Salesforce Essentials

NOAWARDS
YET
Pricing:
Starting from $25
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- 360-Degree Customer View
- Account Management
- Activity Feed
- Activity Tracking
- AppExchange Marketplace
- Case Auto-Assignment
- Case Escalation Rules and Queues
- Collaboration Tools
- Contact Management
- Custom Profile
- Einstein Activity Capture
- Email Optimization
- Lead Contact Account Management
- Lightning App Builder
- Opportunity Management
- Page Layout
- Reports and Dashboards
- Salesforce Mobile App
- Setup Assistant
- Trailhead
- Task Management
Pricing Info
Pricing Info
Salesforce Essentials is packaged as one small business plan that integrates the lower-tier CRM and service features of Salesforce Cloud and Salesforce Service in one solution. The plan enables small businesses to leverage the Salesforce architecture for their sales, marketing and customer service needs.
Salesforce Essentials – $25/user/month (annual; $30 if monthly)
- Up to 10 users
- Guided onboarding and setup
- Automatically track emails & meetings
- Manage leads, opportunities, & accounts
- Create custom dashboards & reports
- Deliver social and email support
- Save time with customer self-service
Integrations
Integrations
Salesforce Essentials connects with a wide array of business apps with AppExchange, such as:
- G Suite
- GetFeedback
- Dropbox
- HelloSign
- MailChimp
- Xactly
- Nicereply
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Salesforce Essentials is a CRM platform that combines sales and customer service tools in one place. You can manage leads, sales opportunities, and accounts. It also includes support functionalities for various channels such as phone, chat, email, and social platforms. You can even automatically track meetings and emails.
Company Email
Contact No.
Company's Address
The Landmark at One Market, Suite 300,
San Francisco, CA, 94105
USA
Salesforce Essentials Comparisons
Popular Salesforce Essentials Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Cloud, Offline & Mobile
- Unlimited Records
- Sales Pipeline Management
- Custom Reports & Dashboards
- Profile-Based Security
- Profile-Based Screen Layouts
- Products & Pricebook
- Custom Views
- Price Quotations
- Data Importer
- Email Tracking
- Email Integration
- Webforms
- Free US-Based Support
- Action Plans
- Audit Log
- Data Archive
- Business Rules
- Advanced & Calculated Fields
- Custom Modules
- Document Library
- Advanced & Excel Reports
- API & WebHooks
- Marketing
- Projects
- Help Desk
- Access Control
- Quickstart Services
- Activity Management
- Calendar Management
Pricing Info
Claritysoft offers three SMB and enterprise pricing plans detailed below:
Sales Professional – $39/user/month (Annual Billing)
- Cloud, Offline & Mobile
- Unlimited Records
- Sales Pipeline Management
- Custom Reports & Dashboards
- Profile-based Security
- Profile-based Screen Layouts
- Products & Pricebook
- Custom Views
- Price Quotations
- Data Importer
- Email Tracking
- Email Integration
- Webforms
- Free US-based Support
Sales Accelerator – $49/user/month (Annual Billing)
- Cloud, Offline & Mobile
- Unlimited Records
- Sales Pipeline Management
- Custom Reports & Dashboards
- Profile-based Security
- Profile-based Screen Layouts
- Products & Pricebook
- Custom Views
- Price Quotations
- Data Importer
- Email Tracking
- Email Integration
- Webforms
- Action Plans
- Audit Log
- Data Archive
- Business Rules
- Advanced & Calculated Fields
- Custom Modules
- Document Library
- Advanced & Excel Reports
- API & WebHooks
The CRM Suite – $69/user/month (Annual Billing)
- Cloud, Offline & Mobile
- Unlimited Records
- Sales Pipeline Management
- Custom Reports & Dashboards
- Profile-based Security
- Profile-based Screen Layouts
- Products & Pricebook
- Custom Views
- Price Quotations
- Data Importer
- Email Tracking
- Email Integration
- Webforms
- Free US-Based Support
- Action Plans
- Audit Log
- Data Archive
- Business Rules
- Advanced & Calculated Fields
- Custom Modules
- Document Library
- Advanced & Excel Reports
- API & WebHooks
- Marketing
- Projects
- Help Desk
Integrations
Claritysoft integrates with the following third-party applications:
- Microsoft Outlook
- Gmail
- Zapier
- Microsoft Excel
- QuickBooks
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Claritysoft helps businesses to deliver exceptional customer experiences for extensive growth and success.
Company Email
info@claritysoft.com
Contact No.
Company's Address
Claritysoft CRM (HQ)
565 Metro Place South
Suite 300
Dublin, OH 43016
USA
Claritysoft Comparisons
Popular Claritysoft Alternatives
In the event you are still having second thoughts about which service will perform best for your company it might be a sensible idea to investigate each service’s social metrics. Such metrics are usually a sign of how popular every product is and how extensive is its online presence. For example Salesforce Essentials Twitter account has currently 433882 followers. At the same time Claritysoft Twitter is followed by 424 people.
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