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Salesforce Essentials pros and cons

Vendor: Salesforce
4.1 out of 5

Pros & Cons summary

Buyer's Guide

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Prominent pros & cons

PROS

Salesforce Essentials is scalable and flexible, allowing customization based on business needs.
It integrates business processes seamlessly, such as finance, credit lines, and quality issues.
Salesforce Essentials is reliable with standout features like a cloud-based solution and easy deployment.
It enhances tracking of every product and customer activity, helping managers monitor performance.
Reporting and analytics significantly impact operational efficiency.

CONS

Salesforce Essentials lacks domain-specific solutions and struggles with complex product configurations, making integration with SAP challenging.
Reporting capabilities need enhancement due to their current limitations.
Salesforce Essentials could benefit from reductions in pricing and operational costs, with competitors offering similar features at a lower cost.
Integration capabilities require improvement for more seamless usage.
Enhancements in analytics, automation capabilities, and stability are necessary for future releases.
 

Salesforce Essentials Pros review quotes

reviewer3329071 - PeerSpot reviewer
Manager, Application Delivery at A W Rostamani Holdings Co. (LLC)
Oct 12, 2023
The solution is very scalable and flexible. It can be customized as per the business need.
reviewer1973925 - PeerSpot reviewer
Owner / Consultant at a marketing services firm with 1-10 employees
Mar 15, 2024
The most important feature is how Salesforce Essentials brings together information from multiple channels. The nature of our complex custom product data has been challenging due to our manufacturing nature. Salesforce also allowed business processes like finance, credit lines, customer complaints, and quality issues to integrate seamlessly. I haven’t used the mobile app functionality, because we haven't fully utilized because of our preferance of more personal interactions over using mobile apps.
Valentin Ilie - PeerSpot reviewer
Inside Sales Representative at Veeam Software
Mar 20, 2024
The product is stable.
Learn what your peers think about Salesforce Essentials. Get advice and tips from experienced pros sharing their opinions. Updated: January 2026.
881,082 professionals have used our research since 2012.
Jayesh Bhandari - PeerSpot reviewer
Group IT Head at Ashapura Minechem Ltd
Apr 1, 2024
Salesforce provides the best they have with the current version. Most of the features we need are already there, and it's very easy to use.
VK
Deputy Manager - IT at Nidec Corporation
Apr 2, 2024
Salesforce makes tracking every product and customer activity easy, enabling managers to monitor their products, such as key products and their peak performance.
EM
IT Consultant at Entrepreneur
May 15, 2024
In terms of features, the cloud-based solution and easy deployment are standout elements that have made a difference.
AshwinMor - PeerSpot reviewer
Senior Test Lead at HCL Technologies
May 17, 2024
Salesforce Essentials is a reliable and powerful application.
Srini-Dhanaraj - PeerSpot reviewer
Founder & CEO at imfine.club
May 28, 2024
The CRM system has SAP Sales, SAP Service, and SAP Billing, with everything integrated into an on-premise SAP CRM system. Salesforce Essentials replaced this on-premise system, bringing all functionalities onto the cloud platform.
Danit Sannikov - PeerSpot reviewer
Project manager at SII
Jun 3, 2024
I can download the data to Excel, create tables, and do whatever I want. I am very comfortable with the tool's mobile application. Its main benefit is transparency because I can share it with representatives.
RH
SAP Consultant at Savic Tech
Jul 11, 2024
The solution helps to track the performance of salespersons before closing deals.
 

Salesforce Essentials Cons review quotes

reviewer3329071 - PeerSpot reviewer
Manager, Application Delivery at A W Rostamani Holdings Co. (LLC)
Oct 12, 2023
Salesforce Essentials does not contain domain-specific solutions.
reviewer1973925 - PeerSpot reviewer
Owner / Consultant at a marketing services firm with 1-10 employees
Mar 15, 2024
Integrating Salesforce with SAP, considering our business relies heavily on SAP for ERP, has been quite challenging due to the intricate product configurations. Unlike standard products like computers with a few options, our products have hundreds of configurable options, making the integration complex. If such integration were possible, it would have been easier to understand the unique nature of our industry and the limited number of customers who buy steel products, unlike consumer electronics.
Valentin Ilie - PeerSpot reviewer
Inside Sales Representative at Veeam Software
Mar 20, 2024
The product's reporting area has certain shortcomings, making it an area where improvements are required.
Learn what your peers think about Salesforce Essentials. Get advice and tips from experienced pros sharing their opinions. Updated: January 2026.
881,082 professionals have used our research since 2012.
Jayesh Bhandari - PeerSpot reviewer
Group IT Head at Ashapura Minechem Ltd
Apr 1, 2024
Less integration would be better. It should work independently.
VK
Deputy Manager - IT at Nidec Corporation
Apr 2, 2024
The solution could be cheaper.
EM
IT Consultant at Entrepreneur
May 15, 2024
Areas that could be improved or upgraded in the next release include analytics, automation capabilities, and stability.
AshwinMor - PeerSpot reviewer
Senior Test Lead at HCL Technologies
May 17, 2024
The solution's UI is not user-friendly.
Srini-Dhanaraj - PeerSpot reviewer
Founder & CEO at imfine.club
May 28, 2024
Salesforce should encourage new users by offering smaller license packages, such as packages for three or two users.
Danit Sannikov - PeerSpot reviewer
Project manager at SII
Jun 3, 2024
When we use mixed languages, it can be uncomfortable because there seems to be no consideration for right-to-left speakers. It feels like these tools were developed by people who only speak left-to-right languages and didn't consider other language types' needs.
RH
SAP Consultant at Savic Tech
Jul 11, 2024
The solution needs to be more user-friendly. It's difficult for a senior to track leads when a salesperson uploads leads. The solution should also improve its integration capabilities.

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