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Salesforce Essentials

Salesforce Essentials

4.0
(102)
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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.

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Salesforce Essentials review by Sarah R.
Sarah R.
Validated Reviewer
Verified Current User
Review Source

"User friendly experience"

What do you like best?

One of the things I like best about Salesforce is it's user friendly platform. The features are for the most part a no-brainer, and for the things that stump me, Salesforce is more than happy to give me prompt and helpful service for.

What do you dislike?

You cannot launch email campaigns to your leads or contacts. Allowing me to mass email my leads would help me to increase my overall sales, rather than having to outsource to a different website like Wix. If Salesforce included a service that allowed me to customize newsletters, promotions, or new content with different templates that I may upload images and text into (similar to Wix), I believe that would be extremely helpful.

Recommendations to others considering the product

Utilize all functions! You can track opportunities, include closed deals, and write detailed notes about clients that help you remember the little details and give the best customer service to your clients.

What business problems are you solving with the product? What benefits have you realized?

With Salesforce, we have found a way to collect our data in an organized manner that we can use to increase our overall sales.

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Salesforce Essentials review by Jacob E.
Jacob E.
Validated Reviewer
Verified Current User
Review Source

"Does the job with some caveats"

What do you like best?

User interface is good. Flexibility and construction of customer database were a cinch with the tools that come with the subscription. The mobile app has been a big help for customer interaction on the go. Having a log that can translate to custom reports.

What do you dislike?

Having to manually log phone calls. A HUGE advantage would be to have a functionality that could record telephone calls so that a record of conversations could be kept on file for future customer interaction. Generating custom reports for the first time can be a bit messy. Trying to narrow down which filters I need to result in the desired output has been a learning curve and could be streamlined.

Recommendations to others considering the product

I would recommend using an implementation specialist for initial set up. We attempted to go it alone and saved some money but spent a great deal of time attempting to flesh it out.

What business problems are you solving with the product? What benefits have you realized?

Tracking customer interaction is the problem we are attempting to solve. The big benefit is a localized hub for our team to track who it is talking to.

What CRM All-in-One solution do you use?

Thanks for letting us know!
Salesforce Essentials review by Cori E.
Cori E.
Validated Reviewer
Verified Current User
Review Source

"Helpful Software for Maximizing Organization"

What do you like best?

It's a great way to keep all of my projects and customers organized so all of the information that I need is all in one place. It makes it so I never need to search around through email, file folders, and documents. Salesforce stores all of this info in one place.

What do you dislike?

I wish I could set the ranges on my dashboard (ie - If I want to see my annual sales rather than quarterly). I'd also like to be able to choose what information shows up on my dashboard. Also, I'd like to have more options of what information shows up when I view lists. So, when I click on "opportunities", I would like to be able to view and sort by the dollar amount. I'd also like to be able to see my last contact date, who was contacted and a few lines of what was discussed. In addition, I'd like to be able to see the contact info for my primary contact for that project. I'd like to be able to add and remove various fields from what is currently shown (ie - I don't need to know the salesperson so I'd like to use that field for something more pertinent to my business). When I click on either "contacts" or "opportunities", I'd like to be able to use these lists to guide my sales calls rather than having to open each contact or opportunity to get more detailed information. I used to use Excel to track my customers and projects. In some ways, I liked excel better because I can sort and search fields easily and add whatever fields I want. I would like a way to view all of the information that I want simply and easily... preferably in the list views when I click on "contacts" and "opportunities".

Recommendations to others considering the product

Yes, I have liked the software overall and feel like it has helped me get a little more organized.

What business problems are you solving with the product? What benefits have you realized?

It gives me one place to store all of my job information, track my bids, look at my sales, set reminders, track emails and phone calls, keep track of projects and store contacts. It's really nice to have this all in one central location. This has gotten me more organized and made it easier to get reports quickly and easily.

Salesforce Essentials review by Batuhan  O.
Batuhan O.
Validated Reviewer
Verified Current User
Review Source

"Sales Force Works!"

What do you like best?

It gives the user the freedom to manage their account, their numbers/ figures/follow up's in the most affective way. Sales force is great for any type of business big or small. Teaches you how to manage your time, your meetings / calendar and drives you to success!

Once you get a hang of the whole system, you really tend to find your own path and make the most out of the program.

What I like the best is that no matter where your eployees / team members are, this is a great tool to also stay connected.

I will recommend this to any new business or existing businesses, whenever I get the opportunity.

What do you dislike?

Nothing that I dislike to be honest. They have everyhting under control. Support team is super helpful and Sales Force team is at it's customers service at all times. Sometimes, I may tend to get lost in the whole system and struggle to find the information I want, but apart from that I think it's been very helpful.

Recommendations to others considering the product

I do not have much of a recommendation at this point, as the whoel program works like a machine and many multip-million $ companies are benefiting from it. So, no additional add- on's on my end.

What business problems are you solving with the product? What benefits have you realized?

When you have multiple projects, it may get hard to follow up on all of them, see your numbers and most importantly track your record on whether everything is being followed up properly. Sales force helped our business with this aspect he most.

Salesforce Essentials review by James C.
James C.
Validated Reviewer
Verified Current User
Review Source

"It's for me, more than my company"

What do you like best?

I use Salesforce Essentials for my own CRM. My company provides one, and this is just more custom and user friendly. It's very simple to use, and as you learn more there is certainly a greater use than just a follow up tool.

What do you dislike?

With all the options you have to customize and grow your CRM, you'll eventually want to grow into a full Salesforce product. This is, if you're building a large team and company continues to grow then essentials will no longer fit for a large team.

Recommendations to others considering the product

Plan for the size business you want. I use this for my personal recruiting tool and if it was company wide, we need a little more robust product.

What business problems are you solving with the product? What benefits have you realized?

Follow up and pipeline tracking have been the problems solved. I have a much easier time top grading and following along with my clients when i'm using Salesforce Essentials.

Salesforce Essentials review by Parker N.
Parker N.
Validated Reviewer
Verified Current User
Review Source

"Salesforce Essentials...Don't look anywhere else (you'll come back and just waste time if you do!)"

What do you like best?

Ease of use

Things are exactly where they should be

Able to hit the ground running from the start but able to customize as time goes on

What do you dislike?

Sales cadence tools not yet available (coming February 2019). Have to load in all tasks manually.

Recommendations to others considering the product

There are a lot of new, fancy CRM's that claim to have a better interface or provide a better solution. Most, if not all, of these are focused on being mobile friendly or are simply marketing automation solutions first and CRM's second. Don't be fooled and go with Salesforce essentials, which does all of this and more (plus the best API connectivity you could want for your tech stack).

What business problems are you solving with the product? What benefits have you realized?

This gives us complete visibility into the tasks and communication from all team members. We're able to define each stage and fully understand what is required to move deals towards a close.

Salesforce Essentials review by Erik F.
Erik F.
Validated Reviewer
Verified Current User
Review Source

"Exponential Growth"

What do you like best?

Salesforce has allowed our company to go from start-up mode to thriving in a matter of months as a result of the easy to use capabilities and functionality of the program. We use salesforce every day to track leads and communicate to potential clients. The program is easy to use, provides an excellent user interface, and helps us to better keep track of projects.

What do you dislike?

Email communication out of salesforce can be tricky at times. Inputting signatures and other key details took quite some time for us to complete, but we are happy with the product now.

Recommendations to others considering the product

Plain and simple. You should purchase it!

What business problems are you solving with the product? What benefits have you realized?

Salesforce Essentials has provided us with a hub to track our sales pipeline. We were originally using Excel which had formula errors and dated information. Salesforce can track all of our communications and allows our business to be more efficient.

Salesforce Essentials review by Andrew G.
Andrew G.
Validated Reviewer
Verified Current User
Review Source

"Class Leading Tool"

What do you like best?

Easy to run the reports I need to share with non sales departments. Easy to set and track activities. Pipeline functionality is improved over previous iterations. Salesforce enables me to easily set product types, different pipeline stages and qualifiers. It also allows us to accurately track activities and correlate those to KPIs.

What do you dislike?

I would like to see automatic account population when adding a new contact, also I miss the auto formatting of phone numbers to (xxx) xxx-xxxx versus the newer version where I have to type parenthesis and dashes.

Recommendations to others considering the product

Go through the Trailblazer courses as much as you need to! Set up pipeline stages and product lists before your sales folks start their own processes.

What business problems are you solving with the product? What benefits have you realized?

Streamlining sales process and reporting. It is much easier to automate reports and track past activities.

Salesforce Essentials review by Ian F.
Ian F.
Validated Reviewer
Verified Current User
Review Source

"Great product at a great price "

What do you like best?

As a Salesforce customer in a previous company which was much bigger, I was excited that Salesforce Essentials launched and we could afford it. We started with 3 licenses and are excited to grow from there. Because it connects with Google, it is great as our company is built on G Suite.

What do you dislike?

The only real complaint that I have is that it is often tough with duplicate accounts and having to manually add company data for new accounts, which is at times difficult since we don't have a Salesforce admin. That is the most glaring issue that we have.

What business problems are you solving with the product? What benefits have you realized?

Tracking and managing our Sales pipeline is the most important piece for us. It allows us to share information in real time and track everything to close deals faster.

Salesforce Essentials review by Brian H.
Brian H.
Validated Reviewer
Verified Current User
Review Source

"Great Follow Up Tool"

What do you like best?

Having a complete history for each client is a huge reason why my team uses Salesforce. Being able to log calls, reminders, tasks, appointments, and emails for a complete picture of each client has been a valuable asset as we move them being a prospect to an actual client.

What do you dislike?

The companion mobile app is not always easy to navigate/use. It crashes often and there are features that are lacking that would make it a much better tool.

Recommendations to others considering the product

Utilize the free 30 trial offered by Salesforce. My team did this and it gave us a chance to make sure this was the right fit.

What business problems are you solving with the product? What benefits have you realized?

Setting up reminders and tasks for follow up helps makes sure we stay on top of every client.

Salesforce Essentials review by User
User
Validated Reviewer
Verified Current User
Review Source

"Salesforce"

What do you like best?

The ability to track incoming leads and the sales cycle of prospective clients and opportunities. It's all cloud based. I also like that you can customize what information you see when you login in and the ability to see the total dollar amount closed in the fiscal quarter, month, etc. The fact that emails can also be tracked and added to accounts is also very helpful. It prevents me from doing double the work. Our company will also be moving forward with Docusign, and I like how you can incorporate different apps within the Salesforce CRM.

What do you dislike?

Coming from someone who was never formally trained it is a little overwhelming at times. It is going to take some time to costumize the Salesforce CRM specifically for my business. But overall was definitely the right move. We used to use an Excel spreadsheet to track leads and opportunities.

Recommendations to others considering the product

I would complete the Trailblazer Training Tools before fully implementing Salesforce CRM. It's really important to define your sales cycle/process.

What business problems are you solving with the product? What benefits have you realized?

It's been a game changer when it comes to tracking leads and making sure no prospective clients fall through the cracks. Everything is all in one place. This forced us to come up with exactly what the sales cycle looks like for prospective clients.

Salesforce Essentials review by Susanna S.
Susanna S.
Validated Reviewer
Review Source

"Great CRM for small teams"

What do you like best?

I like that it's scalable if we grow, I like that it's been relatively easy to train my small team. Adoption has been pretty good. Chatter is great, especially with the new "/" reference feature. Tasks have been very useful..

What do you dislike?

If a feature isn't available, buttons or links shouldn't exist to indicate it is. Also, with only 5 users I tried to be the singular Admin with the rest as Standard Users, but the inability to login as my other users to troubleshoot issues and determine what permissions I needed to add made user management impossible. There was so much they couldn't do, and I didn't know until they had problems; I began opening up so many permissions, over and over again until finally I gave up and made all 5 users Administrators.

Recommendations to others considering the product

If you're new to Salesforce make sure you focus on Essentials-specific resources or you'll be misled as to what is available to you. Take full advantage of the resources and take the time ahead of implementation to review all of it.

What business problems are you solving with the product? What benefits have you realized?

Moving (most of) our data to one place has been very helpful, as has the ability to connect so much information to the most relevant records. We are addressing our recruitment needs by developing process around a whole host of new custom fields, along with Google Forms that feed data to Salesforce. It's ever-evolving but turning out to be a great solution.

Salesforce Essentials review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"Love salesforce"

What do you like best?

It is the easiest way for our small business to keep ourselves and our customers in the know on all things related to our business. I don't know how we operated before it. I would highly recommend this tot any person considering a CRM tool. I find it very easy to use and a great program in general.

What do you dislike?

I would like better representation from a sales representative at our level. Even though we are a small customer we still matter. I think that is one of the hardest parts about being a small business owner. Companies say that they are there to support small business but you do not find much follow through in those comments. I would love to see Salesforce implement a small business team that is there to really take care of their small clients and make sure that they know how to utilize all the features and assist with roll out of new programs. I would probably use other parts of the tool but I'm not sure how to use them and with the limited time our business has to research new things it just keeps getting bumped down on our priority list but if I had someone to assist me with the rollout we would probably use it.

Recommendations to others considering the product

I would highly recommend it. I used this tool at a previous company and when I set my business up this was one of our first purchases. My only complaint with the tool would be my customer service representative. He was great while we were setting the tool up but once he secured the sale we hardly heard from him. It was a little disappointing.

What business problems are you solving with the product? What benefits have you realized?

Customer service. Customer relations. Internal company organization

Salesforce Essentials review by Y'vonne O.
Y'vonne O.
Validated Reviewer
Review Source

"Small investment huge benefits"

What do you like best?

What I love most about SF Essentials is it gets running sales activities out of your inbox and in a system that establishes cadence, transparency, and data to run your business.

SF Essentials helps us track our contacts, sales leads, nurture those leads, see intelligent information via the news feed on our prospects, track next steps, tasks, and opportunities and most importantly close deals.

What do you dislike?

There isn't anything we dislike with Salesforce Essentials.

Recommendations to others considering the product

Don't run your business in excel or systems that don't allow your full team to see data with mobility. SF Essentials will make your job so much easier. If you're on the go you can also download their mobile application.

What business problems are you solving with the product? What benefits have you realized?

*One place to see all our business accounts and contacts

*One place to see the latest contact and what with a prospect and client

*One place to see what open sales leads we have and where they are at in the pipeline

*Status on lead and opportunities sizes

*Forecasted sales activities

*Reporting in a variety of ways per team member (Leads, Sales Closed, Sales Lost w/Reason, $)

*News we don't have to hunt down about our prospects and clients (AI populates it for us)

With Salesforce Essentials we have seen team collaboration on sales activities. Prior to implementing there didn't seem to be a team approach just an individual approach. It builds competition and teamwork for our small consulting company. Everyone is jumping in selling now instead of looking to the leaders to do that. This results in moving to a 'won' status quicker with teamwork.

Salesforce Essentials review by Lauren P.
Lauren P.
Validated Reviewer
Review Source

"Effective system if you follow it... Tough for small business."

What do you like best?

I love that this is a way to really track the sales process from beginning to end. You can customize everything to fit your flow. The level of detail is great. I appreciate the tasks that you can set yourself to remind you to follow up with clients. Being able to designate each client in a certain area of the workflow is helpful.

What do you dislike?

Somewhat cumbersome for small business. It is obviously still tailored more to a B2B as opposed to a small service based business. It gets the job done, but there are a lot of features that do not make sense for us. It is definitely a system that is not readily and easily learnable. In my experience it requires a lot of coaching and training because of how intricate it is. Very little of it is intuitive.

Recommendations to others considering the product

I wish there were actual people on staff at Salesforce that can help you with the on boarding and training process. I found it ridiculous that I was either going to have to hire an outside source to help me with setup or stumble through it on my own (which I did). Looking back I know we still would not have paid that extra money to have someone go through the setup, but I would warn anyone considering Salesforce Essentials that it is somewhat difficult to implement yourself and the resources are not always the most helpful.

What business problems are you solving with the product? What benefits have you realized?

Moving customers through the flow to convert them. We would have potential customers reach out to us, then we would get them scheduled for a free session, and then we would not go anywhere further because we did not have an effective way of following up. Salesforce has definitely given us the tools to keep track of where each client is in the process and keeping everything as detailed and personal as possible.

Salesforce Essentials review by User
User
Validated Reviewer
Verified Current User
Review Source

"An essential part of my day"

What do you like best?

This solution provides a single source of info for all of my sales efforts, easily accessible from anywhere at anytime. The UI is intuitive. There is a large user base that can be leveraged in order to find answers to any questions one may have.

What do you dislike?

I get that the timing out of a session has to do with security, but it's a bit of a pain to have to log back in if I haven't been active in the app for a while. The only thing that makes this worse is when I click over to the window, add a decent amount of text to the next steps of an opportunity, and only then I am prompted with a notice that my session has timed out, not saving any of the text I just input.

What business problems are you solving with the product? What benefits have you realized?

Organization is key when you are managing upwards of 25 sales opportunities at any given time. Salesforce provides visibility into all open opportunities in one place, allowing me to see next steps and ensure I am on top of all action items. We have become much more accurate on our revenue forecasts on a monthly basis since leveraging Salesforce as our CRM

Salesforce Essentials review by Kathy M.
Kathy M.
Validated Reviewer
Review Source

"Salesforce Rocks!"

What do you like best?

I love when I go to an account, all the info I need is there on one page! I was able to customize the page to only include the info we need. It was easy to update colleagues' dashboards as well as my own. Each person uses just a little something different and SF can accommodate all of us.

I was able to customize our account records with stock fields and also customize fields for our business.

Customer service is phenomenal! I've had two calls and each time I learn something new that is invaluable to my team.

I love the Trailblazer learning as well. Even though there modules are general, I find specifics to me each time.

What do you dislike?

I would like the Activity area to include, or be able to switch to, Log An Email. Right now I have to use Log A Call, type in Email, but the icon still shows up as a phone, not an email. It would be nice to have another option besides just Log A Call.

Recommendations to others considering the product

Do it! This is an invaluable asset to our small company. It allows all of our remote employees to keep in contact instantly.

What business problems are you solving with the product? What benefits have you realized?

We used Einstein integration for our email. I am saving so much time since my Outlook emails are in each account's Activity section! No more going back and forth between email and SF.

Salesforce Essentials review by Amber H.
Amber H.
Validated Reviewer
Review Source

"Salesforce helping me stay organized."

What do you like best?

I like the mail merge between my colleagues and clients! I can log in and see all activity between everyone, not just my own, which is super helpful. I can also send emails from there, which saves time.

What do you dislike?

I dislike that my recent activity list is just ones that I have clicked on. I wish I had a list of ones that were in our recent pipeline, where as the recent activity just has all that have gone good or bad, so it's hard to remember who I need to touch base with. I need a 'follow up' or 'touch base' list that I can keep all the hot leads on, instead of one large general list that I have to comb through. I've also converted leads - but they don't show up on the home page as closed, so I'm not able to track my percentage of closings? Believe this is user error though, it's definitely been a lot to learn and not user friendly.

Recommendations to others considering the product

Get a lot of lessons and information upon sign up. Since then I've been directed to the 'self help' page/ tutorial and there's a lot of user error / things I'm not using that could probably help me. Make time to learn early on.

What business problems are you solving with the product? What benefits have you realized?

Keeping history of conversations, so that we can go back and start where we left off with certain clients, is super helpful. The benefit of that and the 'tasks' helps us with following up in time. I do wish the tasks alerted you in the App or Outlook Email though. You have to click on 'tasks' page to see them, which we never do, so they are often overlooked.

Salesforce Essentials review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"My first time using Salesforce"

What do you like best?

The mobile app is very useful. All info is right a our fingertips when on the road.

What do you dislike?

It's a bit difficult to just pull a simple contact list and export to excel. Does it really need to be? Sharing a list view seems to be difficult. Everything seems to be just a little more difficult and complicated than it needs to be. It seems it is really made for larger organizations. We have a very small office and don't need much of the features, which end up getting in the way more than they help. Not sure it's worth the money. The mobile app is glorious though!

Recommendations to others considering the product

For larger organizations I think it would be useful. It's too much for our office, too rigid and complicated to set up and others to access.

What business problems are you solving with the product? What benefits have you realized?

People can't accidentally delete info.

We can customize fields.

Salesforce Essentials review by Scott C W.
Scott C W.
Validated Reviewer
Verified Current User
Review Source

"Great CRM even for those who need just the basics"

What do you like best?

- Easy to import my existing data; just build a CSV and go.

- Consolidates all my data in one place; no more hunting for things.

- Salesforce is the Industry Standard, so you're conversant in a widely used tool.

What do you dislike?

It can be a bit tough to customize to your own needs (but there are classes you can take that will get you going).

Recommendations to others considering the product

Just try it. I doubt you'll go back to Excel Spreadsheets of customers and leads.

What business problems are you solving with the product? What benefits have you realized?

Keeping track of what customers are in what state, and the data (Excel spreadsheets, Word docs, PowerPoints, etc.) associated with each customer.

Salesforce Essentials review by Natalie D.
Natalie D.
Validated Reviewer
Review Source

"Very unhappy with Salesforce support"

What do you like best?

Nothing. I never got off the ground with it.

What do you dislike?

No technical support provided. Never heard from my account executive until it was time to hit my credit card again for a contract renewal that I was unaware of.

Recommendations to others considering the product

Unless you have a dedicated technical support person on your staff don't use this software. I asked for and was given zero support. Also the renewal and termination alert came from another Salesforce staffer in another country and went directly to my spam folder. Philip Kernan, my account executive all but told me to pound salt with respect to cancelling my service. I think he probably has a retention component to his bonus.

What business problems are you solving with the product? What benefits have you realized?

Never really got off the ground with Salesforce as we could not figure out how to use it.

Salesforce Essentials review by Executive Sponsor
Executive Sponsor
Validated Reviewer
Verified Current User
Review Source

"Essentials has offered a great place to centralize our data. "

What do you like best?

Our data has been centralized which helps project sales and get live updates on changes to our pipeline. The email functionality has been a huge plus for our business as well.

What do you dislike?

Coming from an organizations with a higher subscription it is painful not being able to update standard items such as formulas. The email functionality fails at times. Emails will get logged at the account level instead of the opportunity.

Recommendations to others considering the product

I would recommend opening up some additional features without making a small business pay so much. As a startup company paying $150/user/month is not realistic. Yet there are certain features, such as user profiles, page layouts, that could benefit us a.

What business problems are you solving with the product? What benefits have you realized?

Mostly centralizing our contacts and opportunities. Its allowed our directors to view our pipeline easily and address issues.

Salesforce Essentials review by Chelsa A.
Chelsa A.
Validated Reviewer
Verified Current User
Review Source

"New to CRM But See The Advantages..."

What do you like best?

The report generating features is a must have. The seamless connection with Encompass for loan origination is great.

What do you dislike?

It's a bit hard to learn the workflows and error triggers. You definitely need a competent system administrator to manage Salesforce so it can be priory set up to be beneficial to an organization.

What business problems are you solving with the product? What benefits have you realized?

We use this CRM to manage loan files and to ensure that we make constant contact with all parties during the loan process and after the course has closed. It's of benefit to ensure no falls slip through the cracks and ensures that customers and other interested parties of a transaction are regularly updated.

Salesforce Essentials review by Parker N.
Parker N.
Validated Reviewer
Review Source

"Salesforce Essentials was a no brainer for our technology and management consultancy"

What do you like best?

I love the fact that I can jump right in and get right to the important stuff. I'm not bogged down with endless menus and unnecessary fluff. This is a CRM that can be as simple and straightforward as I want it with the ability to scale as needed.

What do you dislike?

I wish the task system could be set up as a cadence, or sequence of tasks instead of all manually added

Recommendations to others considering the product

There are a lot of very niche solutions out there. For an all-in-one solution with the ability to grow with your business, CHOOSE SALESFORCE ESSENTIALS

What business problems are you solving with the product? What benefits have you realized?

I'm able to get visibility into the pipeline

I'm able to clearly see what needs to be done, where we're having success and where we might be having issues

Salesforce Essentials review by User
User
Validated Reviewer
Verified Current User
Review Source

"Salesforce Essentials (former Salesforce IQ user)"

What do you like best?

Easy to get started

Can readily find help via google on any items that are not intuitive in configuration

User Interface is much better than previous Salesforce IQ experience

What do you dislike?

Some of the defaults don't make sense for my business, I just need to take time to update them

Recommendations to others considering the product

Easy way to get started with CRM

What business problems are you solving with the product? What benefits have you realized?

Keeping track of conversations with prospects

Keeping contact information in a single place

Keeping track of commitments and when I should follow up with people

Keeping track of deals I'm working on

Keeping track of master copies of proposals and contracts - super easy to find when I attach them to the account and opportunity records

Tracking progress on projects that follow the closed/won opportunity

Salesforce Essentials review by F. Ramzi  A.
F. Ramzi A.
Validated Reviewer
Review Source

"Very cumbersome product"

What do you like best?

Mail integration, being able to see other peoples emails was very helpful for my administrator.

What do you dislike?

Overwhelming complexity. It seems like SalesForce said, Oh, why don't we go after the small business market and just threw together a product that was not truly optimized for small business from the ground up.

Recommendations to others considering the product

I believe we were the first to use SalesForce Essentials. While my administrator found it helpful, it was cumbersome, overly complicated and support was siloed to a such an extent that it took hours to get useful information. We finally abandoned it after one year. It was just not optimized for small businesses, hopefully that will improve.

What business problems are you solving with the product? What benefits have you realized?

Coordination and tracking of clients and projects

Salesforce Essentials review by Matthew  N.
Matthew N.
Validated Reviewer
Review Source

"Great Resource for self employed organization"

What do you like best?

I really enjoy this system because I am able to input all the information on and i can go and see the exact info and there policy numbers, all the access the personal info for each person. Its been really nice having this system with my uncle and I to utilize.

What do you dislike?

I had a really hard time when I was trying to create a log to get someone to help me with the organization part. Then it was difficult to understand the people on the other end of the phone.

Recommendations to others considering the product

Its a great tool and resource for our business.

What business problems are you solving with the product? What benefits have you realized?

The organization has been stellar. That was the main reason that we got this system.

Salesforce Essentials review by Mike D.
Mike D.
Validated Reviewer
Verified Current User
Review Source

"Salesforce or Nothing"

What do you like best?

Organization and reminders of what's important. Gets rid of the endless spreadsheets and clutter.

What do you dislike?

A little cumbersome sometimes. Too many steps for follow ups in some instances. Still better than any alternative.

Recommendations to others considering the product

If you need to get organized and are in sales. Buy this. Learn it and use it.

What business problems are you solving with the product? What benefits have you realized?

Solving the ability to accurately track sales progress. Staying organized and using the app as well helps when out in the field. Appointments, Contact info, locations.

Salesforce Essentials review by Administrator
Administrator
Validated Reviewer
Review Source

"not happy with customer service"

What do you like best?

the app so i cna pull up the clients information quickly

What do you dislike?

the customer service is horrible! because we didnt pay for the next level we couldlt actually talk to a real person. We were told we had to chat with others who are in our tier to get questions answered. When i spoke to a manager and told her i need to figure out how to use this program, not wait for others to answer my questions, she said she would have someone call me at a time we set. I waited and no one called me. This happened 2x. And when someone finally did call me it was when i couldt talk and i could not understand the person at all. vey dissatisfied with the customer service.

What business problems are you solving with the product? What benefits have you realized?

We started with SalesForce because we were looking for a way to organize our client list. Its nice to have the app to look up clients and get contact information.

Salesforce Essentials review by User in Construction
User in Construction
Validated Reviewer
Review Source

"Solid platform"

What do you like best?

Other CRM software platforms require customization that is difficult to use (at least initially). Salesforce provides a good out of the box solution with an easy interface and intuitive learning process. Importing contacts from other CRM programs are easy and it takes little time to become efficient.

What do you dislike?

As noted there are other crm platforms that provide similar features at a reduced price tag. While evaluating others I determined that you can achieve similar results with less cost (but more cumbersome interface). For smaller companies I would recommend other CRM platforms but for larger companies - I would go with salesforce. The pricing of salesforce is variable - though it takes many calls from them to actually get to a price that makes it comparable with others- I wish they would just start with a market price.

What business problems are you solving with the product? What benefits have you realized?

Email management to contacts, deal/pipeline management, organizing action items while prospectict.

Salesforce Essentials review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"Too open-ended for a small company"

What do you like best?

The Lightning for Gmail plugin is nice because it synchronizes your emails with leads into Salesforce.

What do you dislike?

The whole Salesforce platform is incredibly bloated and every single feature has 30 different options. It's totally a configure-your-own-adventure, to the extent that it sacrifices usability. Sometimes being opinionated about how people should use your software is useful, especially toward smaller companies. It's definitely geared toward large Enterprises who have unique requirements.

What business problems are you solving with the product? What benefits have you realized?

Customer relationship management and pushing leads through a pipeline. We've realized few benefits and will likely switch providers. The only reason we'd consider staying on Salesforce is if salespeople asked to stay on it because they are more familiar with it.

Salesforce Essentials review by tina t.
tina t.
Validated Reviewer
Review Source

"SF Essentials: It does exactly what you want and need it to"

What do you like best?

I like that I didn't have to pay enterprise prices, but I get enterprise quality and accessibility.

What do you dislike?

There are some things that I am confused by or not well versed on. I do not like blogs or chat rooms when I am searching for an answer (trailblazer)

Recommendations to others considering the product

This is a beneficial tool I have yet to encounter anything I wasn't able to do simply because I had the smaller version, the Essentials. I was and still am very impressed by the features and functions of SF Essentials

What business problems are you solving with the product? What benefits have you realized?

Ability to work a record properly. Previously we had 8 to 15 different excel spreadsheets. It is difficult to view tha colujjjjjjjj

Salesforce Essentials review by Jacob A.
Jacob A.
Validated Reviewer
Review Source

"Good, experience. A productive platform but difficult to learn."

What do you like best?

What I liked the best is the options and catagories you are able to use within the software. It has a lot of flexibility.

What do you dislike?

It is difficult to learn with all of the functions it provides.

Recommendations to others considering the product

Defenitley a great product with alot of potential. You need to take your time to train yourself and your staff on the product and how it functions. It has a ton of capabilities that can make doing business so much easier!

What business problems are you solving with the product? What benefits have you realized?

Keeping track of all of our leads and customers throughout there sales cycle. Ive realized the amount of sales will increase the more you follow the customer throught each interaction.

Salesforce Essentials review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"Goodbye Google Sheets, hello professional tracking"

What do you like best?

We have various types of customers (both businesses and individuals), and Salesforce essentials allows us to effortlessly track both. The best feature for a business like ours, though, is the automated email integration and relationship tracking via the Gmail plugin.

What do you dislike?

Some of the features for small businesses are a little clunky and don't make sense until you're at scale, but we can look past this in the short term given the benefits outweigh the drawbacks.

What business problems are you solving with the product? What benefits have you realized?

Customer tracking, both for businesses and for customers. We even track our investor relationships in Essentials. It keeps us infinitely more organized and particularly makes sure no conversations slip through the cracks.

Salesforce Essentials review by Internal Consultant
Internal Consultant
Validated Reviewer
Review Source

"Essentials Leads Only to Frustration and an Upgrade"

What do you like best?

Essentials is a teaser or gateway product that SF should give away for free. The functionality it provides can be obtained at no charge from many of its competitive offerings.

What do you dislike?

Functionality is so limited its not a viable platform. To upgrade to a viable platform equates to a 3x investment which, again, does not hold up well to competition. SF sales team is also difficult to negotiate with. It is crystal clear that the company’s sales leadership is driven by ex-Oracle players. Rap & Plunder mentality is the name of their game.

Recommendations to others considering the product

Understand your full needs as well as possible up front. In many cases, they wont be met by Essentials. Don’t buy into Essentials unless prepared to invest 3x in the upgrade to Corporate Edition

What business problems are you solving with the product? What benefits have you realized?

Basic contact & opportunity pipeline management plus a high level sales dashboard for sales management and oversight.

Salesforce Essentials review by Michael H.
Michael H.
Validated Reviewer
Verified Current User
Review Source

"GREAT Experience! "

What do you like best?

Salesforce Essentials has enabled our sales processes to flow much more smoothly and visibility on the entire sales cycle is much more fluid. Salesforce inbox has also provided great insights as well! Customer service is also great if needed.

What do you dislike?

No issues at the moment! Things have been progressing very well.

What business problems are you solving with the product? What benefits have you realized?

I am able to provide our President up to the minute data on our sales cycles and processes.

Salesforce Essentials review by Jeaneen T.
Jeaneen T.
Validated Reviewer
Verified Current User
Review Source

"Great business tool for the busy sales professional"

What do you like best?

User friendly interface for mobile and PC

What do you dislike?

Sometimes overlap with Contacts, Leads and Accounts can be confusing. I need to take time to learn more about best practices for using the tool.

What business problems are you solving with the product? What benefits have you realized?

Salesforce Essentials allows all team members to keep leads and opportunities in one central location, with visibility to everyone's projects. Our team leader runs activity reports and monitors progress, both individually and as a group.

Salesforce Essentials review by User
User
Validated Reviewer
Verified Current User
Review Source

"Key tool for small business"

What do you like best?

Salesforce allows me to see all of my activities in one place. From all types of customer interactions (email, calls, meetings) to task lists, opportunities, and current status. It gets me out of notebooks and off of post-it notes.

What do you dislike?

This is a very powerful program that takes some time to get know. In order to full value from it, a user needs to fully commit to using it - i.e. consolidate all their customer activities into Salesforce.

What business problems are you solving with the product? What benefits have you realized?

Salesforce keeps me focused on my customers and what I need to be doing each and every day to drive my business. No more dropped balls!

Salesforce Essentials review by Chelsea S.
Chelsea S.
Validated Reviewer
Verified Current User
Review Source

"SF has been extremely helpful in maintaining consistency and staying organized while in field"

What do you like best?

Being able to create new accounts and setting follow up reminders

What do you dislike?

The reports are cumbersome and can be difficult to figure out how and what to pull

Recommendations to others considering the product

Watch videos and trailblazer to learn how to manage as the customer experience is on your own.

What business problems are you solving with the product? What benefits have you realized?

Tracking!!! We have not had a way previously to track our marketing rep. on a daily basis while in the field.

Salesforce Essentials review by Executive Sponsor
Executive Sponsor
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"A must for businesses looking to evolve "

What do you like best?

The customer service and promptness of responses. We've had a rep offer to come to us and do trainings, and we're going to take them up on it!

What do you dislike?

I wish that the marketing materials were a bit more educational and simple, and showed us the benefits of using different materials. Also, you should advertise on podcasts (if you were there we would of heard about you a long time ago).

What business problems are you solving with the product? What benefits have you realized?

Salesforce Essentials helps remind us who we need to follow up with, or who said they have budget opening in q2, q3, etc and it's vital for our marketing and sales efforts.

Salesforce Essentials review by Holli M.
Holli M.
Validated Reviewer
Review Source

"Salesforce Essentials - HR Director's love it too!"

What do you like best?

-Ability to understand where our recruiting efforts are at and hiring pipeline needs

-Visibility into projections for upcoming technician needs

-Complete line-of-sight into all things about our business!

What do you dislike?

There's nothing in particular that I dislike about Salesforce Essentials.

Recommendations to others considering the product

There are a lot of recruiting only, or marketing automation only platforms out there. Salesforce Essentials is modular and allows you to only use what you need. With this ability and the ability to quickly scale with your business this is a no-brainer. Whether you're an executive sponsor (like me) or using it daily, you can not go wrong with Salesforce Essentials.

What business problems are you solving with the product? What benefits have you realized?

-

Salesforce Essentials review by Carter J.
Carter J.
Validated Reviewer
Verified Current User
Review Source

"Positive feedback for salesforce crm"

What do you like best?

It is great for keeping track of each client and reminding you when to contact them or follow up, as well as having one place that stores all your information that is needed for each client.

What do you dislike?

It is sometimes a long process adding in each client.

Recommendations to others considering the product

Great and easy to use crm.

What business problems are you solving with the product? What benefits have you realized?

Being notified to reach out to a client and having all their information in one place that is right in front of you.

Salesforce Essentials review by Gina S.
Gina S.
Validated Reviewer
Review Source

"Rough start but ultimately a good decision"

What do you like best?

I like Salesforce's ability to synch with Gmail and other apps. I hate integrating a new system that requires all new apps and systems that nobody already uses.

What do you dislike?

Getting it started was a pain. It took a few weeks to synch everything and to get it work for us.

Recommendations to others considering the product

Salesforce does have relatively good customer service, sometimes it may be hard to get in touch with them though.

What business problems are you solving with the product? What benefits have you realized?

The steps starting from a phone call from a potential client to purchasing client has been streamlined and organized. We can clearly see everything in an organized and workable format.

Salesforce Essentials review by Consultant in Information Technology and Services
Consultant in Information Technology and Services
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Great Cost Effective way to utilize Salesforce"

What do you like best?

I love the integration with Office 365. It can track all of my activities related to a particular opportunity in Outlook; including e-mails, events, and tasks. I can designate which contacts to sync from Outlook to Salesforce. There is even an add-in for Outlook where I can work directly with Salesforce on the webmail or Outlook.

What do you dislike?

I have no cons regarding the software. I wish support was more available at this plan. You can not get someone live on support with the essentials plans. Someone will call you back if you submit a ticket.

Recommendations to others considering the product

If you're looking for Office 365 integration - Salesforce is the way to go. Essentials is a great beginner package to get you started with CRM.

What business problems are you solving with the product? What benefits have you realized?

I am able to track a sales cycle when selling the different types of services.

Salesforce Essentials review by Allison M.
Allison M.
Validated Reviewer
Review Source

"Everything you need for your small business"

What do you like best?

I like have a system to track and manage all lead info and all stages of the sales process, streamline email campaigns, organize large amounts of data/leads, and see all info related to each sales lead.

What do you dislike?

Using Salesforce is not very intuitive, and in fact can be very frustrating to try to figure out how to do different function. You are inundated with all these other users feedback, ideas, but there's no easy way to get definitive answers.

What business problems are you solving with the product? What benefits have you realized?

I'm solving the problem of tracking the sales process, info related to each lead and streamlining our email campaigns.

Salesforce Essentials review by Dave M.
Dave M.
Validated Reviewer
Review Source

"best CRM on the market for the price "

What do you like best?

for the most part is intuitive to use the salesforce CRM. there are some reports that take some time to learn. the support from the office is outstanding. the mobile app for your phone is top notch. very slick to use on the while in our car between sales calls.

What do you dislike?

I wish reporting aspects of the CRM were more intuitive.

Recommendations to others considering the product

just go for it. i

What business problems are you solving with the product? What benefits have you realized?

just having all my docs organized in a simple and easy to find application really makes a big difference.

The other thing is just daily note taking and record keeping.

Salesforce Essentials review by Kristin M.
Kristin M.
Validated Reviewer
Review Source

"Almost there"

What do you like best?

I like the dashboard features and abilities, as well as the new system look/feel.

What do you dislike?

I don't like having to submit tickets to get things easily resolved. I also don't like the disconnect with leads/opportunities - I don't want to have to re-create a lead into an opp.

Recommendations to others considering the product

Its a good stepping stone, definitely not as robust, but coming from a large corp and being familiar, you should be able to translate what you need for a start-up and get the right dashboards set up to track.

What business problems are you solving with the product? What benefits have you realized?

Actualized revenue, tracking of opportunities and contacts.

Salesforce Essentials review by Gotz S.
Gotz S.
Validated Reviewer
Verified Current User
Review Source

"Great CRM for small teams starting out to manage clients and prospects."

What do you like best?

Ease of use. Ease of setup. Ease of collaboration.

What do you dislike?

Would like it better if it was easier to chat with colleagues across the platform.

Recommendations to others considering the product

Do it. Great, cost effective platform for managing client relationships.

What business problems are you solving with the product? What benefits have you realized?

Maintaining customer relationships. Benefits include ability to review client intonations across multiple platforms.

Salesforce Essentials review by Shannon P.
Shannon P.
Validated Reviewer
Review Source

"Salesforce/SP"

What do you like best?

I like the act you can track leads, opportunities, accounts, etc.

What do you dislike?

I wish when you entered in an opportunity, we can put a follow up date instead of a close date. Then when the follow up date would pop up a reminder in which you can follow up with that client. Im sure you can do a task for this, but it would be nice if it wasnt an extra step.

What business problems are you solving with the product? What benefits have you realized?

Keeping track of clients & what the sales people are spending their time on.

Salesforce Essentials review by Consultant in Information Technology and Services
Consultant in Information Technology and Services
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Essentials supplies the basics of Salesforce, without the bells & whistles"

What do you like best?

Sales Cloud functionality, like accounts, contacts, opportunities & reporting. They work just like full-blown Salesforce

What do you dislike?

So many things are missing, especially Workflow Rules. Having to create a Process Builder flow for any automation is a real pain and time-waster. What I could do in 5 minutes with a workflow rule takes 5 times as long with a process flow. I also had to recreate an approval process because that is missing as well. The other things missing are inconvenient sometimes, but workflow is the big thing missing.

Recommendations to others considering the product

Try to afford Professional or Enterprise edition. Although costly, they are easier to implement and administer.

What business problems are you solving with the product? What benefits have you realized?

We've gotten the benefits of the normal SF sales cloud - better organization of reps, better reporting, easier forecasting.

Learn more about Salesforce Essentials

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