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Salesforce Essentials pros and cons

Vendor: Salesforce
4.0 out of 5
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Pros & Cons summary

Salesforce Essentials offers a scalable, flexible platform ideal for businesses needing customizable solutions. It integrates multichannel data, enhances processes with predictive analytics, and ensures uninterrupted reporting through high availability. Despite its strengths in performance tracking, the platform lacks domain-specific solutions, struggles with SAP integration, and requires reporting improvements. The pricing and operational costs are high, necessitating dedicated management. Competitors offer comparable features at a lower cost.

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Prominent pros & cons

PROS

Salesforce Essentials is highly scalable and flexible, allowing customization according to business needs.
It integrates information from multiple channels seamlessly, supporting complex business processes.
Salesforce Essentials replaces on-premise CRM systems by bringing all functionalities to a cloud platform.
Predictive analytics and workflow automation are useful for process optimization and productivity improvement.
Transparency is enhanced through data sharing capabilities with representatives.

CONS

Salesforce Essentials does not contain domain-specific solutions, making integration with SAP challenging due to complex product configurations.
Reporting has shortcomings and requires improvements.
There is a need for smaller license packages to encourage new users.
Improvements in connectivity issues, especially for the online version, are necessary to enhance user experience.
Pricing is a significant concern with other competitors offering similar features at lower costs.
 

Salesforce Essentials Pros review quotes

AA
May 22, 2025
We use Salesforce Essentials for everything we do on the sales side.
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Srini-Dhanaraj - PeerSpot reviewer
May 28, 2024
The CRM system has SAP Sales, SAP Service, and SAP Billing, with everything integrated into an on-premise SAP CRM system. Salesforce Essentials replaced this on-premise system, bringing all functionalities onto the cloud platform.
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Valentin Ilie - PeerSpot reviewer
Mar 20, 2024
The product is stable.
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Buyer's Guide
Salesforce Essentials
May 2025
Free Report: Salesforce Essentials Reviews and More
Learn what your peers think about Salesforce Essentials. Get advice and tips from experienced pros sharing their opinions. Updated: May 2025.
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SadeepaPalliyaguru - PeerSpot reviewer
Aug 20, 2024
High availability is really important for us when getting our reports as a vendor.
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reviewer1973925 - PeerSpot reviewer
Mar 15, 2024
The most important feature is how Salesforce Essentials brings together information from multiple channels. The nature of our complex custom product data has been challenging due to our manufacturing nature. Salesforce also allowed business processes like finance, credit lines, customer complaints, and quality issues to integrate seamlessly. I haven’t used the mobile app functionality, because we haven't fully utilized because of our preferance of more personal interactions over using mobile apps.
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GS
Apr 11, 2025
The combination of product and service are exceptional.
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Jayesh Bhandari - PeerSpot reviewer
Apr 1, 2024
Salesforce provides the best they have with the current version. Most of the features we need are already there, and it's very easy to use.
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EM
May 15, 2024
In terms of features, the cloud-based solution and easy deployment are standout elements that have made a difference.
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VK
Apr 2, 2024
Salesforce makes tracking every product and customer activity easy, enabling managers to monitor their products, such as key products and their peak performance.
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Danit Sannikov - PeerSpot reviewer
Jun 3, 2024
I can download the data to Excel, create tables, and do whatever I want. I am very comfortable with the tool's mobile application. Its main benefit is transparency because I can share it with representatives.
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Salesforce Essentials Cons review quotes

AA
May 22, 2025
The cost of running Salesforce Essentials is significant. The licenses are expensive, and the operational costs are considerable, including the necessity to maintain a team of approximately 15 people to run the system.
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Srini-Dhanaraj - PeerSpot reviewer
May 28, 2024
Salesforce should encourage new users by offering smaller license packages, such as packages for three or two users.
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Valentin Ilie - PeerSpot reviewer
Mar 20, 2024
The product's reporting area has certain shortcomings, making it an area where improvements are required.
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Buyer's Guide
Salesforce Essentials
May 2025
Free Report: Salesforce Essentials Reviews and More
Learn what your peers think about Salesforce Essentials. Get advice and tips from experienced pros sharing their opinions. Updated: May 2025.
DOWNLOAD NOW
856,873 professionals have used our research since 2012.
SadeepaPalliyaguru - PeerSpot reviewer
Aug 20, 2024
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.
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reviewer1973925 - PeerSpot reviewer
Mar 15, 2024
Integrating Salesforce with SAP, considering our business relies heavily on SAP for ERP, has been quite challenging due to the intricate product configurations. Unlike standard products like computers with a few options, our products have hundreds of configurable options, making the integration complex. If such integration were possible, it would have been easier to understand the unique nature of our industry and the limited number of customers who buy steel products, unlike consumer electronics.
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GS
Apr 11, 2025
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.
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Jayesh Bhandari - PeerSpot reviewer
Apr 1, 2024
Less integration would be better. It should work independently.
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EM
May 15, 2024
Areas that could be improved or upgraded in the next release include analytics, automation capabilities, and stability.
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VK
Apr 2, 2024
The solution could be cheaper.
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Danit Sannikov - PeerSpot reviewer
Jun 3, 2024
When we use mixed languages, it can be uncomfortable because there seems to be no consideration for right-to-left speakers. It feels like these tools were developed by people who only speak left-to-right languages and didn't consider other language types' needs.
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