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
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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

"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." - Mk Getler

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 solutions does Salesforce Essentials provide for Engagement Management?

How efficiently Does Salesforce Essentials manage your Helpdesk Management?

How does Salesforce Essentials facilitate Sales Document Management?

How does Salesforce Essentials facilitate Knowledge Management?

How can Salesforce Essentials enhance your Contact List Management process?

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

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
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
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

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
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
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

Case Studies

Manufacturing

CASE STUDY Godrej & Boyce

Salesforce helped Godrej & Boyce unify customer data across 14 business units. The company replaced fragmented CRM systems with one platform. Sales reps now respond to leads in less than two hours. O...pportunity-to-order conversions increased by 10%. First response time for service requests improved by almost 8%. Godrej & Boyce delivers faster, more connected customer experiences with Salesforce.

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Education

CASE STUDY REVA University

Salesforce Education Cloud helped REVA University digitize and automate the student lifecycle. The university unified student data, making it easy for students, parents, and teachers to access inform...ation. Admissions time dropped by 50% and onboarding effort fell by 30-40%. The student portal now supports over 16,000 students and 1,500 teachers. REVA University improved efficiency and created a seamless digital experience for all stakeholders.

Read more →
Wholesale

CASE STUDY Pidilite

Salesforce helped Pidilite automate sales and service processes. Teams now respond to customers much faster. First response time improved by 90%. First call resolution rates rose from 75% to 93%. The... Dr. Fixit app, built on Heroku, has over 50,000 downloads and helps contractors work better. Contractor engagement tripled with a custom field marketing app. Pidilite uses Salesforce to give customers and contractors better experiences.

Read more →
Banking

CASE STUDY Kotak Mahindra Bank

Salesforce helped Kotak Mahindra Bank unify sales and service data. The bank automated loan approvals and improved cross-selling. Customers now get seamless omni-channel experiences. Kotak consolidat...ed 12 systems into one platform. Service requests are handled faster and more easily. The bank can now open digital accounts and process loans with less friction.

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Consumer Goods

CASE STUDY Jaipur Rugs

Salesforce helped Jaipur Rugs improve sales and service. The company used Sales Cloud, Service Cloud, Marketing Cloud, and Tableau. Lead-to-order management is now faster and more organized. Lead con...versions increased by 30%. Customer satisfaction improved by 40%. Employees answer queries faster and ship products quicker. Marketing automation helps Jaipur Rugs connect with customers in new ways.

Read more →
Information Technology and Services

CASE STUDY VFS Global

VFS Global used Salesforce Sales Cloud, Service Cloud, MuleSoft, and Salesforce Platform to unify customer data and streamline workflows. The company wanted to fix fragmented data and improve service... for visa applications. With Salesforce, agents now have a 360-degree customer view and can resolve cases faster. About 4,570 users serve customers in 158 countries. VFS Global can now monitor SLAs daily and keep customer data secure. The solution improved speed, transparency, and compliance for global visa services.

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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

Executive

ShiftUp Assembles Tech Powerhouse with 3 Key Hires from Salesforce - MarTech Cube

ShiftUp has strengthened its leadership by hiring three former Salesforce executives: Ben Myles as CTO, Jonathan Rico as Head of Engineering and Product, and Mark Holton as Lead Sr. Software Architect. These hires bring extensive experience from Salesforce's Einstein AI platform, enhancing ShiftUp's capabilities in intelligent automation for go-to-market workflows.

Read more →
Product

Salesforce surpasses 1 million AI agent-customer conversations, says finance chief

Salesforce's AI platform, Agentforce, has surpassed 1 million autonomous agent-customer conversations, resolving 85% of customer queries. Launched in October, Agentforce provides 24/7 AI-powered support, enhancing customer service efficiency. Robin Washington, Salesforce's president and COFO, highlights the transformative potential of AI in business operations and leadership.

Read more →
Partnership

Activate Your Entire Salesforce CRM Data in Databricks: The Power of Zero Copy Data Sharing

Salesforce and Databricks have formed a transformative partnership, introducing Zero Copy Data Sharing to integrate Salesforce CRM data with Databricks Lakehouse. This integration eliminates traditional ETL processes, enabling seamless data fluidity and real-time insights. The collaboration enhances data governance and supports advanced AI/ML modeling, significantly improving customer insights across various industries.

Read more →
Product

Weather Any Storm: Build Organizational Resilience with Salesforce Financial Services Cloud

Salesforce Financial Services Cloud (FSC) enhances organizational resilience by unifying client data, connecting teams, and providing actionable insights. It supports core business lines like banking and wealth management, offering scalability and integration with tools like Agentforce, Data Cloud, and Marketing Cloud. These integrations transform FSC into a dynamic system of intelligence, enabling firms to adapt and deliver real business value.

Read more →

Salesforce, Inc. Profile

Company Name

Salesforce, Inc.

Company Website

https://www.salesforce.com/in/

Year Founded

1999

HQ Location

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

Employees

10001+

Social

Facebook Linkedin Twitter

Financials

IPO