About Salesforce Essentials
Salesforce Essentials pricing
Salesforce Essentials does not have a free version but does offer a free trial. Salesforce Essentials paid version starts at US$25.00/month.
Alternatives to Salesforce Essentials
Salesforce Essentials Reviews
Feature rating
- Industry: Information Technology & Services
- Company size: 51-200 Employees
- Used Daily for 1-5 months
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Review Source
Good add-on for existing Salesforce users
For smaller businesses, this version is a hood way to adapt to salesforce environment and assess the needs for the full-version product.
Pros
For current users of Salesforce, salesforce essentials is a good option to go forward with. For smaller businesses like outs, it offers a package of essential tools which help us to carry our CRM operation and manage leads.
Cons
As this version offers the essential features , the usability is somewhat compromised.
- Industry: Apparel & Fashion
- Company size: 2-10 Employees
- Used Daily for 6-12 months
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Review Source
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.
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 CRMReasons 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.- Industry: Financial Services
- Company size: 51-200 Employees
- Used Daily for 2+ years
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Review Source
Great product, hard to tailor to companies specifically due to the complex algorithms.
I have over 5 years of experience with Salesforce, we used it when I was a production designer for a print and graphics firm. We loved it, but yet we experienced some of these same hardships in this company I am with now, the transition and tailoring to what we do specifically is just not there. It is up to us as employees to make the software work the most productive for us, and that should not be expected from us when we have sales and other projects to handle ourselves.
Pros
There are endless possibilities on what you can do, and what you can achieve with this product. The AI software is a great tool if you are able to use it.
Cons
Too complex on tailoring the software, I feel like a simple request would take months to get accomplished. I noticed for someone with Salesforce experience myself, our transition from BNTouch to Salesforce was seamless, but many of my co-workers were left in the dark and felt like they had a lack of training provided from your team when we launched this new software.
- Industry: Financial Services
- Company size: 2-10 Employees
- Used Daily for 2+ years
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Review Source
Salesforce as a Database
As it is a massive and comprehensive product, I don't need such an overwhelming software. Overall, it didn't meet my company's needs, but if a company has tech department, this could be a fantastic product.
Pros
I like that the product has the ability to be completely customized to one's needs.
Cons
As it can be an expensive and time consuming set-up, it was not necessary for me to have such a customizable software. There was very little customer service and it was overseas. It took too much of my time and the only way to get customer service is to hire a third party vendor to help with all aspects of the software.
- Industry: Oil & Energy
- Company size: 501-1,000 Employees
- Used Daily for 2+ years
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Review Source
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.
