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

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

Salesforce Essentials, Siebel CRM, Vtiger all-in-one CRM, Close CRM, ManageEngine SupportCenter Plus, 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.

Comprehensive Insights on Salesforce Essentials Use Cases

Why is Salesforce Essentials the best choice for Engagement Management?

What solutions does Salesforce Essentials provide for Helpdesk Management?

How can Salesforce Essentials enhance your Sales Document Management process?

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

What benefits does Salesforce Essentials offer for Contact List Management?

53+ more Business Use Cases

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.

Customer Testimonials

CUSTOMERS TESTIMONIALS
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
Salesforce Essentials testimonial

Adam Lavezzo

VP, Revenue Strategy & Operations

BetterUp

Salesforce allows us to deliver personalization and transformation at scale in ways that we otherwise wouldn’t be able to. Testimonial By Adam Lavezzo
Salesforce Essentials testimonial

Mk Getler

Chief Marketing Officer

Loop & Tie

Our relationships with small vendors make loop & tie the platform it is; we pride ourselves on being part of a healthy and stable economy. With salesforce, we have a better understanding of our own opportunities to support growing businesses. Testimonial By Mk Getler
CUSTOMERS TESTIMONIALS
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
Salesforce Essentials testimonial

Adam Lavezzo

VP, Revenue Strategy & Operations

BetterUp

Salesforce allows us to deliver personalization and transformation at scale in ways that we otherwise wouldn’t be able to. Testimonial By Adam Lavezzo
Salesforce Essentials testimonial

Mk Getler

Chief Marketing Officer

Loop & Tie

Our relationships with small vendors make loop & tie the platform it is; we pride ourselves on being part of a healthy and stable economy. With salesforce, we have a better understanding of our own opportunities to support growing businesses. Testimonial By Mk Getler

Case Studies

COMPANY INDUSTRY CASE STUDIES
Salesforce Essentials case study
NA
CASE STUDY Canada Drives

Canada Drives accelerates success with Salesforce

Read More
Salesforce Essentials case study
Mechanical or Industrial Engineering
Mechanical or Industrial Engineering
Case Study KONE

Learn how working with a Technical Account Manager helped KONE deliver innovation faster and streamline its platform operations.

Read More
Salesforce Essentials case study
NA
CASE STUDY Loopio

Loopio fast-tracks growth and RFPs with Salesforce

Read More

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?

Siebel CRM, Vtiger All-In-One CRM, Close CRM and ManageEngine SupportCenter Plus 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

Salesforce rolls out its latest 'digital labor' AI tools - Tech Brew

Salesforce introduces Agentforce 2.0, an AI platform with new skills for digital labor, enhancing marketing and sales tasks. It integrates with Slack and is adopted by companies like Accenture and IBM.

12/01/2025 - source

Agentforce Goes Industry-Specific as Salesforce Releases an Agent Skills Library for Retailers

Salesforce released Agentforce for Retail, an AI skills library to help retailers enhance customer service and automate processes like order management and appointment scheduling.

12/01/2025 - source

How Sentosa Development Corporation's transformed guest experiences with Salesforce CRM

Sentosa Development Corporation improved guest experiences using Salesforce CRM, enhancing customer interactions and service efficiency.

12/01/2025 - source

Salesforce, Inc. Feeds

Salesforce.com (CRM) Q3 Earnings Lag Estimates - MSN

Salesforce.com reported lower-than-expected earnings for the third quarter.

06/12/2024 - source

Salesforce (CRM) Q3 2025 Earnings Call Transcript - The Motley Fool

Salesforce's Q3 2025 earnings call transcript discusses financial results and performance.

02/12/2024 - source

Salesforce Reports Strong Q3 Fiscal 2025 Results - TipRanks

Salesforce reported strong financial results for the third quarter of fiscal year 2025.

02/12/2024 - source

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