SalesforceIQ Believer
We use SalesforceIQ to track our engagement with out customer base. We use it across parts, sales and service. It has helped us address …
Salesforce EssentialsFormerly SalesforceIQ
Salesforce Essentials
Salesforce Essentials
Starting at $35 per month per user
View PricingOverview
What is Salesforce Essentials?
Salesforce Essentials is a small business CRM that replaces the former SalesforceIQ product. It is priced at $35 per user, on a monthly basis, or at $25 per month for if billed annually ($300) and can be tried free for...
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Pricing
View all pricingEntry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://essentials.salesforce.com/prici…
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
Starting price (does not include set up fee)
- $35 per month per user
Product Demos
Salesforce Essentials Demo
01:31
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Salesforce Essentials?
Salesforce Essentials, replacing the former SalesforceIQ CRM, is a solution designed to give small businesses all the tools needed to run a business in a single app. Plus, users get all the same features and can add up to 10 users with either plan.
The vendor's value proposition for Salesforce Essentials:
- Take the office anywhere.
- Track the sales process — from call to close.
- Support customers across phone, web chat, social media, and email.
- Organize all customer data.
- Build real-time reports and dashboards to visualize key business metrics.
- Sync with tools already in use, like Dropbox and DocuSign.
Salesforce Essentials Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Territory management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Quote & order management
- Supported: Interaction tracking
- Supported: Channel / partner relationship management
Marketing Automation Features
- Supported: Lead management
CRM Project Management Features
- Supported: Task management
- Supported: Billing and invoicing management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Forecasting
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
- Supported: Custom objects
- Supported: Scripting environment
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
Social CRM Features
- Supported: Social engagement
Integrations with 3rd-party Software Features
- Supported: Marketing automation
- Supported: Compensation management
Platform Features
- Supported: Mobile access
Salesforce Essentials Screenshots
Salesforce Essentials Video
Salesforce Essentials Demo
Salesforce Essentials Integrations
Salesforce Essentials Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
| Supported Countries | United States, Canada, UK, Australia, New Zealand, Germany, Netherlands |
| Supported Languages | English |
Frequently Asked Questions
Salesforce Essentials is a small business CRM that replaces the former SalesforceIQ product. It is priced at $35 per user, on a monthly basis, or at $25 per month for if billed annually ($300) and can be tried free for 14 days on a trial.
Salesforce Essentials starts at $35.
Salesforce Essentials Customer Size Distribution
| Consumers | 0% |
|---|---|
| Small Businesses (1-50 employees) | 70% |
| Mid-Size Companies (51-500 employees) | 20% |
| Enterprises (more than 500 employees) | 10% |
Comparisons
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Reviews and Ratings
(95)
Reviews
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January 24, 2018
SalesforceIQ Believer
We use SalesforceIQ to track our engagement with out customer base. We use it across parts, sales and service. It has helped us address communication within as multiple people deal with customer locations.
- Tracking phone calls is extremely easy when using the app on the iphone. After a phone call is complete it prompts the user to enter in call details.
- SalesforceIQ also automatically logs emails for us. This has saved us time from entering in information manually.
- SalesforceIQ was easy to set up and allowed us customization for fields that were relevant to our business.
- SalesforceIQ has some reporting items that are a little harder to easily uncover but I have found work arounds or manually created reporting to get that information, such as number of times a salesperson was at a location.
- Some of the upgrade items I would like to see are available in salesforce sales cloud that allow easier automation for marketing.
92%
9.2
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60%
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3.3
95%
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100%
10.0
- We have noticed since we have started using SalesforceIQ to communicate items on customer account notes we have freed up hours of phone time between employees allowing us to better answer customer phone calls. This is especially true in our parts department where we have inside and outside sales.
- We tied in use of Salesforce to our bonus structure to encourage employees to use the software. It is the direction our business is going and we needed everyone to participate to make it work. The newer the employee the better they are about logging information and visits.
January 15, 2018
An ideal CRM tool
It is a great CRM solution, used briefly by our Sales team. We were exploring alternatives to ZohoCRM.
- CRM Managment
- Streamlining Sales Funnel
- Providing data sets and analytics
- Price point for smaller startups. Not budget friendly.
90%
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90%
9.0
90%
9.0
90%
9.0
90%
9.0
90%
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90%
9.0
90%
9.0
- Not budget friendly for smaller start-ups.
- ZohoCRM