Salesforce Essentials

RATING:

4.35

(172)

What is Salesforce Essentials?

SalesforceIQ is a cloud-based customer relationship management (CRM) solution suitable for small to medium-sized businesses across a variety of industries. Key features include sales automation and a customer interaction database. Mobile apps are available for Android and iOS devices. SalesforceIQ manages details of both customers and prospective customers. Information can be entered into the system automatically from emails, calendars and m...

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How much doesSalesforce Essentials Cost?

Price starts from $25.00 per month

14-day free trial, no credit card required. $25/user/month (billed annually) for up to 5 users.

Free trial: available

Free version: unavailable

What Features doesSalesforce Essentials offer?

Top Salesforce Essentials features and user ratings for each are:

Customer Database

4.9

(7)

Contact Database

4.8

(17)

Sales Pipeline Management

4.7

(15)

Reporting/Analytics

4.6

(15)

Contact Management

4.5

(20)

Lead Management

4.5

(24)

Data Import/Export

4.1

(12)

Calendar Management

5.0

(3)

Interaction Tracking

4.1

(16)

Lead Qualification

4.8

(4)

Search/Filter

4.2

(6)

Alerts / Escalation

3.5

(4)

Calendar/Reminder System

4.4

(10)

CRM

4.4

(7)

What Deployment Options doesSalesforce Essentials offer?

Salesforce Essentials offers the following deployment options:

Cloud, SaaS, Web-Based
iPhone (Mobile)
Android (Mobile)
iPad (Mobile)

Salesforce Essentials does not offer:

Windows (Desktop)
Chromebook (Desktop)
Mac (Desktop)
Linux (Desktop)
Windows (On-Premise)
Linux (On-Premise)

Salesforce Essentials Reviews

Overall Rating

4.35

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4

Value for money

4

Functionality

4

Most Helpful Reviews for Salesforce Essentials

1 - 5 of 166 Reviews

Matthew

51 - 200 employees

Less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Reviewed August 2021

Packed with features

OVERALL RATING

4
User Profile

Alex

Verified reviewer

Events Services

Less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Reviewed April 2018

We love SalesforceIQ! Perfectly integrated and easy for my team to use.

OVERALL RATING

5.0

EASE OF USE

5.0

VALUE FOR MONEY

5.0

CUSTOMER SUPPORT

5.0

FUNCTIONALITY

5.0

So many. Ease of use, trackable for sales cycle, many more.

PROS

This software is awesome. It takes the stress out of constantly updating your CRM by making it seamless and integrated with our email. It captures a lot automatically, giving my team more time to close deals. We love the customizable pipeline features as well. Great software overall.

CONS

I have hard time thinking of cons for this software. It was so easy for my team to implement. It is expensive I guess, that'd be the only con.

Kaitlyn

2-10 employees

Apparel & Fashion

Less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

Reviewed August 2022

Just right for small business

OVERALL RATING

5.0

EASE OF USE

3.0

VALUE FOR MONEY

5.0

CUSTOMER SUPPORT

4.0

FUNCTIONALITY

4.0

Being a small business we need a CRM that won't break the bank. We need to keep every customer we have, so the customer experience is paramount. We need to get as much information out of every sale and customer interaction as we can, and we need to accelerate sales. Salesforce essentials has done all of this for us. There are things that I would improve.

PROS

Salesforce Essentials is more affordable than standard Salesforce and still has what I need in a CRM. I get work done faster, sell faster, and make our customer experience amazing. I set up a customized self service portal and set particular concerns or questions to be sent to a specific person. This means that if for example a customer asks if a garmet can be altered, they're directed to our seamstress instead of directed to me and then transfered to our seamstress. Salesforce essentials records and tracks my calls and emails meaning I no longer have to. I have gained more information about leads, where they come from and why they choose us.

CONS

Sometimes it can be hard to find the data I'm looking for. It's not easy to find or get invoices. Customer care wasn't very helpful although I did try to make contact during a very busy time of day. I was still disappointed.. This is the essentials version of Salesforce so obviously the features aren't as robust.

Reason for choosing Salesforce Essentials

I already had my mind set on Salesforce essentials but I wanted to compare it with other options. Salesforce essentials had the right ratio of features and price.

Reasons for switching to Salesforce Essentials

Salesforce was actually recommended by a customer who was also a small business owner. She showed me her Salesforce setup and immediately wanted to switch. After browsing plans I decided the essentials version was right for us!

Chance

1,001-5,000 employees

Financial Services

Less than 12 months

Review Source: Capterra

Reviewed December 2016

Do Not Assume Anything

OVERALL RATING

2.0

EASE OF USE

4.0

VALUE FOR MONEY

2.0

CUSTOMER SUPPORT

3.0

FUNCTIONALITY

2.0

The best advice that I can give to a company considering purchasing Salesforce's Desk.com is to document every single expectation and need regarding a CRM tool. Do not assume any functionality exists, regardless of how simple and standard that functionality may seem. There are definitely features and functionalities that the average person might expect any modern system to offer which it does not. Examples: List Views - Cannot sort by most fields, cannot add custom fields to list views, and cannot modify the number of records per page Reporting - Cannot modify fields displayed in a report, cannot edit criteria for metrics, and cannot include custom fields in reports aside from picklists, and cannot export more than 2500 records at a time Email - Does not include standard modern emailing functions such as underlining, highlighting, modifying font color, or pasting images/tables Also, while some more complex workflows and automation can be built in Salesforce to update fields which are then passed back to Desk via Desk Connect (native sync between Desk and Salesforce), I strongly recommend against relying on Desk Connect for any business processes. Desk Connect can and has been turned off by Desk.com for all customers without first ensuring this is okay with the customer, interrupting daily business on a large scale. It is also extremely easy to break or surpass its capabilities of Desk Connect to the point that any modification, regardless of size, made to your Salesforce org must be communicated to Desk to ensure that Desk Connect will continue to function as expected. If you are a small-scale organization/team with very basic case tracking and reporting requirements capable, Desk may very well be the answer for you. But you still better be prepared with extensive documentation of all requirements and expectations for a tool like Desk, no matter how small or obvious they may be.

PROS

Simple UI Simple workflow building and management

CONS

Extremely limited in its capabilities Desk Support reps are not thorough when reading emails ETA's on fixes/patches pushed back for months

Pablo

201-500 employees

Computer Software

More than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Reviewed November 2022

Undoubtedly the best CRM

OVERALL RATING

5.0

EASE OF USE

4.0

VALUE FOR MONEY

5.0

FUNCTIONALITY

5.0

My experience with SalesForce has been the best throughout several years. Best to deploy and to have better results

PROS

However it can be complex for beginners, it is definitely the best CRM in terms of analytics, reports, organization of data, migrations, etc

CONS

As mentioned before, the interphase for a beginner isn't the most friendly. However, it doesn't mean it is hard to use. It is just more robust