Salesforce Essentials Overview

Salesforce-essentials offers a powerful CRM solution for small businesses to enhance sales processes and stay competitive. Control of sales processes and business success is facilitated.

Use Cases

Customers recommend Engagement Management, Helpdesk Management, Sales Document Management, as the business use cases that they have been most satisfied with while using Salesforce Essentials.

Other use cases:

  • Knowledge Management
  • Contact List Management
  • Communication Management
  • Lead Tracking
  • Collaboration
  • Workflow Management
  • Customer Case Management
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Salesforce Essentials.

Other priorities:

  • Increase Sales & Revenue
  • Improve Stakeholder Relations
  • Improve ROI
  • Increase Customer Life Time Value
  • Improve Efficiency
  • Improve Brand Engagement
  • Build Brand Awareness
  • Grow Market Share
  • Increase Average Basket Value
  • Improve Digital And Social Presence
  • Improve Internal Communications
  • Scale Best Practices
  • Launch New Products
  • Establish Thought Leadership
See all business priorities See less business priorities

Salesforce Essentials Use-Cases and Business Priorities: Customer Satisfaction Data

Salesforce Essentials works with different mediums / channels such as Social Media. Twitter. and Facebook.

Salesforce Essentials's features include Personalization, Ticketing, Recording, etc. and Salesforce Essentials support capabilities include Email Support, 24/7 Support, Phone Support, etc. also Salesforce Essentials analytics capabilities include Custom Reports, and Analytics.

Reviews

"Data is foundational, but it is only the beginning of the journey. We’re moving advanced analytics right to the forefront of our engagement strategy." - Rob Birse

Salesforce Essentials, Less Annoying CRM, Teamgate CRM, Pipeliner CRM, Freshsales, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Salesforce Essentials

Top Industries

  • Manufacturing
  • Information Technology and Services
  • Consumer Electronics

Popular in

  • Small Business
  • Enterprise
  • Mid Market

Salesforce Essentials is popular in Manufacturing, Information Technology And Services, and Consumer Electronics and is widely used by Small Business, Enterprise, and Mid Market.

Salesforce Essentials Customer wins, Customer success stories, Case studies

How efficiently Does Salesforce Essentials manage your Engagement Management?

What Are the key features of Salesforce Essentials for Helpdesk Management?

What makes Salesforce Essentials ideal for Sales Document Management?

How does Salesforce Essentials facilitate Knowledge Management?

What solutions does Salesforce Essentials provide for Contact List Management?

17 buyers and buying teams have used Cuspera to assess how well Salesforce Essentials solved their CRM needs. Cuspera uses 2588 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

CUSTOMERS TESTIMONIALS
Salesforce Essentials testimonial

Rob Birse

Vice President, Global Advanced Analytics, AI, and B2B Ecommerce

Kellogg

Data is foundational, but it is only the beginning of the journey. We’re moving advanced analytics right to the forefront of our engagement strategy. Testimonial By Rob Birse
Salesforce Essentials testimonial

Tuomas Pyyhtia

Solution Owner, Field Service Operations

KONE

Salesforce as a technology platform has proven its adaptability. It’s been shown that we can build many services and solutions on it that offer extra value for our internal users, customers, and ultimate end users. It’s a central part of our vision for the future. Testimonial By Tuomas Pyyhtia
Salesforce Essentials testimonial

Jane Moran

CIO

Unilever

I want to democratize the development of technology. With the Salesforce platform, we can give the power away to our business community. Testimonial By Jane Moran
CUSTOMERS TESTIMONIALS
Salesforce Essentials testimonial

Rob Birse

Vice President, Global Advanced Analytics, AI, and B2B Ecommerce

Kellogg

Data is foundational, but it is only the beginning of the journey. We’re moving advanced analytics right to the forefront of our engagement strategy. Testimonial By Rob Birse
Salesforce Essentials testimonial

Tuomas Pyyhtia

Solution Owner, Field Service Operations

KONE

Salesforce as a technology platform has proven its adaptability. It’s been shown that we can build many services and solutions on it that offer extra value for our internal users, customers, and ultimate end users. It’s a central part of our vision for the future. Testimonial By Tuomas Pyyhtia
Salesforce Essentials testimonial

Jane Moran

CIO

Unilever

I want to democratize the development of technology. With the Salesforce platform, we can give the power away to our business community. Testimonial By Jane Moran
 

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Frequently Asked Questions(FAQ)

for Salesforce Essentials

What is Salesforce Essentials?

Salesforce Essentials is the vendor's small business plan for its CRM (Sales Cloud) and customer support (Service Cloud) solutions. It is designed for a small sales team to sell smarter and faster with the help of the app's built-in intelligence. It helps to acquire customers and enhance customer relationships.

Salesforce Essentials help to obtain data from email, calendar, spreadsheets, phone, chat, social channels, and more to get a view of every customer and the business. It connects with customers for a personalized customer experience and sells faster and smarter with built-in intelligence.

Some of its features include a 360-degree customer view, in-app tutorials, and guided setup, easy customizable view of all sales details, automatically connect multiple support channels, automate repetitive tasks, and many more.

What is Salesforce Essentials used for?

Salesforce Essentials is a CRM Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Engagement Management, Helpdesk Management and Sales Document Management .

What are the top features of Salesforce Essentials?

Personalization, Ticketing and Recording are some of the top features of Salesforce Essentials.

Who uses Salesforce Essentials?

Salesforce Essentials is used by Manufacturing, Information Technology And Services and Consumer Electronics among other industries.

What are Salesforce Essentials alternatives?

Less Annoying CRM, Teamgate CRM, Pipeliner CRM and Freshsales are popular alternatives for Salesforce Essentials.

Where is Salesforce Essentials located?

Salesforce Essentials is headquartered at 415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States.
lightning

Peers used Salesforce Essentials for engagement management and helpdesk management

Salesforce Essentials Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.92/5

Read Reviews (16)
Custom Reports

3.96/5

Read Reviews (276)
Analytics

3.90/5

Read Reviews (59)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.92/5

Read Reviews (16)
Custom Reports

3.96/5

Read Reviews (276)
Analytics

3.90/5

Read Reviews (59)

Software Failure Risk Guidance

?

for Salesforce Essentials

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce Essentials

Salesforce, Inc. News

Partnership

Galgotias University collaborates with Salesforce to establish centre of excellence in ...

Galgotias University and Salesforce have partnered to establish a center of excellence, focusing on enhancing skills in Salesforce technologies and fostering innovation in CRM solutions.

Partnership

Galgotias University & Salesforce Partner For Tableau AI Centre Of ...

Salesforce and Galgotias University have partnered to establish the Salesforce Centre of Excellence Tableau AI Data Lab. This initiative aims to integrate AI-driven data analytics into academic learning, providing students with hands-on experience in advanced analytics and business intelligence using Salesforce and Tableau technologies. The lab will offer industry-aligned curriculum and practical learning modules to prepare students for the data-driven economy.

Product

Salesforce adds Slackbot features to boost CRM work

Salesforce has introduced over 30 new features to Slackbot, enhancing its integration with Salesforce and third-party applications. The update includes AI-driven capabilities like meeting transcription, note-taking, and CRM record updates. Slackbot's adoption is rapidly increasing, with significant productivity gains reported. It serves as a conversational interface for Salesforce's Customer 360, enabling seamless CRM management within Slack. The features are available on Business+ and Enterprise+ plans, with plans to expand access.

Company

Salesforce enters Taiwan, eyes local cloud services with AWS and Google Cloud

Salesforce has established a subsidiary in Taiwan and opened a Taipei office, aiming to enhance its presence in the local cloud services market in collaboration with AWS and Google Cloud. This move highlights Taiwan's strategic importance in the global semiconductor and AI supply chain.

Salesforce, Inc. Profile

Company Name

Salesforce, Inc.

Year Founded

1999

HQ Location

415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States

Employees

10001+

Social

Financials

IPO