Salesforce Essentials Reviews

Salesforce Essentials has brought about a tenfold improvement in our deals, especially in common use cases. The upgraded user interface in the DX has significantly enhanced the overall user experience.

In terms of features, the cloud-based solution and easy deployment are standout elements that have made a difference. Regarding AI, Salesforce Essentials' AI capabilities have indeed helped in better segmenting our customers and providing a broader view of customized types. While it may not be perfect yet, it has helped in avoiding false information and improving overall customer relationship management.

Areas that could be improved or upgraded in the next release include analytics, automation capabilities, and stability. There is a room for improvement in pricing and support.

I have been using Salesforce Essentials for five years. 

Stability is good with minimal bugs.

The scalability is easy, supporting around one to two thousand users. 

Technical support is decent.

Positive

I was involved in implementing Salesforce Essentials. The process involved integration, customization, and testing, which took around three months before launching. We usually deploy it in a private cloud due to data privacy concerns, especially for big clients like government agencies. 

The pricing is on the higher side, especially with additional costs for professional services like consultants.

I'd rate Salesforce Essentials a seven out of ten due to its strengths in functionality

We are using the solution to automate the Salesforce application. We are using the automation tool Tricentis Tosca to automate Salesforce. I am not sure of the function because we just started.

Salesforce Essentials is a reliable and powerful application.

Salesforce Essentials is not a very straightforward application when it comes to testing and automating. We are finding it a little difficult to automate the application.

The solution's UI is not user-friendly. Too many things are on the page, and you must know Salesforce properly to understand it.

Regarding automation, I rate the solution's stability three and a half out of five because we face a lot of wait time and delays during automation.

Around 25 to 30 users are using the tool daily in our organization.

We use the solution for entire testing purposes. The entire development of the application and testing are done on a daily basis.

Salesforce Essentials is a proper web-based application. I would recommend Salesforce Essentials to other users because, from what I've heard and seen, Salesforce is a very powerful application.

Overall, I rate the solution an eight 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.

I use it when I’m collaborating with organizations. I use it to register opportunities and collaborate with different vendors. 

For example, I work with Zendax. So I use it, and that uses Salesforce. I log in to the product, create opportunities, and download marketing materials. All of my interactions with them are through Salesforce.

For me, registering these opportunities with the customer has been seamless. I can register for opportunities and get updates very easily.

We use it as a vendor portal, so the processes have been standardized. 

I have seen Salesforce evaluate a lot of AI and analytics into that. But as an end user, I don’t have that much input.

So, I would like to have more AI functionality here. That would be really helpful.

I have been using it for two years. 

High availability is really important for us to get our reports as a vendor.

It is very stable. I would rate it a ten out of ten. 

I would rate the scalability of this solution a nine out of ten. It is quite scalable. That’s why a lot of enterprises are adopting it because scalability is good.

There are around five to six end users. We log into the portal two to three times a week because we are a sales organization. So, our usage is not regular or extensive. But we log into the portal to update the opportunities weekly. 

We do not plan to increase the further usage. 

The customer service and support can improve. 

Neutral

Zoho CRM is what we use internally.

We need people to maintain Salesforce Essentials. It requires consultants.

At least we would need four or five people, including a consultant. I'm not quite sure if we need more if we are integrating with different sources. That would differ.

We are trying to integrate, and we are seeing about integration possibilities of Salesforce with Tableau. That is their own analytics platform. Now they have made it out of the box. So it’s a very seamless integration because now they are part of Salesforce.

The ROI is in terms of accelerating sales, helping the sales team with opportunities and the next steps, and automating the sales process.

The pricing is a bit on the expensive side, maybe when we compare it with other solutions.

I would rate the pricing a nine out of ten, with one being low price and ten being high price. The licensing is expensive.

Overall, I would rate it a seven 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.