Salesforce Essentials Overview
Salesforce-essentials offers a powerful CRM solution for small businesses to enhance sales processes and stay competitive. Control of sales processes and business success is facilitated.
Use Cases
Customers recommend Engagement Management, Helpdesk Management, Sales Document Management, as the business use cases that they have been most satisfied with while using Salesforce Essentials.
Business Priorities
Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Salesforce Essentials.
Salesforce Essentials Use-Cases and Business Priorities: Customer Satisfaction Data
Salesforce Essentials works with different mediums / channels such as Social Media. Twitter. and Facebook.
Salesforce Essentials's features include Personalization, Ticketing, Recording, etc. and Salesforce Essentials support capabilities include Email Support, 24/7 Support, Phone Support, etc. also Salesforce Essentials analytics capabilities include Custom Reports, and Analytics.
Reviews
"The biggest benefit for us has been having access to someone very, very skilled in Salesforce products. I can trust Salesforce Professional Services’ team to answer absolutely any questions we have about our Salesforce Platform. We consult them to m...ake sure we are making a good decision." - Samuel Dall’Agnol
Salesforce Essentials, ConvergeHub, Close CRM, LeadSquared Mobile CRM, Apptivo, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Popular Business Setting
for Salesforce Essentials
Top Industries
- Manufacturing
- Information Technology and Services
- Consumer Electronics
Popular in
- Small Business
- Enterprise
- Mid Market
Salesforce Essentials is popular in Manufacturing, Information Technology And Services, and Consumer Electronics and is widely used by Small Business, Enterprise, and Mid Market.
Salesforce Essentials Customer wins, Customer success stories, Case studies
What benefits does Salesforce Essentials offer for Engagement Management?
What Are the key features of Salesforce Essentials for Helpdesk Management?
How can Salesforce Essentials enhance your Sales Document Management process?
How does Salesforce Essentials facilitate Knowledge Management?
How does Salesforce Essentials address your Contact List Management Challenges?
17 buyers and buying teams have used Cuspera to assess how well Salesforce Essentials solved their CRM needs. Cuspera uses 2588 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
The biggest benefit for us has been having access to someone very, very skilled in Salesforce products. I can trust Salesforce Professional Services’ team to answer absolutely any questions we have about our Salesforce Platform. We consult them to make sure we are making a good decision. Testimonial By Samuel Dall’Agnol |
|
Whenever you go through a crisis, leadership has to come to the top. How do we emerge stronger as a business? Can we change the way we work? Can we make quicker decisions? Testimonial By Arvind Krishna |
|
Data is foundational, but it is only the beginning of the journey. We’re moving advanced analytics right to the forefront of our engagement strategy. Testimonial By Rob Birse |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Samuel Dall’Agnol IT Director Globoplay |
The biggest benefit for us has been having access to someone very, very skilled in Salesforce products. I can trust Salesforce Professional Services’ team to answer absolutely any questions we have about our Salesforce Platform. We consult them to make sure we are making a good decision. Testimonial By Samuel Dall’Agnol |
|
Arvind Krishna Chairman & CEO IBM |
Whenever you go through a crisis, leadership has to come to the top. How do we emerge stronger as a business? Can we change the way we work? Can we make quicker decisions? Testimonial By Arvind Krishna |
|
Rob Birse Vice President, Global Advanced Analytics, AI, and B2B Ecommerce Kellogg |
Data is foundational, but it is only the beginning of the journey. We’re moving advanced analytics right to the forefront of our engagement strategy. Testimonial By Rob Birse |
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Read more →Frequently Asked Questions(FAQ)
for Salesforce Essentials
What is Salesforce Essentials?
Salesforce Essentials is the vendor's small business plan for its CRM (Sales Cloud) and customer support (Service Cloud) solutions. It is designed for a small sales team to sell smarter and faster with the help of the app's built-in intelligence. It helps to acquire customers and enhance customer relationships.
Salesforce Essentials help to obtain data from email, calendar, spreadsheets, phone, chat, social channels, and more to get a view of every customer and the business. It connects with customers for a personalized customer experience and sells faster and smarter with built-in intelligence.
Some of its features include a 360-degree customer view, in-app tutorials, and guided setup, easy customizable view of all sales details, automatically connect multiple support channels, automate repetitive tasks, and many more.
What is Salesforce Essentials used for?
What are the top features of Salesforce Essentials?
Who uses Salesforce Essentials?
What are Salesforce Essentials alternatives?
Where is Salesforce Essentials located?
Peers used Salesforce Essentials for engagement management and helpdesk management
Salesforce Essentials Competitors
Salesforce Essentials Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (16) |
| Custom Reports | Read Reviews (276) |
| Analytics | Read Reviews (59) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (16) |
| Custom Reports | Read Reviews (276) |
| Analytics | Read Reviews (59) |
Salesforce Essentials Integrations
Salesforce Essentials integrates with a wide range of software applications through its robust data import and export capabilities.
Few API Integrations for Salesforce Essentials
Software Failure Risk Guidance
?for Salesforce Essentials
Overall Risk Meter
Top Failure Risks for Salesforce Essentials
Salesforce, Inc. News
DataGroomr Announces Updates to its AI-Powered Data Quality App on Salesforce AppExchange
DataGroomr has updated its AI-powered data quality app on Salesforce AppExchange, introducing AI Recommendations and Live Dedupe features. These enhancements provide real-time deduplication and AI-driven insights, enabling Salesforce users to automate and improve data quality management. The app's no-code interface and adaptive AI simplify data management, enhancing data accuracy and supporting downstream analytics and AI initiatives.
Salesforces Slack to stop direct service in China, The Information reports - TipRanks
Salesforce is restricting third-party companies from long-term indexing and storing Slack messages, impacting rival enterprise AI firms like Glean. This move tightens Salesforce's control over Slack data, potentially limiting AI competitors' access.
Salesforce (CRM) Completes Informatica Acquisition - GuruFocus
Salesforce has completed its acquisition of Informatica, enhancing its AI-driven data management capabilities. The $25 per share acquisition is expected to positively impact Salesforce's financial metrics, including earnings per share and free cash flow, by the second year post-closure. This strategic move aims to bolster Salesforce's data capabilities, supporting AI operations across enterprises.
Salesforce (CRM) Signs Definitive Agreement for Acquisition of Spindle AI - Yahoo Finance
Salesforce has signed a definitive agreement to acquire Spindle AI, a platform specializing in agentic analytics. This acquisition aims to enhance Salesforce's capabilities in agent observability and self-improvement, focusing on custom analytics and ROI forecasting. The deal is expected to close in Q4 2026, pending customary conditions.
Salesforce, Inc. Profile
HQ Location
415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States
Employees
10001+
Social
Financials
IPO
