About Salesforce Essentials

Salesforce Essentials is a cloud-based customer relationship management (CRM) solution for small businesses which allows users to manage leads, opportunities, sales pipelines, support requests, and more. Sales Cloud Essentials and Service Cloud Essentials are currently available, with plans to add further apps in the future.

Salesforce Essentials offers Einstein Activity Capture to remove the need for manual data entry by automatically capturing messages from emails and calendar events and adding these to the appropriate records. Full contact histories are recorded, giving users context to personalize future customer interactions. The Lightning Sales Console in Sales Cloud Essentials gives sales reps a complete view of customers, including key contacts, communications, activity history, and internal account discussions. The Lightning Service Console in Service Cloud Essentials provides a 360-degree view of customer interactions, from email, phone calls, Facebook and Twitter, to provide personalized customer service.

Users can access and edit data from anywhere using the native Salesforce mobile apps for Android and iOS. Connection with G Suite allows users to view accounts, contacts, opportunities, and other CRM data from within Gmail, and enables automatic capture of data from Gmail and Google Calendar. Users can also utilize a range of business apps from AppExchange, for e-signature, customer surveys, collaboration, and more.

Pricing starting from:

US$25,00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Salesforce Essentials

Key benefits of Salesforce Essentials

  • Data from spreadsheets, calendars, emails, and other systems can be imported and synchronized.

  • Einstein Activity Capture automatically tracks emails, meetings, and calls, capturing and synchronizing data directly from users’ inboxes.

  • Lightning allows users to customize Salesforce with custom subsets and lists to track anything they want.

  • Integration with G Suite enables automatic capture of all Google Calendar and Gmail data, and allows users to access CRM data including contacts, opportunities, and accounts from within Gmail.

  • Trailhead, a system designed to teach users how to use Salesforce including creating sales stages, importing contacts, and inviting teammates, provides a setup assistant and in-app guided tutorials.

  • Devices

    Business size

    S M L

    Markets

    Australia, Brazil, Canada, China, Germany, United Kingdom, India, Japan, Mexico, United States

    Supported Languages

    Chinese, Czech, Danish, Dutch, English, Finnish, French, German, Hungarian, Indonesian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Thai, Turkish, Ukrainian, zh-hant

    Pricing starting from:

    US$25,00/month

    • Free Version
    • Free Trial
    • Subscription

    Top 5 alternatives to Salesforce Essentials

    Images

    Salesforce Essentials Software - Salesforce Essentials welcome page
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    Salesforce Essentials Software - Salesforce Essentials proposals
    Salesforce Essentials Software - Salesforce Essentials leaderboard
    Salesforce Essentials Software - Salesforce Essentials performance metrics
    Salesforce Essentials Software - Salesforce Essentials opportunities
    Salesforce Essentials Software - Salesforce Essentials performances
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    Features

    Total features of Salesforce Essentials: 81

    • Account Alerts
    • Account Management
    • Activity Dashboard
    • Activity Tracking
    • Alerts / Escalation
    • Appointment Management
    • CRM
    • Calendar Management
    • Calendar Sync
    • Calendar/Reminder System
    • Call Center Management
    • Campaign Management
    • Chat/Messaging
    • Collaboration Tools
    • Commission Management
    • Communication Management
    • Contact Database
    • Contact Management
    • Customer Database
    • Customer Management
    • Customer Segmentation
    • Customer Support
    • Customizable Branding
    • Dashboard
    • Data Import/Export
    • Data Synchronization
    • Document Storage
    • Email Management
    • Email Marketing
    • FAQ
    • Feedback Management
    • Field Sales Management
    • For Mac Devices
    • For Startups
    • For iPad Devices
    • Forecasting
    • Health Score
    • Interaction Tracking
    • Internal Chat Integration
    • Landing Pages/Web Forms
    • Lead Capture
    • Lead Database Integration
    • Lead Management
    • Lead Nurturing
    • Lead Qualification
    • Lead Segmentation
    • Lead Verification/Validation
    • Marketing Automation
    • Mobile Access
    • Multi-Channel Communication
    • Multi-Channel Data Collection
    • Multi-Channel Management
    • Negative Feedback Management
    • Opportunity Management
    • Performance Metrics
    • Pipeline Management
    • Predictive Analytics
    • Prospecting Tools
    • Queue Management
    • Quotes/Estimates
    • Real-time Updates
    • Referral Tracking
    • Reporting & Statistics
    • Reporting/Analytics
    • Revenue Management
    • Routing
    • Sales Forecasting
    • Sales Pipeline Management
    • Segmentation
    • Sentiment Analysis
    • Shared Contacts
    • Social Media Integration
    • Source Tracking
    • Support Ticket Management
    • Support Ticket Tracking
    • Survey/Poll Management
    • Task Management
    • Territory Management
    • Text Analysis
    • Third Party Integrations
    • Win / Loss Analysis

    Alternatives

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    Zoho CRM

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    Agile CRM

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    Reviews

    Overall rating

    4,3 /5
    (147)
    Value for Money
    3,9/5
    Features
    4,0/5
    Ease of Use
    3,9/5
    Customer Support
    4,0/5

    Already have Salesforce Essentials?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 147
    Alex L.
    Overall rating
    • Industry: Events Services
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    We love SalesforceIQ! Perfectly integrated and easy for my team to use.

    Reviewed on 2018/04/10

    So many. Ease of use, trackable for sales cycle, many more.

    So many. Ease of use, trackable for sales cycle, many more.

    Pros

    This software is awesome. It takes the stress out of constantly updating your CRM by making it seamless and integrated with our email. It captures a lot automatically, giving my team more time to close deals. We love the customizable pipeline features as well. Great software overall.

    Cons

    I have hard time thinking of cons for this software. It was so easy for my team to implement. It is expensive I guess, that'd be the only con.

    Rex S.
    Overall rating
    • Industry: Wholesale
    • Company size: 11-50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Works Great! Increases our Closing Percentage by 20%

    Reviewed on 2021/08/14

    So far its been very good. We also use other modules from Salesforce. After demoing about 4...

    So far its been very good. We also use other modules from Salesforce. After demoing about 4 packages, we went with Salesforce. Knowing that they are the primary leader in CRM, helped in that decision, as most of our other applications have APIs to intergrate with.

    Pros

    The integration with all of our other systems and software.

    Cons

    The setup is a little tricky when using other software with Salesforce. It really helps to have good support from any other vendors products you want to integrate with Salesforce. Examples being Quickbooks, ShipRush, Verizon Connect, etc. We have many departments and different software in each. So being sure you have API support is critical.

    Alternatives Considered

    NetSuite

    Reasons for Switching to Salesforce Essentials

    The ability to integrate with our current applications and phone system.
    Clayton G.
    Overall rating
    • Industry: Financial Services
    • Company size: 51-200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 5.0 /10

    Great product, hard to tailor to companies specifically due to the complex algorithms.

    Reviewed on 2021/12/21

    I have over 5 years of experience with Salesforce, we used it when I was a production designer for...

    I have over 5 years of experience with Salesforce, we used it when I was a production designer for a print and graphics firm. We loved it, but yet we experienced some of these same hardships in this company I am with now, the transition and tailoring to what we do specifically is just not there. It is up to us as employees to make the software work the most productive for us, and that should not be expected from us when we have sales and other projects to handle ourselves.

    Pros

    There are endless possibilities on what you can do, and what you can achieve with this product. The AI software is a great tool if you are able to use it.

    Cons

    Too complex on tailoring the software, I feel like a simple request would take months to get accomplished. I noticed for someone with Salesforce experience myself, our transition from BNTouch to Salesforce was seamless, but many of my co-workers were left in the dark and felt like they had a lack of training provided from your team when we launched this new software.

    Nomava N.
    Overall rating
    • Industry: Computer Software
    • Company size: Self Employed
    • Used Weekly for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Salesforce the game changer

    Reviewed on 2021/11/19

    Salesforce Essentials organizes my call list and my call rhythm. I can quickly search and find...

    Salesforce Essentials organizes my call list and my call rhythm. I can quickly search and find everything I need related to my contacts and easily link to other services I use.

    Pros

    Salesforce is a remarkable tool program. It is extremely easy to use to give you the best results. Salesforce is a remarkable program because it is constantly changing and adapting to the times. It is extremely versatile as you can explain your file with ease. It is also an application that offers several of the best options, which is why I assume it is among the best programs. This program is fast and easy to use. Moreover, with this tool, I can complete all my tasks without any delay so that I am not disturbed while doing my work and my work is done quickly and smoothly. It increases the productivity of the employees and hence it is a tool that I would recommend. I suggest buying the application and start getting the results you want today.

    Cons

    Pricing. Just too expensive for doing lots of API calls for refreshing databases moreover when users double (CSM, account managers, AEs). For a limited business, over there is too much to sort through for everything we need. It would be noteworthy to have a \' lite\' version or something where the interface was simplified.

    Naomi B.
    Overall rating
    • Industry: Retail
    • Company size: Self Employed
    • Used Monthly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    If you are seriously committed to growing your business AND have the funds, it’s great!

    Reviewed on 2021/07/09

    Extremely helpful and a semi-done for you type app! Baby start up companies I would probably steer...

    Extremely helpful and a semi-done for you type app! Baby start up companies I would probably steer them away, just so they don’t get overwhelmed in debt and finances immediately; they might have a better chance of reaching that ‘Fortune 500’ status if they so desire!

    Pros

    It can do almost anything you need or want it to, very well at that. As many softwares, the restrictions on certain tools lessen with the more money spent.

    Cons

    The prices are outrageous. As a small business owner; it is a horribly large pill to swallow to pay that steep of pricing- especially as you are beginning your journey of entrepreneurship! Is it worth it though? Yes.

    Alternatives Considered

    Bigin by Zoho CRM

    Reasons for Switching to Salesforce Essentials

    I’ve actually used both with two different nonlinear e-commerce stores of mine. They each have different perks and different cons! Bigin is less pricey but does not offer as many tools as Salesforce Essentials!
    Showing 5 reviews of 147 Read all reviews

    Salesforce Essentials FAQs

    Below are some frequently asked questions for Salesforce Essentials.

    Salesforce Essentials offers the following pricing plans:

    • Starting from: US$25,00/month
    • Pricing model: Subscription
    • Free Trial: Available

    14-day free trial, no credit card required. $25/user/month (billed annually) for up to 5 users.

    Salesforce Essentials has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    Salesforce Essentials supports the following languages:

    Chinese, Czech, Danish, Dutch, English, Finnish, French, German, Hungarian, Indonesian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Thai, Turkish, Ukrainian, zh-hant

    Salesforce Essentials supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    Salesforce Essentials integrates with the following applications:

    ActiveCampaign, Box, DocuSign, Dropbox Business, HelloSign, Nicereply, PandaDoc, Zapier

    Salesforce Essentials offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

    Related categories

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