Salesforce Essentials

Salesforce Essentials

CRM for small business

4.2/5 (180 reviews)

Salesforce Essentials Overview

What is Salesforce Essentials?

Salesforce Essentials is a cloud-based customer relationship management (CRM) solution for small businesses which allows users to manage leads, opportunities, sales pipelines, support requests, and more. Sales Cloud Essentials and Service Cloud Essentials are currently available, with plans to add further apps in the future.

Salesforce Essentials offers Einstein Activity Capture to remove the need for manual data entry by automatically capturing messages from emails and calendar events and adding these to the appropriate records. Full contact histories are recorded, giving users context to personalize future customer interactions. The Lightning Sales Console in Sales Cloud Essentials gives sales reps a complete view of customers, including key contacts, communications, activity history, and internal account discussions. The Lightning Service Console in Service Cloud Essentials provides a 360-degree view of customer interactions, from email, phone calls, Facebook and Twitter, to provide personalized customer service.

Users can access and edit data from anywhere using the native Salesforce mobile apps for Android and iOS. Connection with G Suite allows users to view accounts, contacts, opportunities, and other CRM data from within Gmail, and enables automatic capture of data from Gmail and Google Calendar. Users can also utilize a range of business apps from AppExchange, for e-signature, customer surveys, collaboration, and more.

Salesforce Essentials Overview

Pricing

Starting from
US$25.00/month

Pricing options

Free Trial
Subscription
Value for money

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


Salesforce Essentials Features

Devices
Business size
S M L
Markets
Asia, Australia, Brazil, Canada, China and 5 others, Europe, Germany, India, Japan, Latin America
Supported Languages
Chinese (Simplified), Chinese (Traditional), Czech, Danish, Dutch and 18 others, English, Finnish, French, German, Hungarian, Indonesian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Thai, Turkish, Ukrainian

Screenshots

Salesforce Essentials screenshot:
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Salesforce Essentials Reviews

Salesforce Essentials Reviews

Overall rating
4.2
/
5 180 reviews
Excellent
83

Very good
68

Average
18

Poor
8

Terrible
3

Value for Money
3.9
Features
3.9
Ease of Use
4
Customer Support
4.1
84% recommended this app
Alex L.

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

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


Brittney M.

This is a great tool for organizing your sales funnel.


Gerson daniel C.

Desk.com makes our job a lot easier and it's CS team is really helpful when needed. Desk.com...

We got to have our email's interaction (with our customers) well organized. We can get through our data to send monthly reports with no problems.


Chance M.

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.


Verified Reviewer

Latest innovation in CRM


Alex L.
Industry: Events Services

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

Used Daily for 1+ year
Reviewed on 10/4/2018
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Brittney M.
Industry: Consumer Services

This is a great tool for organizing your sales funnel.

Used Daily for 1+ year
Reviewed on 20/3/2018
Review Source: Capterra

Pros

Time management and organization are the top reasons to use this software. Being able to include information on new prospects and clients is very helpful and it's easy to add to do items. The sales funnel process is user friendly and easy for other employees to view.

Cons

It can be hard to create clear expectations between management and employees on what information or processes should be done. With so many options of where to save information it can look like information is missing if you don't look in the right place. Processes should be put in place by each organization to clarify how to use the software.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Gerson daniel C.
Company size: 1,001-5,000 Employees

Desk.com makes our job a lot easier and it's CS team is really helpful when needed. Desk.com rocks!

Used Daily for 2+ years
Reviewed on 12/12/2017
Review Source: Capterra

We got to have our email's interaction (with our customers) well organized. We can get through our data to send monthly reports with no problems.

Pros

It is very user friendly. My team mates and I can navigate through our system with no complications.

Cons

Not getting a pop-up message (notifications) w/o an additional feature is probably what I like least about Desk.com.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Chance M.
Industry: Financial Services
Company size: 1,001-5,000 Employees

Do Not Assume Anything

Used Daily for 6-12 months
Reviewed on 5/12/2016
Review Source: Capterra

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 2.0/10

Verified Reviewer
Industry: Business Supplies & Equipment
Company size: 10,001+ Employees

Latest innovation in CRM

Used Daily for 2+ years
Reviewed on 22/4/2019
Review Source: Capterra

Pros

Everything is contained in one spot. I have the ability to manage my pipeline, create my calendar and add new contacts.

Cons

Not all the same functions exist on the ap that exist on the desk top feature. Also, you cannot run excel reports out of Salesforce

Rating breakdown

Ease of Use

Likelihood to recommend: 8.0/10

User recommendation
7.6/10
Based on 180 user ratings
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Salesforce Essentials Pricing

Salesforce Essentials Pricing

Starting from
US$25.00/month
Free Trial
Subscription
Value for money

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

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

Value for Money
3.9/5
Based on 180 user ratings
Compare value for money rating with alternatives
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Salesforce Essentials Features

Salesforce Essentials Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Calendar Management
Custom Fields
Customer Database
Customisable Branding
Customisable Reporting
Customisable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
3.9/5
Based on 180 user ratings
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Categories

Video Tutorials

Video Tutorials

Additional information for Salesforce Essentials

Additional information for Salesforce Essentials

Key features of Salesforce Essentials

  • Activity capture
  • Calendar integration
  • Case management
  • Collaboration tools
  • Contacts management
  • Custom lists & subsets
  • Data import
  • Data sync
  • Email integration
  • Email, call & meeting tracking
  • G Suite integration
  • In-app guided tutorials
  • Lead tracking
  • Opportunity management
  • Performance tracking
  • Pipeline management
  • Real-time updates
  • Reports & dashboards
  • Sales leaderboard
  • Spreadsheet integration
  • Support request monitoring
  • Third-party integrations

Benefits

  • Data from spreadsheets, calendars, emails, and other systems can be imported and synchronized.

  • Einstein Activity Capture automatically tracks emails, meetings, and calls, capturing and synchronizing data directly from users’ inboxes.

  • Lightning allows users to customize Salesforce with custom subsets and lists to track anything they want.

  • Integration with G Suite enables automatic capture of all Google Calendar and Gmail data, and allows users to access CRM data including contacts, opportunities, and accounts from within Gmail.

  • Trailhead, a system designed to teach users how to use Salesforce including creating sales stages, importing contacts, and inviting teammates, provides a setup assistant and in-app guided tutorials.

  • Salesforce Essentials FAQs

    Salesforce Essentials FAQs

    Below are some frequently asked questions for Salesforce Essentials.

    Q. What type of pricing plans does Salesforce Essentials offer?

    Salesforce Essentials offers the following pricing plans:

    Starting from: US$25.00/month

    Pricing model: Subscription

    Free Trial: Available

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

    Q. What are the main features of Salesforce Essentials?

    Salesforce Essentials offers the following features:

    • Activity capture
    • Calendar integration
    • Case management
    • Collaboration tools
    • Contacts management
    • Custom lists & subsets
    • Data import
    • Data sync
    • Email integration
    • Email, call & meeting tracking
    • G Suite integration
    • In-app guided tutorials
    • Lead tracking
    • Opportunity management
    • Performance tracking
    • Pipeline management
    • Real-time updates
    • Reports & dashboards
    • Sales leaderboard
    • Spreadsheet integration
    • Support request monitoring
    • Third-party integrations

    Q. Who are the typical users of Salesforce Essentials?

    Salesforce Essentials has the following typical customers:

    Small Business

    Q. What languages does Salesforce Essentials support?

    Salesforce Essentials supports the following languages:

    Chinese (Simplified), Chinese (Traditional), Czech, Danish, Dutch, English, Finnish, French, German, Hungarian, Indonesian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Thai, Turkish, Ukrainian

    Q. What type of pricing plans does Salesforce Essentials offer?

    Salesforce Essentials has the following pricing plans:

    Subscription

    Q. Does Salesforce Essentials support mobile devices?

    We do not have any information about what devices Salesforce Essentials supports

    Q. What other apps does Salesforce Essentials integrate with?

    Salesforce Essentials integrates with the following applications:

    CloudCherry, Dimelo, GoAnywhere MFT, PanTerra Networks, Salesforce Service Cloud, SmartSimple GMS360, SuperSaaS, Thematic, idloom-events, inSided

    Q. What level of support does Salesforce Essentials offer?

    Salesforce Essentials offers the following support options:

    Forum, Knowledge Base, Online Support, Video Tutorials