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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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Recent Reviews
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

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

(154)

Reviews

(1-3 of 3)
Companies can't remove reviews or game the system. Here's why
Derek Hoffritz☁️⚡️ | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Starter edition provides a comprehensive toolset for small businesses to get up and running in a matter of days, instead of weeks or months. The package includes sales, service, marketing, map capabilities, and email/phone processes built in. More than that, this edition makes it very easy to scale using starter automation with workflows/flows. Then as you expand, you can easily upgrade to professional and enterprise/unlimited editions with further integration capabilities.
  • Sales CRM with built-in guidance and reminders to manage and track opportunities.
  • Self-service for customers and internal employee needs. Integrates forms and chatbots very easily into your existing website.
  • Guided setup with inherent flows to make transitioning from legacy systems to new age cloud-based technologies
  • Integrates with Outlook and Gmail extremely well. Includes the Salesforce Inbox mobile app to link records with calendar and email. Email reminders included automatically.
  • The Salesforce Mobile App comes with Starter, making it super easy to work on the go, even in remote areas.
  • Certain items look like they are included. For example, sales cadences with call flows are an additional cost.
  • Customizing certain business processes during the guided setup, without having Salesforce dev or admin experience.
  • I wish it included lower-tier marketing tools for sendable contacts with subdomains for domain health.
If you own a business that has complex selling processes or requires integrations with 3rd party tools/systems, you should look at Professional, Enterprise, or Unlimited editions. Salesforce operates very well across pretty much every industry, but not all sales, marketing, and operational processes are created equal. If your marketing process requires a long list of sendable contacts then I would recommend adding on Pardot or Hubspot. Always start small and scale up, to avoid boxing yourself in down the road.
Sales Force Automation (7)
91.42857142857142%
9.1
Customer data management / contact management
100%
10.0
Territory management
80%
8.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Quote & order management
80%
8.0
Interaction tracking
80%
8.0
Channel / partner relationship management
100%
10.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
70%
7.0
Lead management
70%
7.0
CRM Project Management (3)
90%
9.0
Task management
100%
10.0
Billing and invoicing management
70%
7.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
100%
10.0
Forecasting
100%
10.0
Pipeline visualization
100%
10.0
Customizable reports
100%
10.0
Customization (4)
100%
10.0
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
100%
10.0
API for custom integration
100%
10.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM (1)
50%
5.0
Social engagement
50%
5.0
Integrations with 3rd-party Software (2)
50%
5.0
Marketing automation
60%
6.0
Compensation management
40%
4.0
Platform (1)
100%
10.0
Mobile access
100%
10.0
  • It provides a clean and easy way to cover a large majority of business sales processes.
  • It makes it simple to track and manage activities and performance across a team.
  • It provides simple quote generation and management out the box, with the ability to forecast across a team, overall or specific to products and services.
Salesforce Starter is exactly what it says. It's specific to getting a small business up and running effectively, without unnecessary development or internal overhead required. It doesn't allow for a ton of customization, but it provides more than most other providers across sales, service, and integration/automating business processes. Some tools are more specific to organizations that want to focus on a specific area to grow or manage their business. That's where the other package types and integrations with specific tools come in.
Zoho CRM Plus, HubSpot CRM, ZoomInfo SalesOS, ZoomInfo MarketingOS, Salesforce Field Service, Salesforce Maps
January 24, 2018

SalesforceIQ Believer

Melanie Zehr | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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
Incentivized
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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