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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

Salesforce Essentials Position In Our Categories

Because businesses have distinctive business-related wants, it is only reasonable that they avoid buying a one-size-fits-all, ideal software product. Be that as it may, it would be hard to discover such a software solution even among sought-after software products.
The practical step to undertake should be to write down the numerous chief functions which necessitate careful thought like essential features, plans, technical skill aptitude of the users, company size, etc. Then, you must conduct the research thoroughly. Browse through these Salesforce Essentials review articles and check out each of the software programs in your list in detail. Such well-rounded product research makes sure you circumvent mismatched applications and choose the system which includes all the aspects you require business 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

It's crucial to keep in mind that almost no service in the CRM Software category will be a perfect solution that can fulfill all the requirements of all business types, sizes and industries. It may be a good idea to read a few Salesforce Essentials CRM Software reviews first as some solutions might perform well only in a really narrow set of applications or be prepared with a really specific industry in mind. Others can operate with an idea of being simple and intuitive and as a result lack complex elements needed by more experienced users. You can also find apps that cater to a wide group of users and give you a rich feature set, however that usually comes at a more significant cost of such a software. Ensure you're aware of your needs so that you purchase a solution that has specifically the functionalities you look for.

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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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
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Reviewed By Nestor Gilbert
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