Salesforce Essentials Review | 2022 Update

Salesforce Essentials Ratings

Overall Rating	80%
Ease Of Setup Rating	63%
Ease Of Use Rating	74%
Customer Support Rating	70%

Salesforce Essentials Guide for 2022 – Quick Summary

Salesforce Essentials Location

Salesforce Essentials Pricing & Costs

Plan Name	Price	Duration

Our full Salesforce Essentials Guide covers everything you will need to learn about implementing Salesforce Essentials. Good crm software can not only help your business to become more efficient and thrive but also give you a platform that can give you positive profits. If you want to make profits, you should ensure you are using a good piece of crm software.

There's absolutely no sure-fire method to ensure profits; thus, you must carefully analyze your crm software before you choose it. It is a frequent misconception that all crm software is the same, but that is not correct. Wrong judgment, initially, can set your business at risk.

Salesforce Essentials is a piece of crm software which has paved its way successfully. In this review of Salesforce Essentials, we have tried to collate a number of the important aspects. This review will help you to understand whether Salesforce Essentials is a good match for your organization or not. We have attempted to breakdown all the features and charges for your convenience.

Choosing The Best Crm Software For Your Business

When deciding whether Salesforce Essentials is the most appropriate crm software for your business there are 5 things to consider and do to make the right choice:

1. Decide what you need to achieve from using Salesforce Essentials
2. Does Salesforce Essentials achieve your needs as a full Crm platform?
3. Fully research the Salesforce Essentials crm platform and toolset. Do the Salesforce Essentials tools and resources stack up against your business needs?
4. Decide the budget available to implement a new Crm solution and does the solutions from Salesforce Essentials offer the features you need within the budget.
5. Sign up for a account with Salesforce Essentials. Ask for a callback and demo to finally check that the solution is right for you.

What is Salesforce Essentials?

Salesforce Essentials is a complete piece of crm software provided by Salesforce and is used by small to enterprise sized businesses.

Salesforce was started in 1999 in San Francisco, CA

Salesforce Essentials makes it easy for small businesses to tap into the power of Salesforce to build stronger customer relationships with a combined sales and support CRM that is easy to use, setup, and maintain — for just $25 per user per month.

Does Salesforce Essentials Offer A Free Trial?

Sadly Salesforce Essentials does not offer a free trial.

While creating this Salesforce Essentials review we found that it offers a lot of advanced crm features with its paid plans. You can learn more about some of the Salesforce Essentials Crm features further on in this Salesforce Essentials review.

Is Salesforce Essentials A Leading Crm Solution For Your Business?

Crm suppliers range from 1 man bands to giant conglomerates; There's a lot out there. However, when it comes to selecting a great crm solution, there are numerous factors that you must evaluate. In order to make sure that Salesforce Essentials is the right crm solution for your organisation, check out our guide below.

Main Features Of Salesforce Essentials

Sales Force Automation Features	Rating
Contact & Account Management	90%

Ticket And Case Management Features	Rating
Ticket Creation User Experience	89%
Ticket Response User Experience	85%
Workflow	87%
Response Automation	87%
Attachments/Screencasts	88%
Ticket Collaboration	87%

Marketing Automation Features	Rating

Customer Support Features	Rating

Knowledge Share Features	Rating
Knowledge Base	80%
Searchable Articles	83%
Community Forums	83%

Communication Features	Rating

Calling Features	Rating

Reporting & Analytics Features	Rating
Social Monitoring	90%
Reporting	91%
Dashboards	93%

Interaction Features	Rating
Tickets and Tagging	88%

Internal Use Features	Rating
Customization	88%

Contacts Features	Rating
Personalization	89%
Information Locater	86%
Record Prospect Data	92%

Mobile & Social Features	Rating

Insights Features	Rating
Notes	89%
Sorts Prospects	80%

Platform Features	Rating
Mobile User Support	94%
ITIL Compliance	87%
Customization	88%
Internationalization	90%
Performance & Reliability	90%
Integration APIs	89%

Communication Channels Features	Rating
Email to Case	90%
Social Integration	88%

Integration Features	Rating

Call Center Features	Rating
Make, Receive, and Record Calls	90%
Customer and Contacts Database	89%

Self Service/Community Features	Rating
Forums	90%
Knowledge Base	90%
Q&A	90%

Alternatives To Salesforce Essentials

Looking for an alternative to Salesforce Essentials?

A Lot of companies want crm software to aid their business goals. What is challenging is finding out whether or not the software you choose is right for your business. We have compiled a list of other crm solutions that our reviewers voted best overall compared to Salesforce Essentials. Based on thousands of datapoints, you can see how Salesforce Essentials matches up to their competitors, and find the best fit for your needs.

The Top Salesforce Essentials Alternatives Are Listed Below