What is Salesforce Essentials?
Salesforce is known for offering top-of-the-line and robust CRM solutions.
However, its feature-rich platform was more suitable for medium-sized businesses and larger enterprises.
To serve the needs of small businesses with limited time and resources, welcome Salesforce Essentials.
This is your new solution that provides powerful features for sales and service that are easy to set up, use and maintain. Give it a 14-day free trial!
Salesforce Essentials will help you manage a superior sales and service plan for your small business. Sales Cloud is designed for small sales team to sell smarter and faster with the help of the app’s built-in intelligence. Meanwhile, Service Cloud is geared towards the management of customer support teams to provided ongoing excellent service for your customers.
Built with small businesses in mind, this product simplifies the implementation of a CRM-service setup to your workflows from start to finish. With its out-of-the-box tools and support, setting up the system is faster and easier and won’t take weeks. In addition to its simple setup assistant, users can access “Trailhead” which is a free gamified online learning platform for learning about CRM, sales, and service, among other subjects, with in-depth details. Aside from Trailhead, this CRM solution’s main features include the Salesforce app and Einstein Artificial Intelligence.
Salesforce Essentials is priced annually or monthly, integrating the low-tiered features of Salesforce Cloud and Salesforce Service. This enables small businesses to leverage the Salesforce architecture, which, until the introduction of Essentials, has been accessible only to an enterprise-level budget.
Eliminating data entry helps you organize your workload, save time from tedious single view of your important CRM data like contacts, accounts, and opportunities tasks, and develop richer communications with deeper insights.
Any other questions we can answer about Salesforce Essentials? Let’s talk about a quick start set up plans we can help you with. Receive a free initial one-hour consultation and discover what needs to be done to set up your system from scratch, load your current data and customize your user and service experience.
Sell Smarter and Faster
Increase productivity with Sales Cloud Essentials. Rich with features for small sales teams they can see all needed prospect and client details on one customizable screen. Easily follow up on leads and identify key contacts to sell faster. Increase efficiency by automating sales activities by automatically tracking emails, calls, and meetings using the app’s Einstein Activity Capture feature. Collect and sync key info from your inbox. Make the sale from anywhere. Access and update your data through the Salesforce mobile app.
Deliver Superior Customer Service
With Service Cloud Essentials support teams can have a centralized view of customers service requests. They are connected to multiple support channels of cases that can be accessed on any device for agents to address and resolve them immediately. Automation is available for repetitive tasks such as routing the question to the right agent and assigning work according to expertise and availability. Having a complete view of customer information helps agents stay informed and connecting in resolving issues and answering inquiries.
Highlighted Features
Account Management, Email Optimization, Activity Feed, Activity Tracking, Lightning App Builder, AppExchange Marketplace, Opportunity Management, Case Auto-Assignment, Case Escalation Rules and Queues, Reports and Dashboards, Collaboration Tools, Salesforce Mobile App, Setup Assistant, Einstein Activity Capture, Task Management, and 360-Degree Customer View.