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, 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.

Comprehensive Insights on Salesforce Essentials Use Cases

What benefits does Salesforce Essentials offer for Engagement Management?

How does Salesforce Essentials address your Helpdesk Management Challenges?

How does Salesforce Essentials address your Sales Document Management Challenges?

What benefits does Salesforce Essentials offer 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.

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

Patrick Spence

CEO

Sonos

There's a time in a customer's journey where they might run into an issue or a problem, and that is a defining moment where you can either rise to the occasion and help them or not. If you can address it, you raise the value in the mind of the customer. Testimonial By Patrick Spence
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

Patrick Spence

CEO

Sonos

There's a time in a customer's journey where they might run into an issue or a problem, and that is a defining moment where you can either rise to the occasion and help them or not. If you can address it, you raise the value in the mind of the customer. Testimonial By Patrick Spence

Case Studies

CASE STUDY Zota

Zota invested in digital labor. This led to 30% year-over-year growth. The company used digital tools to improve results. The focus was on using technology to drive business success. The investment p...aid off with strong growth numbers.

Financial Services

CASE STUDY Prudential

Agentforce helps Prudential's retirement sales team connect better with customers and advisors. The team uses Agentforce to focus on building relationships. This leads to improved customer engagement.... The solution supports sales efforts in the financial services industry. Prudential benefits from streamlined sales processes.

Food & Beverages

CASE STUDY Uber Eats

Uber Eats used Service Cloud, MuleSoft, Tableau, and Sales Cloud to automate workflows and unify data from 30+ global systems. Agents now see all customer and merchant data in one place, saving time ...and reducing manual steps. This automation helps resolve merchant disputes and refund cases much faster. Einstein predicts case priorities, cutting triage times. Uber Eats improved agent efficiency and can now support 25 million restaurateurs and their customers worldwide.

Financial Services

CASE STUDY Nexo

Agentforce helped Nexo improve crypto customer support. Nexo needed to keep up with fast changes in the crypto industry. Agentforce provided tools for better support. Nexo redefined how they help cus...tomers. The solution made support faster and more reliable.

Consumer Electronics

CASE STUDY Panasonic

Panasonic used Salesforce AI to improve its service operations. The company wanted to make service faster and more efficient. They used assistive and autonomous AI tools from Salesforce. This helped ...Panasonic transform how they deliver service. The result was better support for their customers.

Financial Services

CASE STUDY RBC Wealth Management

Salesforce helped RBC Wealth Management bring 26 systems into one CRM platform. Advisors now have a single view of each client. Onboarding time dropped from weeks to just 24 minutes. The new digital ...experience gives clients full account visibility. Maintenance costs fell by 50%. The platform uses low-code automation and APIs to speed up innovation.

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

Product

Salesforce launches Agentforce for Public Sector to take on time-consuming government work

Salesforce has launched Agentforce for Public Sector, a new AI-driven solution designed to enhance government efficiency by automating complex tasks. This digital workforce of AI agents supports government employees in handling duties like compliance management and recruitment. Agentforce integrates with Salesforce's Public Sector Solutions and runs on AWS, ensuring security and compliance. Available now, it aims to improve public service delivery and reduce administrative burdens.

Product

Salesforce AI Research Helps Businesses Get Ready For The Agentic Enterprise - Salesforce

Salesforce AI Research introduced CRMArena-Pro, a simulation environment for testing AI agents in complex business scenarios, and launched the Agentic Benchmark for CRM to evaluate AI agents' performance in enterprise contexts. The new Account Matching capability autonomously unifies scattered datasets, enhancing data quality and reducing handling time by 30 minutes per case. These innovations aim to prepare businesses for the agentic enterprise era.

Customer

Global pharma and medtech organizations select Life Sciences Cloud for connected clinical trials, patient services, and HCP engagement - Salesforce

Salesforce's Life Sciences Cloud is being adopted by leading pharma and medtech organizations like Boehringer Ingelheim, Pfizer, and Takeda. This platform integrates AI to enhance clinical trials, patient services, and healthcare provider engagement, aiming to improve patient outcomes and streamline operations. The solution connects sales, service, marketing, and clinical data, facilitating efficient healthcare delivery and personalized experiences.

Customer

Salesforce com : Life Sciences Cloud Now Selected by More than 70 Industry ... - MarketScreener

Salesforce's Life Sciences Cloud has been adopted by over 70 leading industry customers, including Boehringer Ingelheim and Pfizer, to enhance healthcare engagement and patient outcomes. This AI-driven platform integrates data across the healthcare ecosystem to expedite life-enhancing treatments.

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