About Salesforce Essentials

SalesforceIQ is a cloud-based customer relationship management (CRM) solution suitable for small to medium-sized businesses across a variety of industries. Key features include sales automation and a customer interaction database. Mobile apps are available for Android and iOS devices. SalesforceIQ manages details of both customers and prospective customers. Information can be entered into the system automatically from emails, calendars and marketing automation systems. Users can see if other team members have already communicated with contacts. SalesforceIQ creates automatic reminders, so if users do not remember to respond to emails, the system will send them alerts to follow up. The solution also includes a Gmail extension. Users can reach out to contacts without toggling between their email inboxes and CRM software. SalesforceIQ is priced on a per user per month basis. It is integrated with Pardot, MailChimp and HubSpot. Support is offered via online ticket.
Salesforce Essentials Software - Home
Salesforce Essentials Software - Setup
Salesforce Essentials Software - Reporting
Salesforce Essentials Software - Opportunities
Salesforce Essentials Software - Filter leads
Salesforce Essentials video
Salesforce Essentials Software - Home - thumbnail
Salesforce Essentials Software - Setup - thumbnail
Salesforce Essentials Software - Reporting - thumbnail
Salesforce Essentials Software - Opportunities - thumbnail
Salesforce Essentials Software - Filter leads - thumbnail

Salesforce Essentials pricing

Salesforce Essentials does not have a free version but does offer a free trial. Salesforce Essentials paid version starts at USD 25.00/month.

Starting Price:
USD 25.00/month
Free Version:
No
Free trial:
Yes

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Salesforce Essentials Reviews

Feature rating

Value for Money
3.8
Functionality
4.1
Ease of Use
3.9
Customer Support
4.0
5 reviews of 158 View all reviews
Alex
  • Industry: Events Services
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 10/04/2018

We love SalesforceIQ! Perfectly integrated and easy for my team to use.

So many. Ease of use, trackable for sales cycle, many more.

Pros

This software is awesome. It takes the stress out of constantly updating your CRM by making it seamless and integrated with our email. It captures a lot automatically, giving my team more time to close deals. We love the customizable pipeline features as well. Great software overall.

Cons

I have hard time thinking of cons for this software. It was so easy for my team to implement. It is expensive I guess, that'd be the only con.

Kaitlyn
  • Industry: Apparel & Fashion
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
3
Customer Support
4

5
Reviewed on 01/08/2022

Just right for small business

Being a small business we need a CRM that won't break the bank. We need to keep every customer we have, so the customer experience is paramount. We need to get as much information out of every sale and customer interaction as we can, and we need to accelerate sales. Salesforce essentials has done all of this for us.
There are things that I would improve.

Pros

Salesforce Essentials is more affordable than standard Salesforce and still has what I need in a CRM. I get work done faster, sell faster, and make our customer experience amazing. I set up a customized self service portal and set particular concerns or questions to be sent to a specific person. This means that if for example a customer asks if a garmet can be altered, they're directed to our seamstress instead of directed to me and then transfered to our seamstress.
Salesforce essentials records and tracks my calls and emails meaning I no longer have to. I have gained more information about leads, where they come from and why they choose us.

Cons

Sometimes it can be hard to find the data I'm looking for. It's not easy to find or get invoices. Customer care wasn't very helpful although I did try to make contact during a very busy time of day. I was still disappointed..
This is the essentials version of Salesforce so obviously the features aren't as robust.

Alternatives Considered

Zoho CRM and HubSpot CRM

Reasons for Choosing Salesforce Essentials

Salesforce was actually recommended by a customer who was also a small business owner. She showed me her Salesforce setup and immediately wanted to switch. After browsing plans I decided the essentials version was right for us!

Switched From

Vtiger CRM

Reasons for Switching to Salesforce Essentials

I already had my mind set on Salesforce essentials but I wanted to compare it with other options. Salesforce essentials had the right ratio of features and price.
Clayton
  • Industry: Financial Services
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
3
Features
5
Ease of Use
3
Customer Support
3

3
Reviewed on 21/12/2021

Great product, hard to tailor to companies specifically due to the complex algorithms.

I have over 5 years of experience with Salesforce, we used it when I was a production designer for a print and graphics firm. We loved it, but yet we experienced some of these same hardships in this company I am with now, the transition and tailoring to what we do specifically is just not there. It is up to us as employees to make the software work the most productive for us, and that should not be expected from us when we have sales and other projects to handle ourselves.

Pros

There are endless possibilities on what you can do, and what you can achieve with this product. The AI software is a great tool if you are able to use it.

Cons

Too complex on tailoring the software, I feel like a simple request would take months to get accomplished. I noticed for someone with Salesforce experience myself, our transition from BNTouch to Salesforce was seamless, but many of my co-workers were left in the dark and felt like they had a lack of training provided from your team when we launched this new software.

Patrick
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
3
Features
4
Ease of Use
3
Customer Support
1

4
Reviewed on 31/07/2022

Salesforce as a Database

As it is a massive and comprehensive product, I don't need such an overwhelming software. Overall, it didn't meet my company's needs, but if a company has tech department, this could be a fantastic product.

Pros

I like that the product has the ability to be completely customized to one's needs.

Cons

As it can be an expensive and time consuming set-up, it was not necessary for me to have such a customizable software. There was very little customer service and it was overseas. It took too much of my time and the only way to get customer service is to hire a third party vendor to help with all aspects of the software.

Rex
  • Industry: Wholesale
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
4

4
Reviewed on 14/08/2021

Works Great! Increases our Closing Percentage by 20%

So far its been very good. We also use other modules from Salesforce. After demoing about 4 packages, we went with Salesforce. Knowing that they are the primary leader in CRM, helped in that decision, as most of our other applications have APIs to intergrate with.

Pros

The integration with all of our other systems and software.

Cons

The setup is a little tricky when using other software with Salesforce. It really helps to have good support from any other vendors products you want to integrate with Salesforce. Examples being Quickbooks, ShipRush, Verizon Connect, etc. We have many departments and different software in each. So being sure you have API support is critical.

Alternatives Considered

NetSuite

Reasons for Switching to Salesforce Essentials

The ability to integrate with our current applications and phone system.

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