About 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 marketing automation systems. Users can see if other team members have already communicated with contacts. SalesforceIQ creates automatic reminders, so if users do not remember to respond to emails, the system will send them alerts to follow up. The solution also includes a Gmail extension. Users can reach out to contacts without toggling between their email inboxes and CRM software. SalesforceIQ is priced on a per user per month basis. It is integrated with Pardot, MailChimp and HubSpot. Support is offered via online ticket.
Salesforce Essentials Software - Home
Salesforce Essentials Software - Setup
Salesforce Essentials Software - Reporting
Salesforce Essentials Software - Opportunities
Salesforce Essentials Software - Filter leads
Salesforce Essentials video
Salesforce Essentials Software - Home - thumbnail
Salesforce Essentials Software - Setup - thumbnail
Salesforce Essentials Software - Reporting - thumbnail
Salesforce Essentials Software - Opportunities - thumbnail
Salesforce Essentials Software - Filter leads - thumbnail

Salesforce Essentials pricing

Salesforce Essentials does not have a free version but does offer a free trial. Salesforce Essentials paid version starts at US$35.00/month.

Starting Price:
US$35.00/month
Free Version:
No
Free trial:
Yes

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Salesforce Essentials Reviews

Feature rating

Value for Money
3.9
Functionality
4.1
Ease of Use
3.9
Customer Support
4
5 reviews of 172 View all reviews
Alex
  • Industry: Events Services
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 10/4/2018

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

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
  • Industry: Apparel & Fashion
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
3
Customer Support
4

5
Reviewed on 1/8/2022

Just right for small business

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.

Alternatives Considered

Zoho CRM and HubSpot CRM

Reasons for Choosing 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!

Switched From

Vtiger CRM

Reasons for Switching to 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.
Chance
  • Industry: Financial Services
  • Company size: 1,001-5,000 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
2
Features
2
Ease of Use
4
Customer Support
3

2
Reviewed on 5/12/2016

Do Not Assume Anything

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
  • Industry: Computer Software
  • Company size: 201-500 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
0

5
Reviewed on 15/11/2022

Undoubtedly the best CRM

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

Kenneth
  • Industry: Oil & Energy
  • Company size: 501-1,000 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
5
Ease of Use
5
Customer Support
4

5
Reviewed on 27/3/2022

Using Salesforce is incredibly easy for my team

This was an awesome experience and an essential for an organization hoping to more readily attract and hold clients on the web

Pros

I truly like how Salesforce is the most incredible in its industry and offers extraordinary CRM programming. It is ideally suited for connecting with potential clients in view of their past interest in the organization as well as what they would require to remain drawn in and retained. I love the manner in which you can modify it and it mechanizes each thing so extraordinary from messages to calls its incredible.

Cons

When first starting to use Salesforce, it can seem overwhelming. The pages feel extremely crowded when you don't know where to look for something because there is an abundance of information. Salesforce becomes easier to use with more experience, yet for new clients there may be a learning curve.

Alternatives Considered

Odoo and Smartsheet

Reasons for Switching to Salesforce Essentials

Once you find your way around the platform it is the best overall option on the market

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