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
"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." - Mk Getler
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
Why is Salesforce Essentials the best choice for Engagement Management?
What benefits does Salesforce Essentials offer for Helpdesk Management?
How can Salesforce Essentials optimize your Sales Document Management Workflow?
How can Salesforce Essentials enhance your Knowledge Management process?
Why is Salesforce Essentials the best choice 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 |
|---|---|
|
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 |
|
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 |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
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 |
Case Studies
CASE STUDY RBC Wealth Management
CASE STUDY Panasonic
CASE STUDY Zota
CASE STUDY Prudential
CASE STUDY Uber Eats
CASE STUDY Nexo
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
Salesforce Announces Agentforce for Manufacturing - Salesforce
Salesforce has launched Agentforce for Manufacturing, offering AI agents with prebuilt templates to optimize operations, enhance sales, and improve service in the manufacturing sector. This solution leverages industry-specific data to automate tasks, reduce administrative burdens, and improve efficiency. Companies like JPW Industries have already seen significant improvements in processing and case resolution times.
Salesforce Introduces New Agentforce Payment Options - Salesforce
Salesforce has introduced new payment options for its Agentforce platform, offering three distinct billing models: pay-as-you-go, pre-commit, and pre-purchase. These options provide flexibility for businesses to choose a payment method that aligns with their needs, enhancing the adoption of agentic AI. The pay-as-you-go model is available immediately, while the pre-commit option is in limited release.
Salesforce Announces Agentforce for Public Sector
Salesforce has launched Agentforce for Public Sector, an AI-driven solution enabling government agencies to deploy intelligent agents for tasks like benefits applications and code compliance. This tool aims to enhance efficiency and citizen engagement, as demonstrated by early adopters like the City of Kyle, Texas. Agentforce is available now, with additional features rolling out in October 2025.
Salesforce has signed an agreement to acquire Waii, an enterprise-grade natural language ...
Salesforce has signed an agreement to acquire Waii, a natural language-to-SQL platform, expected to close in Q3 FY26. Waii will be integrated into Salesforce's Data Cloud, enhancing Tableau's capabilities for AI-powered data exploration. This acquisition aligns with Salesforce's strategy to deliver advanced analytics and agentic workflows across its products.
Salesforce, Inc. Profile
HQ Location
415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States
Employees
10001+
Social
Financials
IPO
