Sobre 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.
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Vídeo de Salesforce Essentials
Salesforce Essentials Software - 1 - miniatura
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Precios de Salesforce Essentials

Salesforce Essentials no tiene versión gratuita, pero ofrece una prueba gratis. La versión de pago de Salesforce Essentials está disponible a partir de 25,00 US$/mes.

Precio inicial:
25,00 US$/mes
Versión gratuita:
No
Prueba gratuita:

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Opiniones de Salesforce Essentials

Evaluación de función

Relación calidad-precio
3,9
Funcionalidad
4,1
Facilidad de uso
3,9
Asistencia al cliente
4,0
5 opinones sobre 160 Ver todas las opiniones
Rezwana
  • Sector: Tecnología y servicios de la información
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la opinión
Relación calidad-precio
5
Funciones
5
Facilidad de uso
5
Asistencia al cliente
4

5
Publicado el 6/9/2022

Good add-on for existing Salesforce users

For smaller businesses, this version is a hood way to adapt to salesforce environment and assess the needs for the full-version product.

Puntos a favor

For current users of Salesforce, salesforce essentials is a good option to go forward with. For smaller businesses like outs, it offers a package of essential tools which help us to carry our CRM operation and manage leads.

Desventajas

As this version offers the essential features , the usability is somewhat compromised.

Kaitlyn
  • Sector: Ropa y moda
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la opinión
Relación calidad-precio
5
Funciones
4
Facilidad de uso
3
Asistencia al cliente
4

5
Publicado el 1/8/2022

Just right for small business

Being a small business we need a CRM that won't break the bank. We need to keep every customer we have, so the customer experience is paramount. We need to get as much information out of every sale and customer interaction as we can, and we need to accelerate sales. Salesforce essentials has done all of this for us.
There are things that I would improve.

Puntos a favor

Salesforce Essentials is more affordable than standard Salesforce and still has what I need in a CRM. I get work done faster, sell faster, and make our customer experience amazing. I set up a customized self service portal and set particular concerns or questions to be sent to a specific person. This means that if for example a customer asks if a garmet can be altered, they're directed to our seamstress instead of directed to me and then transfered to our seamstress.
Salesforce essentials records and tracks my calls and emails meaning I no longer have to. I have gained more information about leads, where they come from and why they choose us.

Desventajas

Sometimes it can be hard to find the data I'm looking for. It's not easy to find or get invoices. Customer care wasn't very helpful although I did try to make contact during a very busy time of day. I was still disappointed..
This is the essentials version of Salesforce so obviously the features aren't as robust.

Alternativas consideradas

Zoho CRM y HubSpot CRM

Razones para elegir Salesforce Essentials

Salesforce was actually recommended by a customer who was also a small business owner. She showed me her Salesforce setup and immediately wanted to switch. After browsing plans I decided the essentials version was right for us!

Software anterior

Vtiger CRM

Razones para cambiar a Salesforce Essentials

I already had my mind set on Salesforce essentials but I wanted to compare it with other options. Salesforce essentials had the right ratio of features and price.
Clayton
  • Sector: Servicios financieros
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión
Relación calidad-precio
3
Funciones
5
Facilidad de uso
3
Asistencia al cliente
3

3
Publicado el 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.

Puntos a favor

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.

Desventajas

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.

Patrick
  • Sector: Servicios financieros
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión
Relación calidad-precio
3
Funciones
4
Facilidad de uso
3
Asistencia al cliente
1

4
Publicado el 31/7/2022

Salesforce as a Database

As it is a massive and comprehensive product, I don't need such an overwhelming software. Overall, it didn't meet my company's needs, but if a company has tech department, this could be a fantastic product.

Puntos a favor

I like that the product has the ability to be completely customized to one's needs.

Desventajas

As it can be an expensive and time consuming set-up, it was not necessary for me to have such a customizable software. There was very little customer service and it was overseas. It took too much of my time and the only way to get customer service is to hire a third party vendor to help with all aspects of the software.

Kenneth
  • Sector: Petróleo y energía
  • Tamaño de la empresa: 501-1.000 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión
Relación calidad-precio
4
Funciones
5
Facilidad de uso
5
Asistencia al cliente
4

5
Publicado el 27/3/2022

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

Puntos a favor

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.

Desventajas

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.

Alternativas consideradas

Odoo y Smartsheet

Razones para cambiar a Salesforce Essentials

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

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