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
- Organization
- Sync
- Collaboration
- Work in Salesforce
- Mobile Access
- Workflow Automation
- Contract Management
- Security
- Success Services
Pricing Info
SpringCM has three pricing solutions that can suit businesses of all sizes. You can also contact SpringCM to to request a free demo.
Business – $29/user/month
- A secure, central repository to ensure you always have the latest iteration of the document
- Detailed audit trail to follow any and all actions related to your contracts
- Contract generation that marries data from Salesforce with your latest templates
- Companywide Storage: 500GB
- UAT Account (10 users, 100MB)
- Mobile Ready Platforms: iOS, Android, Salesforce
- Seamless CRM Integration (if applicable)
Enterprise – $59/user/month
Enterprise includes everything in Business, and also:
- Automated contract workflows to streamline reviews and approvals
- Automatic document versioning in place so you have one source of truth
- Attribute-based tagging to better organize, search and report on all contracts
- Automatic redlining that can even be done retroactively so you don’t miss a single change
- Companywide Storage: 1TB
Enterprise Plus – $79/user/month
Enterprise Plus includes everything in Enterprise, and also:
- Migrate already existing documents (first 100,000) into the SpringCM platform
- Automatically prioritize documents being migrated for faster upload speeds
- Four training credits to send users to on-site SpringCM training
- Device management, allowing admin tasks to be performed from anywhere and any device
- Company wide Storage: 5TB
- Staging Account (Unlimited Users, 10GB)
Integrations
SpringCM integrates with the following business systems and applications:
- Salesforce
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Facebook, American Disposal, Cloudigy Law, NCR
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
SpringCM is a simple yet intuitive software tool that helps companies of different sizes close deals faster by automating the biggest bottleneck in your sales cycle: the contract management process. It provides tools for workflow automation, document organization, collaborative editing, and mobile document access.
Company Email
Contact No.
Company's Address
180 North LaSalle Street
Sixth Floor
Chicago, IL 60601
SpringCM Comparisons
Popular SpringCM Alternatives
The services analyzed on this page are merely a sliver of our full CRM Software category and you should take into account that there may be more desirable options out there. If you want to make sure you make the optimal decision for your business we definitely urge you to test more solutions first. You can also consider to study our top 10 CRM Software ranking to learn which services are now the highest-ranking ones and leaders in the market.
Page last modified