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
- Grants Management
- Scholarship Management
- Awards Management
- Internship Management
- Fellowship Management
- Accreditation Management
- Customer Management
- Branded Online Application Forms
- Unlimited File Uploads
- Integrated CRM
- Integrated Database for Tracking
- Confirmation Emails
- Dashboard & Reporting
- Branded Online Review Portal
- Reviewer Assignments
- Bulk Email
- Secure Hosting via AWS
- Branded Online Submission Portal
- Letters of Recommendation
- Automated Emails
- Automated Assignments
- 1000+ Integrations
- Audit Trail Reporting
- Automated Workflows
- Single Sign-On
- Online, On-demand Help Center
- Email, Phone, Web Support
- Workplace Set Up
- Implementation Lead
- Project Plan
- Project Management
- Data Migration Services
Pricing Info
Zengine by WizeHive was developed as a flexible, scalable platform that can be set up to directly address the goals and requirements of your organization. As such, pricing is custom per client.
All plans include:
- Secure hosting on AWS
- One-on-one implementation and staff training
- Ongoing education and training opportunities
- Full access to support services team
Integrations
Zengine by WizeHive has pre-built plug-ins for GuideStar and ScholarSnapp. Its built-in Zapier connections allow for integration with 2000+ platforms. In addition, it has open API that allows for integration with other SAML systems. SalesForce and QuickBooks are popular among its users.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Bill & Melinda Gates Foundation, Stanford University, Pediatric Brain Tumor Foundation
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 CRM-centric grant management software that helps organizations in education, research institutes, and non-profits manage process lifecycles involving grants, fellowships, and awards among others. It features more than a thousand integrations, robust reporting, and a powerful built-in CRM module. These make it a go-to solution for cause-based organizations.
Company Email
sales@wizehive.com
Contact No.
Company's Address
WizeHive Inc.
441 E. Hector Street
Conshohocken, PA 19428
USA
Zengine by WizeHive Comparisons
Popular Zengine by WizeHive Alternatives
Almost as important as useful features and client support responsiveness are pricing plans made available by Salesforce Essentials and Zengine by WizeHive. Although price should not be a deciding element it’s definitely a significant thing to consider. You should try to find a flexible pricing package that can be adjusted to your company size and painlessly scaled up every time your company expands. Make sure you don’t select plans that include advanced tools that you won’t use and always make an effort to get in touch with the vendor directly as big companies can often count on discounts. You should also try out a free trial or demo of each app to spend at least some time on actual work with the system. It’s a helpful experience that doesn’t require you to pay any money and gives you a solid overview of what it’s like to work with Salesforce Essentials and Zengine by WizeHive.
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