Salesforce Essentials

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About Salesforce Essentials

Salesforce Essentials makes it possible to tap into the power of Salesforce to build stronger customer relationships with a combined sales and support CRM for small business that is easy to use, setup, and maintain — for just $25 per user per month. Because this small business software is built on the world’s #1 CRM, small businesses don’t have to worry about outgrowing their CRM — they can upgrade quickly and easily with Salesforce when they're ready.

With Essentials, you can sell faster with a customizable view of all your sales details. Essentials ensures that you spend less time in spreadsheets and more time selling by tracking your emails, calls and meetings to automatically keep customer records up-to-date without tedious data entry. You can also access and update your data anytime with the Salesforce mobile app.

Once you close a deal, Essentials also includes a ton of customer service for small business productivity tools to help you make every new customer a loyal one. You can automate repetitive tasks, route questions to the best team member, and help customers help themselves with a branded self-service portal.

Not all CRMs are created equal. Here’s why growing businesses choose Essentials over Salesforce alternatives:

A Complete Customer View - Grow your business faster than ever with all customer data in one place. Goodbye, spreadsheets. So long, shared inboxes. A Platform Built for Growth - No need to worry about outgrowing your CRM... ever. It's easy to upgrade users and functionality when you're ready. Automatic Innovation - All users receive product upgrades, new features, and groundbreaking technology (like artificial intelligence) three times a year for free.

Small businesses everywhere are choosing the #1 CRM platform over Salesforce competitors like never before. Join them. +25% in revenue +38% sales productivity +32% happier customers

Salesforce Essentials Free Trial Information

Try the out-of-the-box small business CRM, free for 14 days. No credit card required. No software to install.

Salesforce Essentials Pricing

Get powerful sales and service tools, all in one app, built and priced for small business for $25 USD/user/month.

With Salesforce Essentials, you can:

Start instantly with simple setup

Automatically track emails & meetings

Manage your sales process

Create custom dashboards and reports

Deliver social, chat, and email support

Save time with customer self-service

Scale as you grow

Salesforce Essentials Support & Customer Service

Our expert series is divided into four steps — Prepare, Create, Enable and Deploy. Materials include:

Live Chat Live Support Team Live webinars On-demand videos In-app walkthroughs Access to a community of experts and MVPs

Get set up with every Salesforce product quickly by using Trailhead, our series of fun, guided tutorials created for every skill level – from business users to developers. Check out one of our resource centers available free of charge to all of our customers:

Salesforce Essentials Product Details

Salesforce Essentials, the affordable customer relationship management solution built to help you build your business — without hardware or software to worry about. In fact, with easy-to-use tutorials built in, Salesforce Essentials means anyone can get going fast with the world’s #1 sales and customer support tools, according to IDC.

Salesforce Essentials Reviews


Out of 5 stars
(6 Reviews)


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Salesforce Essentials
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Wednesday, April 17, 2019

Salesforce Essentials is amazingly adaptable. We have a cluster of various inbound messages that naturally tag and allot tickets which spares us a ton of time. You can set up practically any blend of tenets for inbound tickets to ensure your most critical clients get organized and the opportune individuals get allocated to help. Salesforce Essentials additionally has an API that you can use to construct an assistance focus involvement over their stage. We use it inside for bug revealing and highlight mentioning and our entrance makes tickets directly in work area.

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Thursday, March 7, 2019

Salesforce Essentials is simple and easy to set up, import contacts, and add users when needed. It has the perfect amount of detailed information to keep track of your customers, contacts, and pipeline opportunities. And the reports can be downloaded in usable formats to exchange among Sales Teams. Salesforce Essentials is a great CRM solution for new businesses. It allows our business to share customer content across our entire Sales Team creating continuity and an easy sales process that everyone can follow. As a Sales Leader, the important customer information is readily available.

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Wednesday, February 20, 2019

No matter your business size...moving your information to Salesforce Essentials is wise. Salesforce Essentials provides the levels of contact information retention and management a small business needs. Salesforce Essentials works fast, allows detailed contact information, notes, task reminders, phone notes, and attachments. Salesforce for small businesses exceeds the functions of other CRM's and is affordable.

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Tuesday, November 27, 2018

One of the things I like best about Salesforce is it's user friendly platform. The features are for the most part a no-brainer, and for the things that stump me, Salesforce is more than happy to give me prompt and helpful service for.

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Thursday, November 15, 2018

Salesforce has allowed our company to go from start-up mode to thriving in a matter of months as a result of the easy to use capabilities and functionality of the program. We use salesforce every day to track leads and communicate to potential clients. The program is easy to use, provides an excellent user interface, and helps us to better keep track of projects.

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from Barlow Service Company

Wednesday, October 9, 2013

The Help Software is the best I have ever used. At the customer support team helped me step by step even with a standard issue that was common they helped me get through. Thank You for being out there

1 of 2 people found this review helpful.

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This page was last updated 09 July 2019 13:42