Salesforce Essentials
The #1 AI CRM for small business.
Overview
Salesforce Essentials packages the power of the Salesforce platform into an easy-to-use app designed specifically for small businesses. It helps teams manage contacts, track deals, and handle customer service cases. As a part of the Salesforce ecosystem, it offers a clear upgrade path and access to a vast marketplace of integrations (AppExchange) as a business grows.
āØ Key Features
- Contact and Account Management
- Opportunity and Pipeline Management
- Email Integration
- Case Management (Service)
- Customizable Reports and Dashboards
- Mobile App
šÆ Key Differentiators
- Part of the extensive and scalable Salesforce ecosystem
- Access to the AppExchange marketplace for integrations
- Powerful AI capabilities with Salesforce Einstein
Unique Value: Start with a CRM tailored for small business that can grow with you, backed by the power and ecosystem of the world's leading CRM platform.
šÆ Use Cases (3)
ā Best For
- Managing the entire sales process from lead to close
- Providing customer support and tracking cases
- Building reports to understand business health
š” Check With Vendor
Verify these considerations match your specific requirements:
- Teams needing a very simple, low-cost contact manager
- Businesses that are not planning for significant future growth
š Alternatives
Offers a more robust and scalable platform with a clearer path to enterprise-level features compared to SMB-focused competitors.
š» Platforms
ā Offline Mode Available
š Integrations
š Support Options
- ā Email Support
- ā Live Chat
- ā Phone Support
- ā Dedicated Support (Premier Success Plans tier)
š Compliance & Security
š° Pricing
ā 14-day free trial
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