Salesforce Essentials Overview
This is a summary of the comprehensive capabilities and benefits of Salesforce Essentials based on over 2588 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
Salesforce Essentials, Siebel CRM, Bullhorn ATS & CRM, Vtiger all-in-one CRM, Close CRM, 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.
Do you need to check if Salesforce Essentials is right for your needs? Our Cuspera AI engine can evaluate how Salesforce Essentials fits your specific business needs, industry, and context. Get your personalized assessment report today.
Salesforce Essentials supports business activities such as:
- Engagement Management
- Helpdesk Management
- Sales Document Management
- Knowledge Management
- Contact List Management
Salesforce Essentials can help you with many business goals, such as Enhance Customer Relationships, Acquire Customers, Increase Sales & Revenue, Improve Stakeholder Relations, Improve ROI, etc. It can help manage these activities if you use Social Media Twitter and Facebook for these needs. As a solution, Salesforce Essentials's capabilities include Personalization, Ticketing, Recording, etc.
Salesforce Essentials was founded in 1999. Manufacturing Vertical is its biggest customer base.
Reviews
"I want to democratize the development of technology. With the Salesforce platform, we can give the power away to our business community. " - Jane Moran
Cuspera Reviews
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.
Business Priorities
Enhance Customer Relationships and Acquire Customers are the most popular business priorities peers achieved using Salesforce Essentials.
Use Cases
Peers recommend Engagement Management , Helpdesk Management , Sales Document Management , as the business use cases that they have been most satisfied while using Salesforce Essentials.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Engagement Management |
4.81/5 ★ |
"...Salesforce Essentials helps remind us who we need to follow up with, or who said they have budget opening in q2, q3, etc and it's vital for our marketing and sales efforts...." Peer review by Executive Sponsor |
| engaging and following up |
4.82/5 ★ |
"...In 2014, the company implemented a to help better understand its subscribers, create more personalized customer experience, and increase customer engagement with its brand...." Case Study Globoplay |
| engaging with scheduling & cadence |
3.76/5 ★ |
"...This allows us to jump in and help each other and bring in some business development cadence. ..." CEO Insights: 5 Entrepreneurial Tips for Newbies |
| Helpdesk Management with Social Media |
4.50/5 ★ |
"...The support and help articles...." Peer review by April Jones |
| Sales Document Management with Social Media, Twitter and Facebook |
4.54/5 ★ |
"...It s a space for small business owners of all industries to find advice, share goals and obstacles, and read other entrepreneurial stories and quotes...." Salesforce Essentials: Instagram Accounts Small Businesses Should Follow |
| contract management |
4.41/5 ★ |
"...Support was not helpful at all in this aspect after we signed the contract...." Peer review by Herman Swazee |
| digital signature |
4.21/5 ★ |
"...The support from our Signature Success Plan is a last line of defense for us, said Pyyhti ...." Case Study KONE |
| proposal & quote management |
4.67/5 ★ |
"...It s a space for small business owners of all industries to find advice, share goals and obstacles, and read other entrepreneurial stories and quotes...." Salesforce Essentials: Instagram Accounts Small Businesses Should Follow |
| PEER EXPERIENCES | |
|---|---|
| Engagement Management |
4.81/5 ★ |
"...Salesforce Essentials helps remind us who we need to follow up with, or who said they have budget opening in q2, q3, etc and it's vital for our marketing and sales efforts...." Peer review by Executive Sponsor |
|
| engaging and following up |
4.81/5 ★ |
| engaging with scheduling & cadence |
4.81/5 ★ |
| Helpdesk Management with Social Media |
4.50/5 ★ |
"...The support and help articles...." Peer review by April Jones |
|
| Sales Document Management with Social Media, Twitter and Facebook |
4.54/5 ★ |
"...It s a space for small business owners of all industries to find advice, share goals and obstacles, and read other entrepreneurial stories and quotes...." Salesforce Essentials: Instagram Accounts Small Businesses Should Follow |
|
| contract management |
4.54/5 ★ |
| digital signature |
4.54/5 ★ |
| proposal & quote management |
4.54/5 ★ |
53+ more Business Use Cases
Our AI advisor, Wyz, harnessed 2588 insights from peers and experts to help you assess how these Salesforce Essentials use cases fit your CRM needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
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 |
|
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 |
|---|---|
|
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 |
|
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 |
|
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 |
Case Studies
| COMPANY | CASE STUDIES |
|---|---|
|
|
Case Study SonosRead More |
|
Case Study Loop & TieRead More |
|
Case Study KelloggRead More |
Frequently Asked Questions(FAQ)
for Salesforce Essentials
What is Salesforce Essentials?
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?
Popular Business Setting
for Salesforce Essentials
Top Industries
- Manufacturing
- Information Technology and Services
- Consumer Electronics
Popular in
- Small Business
- Enterprise
- Mid Market
Peers used Salesforce Essentials to Enhance customer relationships and Acquire customers
Salesforce Essentials Alternatives
Peer and Expert Opinion on Features
for Salesforce Essentials
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Personalization | Read Reviews (80) |
| Ticketing | Read Reviews (58) |
| Recording | Read Reviews (57) |
| Dashboard | Read Reviews (48) |
| Feedback surveys | Read Reviews (20) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Personalization | Read Reviews (80) |
| Ticketing | Read Reviews (58) |
| Recording | Read Reviews (57) |
| Dashboard | Read Reviews (48) |
| Feedback surveys | Read Reviews (20) |
IT and Other Capabilities
for Salesforce Essentials
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (145) |
| Data Import | Read Reviews (282) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (145) |
| Data Import | Read Reviews (282) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Email Support | Read Reviews (47) |
| 24/7 Support | Read Reviews (464) |
| Phone Support | Read Reviews (60) |
| Chat Support | Read Reviews (42) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Email Support | Read Reviews (47) |
| 24/7 Support | Read Reviews (464) |
| Phone Support | Read Reviews (60) |
| Chat Support | Read Reviews (42) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (16) |
| Custom Reports | Read Reviews (276) |
| Analytics | Read Reviews (59) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (16) |
| Custom Reports | Read Reviews (276) |
| Analytics | Read Reviews (59) |
Software Failure Risk Guidance
?for Salesforce Essentials
Overall Risk Meter
Top Failure Risks for Salesforce Essentials
Vendor Profile Details
HQ Location
415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States
Employees
10001+
Social
Financials
IPO
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