Salesforce Essentials Overview
What is Salesforce Essentials?
Salesforce Essentials is a streamlined, cost-effective edition of the world's leading CRM, specifically packaged for small and medium-sized businesses. It provides the core power of Salesforce—including contact and account management, opportunity tracking, task automation, and customizable reports/dashboards—in a simplified package with guided setup and in-product learning. Designed to get teams up and running in hours, it also includes robust customer service features to manage support cases over email, phone, social media, and web chat. Essentials allows SMBs to leverage the Salesforce platform's reliability and ecosystem without the complexity and cost of the full enterprise suite.
Who it's for:
Salesforce Essentials is designed for small to medium-sized businesses that want the brand recognition, power, and scalability of Salesforce but need a version that is affordable, easy to set up, and simple for their team to learn and use effectively from day one.
Our verdict:
Salesforce Essentials successfully brings the immense capability of the Salesforce platform within reach of SMBs. Its guided onboarding and simplified interface make it accessible, while retaining the core CRM engine. For small businesses planning for growth and wanting to start with a world-class platform, Essentials is an excellent and strategic entry point.
Salesforce Essentials Details
Salesforce Essentials Platforms supported
Cloud, SaaS, Web-Based
Mobile Android
Mobile iPad
Mobile iPhone
Desktop Chromebook
Desktop Linux
Desktop Mac
Desktop Windows
On-Premise Linux
On-Premise Windows
Salesforce Essentials Support options
Chat
Email Help Desk
FAQ Forum
Knowledgebase
Phone Support
Salesforce Essentials Training options
Documentation
Live Online
Videos
Webinars
In-Person
Salesforce Essentials Related Categories
Salesforce Essentials Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
Salesforce Essentials Pricing
Tiered pricing system
Salesforce Essentials Features
Most valued Salesforce Essentials features by users
Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base Management
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management
Contact Database
Data Import/Export
Lead Management
Prospecting Tools
Sales Pipeline Management
Search/Filter
Segmentation
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