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
- Cloud call center
- Skill-based call routing
- Queue callback
- IVR
- Unlimited call recording
- Predictive dialer
- Lead targeting
- Agent meeting reminders
- Agent prioritization
- Multi-channel messaging
- Bulk SMS and SMS marketing
- Track outreach
- Short link tracking
- Virtual number management
- Workflow automation
- Computer telephony integration
Pricing Info
Squaretalk is available in three paid plans: Axiom (Cloud PBX), Matrix (Predictive Dialer), and a Combined Platform. Below are the details on the features included in these plans.
Axiom (Cloud PBX) – Starting at $15/user/month, billed annually
- Minimum of 5 users
- IVR (virtual receptionist)
- Real-time client dashboard
- Advanced reporting and visibility
- Automated call distribution (ACD)
- Intelligent call routing
- Unlimited inbound calls
- Smart call queuing
- Voicemail to email
- Click-to-dial
- CRMs and app integration
- Custom on-hold music
- Queue callback
- SMS reporting
Matrix (Predictive Dialer) – Starting at $30/user/month, billed annually
- Smart predictive dialing
- Intelligent outbound routing
- Answering machine detection
- Smart lead recycling
- Dynamic reset of leads
- Appointment call automation
- Smart leads ranking
- Agent ranking by skill
- Script-on-screen
- Campaign & list management
- Web callback
- Real-time DNC list management
- Disposition timers & redials
- Time zone rules dialing
- Smart redial strategies
Combined Platform – custom pricing
- All Axiom (Cloud PBX) and Matrix (Predictive Dialer) features, plus
- Dedicated account manager
- Developer support
- Bring your own carrier
- VIP support
- Custom API
- Unlimited number of callers in queue
- Unlimited call recording
- Unlimited concurrent calls
Integrations
Through Lynx, Squaretalk easily integrates with various third-party software, including:
- Salesforce
- Hubspot
- Freshdesk
- Dropbox
- Zoho
- Zendesk
- Telegram
- Spotify
- Mailchimp
- Gmail
- Teams
- Zoom
- Slack
- Discord
- Monday
- WordPress
- Google Sheets
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Unilever, Ecodesk, Generali, Coronet
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
Offers various communication tools to help businesses engage with customers. A cloud call center and predictive dialer ensure teams provide improved customer support and that customers are connected to agents with the right skills. Seamless integrations with third-party software also help automate workflows to further improve productivity.
Company Email
Contact No.
Company's Address
Tzeret St 15
Jerusalem
93463, Israel
Squaretalk Comparisons
Popular Squaretalk Alternatives
Almost as essential as features and customer support quality are pricing plans provided by Salesforce Essentials and Squaretalk. Although cost should not be a deciding element it’s without a doubt a significant thing to consider. You should try to find a flexible pricing plan that can be matched with your team size and painlessly scaled up every time your team expands. Make sure you don’t opt for packages that have additional features that you won’t find useful and always try to get in touch with the vendor directly as enterprises can often benefit from more affordable prices. You should also try out a free trial or demo of every product to spend at least some time on actual work with the system. It’s a helpful experience that doesn’t ask you to invest any money and offers a solid overview of what it feels like to work with Salesforce Essentials and Squaretalk.
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