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Salesforce Essentials pros and cons

Vendor: Salesforce
3.9 out of 5
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Pros & Cons summary

Salesforce Essentials is scalable and flexible, allowing customization to meet business needs, integrating information from multiple channels to streamline processes. Its cloud-based solution and easy deployment, combined with basic AI functionalities, enhance productivity. However, challenges exist with domain-specific solutions and SAP integration, along with mixed language support issues. Reporting features require improvement, and independent functionality should be prioritized over integration. Tracking products and customer activities efficiently aids managerial oversight.

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Prominent pros & cons

PROS

Salesforce Essentials is scalable and flexible, allowing customization to fit business needs.
Information from multiple channels is unified, enabling seamless integration of processes like finance and customer complaints.
The cloud-based nature and ease of deployment are significant features that enhance functionality.
Basic AI functionalities like predictive analytics and workflow automation optimize processes and improve productivity.
Provides high availability and efficiency in tracking salesperson performance and monitoring product activities.

CONS

Salesforce Essentials lacks domain-specific solutions and struggles with complex integrations, particularly with ERP systems like SAP.
The integration process is complicated due to the intricate product configurations and the unique nature of industries like steel, which differ from consumer electronics.
Its reporting capabilities are insufficient, indicating a need for further improvements.
Enhancements are required in analytics, automation, and stability in future releases.
Smaller license packages for fewer users are necessary, and better multilingual support is needed, especially for right-to-left languages.
 

Salesforce Essentials Pros review quotes

Srini-Dhanaraj - PeerSpot reviewer
May 28, 2024
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.
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Valentin Ilie - PeerSpot reviewer
Mar 20, 2024
The product is stable.
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SadeepaPalliyaguru - PeerSpot reviewer
Aug 20, 2024
High availability is really important for us when getting our reports as a vendor.
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Buyer's Guide
Salesforce Essentials
November 2024
Free Report: Salesforce Essentials Reviews and More
Learn what your peers think about Salesforce Essentials. Get advice and tips from experienced pros sharing their opinions. Updated: November 2024.
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reviewer1973925 - PeerSpot reviewer
Mar 15, 2024
The most important feature is how Salesforce Essentials brings together information from multiple channels. The nature of our complex custom product data has been challenging due to our manufacturing nature. Salesforce also allowed business processes like finance, credit lines, customer complaints, and quality issues to integrate seamlessly. I haven’t used the mobile app functionality, because we haven't fully utilized because of our preferance of more personal interactions over using mobile apps.
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Jayesh Bhandari - PeerSpot reviewer
Apr 1, 2024
Salesforce provides the best they have with the current version. Most of the features we need are already there, and it's very easy to use.
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EM
May 15, 2024
In terms of features, the cloud-based solution and easy deployment are standout elements that have made a difference.
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VK
Apr 2, 2024
Salesforce makes tracking every product and customer activity easy, enabling managers to monitor their products, such as key products and their peak performance.
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Danit Sannikov - PeerSpot reviewer
Jun 3, 2024
I can download the data to Excel, create tables, and do whatever I want. I am very comfortable with the tool's mobile application. Its main benefit is transparency because I can share it with representatives.
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AshwinMor - PeerSpot reviewer
May 17, 2024
Salesforce Essentials is a reliable and powerful application.
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ShaheenKapery - PeerSpot reviewer
Jun 6, 2024
I've found the product's basic AI functionalities, such as predictive analytics and workflow automation useful for optimizing processes and improving productivity.
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Salesforce Essentials Cons review quotes

Srini-Dhanaraj - PeerSpot reviewer
May 28, 2024
Salesforce should encourage new users by offering smaller license packages, such as packages for three or two users.
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Valentin Ilie - PeerSpot reviewer
Mar 20, 2024
The product's reporting area has certain shortcomings, making it an area where improvements are required.
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SadeepaPalliyaguru - PeerSpot reviewer
Aug 20, 2024
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.
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Buyer's Guide
Salesforce Essentials
November 2024
Free Report: Salesforce Essentials Reviews and More
Learn what your peers think about Salesforce Essentials. Get advice and tips from experienced pros sharing their opinions. Updated: November 2024.
DOWNLOAD NOW
824,067 professionals have used our research since 2012.
reviewer1973925 - PeerSpot reviewer
Mar 15, 2024
Integrating Salesforce with SAP, considering our business relies heavily on SAP for ERP, has been quite challenging due to the intricate product configurations. Unlike standard products like computers with a few options, our products have hundreds of configurable options, making the integration complex. If such integration were possible, it would have been easier to understand the unique nature of our industry and the limited number of customers who buy steel products, unlike consumer electronics.
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Jayesh Bhandari - PeerSpot reviewer
Apr 1, 2024
Less integration would be better. It should work independently.
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EM
May 15, 2024
Areas that could be improved or upgraded in the next release include analytics, automation capabilities, and stability.
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VK
Apr 2, 2024
The solution could be cheaper.
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Danit Sannikov - PeerSpot reviewer
Jun 3, 2024
When we use mixed languages, it can be uncomfortable because there seems to be no consideration for right-to-left speakers. It feels like these tools were developed by people who only speak left-to-right languages and didn't consider other language types' needs.
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AshwinMor - PeerSpot reviewer
May 17, 2024
The solution's UI is not user-friendly.
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ShaheenKapery - PeerSpot reviewer
Jun 6, 2024
Improvements in connectivity issues, especially for the online version, would enhance the user experience for the product.
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Show 2 more reviews (out of 12)

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