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$35.00/month.

Starting Price:
US$35.00/month
Free Version:
No
Free trial:
Yes

Alternatives to Salesforce Essentials

Insightly

Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with...
Act! Premium, a powerful CRM and Marketing Automation tool in one platform, is perfect for small and midsize businesses...

Citrix DaaS

Citrix DaaS is a cloud-based and on-premise virtualization solution designed to help businesses enable secure and...

Bigin by Zoho CRM

Bigin by Zoho CRM is a pipeline-centric CRM that is built and priced for small businesses. Minimal by design and...

BNTouch Mortgage CRM

BNTouch Mortgage CRM is a fully integrated digital mortgage system, CRM, marketing, and POS tool offering a comprehensiv...

QuickBooks Desktop Pro

QuickBooks Pro helps to automate the billing and invoicing process and work order management from a single reconciliatio...

Salesforce Essentials Reviews

Feature rating

Value for Money
3.9
Functionality
4.1
Ease of Use
4.0
Customer Support
4
5 reviews of 185 View all reviews
Jason
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
3
Ease of Use
5
Customer Support
5

5
Reviewed on 13/03/2018

Great helpdesk and customer communication option

Pros

Way better option for customer support than just a basic email account. Really nice options for setting up a support site

Cons

Really poor live chat option. No customer website traffic integration. This ultimately caused our move to Intercom

Katelynn
  • Industry: Fund-Raising
  • Company size: 11–50 Employees
  • Used Weekly for 1+ year
  • Review Source
Value for Money
0
Features
5
Ease of Use
4
Customer Support
0

5
Reviewed on 09/12/2022

Easy to Use

Overall this is a great product. As a grant manager I use this to record all of my interactions with funders and potential funders and it has been the easiest to use product that I have used over my decade of experience.

Pros

I like that it works as a CRM even though it was created for a slightly different purpose. As a grant writer I can record every interaction with a funder and I can include the proposal and any other documentation we have received. It is easy to find the entire history with that organization and it really helps me track everything in one place.

Cons

I do wish the task tracking was set up a little differently, or at least customizable if it isnt already and I'm just not aware of it. I use task tracking to record every interaction I have with a funder but it doesn't perfectly fit for that. For instance I want to record that I emailed them and I have to select a "due date" but there isn't a due date for that. I just put today's date but I wish I could customize it so that it just said date. It would also be nice if I could record comments on the same page as I record a task but I have to save the task then reopen it and then I can write the comments detailing it.

Alternatives Considered

Blackbaud Raiser's Edge NXT

Reasons for Choosing Salesforce Essentials

I made the switch because of being in a new company but also salesforce is MUCH more intuitive to use. Way less convoluted.

Reasons for Switching to Salesforce Essentials

Must easier to use and did all the things we would want it to do. It also integrates with other software programs easily.
Chance
  • 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

Julio Cesar
  • Industry: Logistics & Supply Chain
  • Company size: 501–1,000 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 10/03/2023

Great experience working with salesforce platforms

Basically, all my days at work depens on salesforce, very efficient at the moment, it also helps me out to improve my sales day by day.

Pros

All I need in one place, quick response from the platform and cloud.

Cons

Trouble shooting at weekends and slow verification process

Kaitlyn
  • Industry: Apparel & Fashion
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
3
Customer Support
4

5
Reviewed on 01/08/2022

Just right for small business

Being a small business we need a CRM that won't break the bank. We need to keep every customer we have, so the customer experience is paramount. We need to get as much information out of every sale and customer interaction as we can, and we need to accelerate sales. Salesforce essentials has done all of this for us.
There are things that I would improve.

Pros

Salesforce Essentials is more affordable than standard Salesforce and still has what I need in a CRM. I get work done faster, sell faster, and make our customer experience amazing. I set up a customized self service portal and set particular concerns or questions to be sent to a specific person. This means that if for example a customer asks if a garmet can be altered, they're directed to our seamstress instead of directed to me and then transfered to our seamstress.
Salesforce essentials records and tracks my calls and emails meaning I no longer have to. I have gained more information about leads, where they come from and why they choose us.

Cons

Sometimes it can be hard to find the data I'm looking for. It's not easy to find or get invoices. Customer care wasn't very helpful although I did try to make contact during a very busy time of day. I was still disappointed..
This is the essentials version of Salesforce so obviously the features aren't as robust.

Alternatives Considered

Zoho CRM and HubSpot CRM

Reasons for Choosing Salesforce Essentials

Salesforce was actually recommended by a customer who was also a small business owner. She showed me her Salesforce setup and immediately wanted to switch. After browsing plans I decided the essentials version was right for us!

Switched From

Vtiger CRM

Reasons for Switching to Salesforce Essentials

I already had my mind set on Salesforce essentials but I wanted to compare it with other options. Salesforce essentials had the right ratio of features and price.

Related categories