Salesforce Essentials Overview
What is Salesforce Essentials?
Salesforce Essentials is a cloud-based customer relationship management (CRM) solution for small businesses which allows users to manage leads, opportunities, sales pipelines, support requests, and more. Sales Cloud Essentials and Service Cloud Essentials are currently available, with plans to add further apps in the future.
Salesforce Essentials offers Einstein Activity Capture to remove the need for manual data entry by automatically capturing messages from emails and calendar events and adding these to the appropriate records. Full contact histories are recorded, giving users context to personalize future customer interactions. The Lightning Sales Console in Sales Cloud Essentials gives sales reps a complete view of customers, including key contacts, communications, activity history, and internal account discussions. The Lightning Service Console in Service Cloud Essentials provides a 360-degree view of customer interactions, from email, phone calls, Facebook and Twitter, to provide personalized customer service.
Users can access and edit data from anywhere using the native Salesforce mobile apps for Android and iOS. Connection with G Suite allows users to view accounts, contacts, opportunities, and other CRM data from within Gmail, and enables automatic capture of data from Gmail and Google Calendar. Users can also utilize a range of business apps from AppExchange, for e-signature, customer surveys, collaboration, and more.
Salesforce Essentials Overview
Pricing
Pricing options
30-day free trial, no credit card required.
$25/user/month (billed annually) for up to 5 users.
Salesforce Essentials Features
Media
Salesforce Essentials Reviews
Salesforce Essentials Reviews
We love SalesforceIQ! Perfectly integrated and easy for my team to use.
So many. Ease of use, trackable for sales cycle, many more.
Do Not Assume Anything
The best advice that I can give to a company considering purchasing Salesforce's Desk.com is to document every single expectation and need regarding a CRM tool. Do not assume any functionality exists, regardless of how simple and standard that functionality may seem. There are definitely features and functionalities that the average person might expect any modern system to offer which it does not.
Examples:
List Views - Cannot sort by most fields, cannot add custom fields to list views, and cannot modify the number of records per page
Reporting - Cannot modify fields displayed in a report, cannot edit criteria for metrics, and cannot include custom fields in reports aside from picklists, and cannot export more than 2500 records at a time
Email - Does not include standard modern emailing functions such as underlining, highlighting, modifying font color, or pasting images/tables
Also, while some more complex workflows and automation can be built in Salesforce to update fields which are then passed back to Desk via Desk Connect (native sync between Desk and Salesforce), I strongly recommend against relying on Desk Connect for any business processes. Desk Connect can and has been turned off by Desk.com for all customers without first ensuring this is okay with the customer, interrupting daily business on a large scale. It is also extremely easy to break or surpass its capabilities of Desk Connect to the point that any modification, regardless of size, made to your Salesforce org must be communicated to Desk to ensure that Desk Connect will continue to function as expected.
If you are a small-scale organization/team with very basic case tracking and reporting requirements capable, Desk may very well be the answer for you. But you still better be prepared with extensive documentation of all requirements and expectations for a tool like Desk, no matter how small or obvious they may be.
Desk.com makes our job a lot easier and it's CS team is really helpful when needed. Desk.com...
We got to have our email's interaction (with our customers) well organized. We can get through our data to send monthly reports with no problems.
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We love SalesforceIQ! Perfectly integrated and easy for my team to use.
Pros
This software is awesome. It takes the stress out of constantly updating your CRM by making it seamless and integrated with our email. It captures a lot automatically, giving my team more time to close deals. We love the customizable pipeline features as well. Great software overall.
Cons
I have hard time thinking of cons for this software. It was so easy for my team to implement. It is expensive I guess, that'd be the only con.
This is a great tool for organizing your sales funnel.
Pros
Time management and organization are the top reasons to use this software. Being able to include information on new prospects and clients is very helpful and it's easy to add to do items. The sales funnel process is user friendly and easy for other employees to view.
Cons
It can be hard to create clear expectations between management and employees on what information or processes should be done. With so many options of where to save information it can look like information is missing if you don't look in the right place. Processes should be put in place by each organization to clarify how to use the software.
Do Not Assume Anything
The best advice that I can give to a company considering purchasing Salesforce's Desk.com is to document every single expectation and need regarding a CRM tool. Do not assume any functionality exists, regardless of how simple and standard that functionality may seem. There are definitely features and functionalities that the average person might expect any modern system to offer which it does not.
Examples:
List Views - Cannot sort by most fields, cannot add custom fields to list views, and cannot modify the number of records per page
Reporting - Cannot modify fields displayed in a report, cannot edit criteria for metrics, and cannot include custom fields in reports aside from picklists, and cannot export more than 2500 records at a time
Email - Does not include standard modern emailing functions such as underlining, highlighting, modifying font color, or pasting images/tables
Also, while some more complex workflows and automation can be built in Salesforce to update fields which are then passed back to Desk via Desk Connect (native sync between Desk and Salesforce), I strongly recommend against relying on Desk Connect for any business processes. Desk Connect can and has been turned off by Desk.com for all customers without first ensuring this is okay with the customer, interrupting daily business on a large scale. It is also extremely easy to break or surpass its capabilities of Desk Connect to the point that any modification, regardless of size, made to your Salesforce org must be communicated to Desk to ensure that Desk Connect will continue to function as expected.
If you are a small-scale organization/team with very basic case tracking and reporting requirements capable, Desk may very well be the answer for you. But you still better be prepared with extensive documentation of all requirements and expectations for a tool like Desk, no matter how small or obvious they may be.
Pros
Simple UI
Simple workflow building and management
Cons
Extremely limited in its capabilities
Desk Support reps are not thorough when reading emails
ETA's on fixes/patches pushed back for months
Desk.com makes our job a lot easier and it's CS team is really helpful when needed. Desk.com rocks!
We got to have our email's interaction (with our customers) well organized. We can get through our data to send monthly reports with no problems.
Pros
It is very user friendly. My team mates and I can navigate through our system with no complications.
Cons
Not getting a pop-up message (notifications) w/o an additional feature is probably what I like least about Desk.com.
salesforce in health sciences
Pros
most comprehensive crm out there
pretty much has solution for any business problem easy to scale and develop
Cons
learning curve
expensive licensing
need some sophostication in customization
license per user and has some limits of what u csn do overall
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Salesforce Essentials Pricing
Salesforce Essentials Pricing
30-day free trial, no credit card required.
$25/user/month (billed annually) for up to 5 users.
30-day free trial, no credit card required.
$25/user/month (billed annually) for up to 5 users.
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Salesforce Essentials Features
Salesforce Essentials Features
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Categories
Categories
Additional information for Salesforce Essentials
Additional information for Salesforce Essentials
Key features of Salesforce Essentials
- Activity capture
- Calendar integration
- Case management
- Collaboration tools
- Contacts management
- Custom lists & subsets
- Data import
- Data sync
- Email integration
- Email, call & meeting tracking
- G Suite integration
- In-app guided tutorials
- Lead tracking
- Opportunity management
- Performance tracking
- Pipeline management
- Real-time updates
- Reports & dashboards
- Sales leaderboard
- Spreadsheet integration
- Support request monitoring
- Third-party integrations
Benefits
Salesforce Essentials FAQs
Salesforce Essentials FAQs
Below are some frequently asked questions for Salesforce Essentials.
Q. What type of pricing plans does Salesforce Essentials offer?
Salesforce Essentials offers the following pricing plans:
Starting from: $25.00/month
Pricing model: Subscription
Free Trial: Available
30-day free trial, no credit card required. $25/user/month (billed annually) for up to 5 users.
Q. What are the main features of Salesforce Essentials?
Salesforce Essentials offers the following features:
- Activity capture
- Calendar integration
- Case management
- Collaboration tools
- Contacts management
- Custom lists & subsets
- Data import
- Data sync
- Email integration
- Email, call & meeting tracking
- G Suite integration
- In-app guided tutorials
- Lead tracking
- Opportunity management
- Performance tracking
- Pipeline management
- Real-time updates
- Reports & dashboards
- Sales leaderboard
- Spreadsheet integration
- Support request monitoring
- Third-party integrations
Q. Who are the typical users of Salesforce Essentials?
Salesforce Essentials has the following typical customers:
Small Business
Q. What languages does Salesforce Essentials support?
Salesforce Essentials supports the following languages:
Chinese (Simplified), Chinese (Traditional), Czech, Danish, Dutch, English, Finnish, French, German, Hungarian, Indonesian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Thai, Turkish, Ukrainian
Q. What type of pricing plans does Salesforce Essentials offer?
Salesforce Essentials has the following pricing plans:
Subscription
Q. Does Salesforce Essentials support mobile devices?
We do not have any information about what devices Salesforce Essentials supports
Q. What other apps does Salesforce Essentials integrate with?
Salesforce Essentials integrates with the following applications:
GoAnywhere MFT, PanTerra Networks, Retreaver, RingCentral Engage Digital, Salesforce Service Cloud, SuperSaaS, Thematic, Webex Experience Management, idloom-events, inSided
Q. What level of support does Salesforce Essentials offer?
Salesforce Essentials offers the following support options:
Knowledge Base, Online Support, Forum, Video Tutorials
So many. Ease of use, trackable for sales cycle, many more.