About Salesforce Essentials

SalesforceIQ is a cloud-based customer relationship management (CRM) solution suitable for small to medium-sized businesses across a variety of industries. Key features include sales automation and a customer interaction database. Mobile apps are available for Android and iOS devices. SalesforceIQ manages details of both customers and prospective customers. Information can be entered into the system automatically from emails, calendars and marketing automation systems. Users can see if other team members have already communicated with contacts. SalesforceIQ creates automatic reminders, so if users do not remember to respond to emails, the system will send them alerts to follow up. The solution also includes a Gmail extension. Users can reach out to contacts without toggling between their email inboxes and CRM software. SalesforceIQ is priced on a per user per month basis. It is integrated with Pardot, MailChimp and HubSpot. Support is offered via online ticket.
Salesforce Essentials Software - Home
Salesforce Essentials Software - Setup
Salesforce Essentials Software - Reporting
Salesforce Essentials Software - Opportunities
Salesforce Essentials Software - Filter leads
Salesforce Essentials video
Salesforce Essentials Software - Home - thumbnail
Salesforce Essentials Software - Setup - thumbnail
Salesforce Essentials Software - Reporting - thumbnail
Salesforce Essentials Software - Opportunities - thumbnail
Salesforce Essentials Software - Filter leads - thumbnail

Salesforce Essentials pricing

Salesforce Essentials does not have a free version but does offer a free trial. Salesforce Essentials paid version starts at US$25.00/month.

Starting Price:
US$25.00/month
Pricing Details:
14-day free trial, no credit card required. $25/user/month (billed annually) for up to 5 users.
Free Version:
No
Free trial:
Yes

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Salesforce Essentials Reviews

Feature rating

Value for Money
4
Functionality
4
Ease of Use
4
Customer Support
4
5 reviews of 145 View all reviews
Alex L.
  • Industry: Events Services
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 10/04/2018

We love SalesforceIQ! Perfectly integrated and easy for my team to use.

So many. Ease of use, trackable for sales cycle, many more.

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.

Naomi B.
  • Industry: Retail
  • Company size: Self Employed
  • Used Monthly for 2+ years
  • Review Source
Value for Money
3
Features
5
Ease of Use
5
Customer Support
5

4
Reviewed on 09/07/2021

If you are seriously committed to growing your business AND have the funds, it’s great!

Extremely helpful and a semi-done for you type app! Baby start up companies I would probably steer them away, just so they don’t get overwhelmed in debt and finances immediately; they might have a better chance of reaching that ‘Fortune 500’ status if they so desire!

Pros

It can do almost anything you need or want it to, very well at that. As many softwares, the restrictions on certain tools lessen with the more money spent.

Cons

The prices are outrageous. As a small business owner; it is a horribly large pill to swallow to pay that steep of pricing- especially as you are beginning your journey of entrepreneurship! Is it worth it though? Yes.

Alternatives Considered

Bigin by Zoho CRM

Reasons for Switching to Salesforce Essentials

I’ve actually used both with two different nonlinear e-commerce stores of mine. They each have different perks and different cons! Bigin is less pricey but does not offer as many tools as Salesforce Essentials!
Tyler S.
  • Industry: Computer Software
  • Company size: 5,001-10,000 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
0
Features
5
Ease of Use
4
Customer Support
0

4
Reviewed on 24/08/2021

Not always the easiest to use, but there's a reason why it's the leader

When supporting customers, Salesforce was essential to finding out about their account and how to best support them or escalating issues when necessary.

Pros

If you can think of it, Salesforce probably has it. From keeping track of your customers, to integrations with other softwares, Salesforce has it all!

Cons

There is definitely a big learning curve when it comes to using Salesforce. It's obviously a massive piece of software that can be used for a huge array of purposes, so knowing how to navigate and find what you're looking for isn't always the easiest.

Chance M.
  • Industry: Financial Services
  • Company size: 1,001-5,000 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
2
Features
2
Ease of Use
4
Customer Support
3

2
Reviewed on 05/12/2016

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

Rex S.
  • Industry: Wholesale
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
4

4
Reviewed on 14/08/2021

Works Great! Increases our Closing Percentage by 20%

So far its been very good. We also use other modules from Salesforce. After demoing about 4 packages, we went with Salesforce. Knowing that they are the primary leader in CRM, helped in that decision, as most of our other applications have APIs to intergrate with.

Pros

The integration with all of our other systems and software.

Cons

The setup is a little tricky when using other software with Salesforce. It really helps to have good support from any other vendors products you want to integrate with Salesforce. Examples being Quickbooks, ShipRush, Verizon Connect, etc. We have many departments and different software in each. So being sure you have API support is critical.

Alternatives Considered

NetSuite

Reasons for Switching to Salesforce Essentials

The ability to integrate with our current applications and phone system.

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