Salesforce

Salesforce Essentials

4.5 / 5 4 reviews


Average Ratings

4 Reviews
  • 4.5 / 5
    Overall
  • 3.5 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Deployment
    Cloud, SaaS, Web

Vendor Details

  • Salesforce
  • www.salesforce.com
  • United States

About Salesforce Essentials

CRM solution with intuitive setup, in-app tutorials, and a set of pre-built business apps for small field service businesses.


Salesforce Essentials Features

  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management

Salesforce Essentials Reviews Recently Reviewed!


salesforce in health sciences

Apr 10, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: most comprehensive crm out there pretty much has solution for any business problem easy to scale and develop

Cons: learning curve expensive licensing need some sophostication in customization license per user and has some limits of what u csn do overall

We had ours customized at my former employer as per needs and found it to be very easy to use!

Apr 10, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Made it easier to follow up on leads, track customer interaction and set meetings with clients. Provided a great overview of each customer/client.

Cons: As with all software that requires documentation, it's the actual entering recaps of conversations with customers and meetings that is always the 'chore'. Most salespeople find this to be the challenge.

Overall: It kept me on track when the company I worked for integrated it in the sales process. Helped me to stay focused and organized with call backs and meetings I had set up previously.

Capterra-loader

This is a great tool for organizing your sales funnel.

Mar 20, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Time management and organization are the top reasons to use this software. Being able to include information on new prospects and clients is very helpful and it's easy to add to do items. The sales funnel process is user friendly and easy for other employees to view.

Cons: It can be hard to create clear expectations between management and employees on what information or processes should be done. With so many options of where to save information it can look like information is missing if you don't look in the right place. Processes should be put in place by each organization to clarify how to use the software.

Amazingly robust product. However, need to have significant technological knowhow to implement fully

Mar 14, 2018
5/5
Overall
2 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money

Pros: Amazingly robust product. Can do almost anything we could imagine. The best program I have found for managing sales.

Cons: However, not the most intuitive system. Need professional technological know-how to implement properly.