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The Salesforce Essentials plan is a basic level of service that provides all the standard tools to help you reach your company’s goals. The most important question going into this review was whether or not it would be worth the cost for my small business without any sales team, and I found out quickly that it isn’t because there are cheaper plans with more features in some cases.
Salesforce Essentials is a new business software that provides a lot of features for the price. It has limitations, but it’s worth checking out if you’re looking for something cheap and easy to use. Read more in detail here: salesforce essentials limitations.
Salesforce Essentials is a small company customer relationship management (CRM) solution that works with the rest of the Salesforce ecosystem. To match your company needs, you may adjust its contact management, sales prospects, Emailing a large grouping, and customer support ticketing functions. It’s perfect for small sales and support teams searching for CRM software that’s easy to customize.
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Salesforce Essentials: What We Recommend
Salesforce Essentials is designed for startups and small enterprises with a sales or support team of ten or fewer people. Its main CRM capabilities include lead and opportunity monitoring, as well as email marketing and Service to Customers tools. It also includes a App for mobile devices with complete offline capability. Overall, it aids in the improvement of sales productivity and efficiency, as well as the retention of customers.
Who Should Use Salesforce Essentials?
- Small firms in need of a sophisticated sales pipeline management technology include: Salesforce Essentials is filled with strong capabilities for monitoring leads and customers, while being designed for small teams. This is why it is among the finest CRMs for small companies on our list.
- Teams seeking for a CRM that can handle email marketing: Salesforce Essentials may be used to organize and monitor email marketing campaigns. It also works with email clients such as Gmail, Outlook, and Mailchimp. As a result, it’s one of our top selections for the finest email marketing CRMs.
- Salespeople looking for a mobile CRM for field sales representatives should consider the following: The App for mobile devices for Salesforce Essentials offers all of the same functionality as the desktop version. Even while you’re offline, you can view and edit your sales funnels. It’s one of our top picks for the finest CRM app for mobile.
For Whom Salesforce Essentials Isn’t a Good Fit
- Salesforce Essentials can only seat up to 10 people per account, thus it’s not ideal for large sales teams. With this constraint, larger teams who manage big quantities of data may find it difficult to utilize this CRM. Upgrade to Salesforce’s higher tiers or try Pipedrive if you need to grow your company and utilize a product that can handle a larger number of users.
- Companies that concentrate on social media outreach include the following: The fundamental social media features of Salesforce Essentials are confined to customer support. If you’re searching for a CRM for social media marketing, check at Zoho CRM.
- Salesforce Essentials does not have capabilities for monitoring and managing sales, orders, or product listings for ecommerce and wholesale firms. It also lacks a built-in CPQ (configure, price, and quote) functionality. Check out Bitrix24 if you require these features to manage your company properly.
Do you have no idea what to look for? Check out our definitive CRM guide to learn more about how CRMs function and why they’re such an important tool for growing your company quicker.
Overview of Salesforce Essentials
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Pricing for Salesforce Essentials
Salesforce Essentials has a single $35-per-month membership package that supports up to ten users. The cost of an annual subscription is $25 each month. Tools for managing contacts, accounts, leads, and opportunities are included in this bundle. Lead assignment, Templates for emails, custom reports and dashboards, and Management of the case are among the additional capabilities. To try out its features, you may join up for a 14-day free trial.
Add-on for Salesforce Essentials:
- $2 per 100 minutes, per month for Sales Dialer for Essentials (inbound and outbound calls through Salesforce phone channel).
- Sales Dialer (automated logging and click-to-dial): $5 per user, every month
- Social Intelligence costs $25 per month per user.
- Inbox: $25 per month, per user
Salesforce’s Core Functions
Salesforce Essentials comes with simple tools to help small companies sell more effectively and deliver excellent Service to Customers. It provides a single platform for managing client data, tracking leads, automating activities, and organizing support channels. Aside from that, you’ll have access to in-app lessons as well as pre-built business applications tailored to small enterprises.
The features of Salesforce Essentials are detailed below.
Characteristics
The Cloud-based sales is one of Salesforce Essentials’ most important features, since it allows you to monitor sales and prospects, manage accounts, and manage contact information. It also features a Cloud-based service for managing client case lifecycles. From any cloud, you may utilize Chatter, which is built-in software for communication, file sharing, and Collaboration within a group.
You may connect with your coworkers using Salesforce’s Chatter app.
Cloud-based sales
- Management and assignment of the lead
- Remove duplicate data items from the database.
- Capture of web-to-leads
- Emailing a large group
- Campaign administration
- Templates for emails
- Management of accounts and contacts
- Management of opportunities
- Sales procedure that may be customized
- Activity stream and task management
The Home page in the Sales app in Salesforce Essentials displays an overview of your pipelines, tasks, records, and deals.
The Cloud-based sales provides you with tools for selling smarter. You can generate leads from your company website’s visitors, track and qualify prospects, and then route hot leads to the right agents. It also lets you manage your contacts, Customer interaction, and opportunity stages. Moreover, you can send targeted emails to leads and monitor your marketing campaigns across all channels.
Cloud-based service
- Management of the case
- Base of knowledge
- Account management for leads and contacts
- Routing across all channels
- Integration of computer telephony (CTI)
- Service to Customers that is social (live agent chat and Facebook Messenger)
- Recommendations based on artificial intelligence (AI)
- Center for assistance
- Reports and dashboards that can be customized
The Service Console in Salesforce Essentials displays the information of all cases in the queue.
The Cloud-based service serves as a platform for customer Management of the case. You can integrate it easily with telephony systems like the private branch exchange (PBX) or voice-over-internet-protocol (VoIP), so you can make and receive calls. It also allows you to engage with customers via live chat, create cases from social media, and send AI-powered responses. In addition, it offers tools for setting up a self-service site for your customers.
App for mobile devices
- Collaboration within a group
- Management of transactions
- Customer interaction
- Marketing that is tailored to the individual
- Offline mode is available.
Salesforce mobile CRM app<br>(Source: Salesforce)
You can download the Salesforce mobile CRM app from the App Store or Google Play. The App for mobile devices allows you to access and update CRM data, collaborate with teammates, and schedule appointments. You can also close deals, engage with customers, and deliver marketing campaigns on the go. The app works even when you’re offline and syncs once you’re back online.
Reporting & Analytics
- Sales data in real time
- Reports and dashboards that can be customized
- Report creator with drag-and-drop functionality
A Salesforce Essentials visual report displaying prospective income streams.
Salesforce Essentials’ reporting capabilities are limited to Sales data in real time. You can configure the reports and dashboards using its drag-and-drop functionality. There are also various options for the types of charts and filters that you can use for your visual reports. However, it does not offer forecasting, cross filters, and history tracking features. If these features are essential to your business, try Bitrix24 or upgrade to a higher Salesforce tier.
Customization & Automation
- Lightning Flow Automation (flow + process builder) is a software that automates the flow of data.
- Lightning App Builder is a tool that allows you to create apps (drag-and-drop app builder)
- AppExchange is a marketplace for applications (prebuilt apps and flows)
AppExchange, the Salesforce app store’s main page.
The Lighting Flow Automation feature in Salesforce Essentials enables you to automate and manage up to five business processes and flows per company. Lightning App Builder is a drag-and-drop tool with prebuilt and custom components that you can use to create bespoke applications and websites. Prebuilt applications are also available for download from the AppExchange marketplace.
Integrations with third-parties
- Outlook
- Google Workspace is a service provided by Google.
- Slack
- QuickBooks
- Mailchimp
- DocuSign
- ActiveCampaign
- Jira is a project management software.
- Dropbox
Gmail and Salesforce Essentials integration. (Image courtesy of Salesforce Essentials)
You can extend Salesforce Essentials’ capabilities by connecting them to other apps you frequently use to run your business. Some of its popular integrations include Outlook, Google Workspace is a service provided by Google., DocuSign, QuickBooks, and Dropbox. You can sync these apps via AppExchange, Zapier, Automate.io, or Workato. Some apps like Mailchimp and Slack provide integration via Application Programming Interface (API).
Service to Customers
Salesforce’s Success Plans provide three tiers of support: Standard, Premier, and Signature. Standard Success support is available for all licensing categories, including Salesforce Essentials. Self-guided materials, online learning, a support site, demonstrations, events, and community guidance are all available. It also features a two-day response time for online technical assistance situations.
The Premier Success plan costs 30% of the software subscription’s net price. It adds developer help and 24/7 phone support to the Standard Success features. Expert coaching and training sessions, tailored advice and resources, and a 25% discount on Salesforce seminars and certifications are also included. Aside from that, Salesforce professionals do business value evaluations and technical health checks.
A technical account manager (TAM) assigned to your account records your requirements and prioritizes solutions to difficulties you face under the Signature Plan. Pre-deployment assistance, 24/7 automated solution monitoring, and critical event management services are also included. The pricing of this plan is determined by the size and complexity of your business solution.
User-Friendliness
Users with intermediate-level technical abilities should utilize Salesforce Essentials. It has a little learning curve and requires multiple clicks to complete an activity, but it is simple to use once you become used to the structure. For newcomers, the sheer amount of display possibilities might be overwhelming. Users who require help with the program may access a variety of video lessons, in-app instructions, and self-help tools.
Alternatives to Salesforce Essentials
Whether you’re not sure if Salesforce Essentials is perfect for you, have a look at our list of the best small company CRMs.
Salesforce Essentials: What Users Have to Say
Most Salesforce Essentials users like its out-of-the-box setup, User-Friendliness, and its robust contact and lead management features. They also appreciate its collaboration tools, App for mobile devices, and straightforward reporting tools. As of this writing, it has earned the following scores from the most popular review sites:
While some customers praised Salesforce Essentials for its many customization possibilities, others found them to be confusing and overwhelming. Some people think its cost is a little high for the things it provides. Despite these drawbacks, the majority of users see it as an effective CRM, particularly for mobile salespeople.
Conclusion
Salesforce Essentials is a condensed version of Salesforce’s sales and customer service CRM solutions. It has a 10-user restriction, but it features excellent sales automation, lead management, and customer service facilities. To experience Salesforce Essentials in action, sign up for a 14-day free trial.
Visit Salesforce Essentials for more information. for more information. for more information.
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Salesforce is a popular CRM software that allows businesses to manage their sales, marketing, and customer service. Salesforce Essentials is a free trial version of the software that can be used for 30 days. Reference: salesforce essentials trial.
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