Salesforce Essentials Reviews

We focus on managing requirements of the customer data by recording it accurate, sanitized, and easily accessible for future retrieval. Since we work in a B2B environment, we mainly deal with basic customer data such as complaints, contact information, specific needs, customer profiles, and industry details.

The implementation of Salesforce majorly improved our processes by digitalizing it. There was an increased workload during the early days of Salesforce, as it didn't automate everything as expected. But after some time, it helped in consolidating data, making it easier to locate customer information in one place. We could easily prepare for customer visits, streamline the process, and provide accurate information for better negotiations.

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. 

I have been using Salesforce Essentials for the past two years.

The stability of the solution is also around a seven. 

I would rate scalability around a seven. Our clients are primarily enterprise businesses. 

Our experience with the initial setup was around a seven on a scale of one to ten. Deployment typically takes about three to four months per project, and we've completed multiple implementations over the course of a year to a year and a half.

Salesforce Essentials is quite expensive, almost 10 out of 10. I don't have the exact cost, but we found it to be very expensive based on our budget constraints.

I think it's suitable for small businesses, according to sector and specific needs. I would rate Salesforce Essentials as a seven out of ten.

I use the solution in my company for opportunity management, report generation, creation of lists, and all the data input and output.

The product's reporting area has certain shortcomings, making it an area where improvements are required. If you wanna extract a report, you have to know a lot of the things that you want in the report. The reports should be a little user-friendly. Users should be able to draw information from the reports at first glance without having to learn a lot about what you look at in the reports.

I have been using Salesforce Essentials since 2014.

The product is stable. I have nothing to complain about. The product usually announces when there will be downtime, and it is mostly on the weekends so that nobody is affected.

I don't use the scalability feature of the product.

Around 500 people in my company use the product.

It is used on a daily basis as an admin tool to perform certain duties in our company.

I have contacted the tool's support team. I cannot complain about the product's technical team since they are pretty fast to respond.

I have experience with on-premises CRM tools. Basically, it was a CRM tool under another cloud provider.

Though I am not involved in the product's setup phase, I know it can be installed straight out of the box.

The solution is deployed on the cloud.

There is a need to make yearly payments towards the licensing costs attached to the solution.

The solution streamlines our company's sales process since it provides a single pane of glass on which I can access all the information I need. For example, I do not have to open a million links to find the contacts, and I can see the full history of interactions in the past, allowing me to see what was lost, after which I can explore whatever is in my interest. The tool also helps me figure out if some information was lost, why was it lost. Basically, the tool brings everything under a single page, including most of the information I need, so I don't have to invest a lot of time doing research.

The product's integration capabilities are great. If you add a voice over IP application, the tool works fast. It works well with Outlook as well. The tool is good in terms of integrations.

Working with the tool's mobile application is very difficult because it requires a lot of configuration. Usually, I just use the browser to use the tool on my cell phone. I have never used the mobile application and prefer to use it over Google Chrome.

The product is very easy to learn, it works fast, and it is very intuitive. I recommend the product to those who plan to use it.

I rate the tool an eight out of ten.

We use Salesforce Essentials to handle leads. 

The solution is very scalable and flexible. It can be customized as per the business need. 

Salesforce Essentials does not contain domain-specific solutions. 

I have been using the solution for four years. 

Salesforce Essentials is stable. 

The solution is scalable. My company has 300 users. 

We used Oracle before. We switched to Salesforce Essentials, which is a cloud-based architecture and a highly scalable flexible system to use.

The tool's deployment is very straightforward. It took around six to eight months to complete. We undertook steps like initiation, planning, and execution to complete the installation. 

The tool is moderately priced. 

I rate Salesforce Essentials an eight out of ten. 

The solution helps to track the performance of salespersons before closing deals. 

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. 

I have been using the product for two years. 

I rate Salesforce Essentials' stability a six out of ten. 

My company has 2000 users who use it daily. 

Salesforce Essentials' deployment is complex. It takes 20-30 minutes to complete. 

We can do the deployment in-house once the training is done. 

We chose quarterly payments. 

I rate the overall product a six out of ten. I rate its integration capabilities a five out of ten. You need to test the solution thoroughly before going full-scale.