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 US$25.00/month.

Starting Price:
US$25.00/month
Pricing Details:
14-day free trial, no credit card required. $25/user/month (billed annually) for up to 5 users.
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
5 reviews of 153 View all reviews
Alex L.
  • 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.

Rex S.
  • 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.
Roberto S.
  • Industry: Information Technology & Services
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
0
Features
5
Ease of Use
4
Customer Support
0

5
Reviewed on 30/05/2022

If my company could only use one software for Sales and Operations Management, this would be...

It's been great so far. Extremely powerful tool that I haven't received much training on and yet it is easy and intuitive to use.

Pros

The product is very powerful and intuitive.

Cons

If you're not an admin, is difficult to know the rules behind the dashboard reports and automated emails.

Clayton G.
  • 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.

Kenneth T.
  • Industry: Oil & Energy
  • Company size: 501-1,000 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
5
Ease of Use
5
Customer Support
4

5
Reviewed on 27/03/2022

Using Salesforce is incredibly easy for my team

This was an awesome experience and an essential for an organization hoping to more readily attract and hold clients on the web

Pros

I truly like how Salesforce is the most incredible in its industry and offers extraordinary CRM programming. It is ideally suited for connecting with potential clients in view of their past interest in the organization as well as what they would require to remain drawn in and retained. I love the manner in which you can modify it and it mechanizes each thing so extraordinary from messages to calls its incredible.

Cons

When first starting to use Salesforce, it can seem overwhelming. The pages feel extremely crowded when you don't know where to look for something because there is an abundance of information. Salesforce becomes easier to use with more experience, yet for new clients there may be a learning curve.

Alternatives Considered

Odoo and Smartsheet

Reasons for Switching to Salesforce Essentials

Once you find your way around the platform it is the best overall option on the market

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