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
"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
Peer review evidence (same sources as the product rating summary)
"...If several people are working in the system and updating contact information then it is useful for marketing to track campaign engagement and ROI..." Peer review by Ellen D, Director of Marketing
"...Real-time chat conversations from website or help center Small businesses can add a Salesforce chat widget to their website, and have the chat routed to an employee who can maintain multiple chat conversations from Salesforce...." Salesforce goes SMB - again
"...One spot to keep all information from Contacts to opportunities templates contracts email templates and also connects to Google G suite...." Peer review by Robert C, Chief Inspiration Officer
Salesforce Essentials, ConvergeHub, Close CRM, LeadSquared Mobile CRM, Apptivo, 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
How efficiently Does Salesforce Essentials manage your Engagement Management?
What solutions does Salesforce Essentials provide for Helpdesk Management?
What benefits does Salesforce Essentials offer for Sales Document Management?
How efficiently Does Salesforce Essentials manage your Knowledge Management?
How efficiently Does Salesforce Essentials manage your 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 |
|---|---|
|
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 |
|
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 |
|
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 |
|---|---|
|
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 |
|
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 |
|
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 |
INSPIRE Entertainment Resort - Hospitality And MICE - Medium
Salesforce, INSPIRE Partner on AI Transformation of MICE Business - The Elec Inc.
VALiNTRY360 - Consulting - Medium
Salesforce Managed Services: VALiNTRY360 Introduces Seven-Pillar Performance Framework
Thames Valley Police and Hampshire & Isle of Wight Constabulary - Government Administration - Large
Frequently Asked Questions (FAQ)
What buyers ask before choosing 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 Loops Acquisition Boosts Tableau Offering - Daily Research News Online
Salesforce's acquisition of Loops enhances its Tableau offering, strengthening its capabilities in data visualization and analytics.
Salesforce Buys Loops — but Tableau Has No Product Roadmap Yet - Quasa.io
Salesforce announced its acquisition of Loops, an Israeli startup specializing in automated performance diagnostics and root-cause analysis, to integrate its technology into Tableau. The acquisition aims to enhance Tableau's analytics capabilities, although specific product release details remain undisclosed. The transaction is expected to close in early November, subject to customary conditions.
Salesforce expands Tableau agentic analytics push with Loops buy - TechTarget
Salesforce is acquiring AI-powered analytics startup Loops to enhance its Tableau software. Loops' technology, including the Scout analytics agent, will be integrated into Tableau, offering features like root cause analysis and performance improvement recommendations. The acquisition aims to advance Tableau's agentic analytics strategy, with the deal expected to close in early November.
Klient Launches Klient Insights: Live PSA Dashboards Inside Salesforce - Daily Journal
Klient has launched Klient Insights, a live dashboard workspace integrated into Klient PSA within Salesforce. This tool provides professional services firms with real-time insights on margin, capacity, unbilled time, and client health, eliminating the need for exports or spreadsheets.
Salesforce, Inc. Profile
HQ Location
415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States
Employees
10001+
Social
Financials
IPO
