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
"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 custo...mer." - Patrick Spence
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?
Why is Salesforce Essentials the best choice for Helpdesk Management?
How can Salesforce Essentials enhance your Sales Document Management process?
Why is Salesforce Essentials the best choice for Knowledge Management?
How can Salesforce Essentials optimize your Contact List Management Workflow?
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 |
|---|---|
|
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 |
|
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 |
|
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 |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
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 |
|
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 |
Case Studies
CASE STUDY JSW Steel
CASE STUDY EXL
CASE STUDY Godrej & Boyce
CASE STUDY Bike Bazaar
CASE STUDY BARC India
CASE STUDY Tata Consumer Products
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
VitalPBX Unveils Seamless CRM Integration with Salesforce to Transform Contact Centers in 2025
VitalPBX has launched a new integration with Salesforce, enabling seamless connectivity between its unified communications platform and Salesforce CRM. This integration streamlines contact center workflows, allowing businesses to synchronize customer data, automate call logging, and enhance agent productivity within the Salesforce environment.
Salesforce Announces New Software Bundles for Retailers, Providing Complete, All-In-One Solutions for Retail Success
Salesforce launched two new software bundles for retailers: the Unified Digital Bundle and the Unified Retail Bundle. Both packages integrate digital commerce, order management, and point-of-sale with Salesforces Marketing Cloud, Data Cloud, and other tools. These all-in-one solutions aim to streamline retail operations, unify customer data, and improve shopping experiences by reducing system fragmentation.
Devsinc acquires Cloud-1 to bolster salesforce capabilities - The News International
Devsinc, an enterprise IT firm, has acquired Cloud-1, a specialized Salesforce partner and development company. This acquisition strengthens Devsincs Salesforce services and expands its reach in APAC and MENA regions. The deal reflects growing demand in the global Salesforce ecosystem, projected to reach $32.7 billion by 2032.
Salesforce acquires AI recruiting startup Moonhub weeks after Informatica deal
Salesforce has acquired Moonhub, an AI-driven recruiting startup founded by former Meta engineer Nancy Xu. Moonhubs team will join Salesforce to advance its AI initiatives, including Agentforce. This move follows Salesforces recent acquisitions of Informatica and Convergence.ai, signaling a continued focus on expanding AI capabilities in cloud-based enterprise solutions.
Salesforce, Inc. Profile
HQ Location
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Employees
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