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.
Business Priorities
Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Salesforce Essentials.
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, ConvergeHub, Close CRM, LeadSquared Mobile CRM, Apptivo, 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 does Salesforce Essentials facilitate Engagement Management?
How can Salesforce Essentials enhance your Helpdesk Management process?
How does Salesforce Essentials facilitate Sales Document Management?
What solutions does Salesforce Essentials provide for Knowledge Management?
What Are the key features of Salesforce Essentials 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 |
|---|---|
|
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 |
|
Whenever you go through a crisis, leadership has to come to the top. How do we emerge stronger as a business? Can we change the way we work? Can we make quicker decisions? Testimonial By Arvind Krishna |
|
Salesforce allows us to deliver personalization and transformation at scale in ways that we otherwise wouldn’t be able to. Testimonial By Adam Lavezzo |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
Arvind Krishna Chairman & CEO IBM |
Whenever you go through a crisis, leadership has to come to the top. How do we emerge stronger as a business? Can we change the way we work? Can we make quicker decisions? Testimonial By Arvind Krishna |
|
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 |
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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?
What are the top features of Salesforce Essentials?
Who uses Salesforce Essentials?
What are Salesforce Essentials alternatives?
Where is Salesforce Essentials located?
Peers used Salesforce Essentials for engagement management and helpdesk management
Salesforce Essentials Competitors
Salesforce Essentials Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (16) |
| Custom Reports | Read Reviews (276) |
| Analytics | Read Reviews (59) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (16) |
| Custom Reports | Read Reviews (276) |
| Analytics | Read Reviews (59) |
Salesforce Essentials Integrations
Salesforce Essentials integrates with a wide range of software applications through its robust data import and export capabilities.
Few API Integrations for Salesforce Essentials
Software Failure Risk Guidance
?for Salesforce Essentials
Overall Risk Meter
Top Failure Risks for Salesforce Essentials
Salesforce, Inc. News
Salesforce Agentic AI Reshapes Enterprise Operations - StartupHub.ai
Salesforce is advancing its Agentic AI, embedding intelligent agents across enterprise operations through its Partnerblazer ecosystem. This initiative aims to transform business processes from reactive to proactive, with applications in sectors like healthcare and compliance. Agentforce and AgentExchange platforms enable partners to integrate solutions, enhancing automation and decision-making. Salesforce's strategy highlights a shift towards AI-driven enterprise transformation.
Salesforce Agentic AI Redefines Service Automation
Salesforce has announced a milestone for its Agentforce platform, an advanced AI system that has managed over two million customer interactions. Agentforce leverages Salesforce's unified platform, integrating structured and unstructured data to deliver personalized, context-aware responses. This innovation enhances customer service by automating routine inquiries, allowing human agents to focus on complex problem-solving and strategic engagement. Future enhancements include natural voice capabilities and deeper personalization.
Katzion Wins Salesforce Award for Audi Singapore Innovation - EV Mechanica
Katzion, a GlobalLogic company, received the Salesforce 2025 Partner Innovation Award in the Automotive category for its work with Audi Singapore. The award recognizes Katzion's development of the Online Direct Sale platform, powered by Salesforce technologies, which enhances automotive retail through seamless online-to-offline experiences. This platform integrates Agentforce Marketing, MuleSoft, and data-driven intelligence to offer personalized and immersive customer journeys.
Merkle Partners with Airship to Create Mobile Loyalty Accelerator Solution for Salesforce ...
Merkle, Airship, and Salesforce have partnered to create a mobile loyalty accelerator solution for Salesforce Marketing Cloud. This collaboration leverages Salesforce's Loyalty Management for scalable loyalty programs, Airship's mobile-first customer experience capabilities, and Merkle's strategy and data expertise to deliver personalized, real-time loyalty experiences. The partnership aims to enhance customer engagement and drive growth through integrated mobile experiences.
Salesforce, Inc. Profile
HQ Location
415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States
Employees
10001+
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Financials
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