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
- Gmail Chrome Extension
- G Suite Integration
- Email Open Tracking
- Email Templates
- Bulk Email Sending
- Native Mobile Application
- Meeting Scheduler
- Task Automation
- Basic Reporting
- Sales Forecasting
- Activity Reporting
- Lead & Activity Insights
- Leaderboard
- Goal Tracking
- Custom Fields
- API
- Single Sign-On
- User Provisioning
- Multi-Currency
Pricing Info
Try their 14-day free trial with no credit card required.
Starter – $9/user/month (billed annually) or $12/user monthly
- 1,000 contact limit
- Full Google Workspace integration
- Activity feed
- Forms
- Tasks
Basic – $23/user/month (billed annually) or $29/user monthly
Includes everything in Starter, plus:
- 2,500 contact limit
- Task automation
- Pipelines
- Contact enrichment
- Team collaboration
Professional – $59/user/month (billed annually) or $69/user/month
Includes everything in Basic, plus:
- 15,000 contact limit
- Workflow automation
- Bulk email
- Reporting
- Integration with other apps
Business – $99/user/month (billed annually) or $134/user/month
Includes everything in Professional, plus:
- Unlimited contacts
- Email sequences
- Website tracking
- Lead scoring
- LinkedIn Integration
Integrations
Copper offers integrations with the following business systems and applications:
- Slack
- Google Apps
- Intercom
- Hangouts
- QuickBooks
- Xero
- Asana
- Trello
- Smartsheet
- Zendesk
- Grow.com
- Data Studio
- Outreach
- Reply.io
- PersistIQ
- PandaDoc
- DocuSign
- Typeform
- Wufoo
- JustCall
- LeadsBridge
- Dropbox
- JustCall
- RingCentral
- HubSpot
- Zapier
- MailChimp
- and more
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Peugeot, Getaround, Hello Fresh
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
A powerful yet simple-to-use online CRM platform. It has an intuitive interface and comprehensive productivity and collaboration tools that can improve customer interactions and enhance the effectiveness of your sales and marketing strategies. In addition, Copper also offers a highly scalable and configurable interface with its API capabilities.
Company Email
info@copper.com
Company's Address
301 Howard St. #600
San Francisco, CA 94105
United States
Copper Comparisons
Popular Copper Alternatives
In case you are still having doubts about which service will perform best in your case it may be a sensible idea to analyze each service’s social metrics. Such metrics are frequently a way to see how popular a given service is and how big is its online presence.For instance, if you look at Salesforce Essentials LinkedIn account you’ll learn that they are followed by 1052596 people. In case of Copper the number of followers on their LinkedIn page is 3284.
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