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Salesforce Essentials Reviews

Vendor: Salesforce
3.9 out of 5

What is Salesforce Essentials?

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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

TypeTitleDate
CategoryCRMJan 10, 2025Download
ProductReviews, tips, and advice from real usersJan 10, 2025Download
ComparisonSalesforce Essentials vs Salesforce Sales CloudJan 10, 2025Download
ComparisonSalesforce Essentials vs Microsoft Dynamics CRMJan 10, 2025Download
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Salesforce Essentials reviews

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Srini-Dhanaraj - PeerSpot user
Founder & CEO at imfine.club
Verified user of Salesforce Essentials
Jun 24, 2024
Manages service requests and dispatches engineers to resolve issues

Pros

"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."

Cons

"Salesforce should encourage new users by offering smaller license packages, such as packages for three or two users."
Jayesh Bhandari - PeerSpot user
Group IT Head at Ashapura Minechem Ltd
Verified user of Salesforce Essentials
Apr 24, 2024
Offers good mobile app support, user-friendly UI and convenient to use

Pros

"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."

Cons

"Less integration would be better. It should work independently. "
Find out what your peers are saying about Salesforce Essentials. Updated December 2024
830,526 professionals have used our research since 2012.
PeerSpot user
Owner / Consultant at a marketing services firm with 1-10 employees
Verified user of Salesforce Essentials
Mar 26, 2024
We could easily prepare for customer visits, streamline the process, and provide accurate information for better negotiations

Pros

"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."

Cons

"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. "
EM
IT Consultant at Entrepreneur
Verified user of Salesforce Essentials
Jun 3, 2024
Has good AI capabilities that boost overall performance, but the support needs to be improved

Pros

"In terms of features, the cloud-based solution and easy deployment are standout elements that have made a difference."

Cons

"Areas that could be improved or upgraded in the next release include analytics, automation capabilities, and stability."
SadeepaPalliyaguru - PeerSpot user
Chief Innovation Officer at VS ONE World
Verified user of Salesforce Essentials
Aug 25, 2024
Standardized processes for vendor portal, offers high availability but lacks AI-based features

Pros

"High availability is really important for us when getting our reports as a vendor."

Cons

"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."
ShaheenKapery - PeerSpot user
Solutions Architect at Altron
Verified user of Salesforce Essentials
Jun 6, 2024
Provides efficient AI features, but has certain limitations for network connectivity

Pros

"I've found the product's basic AI functionalities, such as predictive analytics and workflow automation useful for optimizing processes and improving productivity. "

Cons

"Improvements in connectivity issues, especially for the online version, would enhance the user experience for the product. "
AshwinMor - PeerSpot user
Senior Test Lead at HCL Technologies
Verified user of Salesforce Essentials
May 22, 2024
A reliable and powerful application used for testing purposes

Pros

"Salesforce Essentials is a reliable and powerful application."

Cons

"The solution's UI is not user-friendly."
Danit Sannikov - PeerSpot user
Project manager at SII
Verified user of Salesforce Essentials
Jun 7, 2024
Helps to manage customer interactions by maintaining a list of digital information about all the members

Pros

"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. "

Cons

"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. "