It also has Trailhead, a gamified learning experience, that offers an interactive online setup and guidance to small businesses at a free cost for first-time users and experts. Its topics range from various topics and are categorized into Admin, Beginner, and Business User.

Drive more sales

At a low price, Salesforce Essentials offers a module called Sales Cloud Essentials that’s rich with features for small sales teams. Sales teams can follow up on leads and identify key contacts to sell faster. It also lets them see a customizable view of sales details. It automates sales activities and eliminates the need for using spreadsheets by automatically tracking emails, calls, and meetings using the app’s Einstein Activity Capture feature. This built-in artificial intelligence captures customer records and keeps them up-to-date without tedious manual data entry by connecting a user’s email and calendar. Since it is available on the Salesforce mobile app, users can access and update data anytime and anywhere.

Deliver better customer service

Small businesses can also implement the Service Cloud Essentials module for customer support teams. In a single platform, it automatically centralizes and connects multiple support channels of cases that can be accessed on any device for agents to address and resolve them immediately. Automation is available for repetitive tasks such as routing the question to the right agent and assigning work according to expertise and availability. Having a complete view of customer information helps agents stay informed and connecting in resolving issues and answering inquiries.

Scalable for business growth

The platform is scalable, hence, small businesses don’t have to worry about outgrowing the CRM system. Starting with a platform that can grow with you is vital to have an integrated and streamlined solution for your CRM tasks. It optimizes finding, winning, and keeping customers by connecting and integrating your business data with ease. It is easy to incorporate prebuilt business apps, such as tools like customer surveys and signatures, as you need them on AppsExchange which is one of the largest business app marketplaces.

Overview of Salesforce Essentials Features

  • 360-Degree Customer View
  • Account Management
  • Activity Feed
  • Activity Tracking
  • AppExchange Marketplace
  • Case Auto-Assignment
  • Case Escalation Rules and Queues
  • Collaboration Tools
  • Contact Management
  • Custom Profile
  • Einstein Activity Capture
  • Email Optimization
  • Lead Contact Account Management
  • Lightning App Builder
  • Opportunity Management
  • Page Layout
  • Reports and Dashboards
  • Salesforce Mobile App
  • Setup Assistant
  • Trailhead
  • Task Management

Awards & Quality Certificates

An award given to products our B2B experts find especially valuable for companies
An award given to products our B2B experts find especially valuable for companies
This award is given only to top B2B products and represents the highest possible level of service. It highlights the vendor’s extensive knowledge of the industry they’re selling to and the needs of their customers.

Salesforce Essentials Position In Our Categories

Because companies have distinct business demands, it is rational that they steer clear of preferring an all-encompassing, ideal software solution. Just the same, it would be difficult to try to discover such application even among widely used software products. The sensible step to do would be to write down the several critical functions which demand analysis including critical features, price plans, technical skill aptitude of staff, organizational size, etc. Then, you must double down on the product research to a full extent. Have a look at these Salesforce Essentials review articles and check out each of the software systems in your list in detail. Such well-rounded research guarantee you steer clear of unsuitable software products and choose the one that delivers all the tools you require company requires to be successful.

Position of Salesforce Essentials in our main categories:

TOP 3

Salesforce Essentials is one of the top 3 CRM Software products

Every business has its own characteristics, and can need a special CRM Software solution that will be designed for their company size, type of customers and staff and even specific niche they support. It's not wise to count on locating an ideal solution that will work for each business regardless of their background is. It may be a good idea to read a few Salesforce Essentials CRM Software reviews first and even then you should remember what the software is intended to do for your company and your staff. Do you require a simple and intuitive solution with just essential features? Will you actually use the complex tools needed by experts and large enterprises? Are there any specific features that are especially beneficial for the industry you operate in? If you ask yourself these questions it is going to be much easier to locate a reliable software that will fit your budget.

How Much Does Salesforce Essentials Cost?

Salesforce Essentials Pricing Plans:

Free Trial

Sales Cloud Essentials

$25/user/month

Service Cloud Essentials

$25/user/month

Salesforce Essentials is packaged as one small business plan that integrates the lower-tier CRM and service features of Salesforce Cloud and Salesforce Service in one solution. The plan enables small businesses to leverage the Salesforce architecture for their sales, marketing and customer service needs.

Salesforce Essentials – $25/user/month (annual; $30 if monthly)

  • Up to 10 users
  • Guided onboarding and setup
  • Automatically track emails & meetings
  • Manage leads, opportunities, & accounts
  • Create custom dashboards & reports
  • Deliver social and email support
  • Save time with customer self-service

User Satisfaction

Positive Social Media Mentions 171
Negative Social Media Mentions 0

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Salesforce Essentials reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Salesforce Essentials. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted
  • Open API

Language Support

  • English
  • Chinese
  • Spanish
  • French
  • Italian
  • Dutch
  • Swedish

Pricing Model

  • Monthly payment
  • Annual Subscription

Customer Types

  • Small Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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Salesforce Essentials Comparisons

Salesforce Essentials user reviews

The best at making our work seem more manageable.

Read full review >
Sheldon
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 10.12.2019 Company Size: 1-10 Employees Industry: N/A

Very easy to use.

Read full review >
Alda
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 06.12.2019 Company Size: 1-10 Employees Industry: N/A

It helps me organize all my data by providing a centralized platform for all of it.

Read full review >
Casimer
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 06.12.2019 Company Size: 1-10 Employees Industry: Building Materials

Perfect for helping me identify business opportunities.

Read full review >
Porter
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 29.11.2019 Company Size: 1-10 Employees Industry: Chemicals

This makes lead nurturing seem like a walk in the park.

Read full review >
Jaylon
5/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 25.11.2019 Company Size: 1-10 Employees Industry: N/A

What are Salesforce Essentials pricing details?

Salesforce Essentials Pricing Plans:

Free Trial

Sales Cloud Essentials

$25/user/month

Service Cloud Essentials

$25/user/month

Salesforce Essentials is packaged as one small business plan that integrates the lower-tier CRM and service features of Salesforce Cloud and Salesforce Service in one solution. The plan enables small businesses to leverage the Salesforce architecture for their sales, marketing and customer service needs.

Salesforce Essentials – $25/user/month (annual; $30 if monthly)

  • Up to 10 users
  • Guided onboarding and setup
  • Automatically track emails & meetings
  • Manage leads, opportunities, & accounts
  • Create custom dashboards & reports
  • Deliver social and email support
  • Save time with customer self-service

What integrations are available for Salesforce Essentials?

Salesforce Essentials connects with a wide array of business apps with AppExchange, such as:

  • G Suite
  • Facebook
  • Twitter
  • GetFeedback
  • Dropbox
  • HelloSign
  • MailChimp
  • Xactly
  • Nicereply

Salesforce Essentials average rating:

Average score
4.4/5 (13 user reviews)
4/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Angel

PROS: 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.

CONS: 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.

Reviewed 8 months ago

Read full review >

The least favorable review

Adrain

PROS: Salesforce Essentials is comprehensive and all-encompassing. It comes with a full suite of tools that allows us to get a better handle on our sales performance--from assisting the computation of labor costs to consolidating our data. I'm in charge of sales analytics in my company, and Salesforce Essentials has been a breeze to work with. The classic view of its dashboard helps me oversee our operations. Through it, I can easily track all our sales activities without any problem. Plus, it even has filters that allow me to cut through the noise and locate the information that I need. Its integration with Google calendar has been pretty useful in scheduling meetings and tracking sales too. However, I just wish that there would be more YouTube video tutorials about it. There are certain functionalities, such as executing calculations, that might be best explained and understood in my native language, not just Indian English.

CONS: I only have two issues with Salesforce Essentials. First, I think that it is quite pricey. Second, I have yet to fully exhaust its functionalities because of the lack of training courses available for them.

Reviewed 10 months ago

Read full review >

More reviews from 13 actual users:

Sort by:

Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

The best at making our work seem more manageable.

Read full review >
Sheldon
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 10.12.2019 Company Size: 1-10 Employees Industry: N/A

PROS: I love the level of flexibility that Salesforce offers its clients. Through it, my team and I have been enjoying freedom in all aspects of our accounts. It provides great support for businesses, no matter the size. This has truly been an ace up our sleeves when it comes to driving efficiency and success. It takes some time getting used to, but trust me, the functionalities are worth it. I cannot recommend this program to both start-ups and established businesses alike.

CONS: Everything works fine for me. The program itself has been thoroughly vetted and provides enough support for its users. Once in a while, I catch myself getting overwhelmed by all of its tools, but it's manageable.

What do you think about this review? Great Poor

Very easy to use.

Read full review >
Alda
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 06.12.2019 Company Size: 1-10 Employees Industry: N/A

PROS: One of Salesforce Essentials most compensating feature is its usability. So far, I haven't had any issues with its tools and their use. Whenever I do stumble upon any problem, I can easily call up the Salesforce CS reps to help me.

CONS: It would be nice if Salesforce Essentials added a mass email send out functionality. Right now, I still need to outsource this task to other platforms. However, being able to send newsletters and other sales email campaigns through Salesforce would exponentially make my experience a lot easier.

What do you think about this review? Great Poor

It helps me organize all my data by providing a centralized platform for all of it.

Read full review >
Casimer
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 06.12.2019 Company Size: 1-10 Employees Industry: Building Materials

PROS: This platform hosts all of my client data and other relevant information in my organization. It's very efficient--allowing me to retrieve all of the details I need with just a few clicks of a button. Now, I don't need to rummage through all my emails and file folders anymore.

CONS: For some reason, Salesforce Essentials does not allow me to modify the time-range of data in my dashboard. I prefer looking at the bigger picture and getting an annual report of my sales, rather than quarterly. However, this does not seem to be possible through this platform. It's not just the time-range too. There are plenty of other things that I cannot customize on my dashboard. For example, I'd prefer for my opportunities to be listed by order of possible profit. But that's not all--there's no history tab where I can see the latest calls I've made either. This would have been helpful so I can quickly view the latest updates about my contacts so I can jump off my conversations with them right away. Right now, I still need to open every contact page just to get more detailed information on this. I wish information were given more freely without me having to dig through my files. Like who's in charge of a particular project, for example. These are just some of the functions that would have been more easily done on Excel. After all, sorting information on that platform is as easy as searching through its fields. I hope Salesforce would consider these requests and make it more simple for users like me to view relevant information about our clients.

What do you think about this review? Great Poor

Perfect for helping me identify business opportunities.

Read full review >
Porter
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 29.11.2019 Company Size: 1-10 Employees Industry: Chemicals

PROS: 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.

CONS: 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 do you think about this review? Great Poor

This makes lead nurturing seem like a walk in the park.

Read full review >
Jaylon
5/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 25.11.2019 Company Size: 1-10 Employees Industry: N/A

PROS: Creating and nurturing leads is what this tool is best used for. I love how it fosters the perfect ground for growth and converting opportunities to paying clients. Not only this, but it's also easy to tag clients as lost or won. This makes it easy to track the history and find patterns so we know what works for clients and what results to them being tagged as lost.

CONS: It would be nice to have the system remind me about all my current and due tasks. It will be a great help if I can get notified about these.

What do you think about this review? Great Poor

A great tool for assisting organization and efficiency.

Read full review >
Rolando
5/5

Overall impression

4/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

Published on: 23.11.2019 Company Size: 1-10 Employees Industry: N/A

PROS: Salesforce Essentials makes it possible for us to be transparent within our team. In its dashboard, we can easily access information about our clients and where they are in their buyer's journey. We've also been able to customize this space so that all of the information we need for our operations are easily available to us at any time. Communicating with our clients is a lot more manageable with Salesforce too.

CONS: Despite the significant similarities, I still prefer the classic version over this one. With Salesforce Essentials, simple functions such as organizing our list of leads by the last name become a complicated affair.

What do you think about this review? Great Poor

Our processes have vastly improved since implementing Salesforce Essentials!

Read full review >
Angel
5/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 17.11.2019 Company Size: 11-50 Employees Industry: Telecommunications

PROS: 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.

CONS: 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 do you think about this review? Great Poor

Locating opportunities has never been easier.

Read full review >
Shanon
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 17.11.2019 Company Size: 11-50 Employees Industry: N/A

PROS: 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.

CONS: 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 do you think about this review? Great Poor

This helps us handle our opp

Read full review >
Shayna
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 27.10.2019 Company Size: More than 100 Employees Industry: Marketing and Advertising

PROS: 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.

CONS: 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 do you think about this review? Great Poor

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

Read full review >
Victoria
5/5

Overall impression

4/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 20.10.2019 Company Size: 1-10 Employees Industry: Financial Services

PROS: 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.

CONS: 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 do you think about this review? Great Poor

It makes our work more manageable.

Read full review >
Kristy
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 18.10.2019 Company Size: 1-10 Employees Industry: N/A

PROS: One of Salesforce Essentials' salient selling points is its usability. We didn't have any problem setting it up, and most of its functions are pretty easy to understand too. It houses all of the relevant information that we need about our business--from our customer contact details, our leads, and the pipeline available to us. My team and I find it particularly useful how we can easily download our reports and send them to those outside of our Salesforce account users. Overall, I think that this has been a helpful tool in driving our sales and moving the business forward. We appreciate how it facilitates transparency in information.

CONS: This program can take a little while getting used to it. Sure, there had been assistance and some training made available to us at the start, but those didn't really prepare us substantially. I wish the team at Salesforce would invest in more helpful training modules.

What do you think about this review? Great Poor

It is a full suite of tools–complete and useful.

Read full review >
Adrain
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 14.09.2019 Company Size: More than 100 Employees Industry: N/A

PROS: Salesforce Essentials is comprehensive and all-encompassing. It comes with a full suite of tools that allows us to get a better handle on our sales performance--from assisting the computation of labor costs to consolidating our data. I'm in charge of sales analytics in my company, and Salesforce Essentials has been a breeze to work with. The classic view of its dashboard helps me oversee our operations. Through it, I can easily track all our sales activities without any problem. Plus, it even has filters that allow me to cut through the noise and locate the information that I need. Its integration with Google calendar has been pretty useful in scheduling meetings and tracking sales too. However, I just wish that there would be more YouTube video tutorials about it. There are certain functionalities, such as executing calculations, that might be best explained and understood in my native language, not just Indian English.

CONS: I only have two issues with Salesforce Essentials. First, I think that it is quite pricey. Second, I have yet to fully exhaust its functionalities because of the lack of training courses available for them.

What do you think about this review? Great Poor

We’re excited to expand our business with Salesforce Essentials.

Read full review >
Elisabeth
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 08.09.2019 Company Size: 1-10 Employees Industry: Biotechnology

PROS: Salesforce Essentials is one of the more reputable CRM solutions in the industry. Since it is something that most of our members are already familiar with, we decided to implement it into our own processes. I must say--it was a pretty good idea. Now, we can easily collect and organize our data into a structure that makes more sense for our business. Not to mention, I love how it anticipates growing with its customers too. If all goes well in our business plans, we can easily upgrade our account so it can deal with the volume of our products and revenue.

CONS: We're still in the first phase of our growth implementation, and we're excited to upgrade into the next level of this solution. I bet that there will be plenty of functionalities to uncover. I know that this is not a criticism of the solution, but I just can't wait until we can jump to the commercial upgrade plan.

What do you think about this review? Great Poor
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Reviewed By Nestor Gilbert
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