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Salesforce Starter

Salesforce Starter
Formerly SalesforceIQ / Salesforce Essentials

Overview

What is Salesforce Starter?

Salesforce Starter (formerly 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…

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Awards

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Reviewer Pros & Cons

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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

Sales Cloud Lightning Essentials Demo IT

YouTube

Sales Cloud Lightning Essentials Demo

YouTube

Demo: How PepTalkHer Scales Social Communications with Salesforce Essentials | Salesforce

YouTube

Salesforce Essentials Demo

YouTube
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Product Details

What is Salesforce Starter?

Salesforce Starter (formerly 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 Starter 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 Starter Screenshots

Screenshot of Screenshot of Screenshot of Screenshot of

Salesforce Starter Video

Salesforce Essentials Demo

Salesforce Starter Competitors

Salesforce Starter 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 Starter (formerly 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 Starter starts at $35.

Insightly and Pipedrive are common alternatives for Salesforce Starter.

Reviewers rate Customer data management / contact management and Opportunity management and Integration with email client (e.g., Outlook or Gmail) highest, with a score of 10.

The most common users of Salesforce Starter are from Mid-sized Companies (51-1,000 employees).

Salesforce Starter 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

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