Salesforce Essentials

Salesforce Essentials

4.5 / 5 28 reviews

Who Uses This Software?

SalesforceIQ CRM is great for teams of any size interested in saving time, building better relationships, and making smarter decisions in sales, biz. dev., finance, and professional services.


Average Ratings

28 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $25.00/month/user
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Salesforce Essentials
  • www.salesforce.com/solutions/essentials/
  • Founded 1999
  • United States

About Salesforce Essentials

Salesforce Essentials is the easy way for small businesses to manage customer relationships and grow faster. It's easy to set-up, easy to use and grows with your business. Small businesses now get access to the very best of Salesforce, including Trailhead, Einstein, Lightning and AppExchange and Trailhead. And, regardless of how big your company ends up being, Salesforce can grow with you. Try it now for free and you can also get three months of G Suite by Google Cloud at no cost.


Salesforce Essentials Features

  • Activity Management
  • Appointment Management
  • Contact History
  • Contact Import/Export
  • Customer Pipeline
  • Email Marketing
  • Group Management
  • Lead Management
  • Prospecting Tools
  • Search / Filter
  • Shared Contacts
  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Activity Tracking
  • Campaign Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking
  • Cataloging / Categorization
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal
  • Call Management
  • Campaign Management
  • Channel Management
  • Commission Management
  • Contact Management
  • Contract Management
  • Customer Database
  • Email Marketing
  • Field Sales Management
  • Lead Management
  • Opportunity Management
  • Performance Metrics
  • Proposal Generation
  • Referral Tracking
  • Sales Forecasting
  • Territory Management

Salesforce Essentials Reviews Recently Reviewed!


Salesforce makes life easy for users

Mar 31, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: SalesforceIQ is structured in a very straight-forward manner. It's easily adapted to the way an organization does business. Mostly for small businesses, Salesforce IQ is a CRM system that enables sales teams and individuals to better track contact data, engagement and stay on target with conversations. A few favorites features we¿ve heard highlighted from sales teams include: Read Receipts, Send Later Functions, Dynamic Calendars, Pre-created email content etc. In a way, Salesforce IQ is sales automation that making the life of your sales teams easier and improving their results. As someone who needs to balance many relationships at the same time, this tool is helping me efficiently track my contacts and communications. I simply wouldn't be able to do my job effectively if I had to rely on email and spreadsheets.

Cons: The mobile experience is packed with features but it is not always intuitive. 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.

Salesforce IQ is a great add on to Salesforce

Mar 07, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Creating leads and contacts in Salesforce is a breeze with this tool. I love that I can instantly add a customer and log their email in Salesforce. I love the ability to add meeting invites or email templates to an email with a couple of clicks. Salesforce IQ has saved me hours of data entry into Salesforce. I don't know what I would do without this tool now that I have used it for close to two years.

Cons: In the last few months something changed in the way that it pulls the data when you go to add a contact. The previous version use to pull all of the information automatically and now I have to manually add a lot of the information. It is still quicker than adding new contacts into Salesforce but it does require a few more steps. I also wish there was more insight into who opened an email or web link when you include multiple people on an email.

Best CRM around

Apr 06, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Salesforce is the best tool I use constantly as a salesperson. Tracking my buyers and prospective buyers is simple, for example, as all the effects and notes in the account are combined, all information is presented in a clear and logical way. The panels give me the ability to monitor performance. This, absolutely, comfortable CRM-system, which I use, and it's quite easy to handle, even the one who first started using this platform. We needed a reliable sales tracking system, so we decided to try Salesforce. This service has undoubtedly helped us to find new buyers to close deals faster and increase our income.

Cons: I found, in fact, that the application is limited in functionality, and sometimes buggy, but I usually can access the necessary account information and view performance characteristics panels.

Worthy, popular and effective system

May 12, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I heard a lot of positive reviews from different people and other sources of information regarding Salesforce. Eventually, this pressured my enough and forced to try this CRM system, and now I just regret that I did not do that earlier. It was extremely easy to begin, there was no need for the programmers, I figured out how everything works by myself, so the interface is friendly and easy, also I noticed that switching between pages and profiles were quite fast without any delays everything else I will not emphasize, it is just fine, but the system of reporting is a separate topic for a conversation because it is amazing.

Cons: The only complaint I had it is their website, it was quite complicated to start because I needed to register myself at once and there were so many different buttons so that was easy to get confused. I think this moment must be simplified.

Capterra-loader

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

Apr 10, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

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

Bad intelligence and hard to override

Aug 02, 2018
2/5
Overall
1 / 5
Ease of Use
3 / 5
Features & Functionality

Pros: I do not give only 1 star because there were occasional situations where SalesforceIQ informed us accurately that a client had changed companies. It did not offer us zero valid sales intelligence.

Cons: This software drove me crazy. Regularly confused our clients with other individuals with the same name and filled in data about those unrelated people. Regularly overwrote our own, hard-researched data about our clients with their LinkedIn dreams of being a DJ or Freelance Graphic Designer. I could never find an option to turn it off or siphon their "intelligence" to separate column. Maybe if we'd had a bespoke Salesforce implementation this would have been possible but I HIGHLY ADVISE you avoid if you're using out-of-the-box Salesforce.

Capterra-loader

It's fine, no bells and whistles

Apr 24, 2018
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like that it's a way for the whole office to stay on the same page. I appreciate the fact that it can integrate all of the email addresses that we use. Especially helpful when working remote.

Cons: After using other software systems from SalesForce this one was a let down. The price didn't seem that much more appealing for the awesome features it leaves out.

RelateIQ; the app is simple to use, the team is wonderful to work with.

Apr 30, 2014
5/5
Overall

Comments: I work as an executive for a 3-person start-up. We are in the seed stage of a start-up's life-cycle, and are sourcing investment opportunities left and right. The team desperately needed to organize our contacts and improve our internal communication. RelateIQ organized all our historical communications, contacts, and accounts, and simplified the process of viewing, editing and evaluating our pipeline as a team.

Pros: Customer service: Our Accnt Mgr, Jane Alexander was an incredible resource with her wealth of knowledge, accessibility, and amenable personality. Product: A highly customizable and collaborative tool, simple and intuitive. the iPad of CRM.

Cons: Would love to be able to integrate a calendar function into the platform to schedule precise timelines for follow-up and set future meetings. An internal chat function would also be great to streamline communication.

Used it for over a year as our sole CRM system; ultimately migrated away to Pipedrive

Mar 08, 2018
3/5
Overall
2 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money

Pros: It had a lot of powerful integration and I could download quickly into excel format. The feed was nice as well as my colleagues who interacted w/ leads was easily visible as a team

Cons: The hierarchy was confusing between setting up an account and then tying multiples records (deals?) to that account. Ultimately got it, but took a while to get setup

best CRM, hands down

Apr 25, 2014
5/5
Overall

Comments: For a salesperson, there's a holy grail of seamless interaction between email, contacts, and your pipeline. Tons of people have worked on this problem, but they all have shortcomings. RelateIQ has solved this by implementing best in class back end tech with a clean and intuitive UI.

Pros: -Automatic email integration -Automatic "follow up" management -Reporting -Contact organization and curation -Integration w outside tools via API

Cons: -Young company, so some features are still on the horizon, but you know they are coming given what they've been able to accomplish to date.

Best. CRM. Ever

May 09, 2014
5/5
Overall

Comments: Has fundamentally changed the workflow not only for me individually but the whole team. We are more on top of deals, more efficient with our time, and seeing a major ROI on our investment. Honestly think I would choose my next job on whether or not they use RelateIQ as I could NEVER go back to Salesforce.

Pros: Integrations, UI/UX, Delivers right insight at the right time, automating the follow up process, Gmail plugin

Cons: Reporting tools aren't great yet

First CRM app I have ever used in the field

Apr 23, 2014
5/5
Overall

Comments: Having used several CRM tools in the past, I have yet to find one that has a mobile app worth using. The apps are either too limited in functionality, the UI is too complicated, or the app is too slow. That is until I downloaded RelateIQs app. They have accurately assumed how I would be using the app (prior to and just after meetings) and give me the most relevant information quickly and with the fewest clicks. If I want to dig deeper, I can. Nicely done!

Great product to manage hectic workflow

Apr 25, 2014
5/5
Overall

Comments: RelateIQ has been instrumental in helping me manage my relationships across suppliers, customers, and partners for my business. In particular, the software really helped streamline and aggregate all my contact information from social media and email to be in one convenient place.

Pros: -Very easy to use -Integration with all social media -Friendly reminders to follow up on contacts

5 Stars

Apr 24, 2014
5/5
Overall

Comments: Great product, great team, great organisation to work with.

Pros: Seamless on boarding process. Superb integration with social media helping to leverage existing business relationships. Mobile functionality is also a positive. It allows access to contacts remotely and track the teams activity.

Best of Breed

Apr 28, 2014
5/5
Overall

Comments: Simple, well-designed, and quick to implement. RelateIQ has improved our team's overall efficiency and saved us countless hours of manual data entry. I would recommend it to any organization that would benefit from a relationship management tool.

Fantastic and scarily easy to use!

Apr 23, 2014
5/5
Overall

Comments: RelateIQ is fantastic and scarily easy to use. It's helped me stay on top of my leads at my startup! It's a solution great for a small team just starting out or an army of sales reps trying to stay ahead of the competition.

RelateIQ is great, works perfectly

May 09, 2014
5/5
Overall

Comments: RelateIQ is basically exactly what our company needed. It works for small companies all the way to large companies. Richard is super helpful and the product performs really well. Highly recommended!

Best-in-class tools and service

Apr 25, 2014
5/5
Overall

Comments: Great tool and service prior, but now with the Gmail integration and mobile app, RelateIQ is a game changer. RelateIQ continues to lead the space in both innovation and design.

Great CRM

Apr 24, 2014
5/5
Overall

Comments: I've used multiple CRM's over the years and this is the best by far. The integration with email is amazing and the collaboration with colleagues is seamless.

Great tool for prospecting

Apr 23, 2014
5/5
Overall

Comments: Love the Closest Connections feature that allows me to figure out how I can leverage my company's network to reach out to a potential lead

Great program with Easy to Use Interface

Apr 23, 2014
5/5
Overall

Comments: This program truly adds value that would otherwise be lost. The interface is easy to use and allows you to get up and running quickly.

Great Experience!

Apr 23, 2014
5/5
Overall

Comments: I enjoyed my experience from start to finish... keeps me organized and on task throughout the day!

Pros: Organization.

Cons: None

The best CRM available

Apr 25, 2014
5/5
Overall

Comments: Light years ahead of the competition. There isn't a better overall CRM solution out there. Period.

Apr 13, 2018
2/5
Overall

RelateIQ is super!

Apr 24, 2014
5/5
Overall

Comments: I spend a solid chunk of my day in RelateIQ - it's a lifesaver!

Phenomenal mobile experience

Apr 23, 2014
5/5
Overall

Comments: I love their mobile app - its now my default email client!

Best tool for any and all BD/sales professionals

Apr 25, 2014
5/5
Overall

Comments: Best tool for any and all BD/sales professionals

Wins with simplicity

Apr 23, 2014
5/5
Overall

Comments: Incredibly intuitive to use.