Product Business Settings

Salesforce Essentials is popular in Manufacturing, Information Technology And Services, and Consumer Electronics industries and is widely used by Small Business, Enterprise, and Mid Market.

Integrations

Email Marketing
Other Demand Generation
E-Commerce Platform
Project Management

Salesforce Essentials Product 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.

How satisfied the customers are with Salesforce Essentials use-cases

Reviews

"Data is foundational, but it is only the beginning of the journey. We’re moving advanced analytics right to the forefront of our engagement strategy." - Rob Birse
"The biggest benefit for us has been having access to someone very, very skilled in Salesforce products. I can trust Salesforce Professional Services’ team to answer absolutely any questions we have about our Salesforce Platform. We consult them to m...ake sure we are making a good decision." - Samuel Dall’Agnol

Salesforce Essentials Customer Insights, Testimonials and Case Studies

What solutions does Salesforce Essentials provide for Engagement Management?

How efficiently Does Salesforce Essentials manage your Helpdesk Management?

How can Salesforce Essentials enhance your Sales Document Management process?

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

What makes Salesforce Essentials ideal for Contact List Management?

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.

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
Salesforce Essentials testimonial

Rob Birse

Vice President, Global Advanced Analytics, AI, and B2B Ecommerce

Kellogg

Data is foundational, but it is only the beginning of the journey. We’re moving advanced analytics right to the forefront of our engagement strategy. Testimonial By Rob Birse
Salesforce Essentials testimonial

Samuel Dall’Agnol

IT Director

Globoplay

The biggest benefit for us has been having access to someone very, very skilled in Salesforce products. I can trust Salesforce Professional Services’ team to answer absolutely any questions we have about our Salesforce Platform. We consult them to make sure we are making a good decision. Testimonial By Samuel Dall’Agnol
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
CUSTOMERS TESTIMONIALS
Salesforce Essentials testimonial

Rob Birse

Vice President, Global Advanced Analytics, AI, and B2B Ecommerce

Kellogg

Data is foundational, but it is only the beginning of the journey. We’re moving advanced analytics right to the forefront of our engagement strategy. Testimonial By Rob Birse
Salesforce Essentials testimonial

Samuel Dall’Agnol

IT Director

Globoplay

The biggest benefit for us has been having access to someone very, very skilled in Salesforce products. I can trust Salesforce Professional Services’ team to answer absolutely any questions we have about our Salesforce Platform. We consult them to make sure we are making a good decision. Testimonial By Samuel Dall’Agnol
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
 

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London enterprises are adopting Salesforce Agentforce to enhance AI-driven CRM capabilities, focusing on intelligent customer engagement and operational efficiency. Salesforce Agentforce integrates A...I into CRM workflows, offering intelligent automation, predictive insights, and conversational AI. This adoption aims to improve customer experience, increase sales effectiveness, and reduce operational friction, positioning businesses to better adapt to changing customer behaviors.

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Salesforce (CRM) Is Down 6.9% After Winning $5.6 Billion Army AI Deal Has The Bull Case Changed - simplywall.st

Salesforce's Computable Insights subsidiary secured a 10-year, $5.6 billion contract with the U.S. Army to modernize data, cloud, and AI systems. This contract, alongside the EMBERPOINT wildfire mana...gement venture, positions Salesforce's Agentforce and Missionforce platforms as critical infrastructure for military and public safety operations, extending beyond its CRM roots.

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Panasonic - Consumer Electronics

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.

Read on →

DeVry University - Education

Agentforce helped DeVry University support students from enrollment to course completion. The platform improved student engagement and streamlined support processes. DeVry used Agentforce to connect ...students with the right resources quickly. This led to better student experiences and smoother operations. The solution focused on education technology and student success.

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Vedant Fashions Limited - Apparel & Fashion - Large

Salesforce helped Vedant Fashions Limited unify online and offline shopping for its brands. The company used Commerce Cloud, Service Cloud, Slack, Tableau, and Experience Cloud to connect customer da...ta and improve service. Online conversions rose by nearly 100%. Organic traffic increased 90% year-on-year. Site speed doubled, and add-to-cart rates grew by up to 90%. Service Cloud reduced validation time from an hour to five minutes, streamlining returns and alterations.

Read on →
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

M&A
 

Salesforce Advances AI Expansion With Cimulate Deal | PYMNTS.com

Salesforce has signed a definitive agreement to acquire Cimulate, enhancing its Agentforce Commerce platform with AI-powered product discovery and agentic commerce capabilities. The integration aims to offer more personalized and conversational shopping experiences. The transaction is expected to close in the first quarter of Salesforce's fiscal year 2027, with Cimulate's team joining Salesforce to support ongoing innovation.

Executive
 

Salesforce layoffs continue as high-ranking executives leave - TechTarget

Salesforce is experiencing significant executive departures, including the exits of Adam Evans, Ariel Kelman, Ryan Aytay, and Denise Dresser. These changes come amid ongoing layoffs affecting various teams, including Heroku, which is being sunsetted. CEO Marc Benioff's recent actions and comments have sparked internal controversy, with employees expressing concerns over Salesforce's ethical use of technology.

Executive
 

Salesforce (CRM) Implements Layoffs and Executive Changes - GuruFocus

Salesforce has implemented executive changes, appointing six new executives to replace five who left since December. This restructuring aligns with CEO Marc Benioff's strategy to leverage AI, reducing support staff from 9,000 to 5,000 employees.

Product
 

Salesforce to stop selling enterprise Heroku subscriptions, scale back upgrades

Salesforce will cease offering new Enterprise Account subscriptions for its Heroku platform and reduce feature development, focusing instead on cybersecurity and reliability updates. Existing enterprise contracts can be renewed, and credit card users can continue using the platform. This shift aims to prioritize AI capabilities and long-term customer value.

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