Salesforce Essentials

Salesforce Essentials
Formerly SalesforceIQ

Score 8.4 out of 10
Salesforce Essentials

Overview

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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Recent Reviews

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Pricing

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Entry-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
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Product Demos

Salesforce Essentials Demo
01:31
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Product Details

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

Screenshot of Screenshot of Screenshot of Screenshot of

Salesforce Essentials Video

Salesforce Essentials Demo

Salesforce Essentials Competitors

Salesforce Essentials Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesUnited States, Canada, UK, Australia, New Zealand, Germany, Netherlands
Supported LanguagesEnglish

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.

Insightly and Pipedrive are common alternatives for Salesforce Essentials.

Salesforce Essentials Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)70%
Mid-Size Companies (51-500 employees)20%
Enterprises (more than 500 employees)10%
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Comparisons

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Reviews and Ratings

 (95)

Reviews

(1-2 of 2)
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January 24, 2018

SalesforceIQ Believer

Melanie Zehr | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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.
SalesforceIQ is a perfect CRM to start with and get your organization used to tracking customer contact. It was an easy setup and well adopted. It allowed us to rollout completely in just 30 days. We have seen a large increase in our ability to communicate. It may be lacking in some items if you already have a tracking method but was the perfect starting point for us.
Sales Force Automation (5)
92%
9.2
Customer data management / contact management
90%
9.0
Territory management
100%
10.0
Opportunity management
70%
7.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Interaction tracking
100%
10.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
60%
6.0
Lead management
60%
6.0
CRM Project Management
N/A
N/A
CRM Reporting & Analytics (3)
N/A
N/A
Forecasting
N/A
N/A
Pipeline visualization
N/A
N/A
Customizable reports
N/A
N/A
Customization (3)
33.333333333333336%
3.3
Custom fields
100%
10.0
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
95%
9.5
Role-based user permissions
90%
9.0
Single sign-on capability
100%
10.0
Social CRM (1)
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
100%
10.0
Mobile access
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.
We selected SalesforceIQ over Insightly because of the email automation they offered. Their app also seemed to be a little more robust. I highly recommend a trial before you make a decision. The trial with SalesforceIQ is what sold us on the product.
January 15, 2018

An ideal CRM tool

Score 9 out of 10
Vetted Review
Verified User
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.
A necessary tool for lead generation and business development.
Sales Force Automation (7)
90%
9.0
Customer data management / contact management
90%
9.0
Territory management
90%
9.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Quote & order management
90%
9.0
Interaction tracking
90%
9.0
Channel / partner relationship management
90%
9.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
90%
9.0
Lead management
90%
9.0
CRM Project Management (3)
90%
9.0
Task management
90%
9.0
Billing and invoicing management
90%
9.0
Reporting
90%
9.0
CRM Reporting & Analytics (3)
90%
9.0
Forecasting
90%
9.0
Pipeline visualization
90%
9.0
Customizable reports
90%
9.0
Customization (4)
90%
9.0
Custom fields
90%
9.0
Custom objects
90%
9.0
Scripting environment
90%
9.0
API for custom integration
90%
9.0
Security (2)
90%
9.0
Role-based user permissions
90%
9.0
Single sign-on capability
90%
9.0
Social CRM (1)
90%
9.0
Social engagement
90%
9.0
Integrations with 3rd-party Software (2)
90%
9.0
Marketing automation
90%
9.0
Compensation management
90%
9.0
Platform (1)
90%
9.0
Mobile access
90%
9.0
  • Not budget friendly for smaller start-ups.
  • ZohoCRM
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