Salesforce Essentials: Use-Cases, Insights and Reviews | 2026 Cuspera

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

4.17 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

(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 allows us to deliver personalization and transformation at scale in ways that we otherwise wouldn’t be able to." - Adam Lavezzo

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.

Salesforce Essentials Customer wins, Customer success stories, Case studies

What Are the key features of Salesforce Essentials 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.

"...The Lightning Service Console in Service Cloud Essentials provides a 360-degree view of customer interactions, from email, phone calls, Facebook and Twitter, to provide personalized customer service...." Peer review

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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.

"...Salesforce is a big name in the world of CRM and catering to the helpdesk requirements of the small business segment, is Salesforce Essentials Salesforce s offering to all small business s sales, customer support and helpdesk needs...." 5 Best New Age Help Desk Software for Small Business

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What makes Salesforce Essentials ideal for Sales Document Management?

What Are the key features of Salesforce Essentials for Knowledge Management?

What benefits does Salesforce Essentials offer 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
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
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
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
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
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
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

More Salesforce Essentials Customer Stories...

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 .