Salesforce Essentials Reviews

Name: Salesforce Essentials
Brand: Salesforce
Rating: 3.9 (12 reviews)

3.9 out of 5

12 reviews
90% willing to recommend

What is Salesforce Essentials?

Automatically pull data from your email, calendar, spreadsheets, multiple support channels, and more to get a single, 360° view of every customer and your whole business.
Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. And become an Essentials pro with our easy in-app tutorials.
Trailhead is the fun way to learn all about CRM, sales, service, or any other topic—from easy overviews to in-depth, nitty-gritty details.

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Buyer's Guide

Salesforce Essentials

October 2024

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Helped 816,406 peers since 2012

Featured reviews

Srini-Dhanaraj

Founder & CEO at imfine.club

I work from home for a heater manufacturing company. They wanted to move away from their current SAP CRM system to Salesforce. There is a fulfillment process, which involves taking an order, delivering it, and providing service. Salesforce is used to manage the order-taking process. Once an order is taken, the backend system, SAP ERP, handles product manufacturing, delivery, and installation. After installation, the Service Cloud in Salesforce takes over for ongoing service management. Once your order is confirmed, integration with the SAP ERP backend will be seamless. The system takes the sales order from Salesforce and starts processing it for procurement, starting with creating a production order, manufacturing, and then delivery. Once the product is delivered, this information is passed back to Salesforce Service Cloud. In the Service Cloud, a service engineer receives a notification indicating that a product needs to be delivered to a specific location for installation. The engineer then inspects and installs the product at the designated site. SAP ERP manages the product manufacturing and delivery processes. After the product is delivered to the customer, Salesforce Service Cloud takes over. It manages service requests and dispatches engineers to resolve issues reported by customers. Service Cloud captures the information and creates an incident record when a customer reports a product fault. Engineers receive this information and promptly visit the client site to fix the issue. The solution is easy to implement. Overall, I rate the solution a nine out of ten.

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Jayesh Bhandari

Group IT Head at Ashapura Minechem Ltd

It's a lead generation tool. We use it as a lead generator. It is just for CRM purposes. So, we use it for CRM. It is not a service migrating software. It is purely CRM, Salesforce The CRM is for taking leads. Like, if there are ten customers that use it, it's a process where we can grab the…

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SadeepaPalliyaguru

Chief Innovation Officer at VS ONE World

I would rate the scalability of this solution a nine out of ten. It is quite scalable. That’s why a lot of enterprises are adopting it because scalability is good. There are around five to six end users. We log into the portal two to three times a week because we are a sales organization. So, our usage is not regular or extensive. But we log into the portal to update the opportunities weekly. We do not plan to increase the further usage.

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Salesforce Essentials mindshare

As of November 2024, 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

Key learnings from peers

Last updated Aug 25, 2024

Valuable Features

"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

"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."

Pricing

"The pricing is a bit on the expensive side."
"We chose quarterly payments."
"I rate Salesforce Essentials' pricing an 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.

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CRM

Salesforce Essentials Reviews

What is Salesforce Essentials?

Featured reviews

Salesforce Essentials mindshare

Valuable Features

Room for Improvement

Pricing

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