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
- Computer Telephony Integration (CTI)
- Record types
- Lead-contact account management
- Files
- Salesforce identity
- Roles and permissions
- Snap-ins for live agent chat
- Social customer service pro
- Knowledge
- Work order management
- Service console
- Customer community
- Chatter
- Community starter
- Email integration with Outlook
- Advanced case management
- Customer account portal
- Custom page layouts
- Standard success Plan
- Asset management
- Omni-channel supervisor
- Field service dispatch
- Service contracts and entitlements
- Developer Sandbox
- Unlimited online training
- Activity feed
- Developer Pro Sandbox
- Topics and recommendations
- Data and file storage
- Order management
- Omni-channel routing
- Case auto-assignment
- Service analytics app
- Social customer service starter pack
- Product tracking
- Case milestone tracker
- Unlimited custom applications
- Google Apps integration
- Custom profiles
- AppExchange app integration
- Offline access
- Lightning App builder
- Case escalation rules and queues
- Web services API
- Opportunity tracking
- Workflow and approval automation
- Web and email case capture
- Task management
- Customizable reports and dashboards
- Case email auto-response
- Advanced reporting features
- Salesforce mobile app
- Email templates
Pricing Info
Salesforce Service cloud offers 4 SMB and enterprise pricing plans billed annually.
Essentials – $25/user per month
- Chatter
- Salesforce mobile app
- Files
- Topics and recommendations
- Case auto-assignment
- Web and email case capture
- Case email auto-response
- Case escalation rules and queues
- Lead-contact account management
- 1 Service console app per org
- Basic omni-channel routing
- Omni-channel supervisor
- Knowledge (read only)
- Knowledge (read-write)
- Computer Telephony Integration (CTI)
- Phone
- Social Customer Service
- Live agent chat (limited functionality)
- Next best action
- Help center
- Customizable reports and dashboards
- Opportunity tracking
- Task management, activity feed
- Email integration with Outlook
- Google Apps integration
- Custom profiles and page layouts
- Lightning App builder
- AppExchange app integration
- Email templates
- Data and file storage per user
- Limited Lightning flow automation
Professional – $75/user per month
- All Essentials plan features except phone, live chat, and help center, plus:
- Service orders
- Service contracts and entitlements
- Work order management
- Asset management and product tracking
- Unlimited custom applications
- Developer Sandbox
- 2 Roles and permissions per org
- 3 Record types per object
Available add-ons:
- Knowledge (read-write) – $75/user/month
- Web services API – $25/user/month
- Developer Pro Sandbox
Enterprise – $150/user per month
- All Essentials and Professional plan features except phone, plus:
- Service console apps
- Advanced case management
- Advanced reporting features
- Offline access
- Web services API
- Lightning flow automation (unlimited)
- Roles and permissions
- Record types (per object)
- Salesforce identity
- Workflow approval
Available add-ons:
- Knowledge (read-write) – $75/user/month
- Chat (live agent) – $75/user/month
- Developer Pro Sandbox
- Full Sandbox
Unlimited – $300/user per month
- All Enterprise plan features, plus:
- Knowledge (read-write)
- Chat (live agent)
- Developer Pro Sandbox
- 1 Full Sandbox per org
- 24/7 Support and configuration services
Integrations
Salesforce Service Cloud supports integrations with the following business systems, applications and services:
- Autotask
- ConnectWise
- JIRA
- Salesforce Service Cloud
- ServiceNow
- Zendesk
- Oracle Service Cloud
- Freshdesk
- Freshservice
- Desk.com
- Help Scout
- Cherwell Software
- Wrike
- SugarCRM
- Microsoft Dynamics CRM
- Zoho CRM
- Netsuite
- Autotask
- Close.io
- ConnectWie
- Infusionsoft
- Pipedrive
- HubSpot CRM
- Oracle Sales Cloud
- Base CRM
- CustomerGauge
- Act! Essentials
- Sap Hybrid Cloud for Customers
- Sage CRM
- Bullhorn
- Maximizer CRM
- Insightly
- Microsoft Dynamics GP
- Microsoft Dynamics AX
- QuickBooks
- Freshbooks
- Taxify
- Sage Intacct
- Sage 200
- Tipalti
- Plaid
- Shopify
- Volusion
- Ecwid
- Bigcommerce
- Magento
- Etsy
- Woocommerce
- Weebly
- SAPAnywhere
- Epages
- Oracle Eloqua
- Marketo
- HubSpot Marketing
- Act-On
- MailChimp
- Mailjet
- Allbound
- Autopilot
- Constant Contact
- Kissmetrics
- Facebook Lead Ads
- Campaign Monitor
- iContact
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Stanley Black & Decker, Sprouts, Coca-Cola, Activision, Spotify, Aldo
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 cloud-hosted customer service platform designed to allow faster, smarter case resolution. By providing a 360-degree view of each customer, this IT asset management solution enables businesses to quickly resolve issues, thereby driving better user experience and higher customer satisfaction.
Company Email
info@salesforce.com
Contact No.
Company's Address
Salesforce Tower, 415 Mission Street, 3rd Floor
San Francisco, CA 94105
USA
Salesforce Service Cloud Comparisons
Popular Salesforce Service Cloud Alternatives
Almost as crucial as useful features and user support quality are pricing plans provided by Salesforce Essentials and Salesforce Service Cloud. Even though pricing should not be a deciding aspect it’s definitely an important thing to think about. You should expect a flexible pricing plan that can be matched with your business size and painlessly scaled up when your team develops. Be sure that you don’t choose packages that have additional features that you won’t find a use for and always make an effort to get in touch with the vendor directly because big companies can often benefit from discounts. You should also give a chance to a free trial or demo of every software to spend at least some time using it. It’s a helpful experience that doesn’t need you to pay any money and offers a solid overview of what it’s like to work with Salesforce Essentials and Salesforce Service Cloud.
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