General information about Salesforce
Salesforce Essentials brings a powerful, efficient tool at your fingertips, designed especially to cater to the needs of small businesses. It acts as a comprehensive solution to track and manage significant relationships with leads and customers. Imagine having all your essential data centralized in one place, instantly ready for access with just a few clicks. It essentially acts as a command center for your company's key operations.
This streamlined software not merely organizes data but also enables you to visualize your sales pipeline. It offers an insightful perspective on your sales performance that translates data into meaningful information. By consolidating all these features, Salesforce Essentials serves as an operational dashboard that keeps you updated with real-time, crucial insights.
Moreover, it plays a pivotal role in managing your customer relationships. It simplifies communication and ensures a consistent experience across all touchpoints. It allows you to be more than 'in sync' with your customers, facilitating a strong bond between your business and its clients.
Turn to Secret today to find deals on the best SaaS just like Salesforce Essentials, and let us help propel your business towards unbounded growth.
See alternatives to Salesforce like Freshworks or Zendesk.
Expert review on Salesforce
A reliable CRM system is like a personal assistant for your business except it never takes breaks ⏲️ never asks for a raise 💰 and definitely won’t steal your lunch from the breakroom fridge 🥪
Salesforce Essentials is a customer relationship management (CRM) solution specifically designed for small businesses 👏 The platform offers a range of features for you and your teams to manage relationships effectively and make them long lasting, including contact management, lead tracking, opportunity management, email integration, sales forecasting, and customer support ticketing. You can centralize all your customer data and streamline your sales and support processes while also enhancing the collaboration within your teams. Simplify the lives of your salespeople with an uncomplicated, easy-to-use software and watch your customer loyalty soar! 🚀
Salesforce Essentials is a valuable CRM solution for startups and small businesses 👌 The robust set of features offered helps you effectively manage your customer relationships and sales operations, expanding with your company as your needs grow 📈 Your customer data is centralized in one single location, giving you a unified view of your customer interactions and helping you provide personalized experiences so your customers stay satisfied. Salesforce Essentials’s platform can be integrated with your favorite tools to faciliate your CRM even further, like Sendinblue, Webflow, Apollo.io and Dropbox Sign 👀
Salesforce Essentials has 4 pricing plans available for you to choose from, depending on your specific CRM needs. The popular Enterprise plan offers you a free trial to see if it’s a good fit for you and your team! 😮
- More details about Salesforce's pricingsTop alternatives to Salesforce Essentials’s CRM solution include HubSpot, Zendesk, Zoho CRM and Pipedrive. Discover great deals for these tools and more on Secret to start saving! 🤩
- More alternatives to Salesforce
Customer Success Manager
What is Salesforce used for?
Salesforce Essentials is a game-changer for small businesses, providing a one-stop solution for managing customer relationships and tracking sales performance. It centralizes all your crucial data, making it readily accessible. For instance, you can instantly pull up a client's purchase history or communication records. It also offers a visual representation of your sales pipeline, helping you identify bottlenecks and opportunities. Moreover, it ensures consistent customer experience by streamlining communication across all touchpoints. Imagine being able to respond to a customer query via email, phone, or social media from the same platform. Salesforce Essentials is like having a personal assistant that keeps you updated with real-time insights for informed decision-making.Salesforce pricing
Essentials
$26
/ user / month
Account, contact, lead & opportunity management
Email integration with Gmail or Outlook
Customizable sales process
Reports & dashboards
Professional
$80
/ user / month
Pipeline & forecast management
Lead registration
3 campaigns per opportunity
1 custom app per organization
Enterprise
$161
/ user / month
5 campaigns per opportunity
Sales teams
Custom opportunity fields in forecasting
Opportunity scoring
Unlimited
$323
/ user / month
Sales engagement & insights
5 campaigns per opportunity
Predictive forecasting
Lead scoring
Salesforce features
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Transaction tracking
Manage all stages of your sales pipeline. See at a glance the progress of each deal against your revenue targets.
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Email templates
Save time and increase productivity with pre-built email templates for common business scenarios, such as welcome emails, follow-ups, and meeting confirmations.
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Integrations
To help you manage everything from within your CRM, Salesforce integrates with DocuSign, Hello Sign, Dropbox, Zapier, Active Campaign, amongst others.
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Contact management
Centralize all important contact and account information in a few clicks (and automatically synchronize your contacts from your email inbox).
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Customer service
Easily manage customer feedback and questions with a ticketing and queuing system. With the knowledge base and the different communication channels (chat, phone, email, social channels, etc.), bring the right answers in record time to your customers.
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Reporting & analytics
With pre-built and customizable dashboards and reports, track sales progress against your objectives. You can transform these reports into graphs for better visualization of your results.
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Mobile app
Access your Salesforce Essentials account on-the-go with the mobile app, which allows you to manage your contacts, deals, and tasks from your phone or tablet.
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Lead and opportunity management
Stay on top of your sales pipeline with lead and opportunity management tools that help you track progress, assign tasks, and prioritize deals based on their potential value.
24 Salesforce Reviews
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Wynne
Efficient Customer Correspondence Tracking and Affordable Pricing: A Salesforce Essentials Review
it allows us to track all customer correspondence within the platform. Lastly, the affordability of Salesforce Essentials is worth mentioning
September 17, 2024
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Carolyn M
Five-Star Review: Unleashing the Full Potential of Salesforce Essentials
I'm absolutely thrilled to give Salesforce Essentials a five-star rating! Initially, I was impressed by the company's professionalism, the software's potential, and the team's friendliness. Once I signed up, I discovered that the software's full potential could be unlocked with a reasonable investment in additional services and some comprehensive training for my team. They were very enthusiastic about their support services, and indeed, the support team was a learning experience. I was introduced to various team members, each offering a different perspective and approach. It might seem a bit overwhelming at first, but it's all part of the learning curve. This system could be a game-changer for a large company with ample resources. Overall, I found it to be an exciting challenge!
September 10, 2024
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Julie C
Enhanced Workflow Efficiency with Salesforce Essentials' Task Management
it helps us keep track of all customer interactions, ensuring no detail is missed. Salesforce Essentials' task management feature has greatly improved our workflow
September 1, 2024
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Patricia A
Salesforce Essentials: A Comprehensive and Rewarding CRM Experience
Salesforce Essentials, in my opinion, should be hailed as the Salesforce Extraordinaire due to its unique interface. The process of adding new accounts and contacts is a thorough one, ensuring that all necessary information is captured. This might seem like a bit of a task, but it's a great way to ensure that no detail is overlooked. While the software doesn't have an autopilot feature, it does offer a hands-on experience that allows you to fully understand and control your CRM. The basic functions might require a bit of a learning curve, but once you get the hang of it, it's a breeze. Plus, the written support, though limited, is concise and to the point. What I absolutely love about Salesforce Essentials is the robust phone support. Whenever I encounter an error, I know I can rely on their team to guide me through it. The software is sensitive, yes, but that's because it's designed to be precise and accurate. Sometimes, it might feel like you're going down a rabbit hole, but that's just because there's so much to explore and learn. I would highly recommend Salesforce Essentials to anyone looking for a CRM program that offers a rewarding and enriching experience for both you and your employees.
August 25, 2024
Salesforce: Pros & Cons
Pros
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Scalability and customization: The platform is designed to scale with businesses as they grow, with customization options for specific requirements
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Integration capabilities: Salesforce Essentials integrates with a wide range of SaaS tools, like CRMs, help desks, and marketing automation
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Comprehensive CRM functionality: Salesforce Essentials provides comprehensive features, including contact management, opportunity tracking, and sales forecasting
Cons
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Higher cost for advanced features: Salesforce Essentials’s advanced features may be available only in higher-tier plans which are more expensive
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Complexity for small businesses: The CRM may be more complex that what is necessary for SMBs
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Learning curve for setup and configuration: Setting up and configuring the software may require some technical expertise or training
Why is Salesforce better than other CRM software?
Salesforce has more positive reviews than Freshworks: 86 vs 85
Salesforce has more features than Freshworks: 84 vs 52
Salesforce has better positive reviews than Freshchat: 86 vs 79
Salesforce has more options than Freshchat: 84 vs 79
Salesforce has more positive reviews than myPresences: 86 vs 85
Salesforce has more features than myPresences: 84 vs 52
Salesforce has more options than noCRM: 84 vs 62
Salesforce is better at number of features than E-goi: 84 vs 17
