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
- Sales pipeline view
- Lead generation tools
- Workflow automation
- Built-in caller function
- Product feature
- Smart Docs
- Scheduler
- eSignatures
- Email integration
- Goal setting and reporting
- Contact history
- Contact Data
- Merge Duplicates
- Google Calendar and contacts integration
- API
- Mobile apps
- Fully customizable
- Roles and organizational hierarchy
- Multi-language
- 24/7 support
- Timeline view
- Sales reporting
- Google Apps integration
- Email tracking
- Google Maps integration
- Powerful API
- Multi-language and multi-currency
- Data import and export
Pricing Info
Pipedrive is available in four SMB and Ultimate pricing plans. All payment plans offer a free 14-day trial. The following paid plans are available:
Lite – $24/seat/month ($14 billed annually)
-
Lead, calendar, and pipeline management
-
Seamless data import and 400+ integrations
-
Activity, deal, and contact reports
-
Personalized onboarding
Growth – $49/seat/month ($39 billed annually)
-
Lite plan +
-
Full email sync with tracking
-
Automations and nurturing sequences
-
Subscriptions and forecast reports
-
Meeting scheduler and contacts timeline
-
Live chat support
Premium – $79/seat/month ($49 billed annually)
-
Growth plan +
-
Lead generation and routing
-
Custom scoring and company data enrichment
-
AI-powered multi-email tools
-
Contracts and e-signatures
-
Enhanced customization for teams, reports and data fields
Ultimate – $99/seat/month ($79 billed annually)
-
Premium plan +
-
Fortified account security with rules and alerts
-
Phone and email data enrichment
-
Maximized usage limits
-
Sandbox testing account
Integrations
Pipedrive integrates with over 300 apps. More information here: https://www.pipedrive.com/en/marketplace/apps
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
SkyAnalytics, Contactzilla, Iterable, MaxwellHealth
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
Pipedrive is the winner of our Expert's Choice Award. It is a personal sales manager for small, medium-sized, and large businesses that lets you close more deals and improve sales. Built by both salespeople and web developers, it is a practical easy-to-use tool that people with varying tech-savviness can instantly use.
Company Email
team@pipedrive.com
Company's Address
460 Park Ave South
New York, NY 10016
USA
Pipedrive Comparisons
Popular Pipedrive Alternatives
When you pick a product that you believe will work best for your company you shouldn’t simply focus on what professionals have to say about it. In many cases personal experience with the software may be different, depending on specific preferences and needs. That’s the reason why in our reviews we also provide our User Satisfaction Rating for each service to give you a quick impression of how actual users of Salesforce Essentials and Pipedrive evaluate their experience with the service. Our algorithm is based on detailed analysis of product appearances on other websites, social networks as well as blogs, so you are going to receive a comprehensive and credible landscape of what other users think about each solution. In this case Salesforce Essentials has a total satisfaction rating at 100% while for Pipedrive 100% of users claim they had an enjoyable experience with it.
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