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
- Quote and Proposal Software
- Product Configuration
- Send Quotes Online
- Sales Workflow Automation
- Catalog Services
- Peer Review & Approval Workflow
- Quote to Order Workflow
- Channel Management
- Sales Acceleration Software
- Online Quote Presentation
- Sales Workflow Automation
- Professional Proposal Generation
- B2B Reorders & Configurations
- Catalog Services
- Quote to Order Workflow
Integrations
Quosal supports integrations with the following business systems and applications:
- Autotask
- ConnectWise
- Microsoft Dynamics
- NetSuite
- Quickbooks
- Salesforce.com
- Dell
- Distributor Catalogs
- QuickBooks
- AvaTax
- Microsoft Office
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Mosaik Solutions, Unified Power, Data Projections, Staples, ConnectWise
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 host of quoting and sales workflow automation tools that makes quoting and closing sales a lot easier
Company Email
info@quosal.com
Contact No.
Company's Address
19015 North Creek Parkway
Suite 105
Bothell, WA 98011
Quosal Comparisons
Popular Quosal Alternatives
You don’t want simply a wide array of features and adjustable pricing plans from a popular Sales Tools. Almost as essential as core features is a top-notch customer support. You want to ensure that when you have any questions about Salesforce Essentials or Quosal, or you face some problems, or maybe you’ll want to request a certain change or functionality beneficial to your team you can trust in a responsive and helpful customer support. Check out whether options such as phone support, tickets or live chat are available. Additionally, it’s a major asset if you can profit from personal training or at least a knowledge base you can use.
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