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Salesforce Essentials Reviews

Vendor: Salesforce
4.0 out of 5
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What is Salesforce Essentials?

Salesforce Essentials is a cloud-based CRM tool for businesses seeking flexible, scalable, and customizable solutions to enhance sales and customer support processes.

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Buyer's Guide
Salesforce Essentials
April 2025
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Helped 849,686 peers since 2012

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Salesforce Essentials mindshare

As of May 2025, the mindshare of Salesforce Essentials in the CRM category stands at 0.3%, up from 0.1% compared to the previous year, according to calculations based on PeerSpot user engagement data.
CRM

PeerResearch reports based on Salesforce Essentials reviews

TypeTitleDate
CategoryCRMMay 1, 2025Download
ProductReviews, tips, and advice from real usersMay 1, 2025Download
ComparisonSalesforce Essentials vs Salesforce Sales CloudMay 1, 2025Download
ComparisonSalesforce Essentials vs Microsoft Dynamics CRMMay 1, 2025Download
ComparisonSalesforce Essentials vs SAP CRMMay 1, 2025Download
 
 
Key learnings from peers

Valuable Features

Salesforce Essentials offers scalability, flexibility, user-friendliness, and customization suiting business needs. It integrates multifaceted information, enhancing processes like finance and support. Its cloud-based deployment is notable. AI features aid in customer segmentation and workflow optimization. It combines Sales and Service Clouds for comprehensive customer management. Mobile app support and data sharing improve transparency. High costs are notable, but functionality and service remain exceptional.
  • "The combination of product and service are exceptional."
  • "High availability is really important for us when getting our reports as a vendor."
  • "The solution helps to track the performance of salespersons before closing deals."

Room for Improvement

Salesforce Essentials requires enhancements in integration with systems like SAP and should offer more domain-specific configurations. Reports need to be more user-friendly, and the interface could simplify usage for new users. Pricing and license packages seem high compared to competitors like Zoho CRM. Improvements in automation, AI, and stability are recommended. Users also suggest addressing language and connectivity issues, particularly for mixed languages and online accessibility, to foster better user experience.
  • "The primary area for improvement in Salesforce Essentials is its pricing. There are other competitors, like Zoho CRM, that offer similar features at a lower cost."
  • "I have seen Salesforce evaluate a lot of AI and analytics into that. But as an end user, I don’t have that much input."
  • "The solution needs to be more user-friendly. It's difficult for a senior to track leads when a salesperson uploads leads. The solution should also improve its integration capabilities."

ROI

Salesforce Essentials proves effective for teams requiring comprehensive testing and application development. Its user-friendly interface simplifies daily operations and accelerates processes, resulting in a swift return. By enhancing sales efficiency, it aids teams in identifying opportunities and streamlining steps, ultimately boosting revenue performance.

Pricing

Salesforce Essentials is often perceived as expensive, with costs rated around eight to ten out of ten by users. Many note that licensing is costly and requires annual payments. Pricing is considered high compared to competitors, especially with additional costs for professional services. Some opt for quarterly payments, though many acknowledge that the substantial costs can be a drawback, with the solution sometimes viewed as moderately priced depending on budget constraints.
  • "The pricing is a bit on the expensive side."
  • "We chose quarterly payments."
  • "I rate Salesforce Essentials' pricing an eight out of ten."

Popular Use Cases

Organizations primarily use Salesforce Essentials for managing leads, customer data, and sales operations in a B2B environment. It facilitates opportunity management, report generation, customer interactions, and automates workflows. Users leverage its CRM capabilities for handling complaints, contact information, and order processing. The platform enables data input/output, enhances transparency, and streamlines sales processes, significantly improving deal management. Salesforce Essentials is customized to meet specific company requirements and supports collaboration with various vendors.

Service and Support

Salesforce Essentials shows responsive service, with fast-acting support that satisfies many. While some feel service has room for improvement, others praise its excellent assistance. Systemic issues appear minimal, which highlights the efficiency of their team. Many users find satisfaction with customer service due to the rare need for frequent technical contact.

Deployment

Salesforce Essentials deployment is generally straightforward, taking from less than an hour to several months, influenced by company policies, data migration complexity, and integration needs. Many find it easier than SAP, with steps like user creation and cloud deployment. Integration, customization, and testing can extend deployment time. Licensing and architecture setup precede user access. Some cases require consultants and multiple team members for effective management, particularly with integrations like Tableau. Deployment is perceived as modernized and advanced.

Scalability

Salesforce Essentials is considered scalable by users, with ratings ranging from seven to ten. Companies with diverse sizes report effective scaling from a few users to thousands. Enterprises highlighted ease in adding users amidst growth. While some rely heavily on daily usage, others engage less frequently. Despite occasional connectivity issues, most find it suitable for expanding operations. Users appreciate its capability to accommodate varying needs without facing major scalability problems.

Stability

Salesforce Essentials demonstrates stability, frequently receiving ratings between seven and nine out of ten. Downtime is minimal, often scheduled for weekends. Stability excels with a smooth integration for SAP systems and is mostly bug-free. Automation experiences delays, affecting some users, yet many find it dependable with no work interruptions. Often highlighted as consistently reliable, Salesforce Essentials is praised for its high availability and seamless communication, earning an array of positive ratings.
These insights are based on the in-depth reviews provided by peers to help you make a better buying decision.
Download our Salesforce Essentials Buyer's Guide for additional reliable information.

Learn more about Salesforce Essentials

Designed for seamless integration across multiple channels, Salesforce Essentials includes Sales and Service Cloud to simplify sales tasks and customer management. It enhances finance, credit, and quality processes with user-friendly AI capabilities and predictive analytics. Despite its strengths, there is room for improvement in SAP integration, interface simplicity, and report generation. Cost-effectiveness and support for diverse languages are also potential upgrade areas. Businesses use this CRM solution for lead management, opportunity tracking, and automating sales workflows, transitioning from paper-based methods to digital efficiency.

What are the essential features of Salesforce Essentials?
  • Scalability and Flexibility: Accommodates growth and customization needs.
  • Multiple Channel Integration: Enhances finance and quality processes.
  • User-Friendly: Easy navigation with AI capabilities.
  • Cloud Deployment: Includes Sales and Service Cloud features.
  • Predictive Analytics: Improves productivity and tracking.
  • Mobile App Support: Facilitates on-the-go access and management.
What benefits or ROI can users expect from Salesforce Essentials?
  • Improved Productivity: Automation features save time and streamline tasks.
  • Enhanced Customer Management: Centralizes interaction and data handling.
  • Ease of Transition: From manual to automated workflows.
  • Performance Monitoring: Standardizes processes for better oversight.

In the retail industry, businesses employ Salesforce Essentials for customer data management and transparency in order processing. Healthcare providers use it for patient engagement and streamlined communication. Financial services utilize it for billing management and compliance, harnessing automation tools for efficient data handling.

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