Salesforce Essentials: Use-Cases, Insights and Reviews | 2024 Cuspera

Name: Salesforce Essentials
Brand: Salesforce Essentials
Rating: 4.17 (2588 reviews)

4.17 5

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(2588)

Build stronger customer relationships, with the CRM built for small business

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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

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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

"Salesforce as a technology platform has proven its adaptability. It’s been shown that we can build many services and solutions on it that offer extra value for our internal users, customers, and ultimate end users. It’s a central part of our vision ...for the future." - Tuomas Pyyhtia

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

What solutions does Salesforce Essentials provide for Engagement Management?

Salesforce Essentials Engagement Management provides tools for managing customer interactions, tracking progress, and personalizing follow-ups. The system integrates with other CRM and communication platforms to provide a complete picture of customer engagement. However, the system may require multiple steps for follow-up actions.

"...We’re moving advanced analytics right to the forefront of our engagement strategy...." Testimonial by Rob Birse, Vice President, Global Advanced Analytics, AI, and B2B Ecommerce, Kellogg

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What benefits does Salesforce Essentials offer for Helpdesk Management?

Salesforce Essentials provides a basic cloud-based helpdesk solution for small and medium-sized businesses. It integrates with Salesforce and offers features such as advanced search, mass actions, and easy export. While the platform offers a simple solution, it has limited capabilities and customization options.

"...Integrating our Facebook and Twitter streams, setting up the support center with our custom design ethic, setting up the backend case management rules...." Peer review by Nick Timmons, Computer Software

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Why is Salesforce Essentials the best choice for Sales Document Management?

How does Salesforce Essentials facilitate 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
Tuomas Pyyhtia Solution Owner, Field Service Operations KONE	Salesforce as a technology platform has proven its adaptability. It’s been shown that we can build many services and solutions on it that offer extra value for our internal users, customers, and ultimate end users. It’s a central part of our vision for the future. Testimonial By Tuomas Pyyhtia
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
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
Tuomas Pyyhtia Solution Owner, Field Service Operations KONE	Salesforce as a technology platform has proven its adaptability. It’s been shown that we can build many services and solutions on it that offer extra value for our internal users, customers, and ultimate end users. It’s a central part of our vision for the future. Testimonial By Tuomas Pyyhtia
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
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

COMPANY	INDUSTRY	CASE STUDIES
BetterUp Professional Training & Coaching	Professional Training & Coaching	Case Study BetterUp How BetterUp leverages the scalability and flexibility of the Salesforce platform to foster growth. Read More
Unilever Manufacturing	Manufacturing	Case Study Unilever How Unilever helps its people work with greater passion and purpose with Salesforce. Read More
KONE 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

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 .