Salesforce Essentials is a combined sales and customer relationship management (CRM) software for small businesses. It offers users with tools for data analytics, email templates, task automation, account management, and contact management. It is priced at $35 per user per month, and it is best for users who want to utilize a fully-featured Salesforce-like interface, but at an affordable price.
Salesforce Essentials Pros and Cons
Simple and intuitive user interface
Only one pricing option
An affordable version of Salesforce
Has a 10-user limit
Offers a 90-day free trial period
Who Salesforce Essentials is Best For
- Users with no CRM experience: Salesforce Essentials has an out-of-the-box design, which means that you can instantly use it after your first log in. After performing email verification, you can immediately add contacts, leads, and tasks in its intuitive dashboard.
- Users who would like to use a platform similar to Salesforce’s fully-featured CRM: As Salesforce Essentials is a product of Salesforce, it is therefore naturally designed to have a similar interface with the company’s more robust CRM platform, but at a lesser and more affordable price point. Users who prefer or are familiar with Salesforce, but do not necessarily need the advanced version can opt to subscribe to this service instead.
Salesforce Essentials Pricing
Salesforce Essentials’ pricing is based on a single subscription plan that starts at $25 per user per month for those who choose to pay annually. Users who prefer to pay on a month-to-month basis will be billed at $35 per user per month.
The plan includes the following features:
- Guided onboarding and setup
- Automatic tracking of emails and meetings
- Lead, opportunity, and account management
- Custom dashboard and report creation
- Social, chat, and email support for customers
- Customer self-service
I signed up for Salesforce Essentials’ free trial and was immediately impressed with the look of the dashboard. I am assuming that the sleek and smart-looking interface can be attributed to the fact that this is a Salesforce product—even if it is a more affordable option.
At a single glance, you get to see your annual pipeline and potential revenue sources for the current year. There’s also a designated place for your daily tasks to help you prioritize your activities for that day, as well as a list of events for the day such as deals that need to be closed or appointments and meetings with your clients.
I also like that the free trial enables you to make calls directly from your desktop. However, it is limited to a maximum of five calls only (one minute per call) during the entire free trial duration. Salesforce Essentials accounts are also limited to calling US and Canada phone numbers. The free trial does not allow you to receive calls and is just limited to outbound ones.
Salesforce Essentials Alternatives 2020
Best CRM for Small Business
Business-to-business (B2B) businesses that need a customizable, robust, and competitively priced CRM with built-in phone
Businesses that want a free, no-frills CRM with basic features and unlimited users
Teams that want a user-friendly and visual pipeline to manage sales
Organizations seeking free lead management software with integrated reporting
Businesses looking for a robust CRM with a top-notch mobile app
Salesforce Essentials Features
Salesforce Essentials provides you with a set of CRM tools designed specifically to help you manage your customer relationships better and continuously grow your business. Below are its key features.
Salesforce Essentials is designed to be used instantly upon signing up. After the initial login, you can automatically pull data from your email, calendar, spreadsheets, and multiple support channels, to get a single, 360-degree view of every customer and your whole business. Through its simple setup assistant, you can streamline your sales process and answer customer questions in just a few minutes.
Built-in Sales Intelligence
Salesforce Essentials lets you easily follow up on leads and identify key contacts. Through its straightforward, but detailed dashboard, you can access a simple, customizable view of all your sales details. The sales intelligence tools allow you to track emails, calls, and meetings automatically with its proprietary Einstein Activity Capture (sales artificial intelligence) tool.
Multiple Support Channel Access
Salesforce Essentials enables you to collect and organize all your support channels and customer information into a single page to assist customers from all your channels. This also prevents you from missing important lead tasks such as following up and calling your leads at the most optimal time.
Salesforce Essentials allows you to automate repetitive tasks, route each question to the right agent, and allocate work based on individual availability and expertise. It also provides you with automation tools, such as tracking emails and meetings.
Most Helpful Salesforce Essentials Reviews
Most Salesforce Essentials reviews found online are positive. Users highlighted its ease of use and useful educational, how-to resources. Concerns raised by users include lack of subscription options and limited user allocation.
Most helpful positive review: Allows for easy tracking of customers and leads; has helpful onboarding modules
“Salesforce Essentials can be customized to fit almost any use-case. There are Trailhead (onboarding) modules that help you learn more about the software. It really allows you to track your customers and leads efficiently.”
Most helpful negative review: Limited to a single subscription option and a small number of users
“It doesn’t seem like it’s really focused on small business customers since there’s only one plan available. Also, it only allows 10 users, which is very limiting.”
Salesforce Essentials Frequently Asked Questions (FAQs)
Does it offer any onboarding assistance?
Yes, a guided setup and onboarding procedure is included in its package. Salesforce Essentials also provide users with access to Trailhead—a fun way to learn all about CRM, sales, service, or any other topic from easy overviews to in-depth, nitty-gritty details.
Is it compatible with my mobile device?
Yes, it is. You may download its mobile app from the Play Store and the App Store.
Does it allow for third-party integrations?
Yes. Some of its key third-party software integrations include Microsoft Outlook, Google Apps, Slack, and Mailchimp.
How long does the free trial last?
It does not specifically say upon signup. However, when I tried the free trial and signed in for the first time, I found a countdown at the homepage that says my free trial has still 90 days left.
Our Top CRM Provider Picks
If you are not sure if Salesforce Essentials is right for you, this article on the best CRMs for small businesses is a review of our top choices. Our team looked at a variety of solutions and narrowed down our recommendations based on price, features, and ease of use.