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Salesforce Essentials Reviews

Vendor: Salesforce
3.9 out of 5
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What is Salesforce Essentials?

Salesforce Essentials is a cloud-based CRM tool for businesses seeking flexible, scalable, and customizable solutions to enhance sales and customer support processes.

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Buyer's Guide
Salesforce Essentials
December 2024
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Helped 831,265 peers since 2012

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Salesforce Essentials mindshare

As of January 2025, the mindshare of Salesforce Essentials in the CRM category stands at 0.2%, up from 0.1% compared to the previous year, according to calculations based on PeerSpot user engagement data.
CRM

PeerAnalyst reports

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CategoryCRMJan 22, 2025Download
ProductReviews, tips, and advice from real usersJan 22, 2025Download
ComparisonSalesforce Essentials vs Salesforce Sales CloudJan 22, 2025Download
ComparisonSalesforce Essentials vs Microsoft Dynamics CRMJan 22, 2025Download
ComparisonSalesforce Essentials vs monday.comJan 22, 2025Download
 
 
Key learnings from peers

Valuable Features

Salesforce Essentials offers scalability and customization, integrating business processes like finance and customer support. Users appreciate its intuitive UI, robust AI capabilities for customer segmentation, and management tools for tracking products and customer activities. Including Sales Cloud and Service Cloud, it manages sales and post-sales activities efficiently. It provides transparency for data sharing and supports mobile functionalities. Its cloud-based setup ensures quick deployment and supports workflow automation, enhancing productivity.
  • "High availability is really important for us when getting our reports as a vendor."
  • "The solution helps to track the performance of salespersons before closing deals."
  • "The CRM system has SAP Sales, SAP Service, and SAP Billing, with everything integrated into an on-premise SAP CRM system. Salesforce Essentials replaced this on-premise system, bringing all functionalities onto the cloud platform."

Room for Improvement

Salesforce Essentials lacks domain-specific solutions, making integration with systems like SAP complex. Reporting and UI require user-friendliness. Improvements in analytics, automation, stability, connectivity, and cost are needed. Smaller license packages would benefit new users. Mixed language support should consider right-to-left speakers. Enhanced integration capabilities are desirable. Its application testing and automation pose difficulties. AI functionality and a more intuitive interface would help. Reducing license minimums to one user instead of five could attract smaller businesses.
  • "I have seen Salesforce evaluate a lot of AI and analytics into that. But as an end user, I don’t have that much input."
  • "The solution needs to be more user-friendly. It's difficult for a senior to track leads when a salesperson uploads leads. The solution should also improve its integration capabilities."
  • "Salesforce should encourage new users by offering smaller license packages, such as packages for three or two users."

ROI

Salesforce Essentials provides good ROI. It is utilized for comprehensive testing and daily app development. Its user-friendly interface ensures ease of navigation and rapid return. It accelerates sales by assisting teams with opportunities and automating processes.

Pricing

Salesforce Essentials is perceived as expensive by users, typically requiring yearly payments for licensing. The pricing can be high, especially with additional professional service costs like consultants. Many users describe the cost as high compared to other solutions, with some rating it between eight and nine out of ten. Quarterly or yearly payments are common, reflecting budget constraints and the overall perception of expensive subscription costs.
  • "The pricing is a bit on the expensive side."
  • "We chose quarterly payments."
  • "I rate Salesforce Essentials' pricing an eight out of ten."

Popular Use Cases

Organizations primarily use Salesforce Essentials for handling leads, managing customer data, and streamlining sales processes. It facilitates opportunity management, report generation, and automation, enhancing transparency in order processing. Salesforce Essentials aids in managing sales, billing, customer interactions, and order-taking while also functioning as a lead generator and CRM tool. Companies leverage it to transition from paper-based systems to automated workflows, optimizing customer requirements and interactions within B2B environments.

Deployment

Deployment of Salesforce Essentials varies for users, with timelines ranging from 20-30 minutes to six to eight months. Initial setup is often described as straightforward. Steps include creating a user ID, accessing the internet, and integrating with existing systems. While some find it complex due to data migration or company policies, users applaud its cloud-based ease and advanced deployment features, needing consultancy or additional manpower for larger projects or integrations.

Scalability

Salesforce Essentials is praised for scalability, accommodating companies from 10 to 2000 users with ease. Many rate its scalability high, with several citing a rating of nine or ten. Enterprise businesses find it particularly appealing due to its capacity to support growth. While certain firms log in occasionally, others use the platform daily for administrative tasks. Key factors determining success include product enhancements and feature availability. Connectivity issues may impact remote usability.

Stability

Salesforce Essentials is considered stable by users, with stability ratings ranging from six to ten. While some encounter delays during automation, others find it reliable with minimal bugs and smooth integration with systems like SAP. Weekend downtime announcements ensure minimal disruption. Users appreciate the high availability for reporting needs, leading to an average stability rating of around eight out of ten.
These insights are based on the in-depth reviews provided by peers to help you make a better buying decision.
Download our Salesforce Essentials Buyer's Guide for additional reliable information.

Learn more about Salesforce Essentials

Designed for seamless integration across multiple channels, Salesforce Essentials includes Sales and Service Cloud to simplify sales tasks and customer management. It enhances finance, credit, and quality processes with user-friendly AI capabilities and predictive analytics. Despite its strengths, there is room for improvement in SAP integration, interface simplicity, and report generation. Cost-effectiveness and support for diverse languages are also potential upgrade areas. Businesses use this CRM solution for lead management, opportunity tracking, and automating sales workflows, transitioning from paper-based methods to digital efficiency.

What are the essential features of Salesforce Essentials?
  • Scalability and Flexibility: Accommodates growth and customization needs.
  • Multiple Channel Integration: Enhances finance and quality processes.
  • User-Friendly: Easy navigation with AI capabilities.
  • Cloud Deployment: Includes Sales and Service Cloud features.
  • Predictive Analytics: Improves productivity and tracking.
  • Mobile App Support: Facilitates on-the-go access and management.
What benefits or ROI can users expect from Salesforce Essentials?
  • Improved Productivity: Automation features save time and streamline tasks.
  • Enhanced Customer Management: Centralizes interaction and data handling.
  • Ease of Transition: From manual to automated workflows.
  • Performance Monitoring: Standardizes processes for better oversight.

In the retail industry, businesses employ Salesforce Essentials for customer data management and transparency in order processing. Healthcare providers use it for patient engagement and streamlined communication. Financial services utilize it for billing management and compliance, harnessing automation tools for efficient data handling.

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