Salesforce Essentials Description

Essentials is a sales and customer support app. You can think of us as an extra pair - multiplied by 1000. All your customer data can be organized in one app. All your sales processes, from initial contact to closing, can be tracked in one place. You can support your customers via phone, email, and web chat. You can manage your business from your smartphone. To visualize key business metrics, create dashboards and real-time reports. Sync with tools like Dropbox and DocuSign.

Pricing

Pricing Starts At:
$25 per user per month
Free Trial:
Yes

Integrations

Reviews

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Company Details

Company:
Salesforce
Year Founded:
1999
Headquarters:
United States
Website:
www.salesforce.com/solutions/essentials/

Media

Recommended Products
Build enterprise-ready GenAI experiences with MongoDB Atlas Icon
Build enterprise-ready GenAI experiences with MongoDB Atlas

Combine the power of Google Cloud's robust infrastructure with the flexibility and scalability of MongoDB Atlas.

MongoDB Atlas is a unified developer platform that enables you to confidently accelerate the deployment of GenAI-powered applications. Additionally, when purchased on Google Cloud Marketplace, you pay for only the resources you use with no upfront commitment.
Get Started

Product Details

Platforms
SaaS
iPhone
iPad
Android
Type of Training
Documentation
Live Online
Webinars
Customer Support
Phone Support
Online

Salesforce Essentials Features and Options

CRM Software

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM Software

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Real Estate CRM Software

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Customer Service Software

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Contact Management Software

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Lead Management Software

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Salesforce Essentials Lists

Salesforce Essentials User Reviews

Write a Review
  • Previous
  • Next