Salesforce Essentials Reviews: Pricing & Software Features 2024

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data-srcset="https://reviews.financesonline.com/media/themes/fot/dist/img/why_blue.png 1x, https://reviews.financesonline.com/media/themes/fot/dist/img/why_blue@2x.png 2x" alt="Why FO is free" class="lazyload" width="15" height="15"> </a> </div> <div class="clearfix"></div> </div> </div> <div class="main-container"> <h1>Salesforce Essentials Review</h1> <div class="review-page__content col col--75 col--sm"> <div id="product-info" class="review-page__product sticky-desktop "> <div class="review-page__product__close"> <span></span> <span></span> </div> <div class="review-page__product__thumb"> <img width="440" height="180" src="https://financesonline.com/uploads/2018/08/salesforce-essentials-logo-2.png" class="attachment- size-" alt="Salesforce Essentials" srcset="https://s.financesonline.com/uploads/2018/08/salesforce-essentials-logo-2.png 440w, https://s.financesonline.com/uploads/2018/08/salesforce-essentials-logo-2-300x123.png 300w, https://s.financesonline.com/uploads/2018/08/salesforce-essentials-logo-2-220x90.png 220w, https://s.financesonline.com/uploads/2018/08/salesforce-essentials-logo-2-93x38.png 93w, https://s.financesonline.com/uploads/2018/08/salesforce-essentials-logo-2-354x145.png 354w" sizes="(max-width: 440px) 100vw, 440px" /> </div> <div class="review-page__product__info"> <span class="product-details">Our score: <span class="score">9.6</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span class="product-details">User satisfaction: <span class="score">100%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <div class="clearfix"></div> <div class="stars stars--average hide-tablet"> <div class="stars__img"> <div class="stars__rating" style="width:87.6924%;"></div> <img src="https://reviews.financesonline.com/media/themes/fot/dist/img/stars.png" alt="Average score" importance="low" width="190" height="35"> </div> <span class="score">4.4/5 <a id="enable-user-review-tab" href="#user-review">(13 user reviews)</a></span> </div> </div> </div> <div id="product-info-sticky-mobile" class="review-page__product sticky "> <div class="review-page__product__close"> <span></span> <span></span> </div> <div class="review-page__product__info show-tablet"> <div class="stars stars--average"> <div class="stars__img"> <div class="stars__rating" style="width:87.6924%;"></div> <img src="https://reviews.financesonline.com/media/themes/fot/dist/img/stars.png" alt="Average score" importance="low" width="190" height="35"> </div> <span class="score">4.4/5 <a id="enable-user-review-tab" href="#user-review">(13 user reviews)</a></span> </div> </div> <div id="product-buttons" class="review-page__product__btns" style="visibility: hidden" data-product="114847" data-main-term="3" data-selected-term=""> </div> </div> <div class="clearfix"></div> <script> (function() { // dynamic scroll buttons const 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(request_buttons.response.length > 0) { product_buttons_el.innerHTML = JSON.parse(request_buttons.response); product_buttons_el.style.visibility = 'visible'; } } } request_buttons.send(); } })(); </script> <div id="fo-review-tabs" class="tabs apps"> <div class="review-page__tabs"> <div class="review-page__tabs__menu tabs-menu owl-carousel owl-theme"> <a class="review-page__tabs__menu__el tabs-tab-review active" href="#review-review">REVIEW</a> <a class="review-page__tabs__menu__el tabs-tab-review" href="#user-review">USER REVIEWS</a> <a class="review-page__tabs__menu__el tabs-tab-review" href="#pricing-details">PRICING DETAILS</a> <a class="review-page__tabs__menu__el tabs-tab normal-link smaller-txt" href="https://alternatives.financesonline.com/p/salesforce-essentials/">SALESFORCE ESSENTIALS ALTERNATIVES</a> <a class="review-page__tabs__menu__el tabs-tab-review" href="#integrations">INTEGRATIONS</a> </div> </div> <div class="tab-content"> <div class="review-page__tab-content main-tab flex-order"> <div id="review-toc" class="review-page__toc"> <ul> <li><a href="#what-is">What is Salesforce Essentials?</a></li> <li><a href="#benefits">Salesforce Essentials benefits</a></li> <li><a href="#features">Overview of Salesforce Essentials features</a></li> <li><a href="#awards">Awards & quality certificates</a></li> <li><a href="#pricing">Salesforce Essentials pricing</a></li> <li><a href="#user-sat">User satisfaction</a></li> <li><a href="#video">Video</a></li> <li><a href="#technical">Technical details</a></li> <li><a href="#support">Support details</a></li> <li><a href="#user-rev">User reviews</a></li> </ul> </div> <div class="review-page__imgs content-visibility"> <img width="300" height="155" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Logo of Salesforce Essentials" sizes="(max-width: 300px) 100vw, 300px" data-srcset="https://s.financesonline.com/uploads/2018/08/salesforce-essentials-300x155.png 300w, https://s.financesonline.com/uploads/2018/08/salesforce-essentials-232x120.png 232w, https://s.financesonline.com/uploads/2018/08/salesforce-essentials-93x48.png 93w, https://s.financesonline.com/uploads/2018/08/salesforce-essentials-281x145.png 281w, https://s.financesonline.com/uploads/2018/08/salesforce-essentials.png 600w" /> <a href="#" data-modal="#verified-quality" data-dynamic="yes" data-id="114847"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://reviews.financesonline.com/media/themes/fot/dist/img/seal-new.png" class="lazyload" alt="Verified Quality"> </a> </div> <div class="clearfix"></div> <div class="what-is content-visibility order-1 flex-order"> <div id="what-is" class="review-page__header"> <span class="rev-icon rev-icon--what-is"></span> <h3>What is Salesforce Essentials?</h3> </div> <p>Salesforce Essentials is the vendor’s small business plan for its CRM (Sales Cloud) and customer support (Service Cloud) solutions. Sales Cloud Essentials is designed for small sales team to sell smarter and faster with the help of the app’s built-in intelligence. Meanwhile, Service Cloud Essentials is geared towards the basic management of customer support teams of SMBs.</p> <p>Salesforce, a SaaS giant in the CRM category, is known for offering top-of-the-line and robust CRM solutions. However, its feature-rich platform was more suitable for medium-sized businesses and larger enterprises. To cater to the needs of small businesses with limited time and resources, the vendor released Salesforce Essentials for SMBs to tap into the offerings of Salesforce with solutions for sales and services that are easy to set up, use and maintain.</p> <p>Built with small businesses in mind, this product simplifies the implementation of a CRM-service setup to your workflows from start to finish. With its out-of-the-box tools and support, setting up the system is faster and easier and won’t take weeks. In addition to its simple setup assistant, users can access “Trailhead” which is a free gamified online learning platform for learning about CRM, sales, and service, among other subjects, with in-depth details. Aside from Trailhead, this CRM solution’s main features include the Salesforce app and Einstein Artificial Intelligence.</p> <p>Salesforce Essentials is priced annually or monthly, integrating the low-tiered features of Salesforce Cloud and Salesforce Service. This enables small businesses to leverage the Salesforce architecture, which, until the introduction of Essentials, has been accessible only to an enterprise-level budget.</p> <p>Salesforce Essentials also leverages its functionality by connecting to the G Suite of Google for free for 3 months. This gets your hand on tools such as Gmail and Google Calendar. Eliminating data entry helps you organize your workload, save time from tedious tasks, and develop richer communications with deeper insights. It also gives you a single view of your important CRM data like contacts, accounts, and opportunities.</p> <a href="#" class="review-show-more what-is-show-more mb-show">Show More</a> </div> <div class="benefits content-visibility order-3 flex-order"> <div class="order-3"> <div id="benefits" class="review-page__header"> <span class="rev-icon rev-icon--benefits"></span> <h3>Overview of Salesforce Essentials Benefits</h3> </div> <p>Salesforce Essentials is an out-of-the-box solution for small businesses to easily and quickly implement a lightweight CRM-cum-service infrastructure to help them increase their sales and leverage their customer support. This robust platform offers the following benefits:</p> <p><strong>Easy and fast CRM system set up</strong></p> <p>Salesforce Essentials streamlines setting up the CRM system. As small businesses have smaller teams, spending weeks in negotiating with sales reps, watching demos and video tutorials, and reading the documentation for set up is unreasonable. Hence, Salesforce offers an out-of-the-box solution for users to quickly implement the system. It has a simple setup assistant with in-app tutorials to answer your questions in minutes. It also has Trailhead, a gamified learning experience, that offers an interactive online setup and guidance to small businesses at a free cost for first-time users and experts. Its topics range from various topics and are categorized into Admin, Beginner, and Business User.</p> <p><strong>Drive more sales</strong></p> <p>At a low price, Salesforce Essentials offers a module called Sales Cloud Essentials that’s rich with features for small sales teams. Sales teams can follow up on leads and identify key contacts to sell faster. It also lets them see a customizable view of sales details. It automates sales activities and eliminates the need for using spreadsheets by automatically tracking emails, calls, and meetings using the app’s Einstein Activity Capture feature. This built-in artificial intelligence captures customer records and keeps them up-to-date without tedious manual data entry by connecting a user’s email and calendar. Since it is available on the Salesforce mobile app, users can access and update data anytime and anywhere.</p> <p><strong>Deliver better customer service</strong></p> <p>Small businesses can also implement the Service Cloud Essentials module for customer support teams. In a single platform, it automatically centralizes and connects multiple support channels of cases that can be accessed on any device for agents to address and resolve them immediately. Automation is available for repetitive tasks such as routing the question to the right agent and assigning work according to expertise and availability. Having a complete view of customer information helps agents stay informed and connecting in resolving issues and answering inquiries.</p> <p><strong>Scalable for business growth</strong></p> <p>The platform is scalable, hence, small businesses don’t have to worry about outgrowing the CRM system. Starting with a platform that can grow with you is vital to have an integrated and streamlined solution for your CRM tasks. It optimizes finding, winning, and keeping customers by connecting and integrating your business data with ease. It is easy to incorporate prebuilt business apps, such as tools like customer surveys and signatures, as you need them on AppsExchange which is one of the largest business app marketplaces.</p> <a href="#" class="review-show-more benefits-show-more mb-show">Show More</a> </div> <div class="order-2"> <div id="features" class="review-page__header"> <span class="rev-icon rev-icon--features"></span> <h3>Overview of Salesforce Essentials Features</h3> </div> <div class="review-page__features"> <ul class="review-page__features-list"> <li>360-Degree Customer View</li> <li>Account Management</li> <li>Activity Feed</li> <li>Activity Tracking</li> <li>AppExchange Marketplace</li> <li>Case Auto-Assignment</li> <li>Case Escalation Rules and Queues</li> <li>Collaboration Tools</li> <li>Contact Management</li> <li>Custom Profile</li> <li>Einstein Activity Capture</li> <li>Email Optimization</li> <li>Lead Contact Account Management</li> <li>Lightning App Builder</li> <li>Opportunity Management</li> <li>Page Layout</li> <li>Reports and Dashboards</li> <li>Salesforce Mobile App</li> <li>Setup Assistant</li> <li>Trailhead</li> <li>Task Management</li> </ul> </div> </div> </div> <div class="content-visibility order-8 flex-order"> </div> <div class="content-visibility order-9 full-width"> <div id="awards" class="review-page__header"> <span class="rev-icon rev-icon--awards"></span> <h3>Awards & Quality Certificates</h3> </div> <div class="review-page__awards"> <div class="review-page__awards-inner"> <div><img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://sip.financesonline.com/uploads/2019/11/customerservice2019.png?width=275&token=DZ58fcp-vTBGeHC4hGTfgQ" data-srcset="https://sip.financesonline.com/uploads/2019/11/customerservice2019.png?width=275&token=DZ58fcp-vTBGeHC4hGTfgQ 1x, https://sip.financesonline.com/uploads/2019/11/customerservice2019.png?width=550&token=ntO6GzcCzAVmuJagrbA0xg 2x" class="lazyload" alt="An award given to products our B2B experts find especially valuable for companies"></div> <div><img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://sip.financesonline.com/uploads/2019/01/expert2019.png?width=275&token=f7mlSO-9wING0rWnHvPKcA" data-srcset="https://sip.financesonline.com/uploads/2019/01/expert2019.png?width=275&token=f7mlSO-9wING0rWnHvPKcA 1x, https://sip.financesonline.com/uploads/2019/01/expert2019.png?width=550&token=YOswBWd12tD6gHAv67eDEQ 2x" class="lazyload" alt="An award given to products our B2B experts find especially valuable for companies"></div> <div><img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://sip.financesonline.com/uploads/2019/01/supreme2019.png?width=275&token=uBulkXFhKbGlYcxXRzQKzg" data-srcset="https://sip.financesonline.com/uploads/2019/01/supreme2019.png?width=275&token=uBulkXFhKbGlYcxXRzQKzg 1x, https://sip.financesonline.com/uploads/2019/01/supreme2019.png?width=550&token=0vDP-9zLBY1mcRxK9Y2arg 2x" class="lazyload" alt="This award is given only to top B2B products and represents the highest possible level of service. It highlights the vendor’s extensive knowledge of the industry they’re selling to and the needs of their customers."></div> </div> </div> </div> <div id="pricing-details" class="review-page__pricing-details tab-el order-2"> <div id="pricing" class="review-page__header"> <span class="rev-icon rev-icon--pricing-details"></span> <h3>How Much Does Salesforce Essentials Cost?</h3> </div> <p><strong>Salesforce Essentials Pricing Plans:</strong></p> <div class="review-page__scroll-box"> <div class="review-page__table"> <div class="review-page__table__row"> <span>Free Trial</span> <p><span class="icon icon--checked"></span></p> </div> <div class="review-page__table__row"> <span>Sales Cloud Essentials</span> <p>$25/user/month</p> </div> <div class="review-page__table__row"> <span>Service Cloud Essentials</span> <p>$25/user/month</p> </div> </div> </div> <a href="#" class="review-show-more pricing-show-more mb-show">Show More</a> <div class="review-page__tab-content pricing"> <div class="review-page__header"> <span class="rev-icon rev-icon--pricing-details"></span> <h3>What are Salesforce Essentials pricing details?</h3> </div> <p><strong>Salesforce Essentials Pricing Plans:</strong></p> <div class="review-page__plans"> <div> <p>Free Trial</p> <p><span class="icon icon--checked"></span></p> </div> <div> <p>Sales Cloud Essentials</p> <p>$25/user/month</p> </div> <div> <p>Service Cloud Essentials</p> <p>$25/user/month</p> </div> </div> <p>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.</p> <p><strong>Salesforce Essentials</strong> – $25/user/month (annual; $30 if monthly<strong>)</strong></p> <ul> <li>Up to 10 users</li> <li>Guided onboarding and setup</li> <li>Automatically track emails & meetings</li> <li>Manage leads, opportunities, & accounts</li> <li>Create custom dashboards & reports</li> <li>Deliver social and email support</li> <li>Save time with customer self-service</li> </ul> </div> </div> <div class="content-visibility order-10"> <div class="review-page__gray"> <div id="user-sat" class="review-page__header"> <span class="rev-icon rev-icon--user-satisfaction"></span> <h3>User Satisfaction</h3> </div> <div class="review-page__mentions"> <div class="review-page__mentions-item"> <span class="icon icon--user-sat"></span> Positive Social Media Mentions <span class="count"> 171 </span> </div> <div class="review-page__mentions-item"> <span class="icon icon--user-sat reverse"></span> Negative Social Media Mentions <span class="count"> 0 </span> </div> </div> <p> <p>We are aware that when you decide to purchase a CRM Software it’s crucial not only to find out how experts rank it in their reviews, but also to find out whether the real users and companies that use these solutions are actually content with the service. Because of that need we’ve devised our behavior-based <a class="qtip" data-modal="#user-modal" data-dynamic="yes" href="#">Customer Satisfaction Algorithm™</a> that gathers customer reviews, comments and Salesforce Essentials reviews across a wide array of social media sites. The data is then presented in a simple to digest format indicating how many people had positive and negative experience with Salesforce Essentials. With that information at hand you will be prepared to make an informed purchasing choice that you won’t regret.</p> </p> </div> <div id="video" class="review-page__header"> <span class="rev-icon rev-icon--video"></span> <h3>Video</h3> </div> <iframe title="video" title="Salesforce Essentials Demo" width="640" height="360" data-src="https://www.youtube.com/embed/21SdHCVK5m0?feature=oembed&controls=1&showinfo=0" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen frameborder="0" class="lazyload"></iframe> </div> <div class="content-visibility order-4 flex-order"> <div class="order-1 full-width"> <div id="technical" class="review-page__header"> <span class="rev-icon rev-icon--technical-details"></span> <h3>Technical details</h3> </div> <div class="review-page__technical"> <div class="col col--33"> <p>Devices Supported</p> <ul class="ul-normal"> <li>Windows</li><li>Linux</li><li>Android</li><li>iPhone/iPad</li><li>Mac</li><li>Web-based</li> </ul> <p>Deployment</p> <ul class="ul-normal"> <li>Cloud Hosted</li><li>Open API</li> </ul> </div> <div class="col col--33"> <p>Language Support</p> <ul class="ul-normal"> <li>English</li><li>Chinese</li><li>Spanish</li><li>French</li><li>Italian</li><li>Dutch</li><li>Swedish</li> </ul> </div> <div class="col col--33"> <p>Pricing Model</p> <ul class="ul-normal"> <li>Monthly payment</li><li>Annual Subscription</li> </ul> <p>Customer Types</p> <ul class="ul-normal"> <li>Small Business</li> </ul> </div> <div class="clearfix"></div> </div> </div> <div class="order-2 full-width"> <div id="support" class="review-page__header"> <span class="rev-icon rev-icon--support"></span> <h3>What Support Does This Vendor Offer?</h3> </div> <div class="review-page__support"> <ul> <li class="ok"><span class="icon icon--checked"></span>email</li><li class="ok"><span class="icon icon--checked"></span>phone</li><li><span></span>live support</li><li class="ok"><span class="icon icon--checked"></span>training</li><li class="ok"><span class="icon icon--checked"></span>tickets</li> </ul> </div> </div> </div> <div class="tab-el mb-show order-5" id="integrations"> <div class="review-page__tab-content integrations"> <div class="review-page__header"> <span class="rev-icon rev-icon--intergrations"></span> <h3>What integrations are available for Salesforce Essentials?</h3> </div> <p>Salesforce Essentials connects with a wide array of business apps with AppExchange, such as:</p> <ul> <li>G Suite</li> <li>Facebook</li> <li>Twitter</li> <li>GetFeedback</li> <li>Dropbox</li> <li>HelloSign</li> <li>MailChimp</li> <li>Xactly</li> <li>Nicereply</li> </ul> </div> </div> <div class="tab-el mb-show order-6 full-width" id="user-review"> <div class="user-reviews"> <div class="user-reviews__tab"> <div class="user-reviews__stars"> <div class="average-score"> <div class="review-page__header mb-show"><h3><span class="rev-icon icon icon--user-reviews"></span>Salesforce Essentials User Reviews</h3></div> <p class="mb-hide">Salesforce Essentials average rating: </p> <div class="stars stars--average"> <div class="stars__img"> <div class="stars__rating" style="width:87.6924%;"></div> <img src="https://reviews.financesonline.com/media/themes/fot/dist/img/stars.png" alt="Average score" importance="low" width="210" height="39" > </div> <span class="score">4.4/5 <span id="ur-scroll">(13 user reviews)</span></span> </div> </div> <div class="stars stars--blue"> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Overall impression</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5" class="full"></span> <span class="score">5/5</span> <div class="clearfix"></div> <p>Customer Support</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Value for Money</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Ease of Use</p> </div> </div> </div> <div class="user-reviews__write "> <p>Write your own review of this product</p> <a href="#" data-modal="#add-review" class="btn" title="Add a review"><span class="icon icon--add"></span>ADD A REVIEW</a> </div> <div class="clearfix"></div> <div class="user-reviews__top-least"> <div class="col"> <p>The most favorable review</p> <div class="user-reviews__review user-reviews__review--small"> <div class="user-reviews__review-header"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://reviews.financesonline.com/media/themes/fot/dist/img/svg/user-avatar.svg" alt="Jaylon" class="lazyload" onerror="this.classList.add('placeholder')"> <div class="user-info"> <p class="no-margin-top">Jaylon</p> <p class="verified"><span class="icon icon--verified"></span>Verified user</p> <p>Average score</p> <div class="stars stars--blue stars--average"> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5" class="full"></span> <span class="score">5/5</span> <div class="clearfix"></div> </div> </div> </div> <div class="clearfix"></div> <div class="arrow"></div> </div> <div class="user-reviews__review-txt"> <div class="user-reviews__review-content"> <p><strong>PROS:</strong> Creating and nurturing leads is what this tool is best used for. I love how it fosters the perfect ground for growth and converting opportunities to paying clients. Not only this, but it's also easy to tag clients as lost or won. This makes it easy to track the history and find patterns so we know what works for clients and what results to them being tagged as lost.</p> <p><strong>CONS:</strong> It would be nice to have the system remind me about all my current and due tasks. It will be a great help if I can get notified about these.</p> </div> <div class="review-meta"> <p>Reviewed 4 years ago</p> <a href="/p/salesforce-essentials-help-desk/this-makes-lead-nurturing-seem-like-a-walk-in-the-park-205294/" title="Read review">Read full review ></a> </div> </div> </div> </div> <div class="col"> <p>The least favorable review</p> <div class="user-reviews__review user-reviews__review--small"> <div class="user-reviews__review-header"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://reviews.financesonline.com/media/themes/fot/dist/img/svg/user-avatar.svg" alt="Kristy" class="lazyload" onerror="this.classList.add('placeholder')"> <div class="user-info"> <p class="no-margin-top">Kristy</p> <p class="verified"><span class="icon icon--verified"></span>Verified user</p> <p>Average score</p> <div class="stars stars--blue stars--average"> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> </div> </div> </div> <div class="clearfix"></div> <div class="arrow"></div> </div> <div class="user-reviews__review-txt"> <div class="user-reviews__review-content"> <p><strong>PROS:</strong> One of Salesforce Essentials' salient selling points is its usability. We didn't have any problem setting it up, and most of its functions are pretty easy to understand too. It houses all of the relevant information that we need about our business--from our customer contact details, our leads, and the pipeline available to us. My team and I find it particularly useful how we can easily download our reports and send them to those outside of our Salesforce account users. Overall, I think that this has been a helpful tool in driving our sales and moving the business forward. We appreciate how it facilitates transparency in information.</p> <p><strong>CONS:</strong> This program can take a little while getting used to it. Sure, there had been assistance and some training made available to us at the start, but those didn't really prepare us substantially. I wish the team at Salesforce would invest in more helpful training modules.</p> </div> <div class="review-meta"> <p>Reviewed 5 years ago</p> <a href="/p/salesforce-essentials-help-desk/it-makes-our-work-more-manageable-204220/" title="Read review">Read full review ></a> </div> </div> </div> </div> </div> <div class="more-reviews"> <p>More reviews from 13 actual users:</p> <div class="sort"> <p>Sort by:</p> <div id="sort-reviews" class="nice-dropdown" data-id="114847" data-related-id=""> <span>Latest</span> <ul class="reviews-sort"> <li data-option="latest">Latest</li> <li data-option="useful">Most useful</li> <li data-option="positive">Most positive</li> <li data-option="negative">Most negative</li> </ul> </div> <div class="clearfix"></div> </div> <div class="clearfix"></div> </div> <div id="sortable-reviews"> <div class="user-reviews__review"> <div class="user-reviews__review-txt border-top"> <p class="quote quote--small">It helps me organize all my data by providing a centralized platform for all of it.</p> <a href="/p/salesforce-essentials-help-desk/it-helps-me-organize-all-my-data-by-providing-a-centralized-platform-for-all-of-it-206233/" title="Read review">Read full review ></a> </div> <div class="user-reviews__review-header"> <div class="user-left"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://reviews.financesonline.com/media/themes/fot/dist/img/svg/user-avatar.svg" alt="Casimer" class="lazyload" onerror="this.classList.add('placeholder')" /> <div class="user-info"> <p>Casimer</p> <p class="verified"><span class="icon icon--verified"></span>Verified user</p> </div> </div> <div class="user-right"> <div class="stars stars--blue"> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Overall impression</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Customer Support</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Value for Money</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Ease of Use</p> </div> </div> </div> <div class="clearfix"></div> <div class="user-bottom"> <span><span class="icon icon--published"></span><strong>Published on:</strong> 26.10.2021</span> <span><span class="icon icon--comp-size"></span><strong>Company Size:</strong> 1-10 Employees</span> <span><span class="icon icon--industry"></span><strong>Industry:</strong> Building Materials</span> </div> <div class="arrow"></div> </div> <div class="user-reviews__review-txt"> <p><strong>PROS:</strong> This platform hosts all of my client data and other relevant information in my organization. It's very efficient--allowing me to retrieve all of the details I need with just a few clicks of a button. Now, I don't need to rummage through all my emails and file folders anymore.</p> <p><strong>CONS:</strong> For some reason, Salesforce Essentials does not allow me to modify the time-range of data in my dashboard. I prefer looking at the bigger picture and getting an annual report of my sales, rather than quarterly. However, this does not seem to be possible through this platform. It's not just the time-range too. There are plenty of other things that I cannot customize on my dashboard. For example, I'd prefer for my opportunities to be listed by order of possible profit. But that's not all--there's no history tab where I can see the latest calls I've made either. This would have been helpful so I can quickly view the latest updates about my contacts so I can jump off my conversations with them right away. Right now, I still need to open every contact page just to get more detailed information on this. I wish information were given more freely without me having to dig through my files. Like who's in charge of a particular project, for example. These are just some of the functions that would have been more easily done on Excel. After all, sorting information on that platform is as easy as searching through its fields. I hope Salesforce would consider these requests and make it more simple for users like me to view relevant information about our clients.</p> <div class="review-meta"> <div class="rate"> <p>What do you think about this review?</p> <span class="rate__item" data-vote="up" data-id="206233"> <span class="icon icon--user-sat"></span> Great </span> <span class="rate__item" data-vote="down" data-id="206233"> <span class="icon icon--user-sat reverse"></span> Poor </span> </div> </div> </div> </div><div class="user-reviews__review"> <div class="user-reviews__review-txt border-top"> <p class="quote quote--small">The best at making our work seem more manageable.</p> <a href="/p/salesforce-essentials-help-desk/the-best-at-making-our-work-seem-more-manageable-206636/" title="Read review">Read full review ></a> </div> <div class="user-reviews__review-header"> <div class="user-left"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://reviews.financesonline.com/media/themes/fot/dist/img/svg/user-avatar.svg" alt="Sheldon" class="lazyload" onerror="this.classList.add('placeholder')" /> <div class="user-info"> <p>Sheldon</p> <p class="verified"><span class="icon icon--verified"></span>Verified user</p> </div> </div> <div class="user-right"> <div class="stars stars--blue"> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5" class="full"></span> <span class="score">5/5</span> <div class="clearfix"></div> <p>Overall impression</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5" class="full"></span> <span class="score">5/5</span> <div class="clearfix"></div> <p>Customer Support</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5" class="full"></span> <span class="score">5/5</span> <div class="clearfix"></div> <p>Value for Money</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5" class="full"></span> <span class="score">5/5</span> <div class="clearfix"></div> <p>Ease of Use</p> </div> </div> </div> <div class="clearfix"></div> <div class="user-bottom"> <span><span class="icon icon--published"></span><strong>Published on:</strong> 23.10.2021</span> <span><span class="icon icon--comp-size"></span><strong>Company Size:</strong> 1-10 Employees</span> <span><span class="icon icon--industry"></span><strong>Industry:</strong> N/A</span> </div> <div class="arrow"></div> </div> <div class="user-reviews__review-txt"> <p><strong>PROS:</strong> I love the level of flexibility that Salesforce offers its clients. Through it, my team and I have been enjoying freedom in all aspects of our accounts. It provides great support for businesses, no matter the size. This has truly been an ace up our sleeves when it comes to driving efficiency and success. It takes some time getting used to, but trust me, the functionalities are worth it. I cannot recommend this program to both start-ups and established businesses alike.</p> <p><strong>CONS:</strong> Everything works fine for me. The program itself has been thoroughly vetted and provides enough support for its users. Once in a while, I catch myself getting overwhelmed by all of its tools, but it's manageable.</p> <div class="review-meta"> <div class="rate"> <p>What do you think about this review?</p> <span class="rate__item" data-vote="up" data-id="206636"> <span class="icon icon--user-sat"></span> Great </span> <span class="rate__item" data-vote="down" data-id="206636"> <span class="icon icon--user-sat reverse"></span> Poor </span> </div> </div> </div> </div><a href="#" class="review-show-more user-review-show-more">Show More User Reviews (13)</a><div class="user-reviews__review"> <div class="user-reviews__review-txt border-top"> <p class="quote quote--small">Perfect for helping me identify business opportunities.</p> <a href="/p/salesforce-essentials-help-desk/perfect-for-helping-me-identify-business-opportunities-204753/" title="Read review">Read full review ></a> </div> <div class="user-reviews__review-header"> <div class="user-left"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://reviews.financesonline.com/media/themes/fot/dist/img/svg/user-avatar.svg" alt="Porter" class="lazyload" onerror="this.classList.add('placeholder')" /> <div class="user-info"> <p>Porter</p> <p class="verified"><span class="icon icon--verified"></span>Verified user</p> </div> </div> <div class="user-right"> <div class="stars stars--blue"> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Overall impression</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4"></span><span data-star="5"></span> <span class="score">3/5</span> <div class="clearfix"></div> <p>Customer Support</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4"></span><span data-star="5"></span> <span class="score">3/5</span> <div class="clearfix"></div> <p>Value for Money</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Ease of Use</p> </div> </div> </div> <div class="clearfix"></div> <div class="user-bottom"> <span><span class="icon icon--published"></span><strong>Published on:</strong> 28.08.2021</span> <span><span class="icon icon--comp-size"></span><strong>Company Size:</strong> 1-10 Employees</span> <span><span class="icon icon--industry"></span><strong>Industry:</strong> Chemicals</span> </div> <div class="arrow"></div> </div> <div class="user-reviews__review-txt"> <p><strong>PROS:</strong> Thanks to Salesforce Essentials, we've officially said our goodbyes to endless Excel sheets and net drives. It is a great platform that gives us room to customize our dashboard without being too complicated. It's really easy to use and I appreciate how it assists our team in becoming more efficient. It helps us pinpoint areas of opportunity so we know which areas of our business to focus on.</p> <p><strong>CONS:</strong> It would be nice to have a lite version of this. There are far too many functions linked to this program, and I honestly don't have any use for them. I operate a small start-up and I really have no use for all of these tools. With a lite version, I could enjoy all the basic solutions I need from Salesforce Essentials while still saving money. I hope the team over at Salesforce would consider this request. It would be nice if email integration isn't just limited to Microsoft Outlook too.</p> <div class="review-meta"> <div class="rate"> <p>What do you think about this review?</p> <span class="rate__item" data-vote="up" data-id="204753"> <span class="icon icon--user-sat"></span> Great </span> <span class="rate__item" data-vote="down" data-id="204753"> <span class="icon icon--user-sat reverse"></span> Poor </span> </div> </div> </div> </div><div class="user-reviews__review"> <div class="user-reviews__review-txt border-top"> <p class="quote quote--small">Very easy to use.</p> <a href="/p/salesforce-essentials-help-desk/very-easy-to-use-2-206146/" title="Read review">Read full review ></a> </div> <div class="user-reviews__review-header"> <div class="user-left"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://reviews.financesonline.com/media/themes/fot/dist/img/svg/user-avatar.svg" alt="Alda" class="lazyload" onerror="this.classList.add('placeholder')" /> <div class="user-info"> <p>Alda</p> <p class="verified"><span class="icon icon--verified"></span>Verified user</p> </div> </div> <div class="user-right"> <div class="stars stars--blue"> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Overall impression</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Customer Support</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4"></span><span data-star="5"></span> <span class="score">3/5</span> <div class="clearfix"></div> <p>Value for Money</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4"></span><span data-star="5"></span> <span class="score">3/5</span> <div class="clearfix"></div> <p>Ease of Use</p> </div> </div> </div> <div class="clearfix"></div> <div class="user-bottom"> <span><span class="icon icon--published"></span><strong>Published on:</strong> 10.08.2021</span> <span><span class="icon icon--comp-size"></span><strong>Company Size:</strong> 1-10 Employees</span> <span><span class="icon icon--industry"></span><strong>Industry:</strong> N/A</span> </div> <div class="arrow"></div> </div> <div class="user-reviews__review-txt"> <p><strong>PROS:</strong> One of Salesforce Essentials most compensating feature is its usability. So far, I haven't had any issues with its tools and their use. Whenever I do stumble upon any problem, I can easily call up the Salesforce CS reps to help me.</p> <p><strong>CONS:</strong> It would be nice if Salesforce Essentials added a mass email send out functionality. Right now, I still need to outsource this task to other platforms. However, being able to send newsletters and other sales email campaigns through Salesforce would exponentially make my experience a lot easier.</p> <div class="review-meta"> <div class="rate"> <p>What do you think about this review?</p> <span class="rate__item" data-vote="up" data-id="206146"> <span class="icon icon--user-sat"></span> Great </span> <span class="rate__item" data-vote="down" data-id="206146"> <span class="icon icon--user-sat reverse"></span> Poor </span> </div> </div> </div> </div><div class="user-reviews__review"> <div class="user-reviews__review-txt border-top"> <p class="quote quote--small">A great tool for assisting organization and efficiency.</p> <a href="/p/salesforce-essentials-help-desk/a-great-tool-for-assisting-organization-and-efficiency-204295/" title="Read review">Read full review ></a> </div> <div class="user-reviews__review-header"> <div class="user-left"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://reviews.financesonline.com/media/themes/fot/dist/img/svg/user-avatar.svg" alt="Rolando" class="lazyload" onerror="this.classList.add('placeholder')" /> <div class="user-info"> <p>Rolando</p> </div> </div> <div class="user-right"> <div class="stars stars--blue"> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5" class="full"></span> <span class="score">5/5</span> <div class="clearfix"></div> <p>Overall impression</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Customer Support</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5" class="full"></span> <span class="score">5/5</span> <div class="clearfix"></div> <p>Value for Money</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Ease of Use</p> </div> </div> </div> <div class="clearfix"></div> <div class="user-bottom"> <span><span class="icon icon--published"></span><strong>Published on:</strong> 09.06.2021</span> <span><span class="icon icon--comp-size"></span><strong>Company Size:</strong> 1-10 Employees</span> <span><span class="icon icon--industry"></span><strong>Industry:</strong> N/A</span> </div> <div class="arrow"></div> </div> <div class="user-reviews__review-txt"> <p><strong>PROS:</strong> Salesforce Essentials makes it possible for us to be transparent within our team. In its dashboard, we can easily access information about our clients and where they are in their buyer's journey. We've also been able to customize this space so that all of the information we need for our operations are easily available to us at any time. Communicating with our clients is a lot more manageable with Salesforce too.</p> <p><strong>CONS:</strong> Despite the significant similarities, I still prefer the classic version over this one. With Salesforce Essentials, simple functions such as organizing our list of leads by the last name become a complicated affair.</p> <div class="review-meta"> <div class="rate"> <p>What do you think about this review?</p> <span class="rate__item" data-vote="up" data-id="204295"> <span class="icon icon--user-sat"></span> Great </span> <span class="rate__item" data-vote="down" data-id="204295"> <span class="icon icon--user-sat reverse"></span> Poor </span> </div> </div> </div> </div><div class="user-reviews__review"> <div class="user-reviews__review-txt border-top"> <p class="quote quote--small">Locating opportunities has never been easier.</p> <a href="/p/salesforce-essentials-help-desk/locating-opportunities-has-never-been-easier-202808/" title="Read review">Read full review ></a> </div> <div class="user-reviews__review-header"> <div class="user-left"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://reviews.financesonline.com/media/themes/fot/dist/img/svg/user-avatar.svg" alt="Shanon" class="lazyload" onerror="this.classList.add('placeholder')" /> <div class="user-info"> <p>Shanon</p> <p class="verified"><span class="icon icon--verified"></span>Verified user</p> </div> </div> <div class="user-right"> <div class="stars stars--blue"> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5" class="full"></span> <span class="score">5/5</span> <div class="clearfix"></div> <p>Overall impression</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5" class="full"></span> <span class="score">5/5</span> <div class="clearfix"></div> <p>Customer Support</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Value for Money</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Ease of Use</p> </div> </div> </div> <div class="clearfix"></div> <div class="user-bottom"> <span><span class="icon icon--published"></span><strong>Published on:</strong> 04.05.2021</span> <span><span class="icon icon--comp-size"></span><strong>Company Size:</strong> 11-50 Employees</span> <span><span class="icon icon--industry"></span><strong>Industry:</strong> N/A</span> </div> <div class="arrow"></div> </div> <div class="user-reviews__review-txt"> <p><strong>PROS:</strong> Salesforce Essentials helps me oversee all our sales operations and opportunities from one vantage point. The dashboard is complete, useful, and accurate. Through it, I can have access to the rundown of our reports. This is where we can track all of our orders, best sales performers, amd weighted pipeline. Whenever we need to present our reports to users outside of our corporate account, we can simply download an Excel version of it and send it to them. This is thanks to this solution's intergation to Outlook. Plus, we've been able to log in through a mobile call too--pretty convenient, if you ask me. The chatter feature lets us hold forums and make announcements without being too intrusive as well. Overall, I'm really happy with the service and functionalities that this solution provides.</p> <p><strong>CONS:</strong> I think it's great how we can upgrade easily as our company grows--however, this is easier said than done. The cost of an upgrade is pretty steep. I wish there was an option in between these packages built that is built for medium-sized businesses. Plus, it's a little hard to define the inclusions in the packages too.</p> <div class="review-meta"> <div class="rate"> <p>What do you think about this review?</p> <span class="rate__item" data-vote="up" data-id="202808"> <span class="icon icon--user-sat"></span> Great </span> <span class="rate__item" data-vote="down" data-id="202808"> <span class="icon icon--user-sat reverse"></span> Poor </span> </div> </div> </div> </div><div class="user-reviews__review"> <div class="user-reviews__review-txt border-top"> <p class="quote quote--small">Our processes have vastly improved since implementing Salesforce Essentials!</p> <a href="/p/salesforce-essentials-help-desk/our-processes-have-vastly-improved-since-implementing-salesforce-essentials-202385/" title="Read review">Read full review ></a> </div> <div class="user-reviews__review-header"> <div class="user-left"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://reviews.financesonline.com/media/themes/fot/dist/img/svg/user-avatar.svg" alt="Angel" class="lazyload" onerror="this.classList.add('placeholder')" /> <div class="user-info"> <p>Angel</p> <p class="verified"><span class="icon icon--verified"></span>Verified user</p> </div> </div> <div class="user-right"> <div class="stars stars--blue"> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5" class="full"></span> <span class="score">5/5</span> <div class="clearfix"></div> <p>Overall impression</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Customer Support</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Value for Money</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Ease of Use</p> </div> </div> </div> <div class="clearfix"></div> <div class="user-bottom"> <span><span class="icon icon--published"></span><strong>Published on:</strong> 15.03.2021</span> <span><span class="icon icon--comp-size"></span><strong>Company Size:</strong> 11-50 Employees</span> <span><span class="icon icon--industry"></span><strong>Industry:</strong> Telecommunications</span> </div> <div class="arrow"></div> </div> <div class="user-reviews__review-txt"> <p><strong>PROS:</strong> Salesforce Essentials has quickly become an ace in our sales department. Through it, we've been able to track all our sales dealings--especially for our communication strategy. One function that I find particularly useful is its email attachment tracking. Whenever we attach our sales proposals through email, we get a notification whenever our client has opened it. This becomes a good indicator of whether or not we should deploy a sales agent to contact them and close the sale. But the sales funnel does not just end with a completed sale. After this, data gets submitted into analytics so we can extract a more thorough and accurate forecast.</p> <p><strong>CONS:</strong> It would be nice if we were given an option to view the dashboard as a customer too. The corporate news feed does not really give us insight into what information is shared with our customers.</p> <div class="review-meta"> <div class="rate"> <p>What do you think about this review?</p> <span class="rate__item" data-vote="up" data-id="202385"> <span class="icon icon--user-sat"></span> Great </span> <span class="rate__item" data-vote="down" data-id="202385"> <span class="icon icon--user-sat reverse"></span> Poor </span> </div> </div> </div> </div><div class="user-reviews__review"> <div class="user-reviews__review-txt border-top"> <p class="quote quote--small">This makes lead nurturing seem like a walk in the park.</p> <a href="/p/salesforce-essentials-help-desk/this-makes-lead-nurturing-seem-like-a-walk-in-the-park-205294/" title="Read review">Read full review ></a> </div> <div class="user-reviews__review-header"> <div class="user-left"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://reviews.financesonline.com/media/themes/fot/dist/img/svg/user-avatar.svg" alt="Jaylon" class="lazyload" onerror="this.classList.add('placeholder')" /> <div class="user-info"> <p>Jaylon</p> <p class="verified"><span class="icon icon--verified"></span>Verified user</p> </div> </div> <div class="user-right"> <div class="stars stars--blue"> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5" class="full"></span> <span class="score">5/5</span> <div class="clearfix"></div> <p>Overall impression</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Customer Support</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Value for Money</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Ease of Use</p> </div> </div> </div> <div class="clearfix"></div> <div class="user-bottom"> <span><span class="icon icon--published"></span><strong>Published on:</strong> 01.01.2021</span> <span><span class="icon icon--comp-size"></span><strong>Company Size:</strong> 1-10 Employees</span> <span><span class="icon icon--industry"></span><strong>Industry:</strong> N/A</span> </div> <div class="arrow"></div> </div> <div class="user-reviews__review-txt"> <p><strong>PROS:</strong> Creating and nurturing leads is what this tool is best used for. I love how it fosters the perfect ground for growth and converting opportunities to paying clients. Not only this, but it's also easy to tag clients as lost or won. This makes it easy to track the history and find patterns so we know what works for clients and what results to them being tagged as lost.</p> <p><strong>CONS:</strong> It would be nice to have the system remind me about all my current and due tasks. It will be a great help if I can get notified about these.</p> <div class="review-meta"> <div class="rate"> <p>What do you think about this review?</p> <span class="rate__item" data-vote="up" data-id="205294"> <span class="icon icon--user-sat"></span> Great </span> <span class="rate__item" data-vote="down" data-id="205294"> <span class="icon icon--user-sat reverse"></span> Poor </span> </div> </div> </div> </div><div class="user-reviews__review"> <div class="user-reviews__review-txt border-top"> <p class="quote quote--small">This helps us handle our opp</p> <a href="/p/salesforce-essentials-help-desk/this-helps-us-handle-our-opp-204062/" title="Read review">Read full review ></a> </div> <div class="user-reviews__review-header"> <div class="user-left"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://reviews.financesonline.com/media/themes/fot/dist/img/svg/user-avatar.svg" alt="Shayna" class="lazyload" onerror="this.classList.add('placeholder')" /> <div class="user-info"> <p>Shayna</p> <p class="verified"><span class="icon icon--verified"></span>Verified user</p> </div> </div> <div class="user-right"> <div class="stars stars--blue"> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Overall impression</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Customer Support</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Value for Money</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Ease of Use</p> </div> </div> </div> <div class="clearfix"></div> <div class="user-bottom"> <span><span class="icon icon--published"></span><strong>Published on:</strong> 27.10.2019</span> <span><span class="icon icon--comp-size"></span><strong>Company Size:</strong> More than 100 Employees</span> <span><span class="icon icon--industry"></span><strong>Industry:</strong> Marketing and Advertising</span> </div> <div class="arrow"></div> </div> <div class="user-reviews__review-txt"> <p><strong>PROS:</strong> Salesforce Essentials has helped us centralize our knowledge base for our sales reps and marketing members. Now, each of us can easily retrieve information regarding a particular account. It is a great tool for improving our efficiency through pipeline visibility, among anything. Not to mention, we now have better access to insights and reports. Generating and downloading them is a lot easier too.</p> <p><strong>CONS:</strong> The whole point of implementing robust CRM tools such as Salesforce is to fully integrate it into our members' day-to-day processes. With proper training and enough materials, we should be able to get everyone up-to-speed when it comes to fully utilizing this program. However, the downside to Salesforce Essentials is that it does not have any training material that is accessible and easily understood.</p> <div class="review-meta"> <div class="rate"> <p>What do you think about this review?</p> <span class="rate__item" data-vote="up" data-id="204062"> <span class="icon icon--user-sat"></span> Great </span> <span class="rate__item" data-vote="down" data-id="204062"> <span class="icon icon--user-sat reverse"></span> Poor </span> </div> </div> </div> </div><div class="user-reviews__review"> <div class="user-reviews__review-txt border-top"> <p class="quote quote--small">Salesforce Essentials is the top-player in the CRM field.</p> <a href="/p/salesforce-essentials-help-desk/salesforce-essentials-is-the-top-player-in-the-crm-field-205723/" title="Read review">Read full review ></a> </div> <div class="user-reviews__review-header"> <div class="user-left"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://reviews.financesonline.com/media/themes/fot/dist/img/svg/user-avatar.svg" alt="Victoria" class="lazyload" onerror="this.classList.add('placeholder')" /> <div class="user-info"> <p>Victoria</p> <p class="verified"><span class="icon icon--verified"></span>Verified user</p> </div> </div> <div class="user-right"> <div class="stars stars--blue"> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5" class="full"></span> <span class="score">5/5</span> <div class="clearfix"></div> <p>Overall impression</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Customer Support</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Value for Money</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5" class="full"></span> <span class="score">5/5</span> <div class="clearfix"></div> <p>Ease of Use</p> </div> </div> </div> <div class="clearfix"></div> <div class="user-bottom"> <span><span class="icon icon--published"></span><strong>Published on:</strong> 20.10.2019</span> <span><span class="icon icon--comp-size"></span><strong>Company Size:</strong> 1-10 Employees</span> <span><span class="icon icon--industry"></span><strong>Industry:</strong> Financial Services</span> </div> <div class="arrow"></div> </div> <div class="user-reviews__review-txt"> <p><strong>PROS:</strong> For a small-time businessman, Salesforce Essentials has quickly become an indispensable tool for me. It helps me manage my contact details and nurture my leads into paying clients. It barely has any lag time, and I can easily attach reminders, notes, and other important information to each of my contacts.</p> <p><strong>CONS:</strong> I wish Salesforce Essentials would introduce more marketing functions to its arsenal of tools. After all, every small business like mine needs more support when it comes to growing our clientele. It would be nice if Salesforce supported us in this endeavor. On top of this, I have an issue with Chatter too. It doesn't significantly support exchanges in updates and tracking certain conversations is almost impossible to do too.</p> <div class="review-meta"> <div class="rate"> <p>What do you think about this review?</p> <span class="rate__item" data-vote="up" data-id="205723"> <span class="icon icon--user-sat"></span> Great </span> <span class="rate__item" data-vote="down" data-id="205723"> <span class="icon icon--user-sat reverse"></span> Poor </span> </div> </div> </div> </div><div class="user-reviews__review"> <div class="user-reviews__review-txt border-top"> <p class="quote quote--small">It makes our work more manageable.</p> <a href="/p/salesforce-essentials-help-desk/it-makes-our-work-more-manageable-204220/" title="Read review">Read full review ></a> </div> <div class="user-reviews__review-header"> <div class="user-left"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://reviews.financesonline.com/media/themes/fot/dist/img/svg/user-avatar.svg" alt="Kristy" class="lazyload" onerror="this.classList.add('placeholder')" /> <div class="user-info"> <p>Kristy</p> <p class="verified"><span class="icon icon--verified"></span>Verified user</p> </div> </div> <div class="user-right"> <div class="stars stars--blue"> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Overall impression</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Customer Support</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4"></span><span data-star="5"></span> <span class="score">3/5</span> <div class="clearfix"></div> <p>Value for Money</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4"></span><span data-star="5"></span> <span class="score">3/5</span> <div class="clearfix"></div> <p>Ease of Use</p> </div> </div> </div> <div class="clearfix"></div> <div class="user-bottom"> <span><span class="icon icon--published"></span><strong>Published on:</strong> 18.10.2019</span> <span><span class="icon icon--comp-size"></span><strong>Company Size:</strong> 1-10 Employees</span> <span><span class="icon icon--industry"></span><strong>Industry:</strong> N/A</span> </div> <div class="arrow"></div> </div> <div class="user-reviews__review-txt"> <p><strong>PROS:</strong> One of Salesforce Essentials' salient selling points is its usability. We didn't have any problem setting it up, and most of its functions are pretty easy to understand too. It houses all of the relevant information that we need about our business--from our customer contact details, our leads, and the pipeline available to us. My team and I find it particularly useful how we can easily download our reports and send them to those outside of our Salesforce account users. Overall, I think that this has been a helpful tool in driving our sales and moving the business forward. We appreciate how it facilitates transparency in information.</p> <p><strong>CONS:</strong> This program can take a little while getting used to it. Sure, there had been assistance and some training made available to us at the start, but those didn't really prepare us substantially. I wish the team at Salesforce would invest in more helpful training modules.</p> <div class="review-meta"> <div class="rate"> <p>What do you think about this review?</p> <span class="rate__item" data-vote="up" data-id="204220"> <span class="icon icon--user-sat"></span> Great </span> <span class="rate__item" data-vote="down" data-id="204220"> <span class="icon icon--user-sat reverse"></span> Poor </span> </div> </div> </div> </div><div class="user-reviews__review"> <div class="user-reviews__review-txt border-top"> <p class="quote quote--small">It is a full suite of tools–complete and useful.</p> <a href="/p/salesforce-essentials-help-desk/it-is-a-full-suite-of-tools-complete-and-useful-201933/" title="Read review">Read full review ></a> </div> <div class="user-reviews__review-header"> <div class="user-left"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://reviews.financesonline.com/media/themes/fot/dist/img/svg/user-avatar.svg" alt="Adrain" class="lazyload" onerror="this.classList.add('placeholder')" /> <div class="user-info"> <p>Adrain</p> <p class="verified"><span class="icon icon--verified"></span>Verified user</p> </div> </div> <div class="user-right"> <div class="stars stars--blue"> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Overall impression</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Customer Support</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Value for Money</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Ease of Use</p> </div> </div> </div> <div class="clearfix"></div> <div class="user-bottom"> <span><span class="icon icon--published"></span><strong>Published on:</strong> 14.09.2019</span> <span><span class="icon icon--comp-size"></span><strong>Company Size:</strong> More than 100 Employees</span> <span><span class="icon icon--industry"></span><strong>Industry:</strong> N/A</span> </div> <div class="arrow"></div> </div> <div class="user-reviews__review-txt"> <p><strong>PROS:</strong> Salesforce Essentials is comprehensive and all-encompassing. It comes with a full suite of tools that allows us to get a better handle on our sales performance--from assisting the computation of labor costs to consolidating our data. I'm in charge of sales analytics in my company, and Salesforce Essentials has been a breeze to work with. The classic view of its dashboard helps me oversee our operations. Through it, I can easily track all our sales activities without any problem. Plus, it even has filters that allow me to cut through the noise and locate the information that I need. Its integration with Google calendar has been pretty useful in scheduling meetings and tracking sales too. However, I just wish that there would be more YouTube video tutorials about it. There are certain functionalities, such as executing calculations, that might be best explained and understood in my native language, not just Indian English.</p> <p><strong>CONS:</strong> I only have two issues with Salesforce Essentials. First, I think that it is quite pricey. Second, I have yet to fully exhaust its functionalities because of the lack of training courses available for them.</p> <div class="review-meta"> <div class="rate"> <p>What do you think about this review?</p> <span class="rate__item" data-vote="up" data-id="201933"> <span class="icon icon--user-sat"></span> Great </span> <span class="rate__item" data-vote="down" data-id="201933"> <span class="icon icon--user-sat reverse"></span> Poor </span> </div> </div> </div> </div><div class="user-reviews__review"> <div class="user-reviews__review-txt border-top"> <p class="quote quote--small">We’re excited to expand our business with Salesforce Essentials.</p> <a href="/p/salesforce-essentials-help-desk/were-excited-to-expand-our-business-with-salesforce-essentials-203404/" title="Read review">Read full review ></a> </div> <div class="user-reviews__review-header"> <div class="user-left"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://reviews.financesonline.com/media/themes/fot/dist/img/svg/user-avatar.svg" alt="Elisabeth" class="lazyload" onerror="this.classList.add('placeholder')" /> <div class="user-info"> <p>Elisabeth</p> </div> </div> <div class="user-right"> <div class="stars stars--blue"> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Overall impression</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4"></span><span data-star="5"></span> <span class="score">3/5</span> <div class="clearfix"></div> <p>Customer Support</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4"></span><span data-star="5"></span> <span class="score">3/5</span> <div class="clearfix"></div> <p>Value for Money</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4"></span><span data-star="5"></span> <span class="score">3/5</span> <div class="clearfix"></div> <p>Ease of Use</p> </div> </div> </div> <div class="clearfix"></div> <div class="user-bottom"> <span><span class="icon icon--published"></span><strong>Published on:</strong> 08.09.2019</span> <span><span class="icon icon--comp-size"></span><strong>Company Size:</strong> 1-10 Employees</span> <span><span class="icon icon--industry"></span><strong>Industry:</strong> Biotechnology</span> </div> <div class="arrow"></div> </div> <div class="user-reviews__review-txt"> <p><strong>PROS:</strong> Salesforce Essentials is one of the more reputable CRM solutions in the industry. Since it is something that most of our members are already familiar with, we decided to implement it into our own processes. I must say--it was a pretty good idea. Now, we can easily collect and organize our data into a structure that makes more sense for our business. Not to mention, I love how it anticipates growing with its customers too. If all goes well in our business plans, we can easily upgrade our account so it can deal with the volume of our products and revenue.</p> <p><strong>CONS:</strong> We're still in the first phase of our growth implementation, and we're excited to upgrade into the next level of this solution. I bet that there will be plenty of functionalities to uncover. I know that this is not a criticism of the solution, but I just can't wait until we can jump to the commercial upgrade plan.</p> <div class="review-meta"> <div class="rate"> <p>What do you think about this review?</p> <span class="rate__item" data-vote="up" data-id="203404"> <span class="icon icon--user-sat"></span> Great </span> <span class="rate__item" data-vote="down" data-id="203404"> <span class="icon icon--user-sat reverse"></span> Poor </span> </div> </div> </div> </div> </div> </div> </div> <div id="add-review" class="fot-modal add-review-modal"> <div class="fot-modal__close"><span></span><span></span></div> <div class="add-review-modal__content"> <div class="add-review-modal__img"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://reviews.financesonline.com/media/themes/fot/dist/img/add_review_women_1.png" class="lazyload" alt="women" width="99" height="102" > <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://reviews.financesonline.com/media/themes/fot/dist/img/add_review_man_1.png" class="lazyload" alt="man" width="99" height="102" > <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://reviews.financesonline.com/media/themes/fot/dist/img/add_review_women_2.png" class="lazyload" alt="women" width="99" height="102" > <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://reviews.financesonline.com/media/themes/fot/dist/img/add_review_man_2.png" class="lazyload" alt="man" width="99" height="102" > <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://reviews.financesonline.com/media/themes/fot/dist/img/add_review_man_3.png" class="lazyload" alt="man" width="99" height="102" > <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://reviews.financesonline.com/media/themes/fot/dist/img/add_review_women_3.png" class="lazyload" alt="women" width="99" height="102" > </div> <p class="strong">Join a community of 7,369 SaaS experts</p> <p>Thank you for the time you take to leave a quick review of this software. Our community and review base is constantly developing because of experts like you, who are willing to share their experience and knowledge with others to help them make more informed buying decisions.</p> <div class="center"> <a class="btn btn--blue-hover" rel="nofollow" href="https://financesonline.com/add-user-review/?rp=114847">Sign in with LinkedIn</a> <a href="#" id="add-review-linkedin">Why we require LinkedIn?</a> <div id="add-review-list" class="add-review-modal__list"> <ul> <li><span>Show the community that you're an actual user.</span></li> <li><span>We will only show your name and profile image in your review.</span></li> <li><span>You can still post your review anonymously.</span></li> </ul> </div> <p>OR</p> <a id="add-review-sing-in" href="#" class="btn btn--blue-hover">Sign in with company email</a> <div id="add-review-form" class="add-review-modal__form"> <p class="strong">Sign in with company email</p> <div class="info"></div> <form id="sign_up_user_review"> <input type="hidden" name="product_id" value="114847"> <input type="text" id="firstname" name="firstname" placeholder="First name" required> <input type="text" id="lastname" name="lastname" placeholder="Last name" required> <input type="email" id="business_email" name="business_email" placeholder="Business email" required> <span class="error hidden">Please use a business email address. We don't accept personal emails like gmail, yahoo, etc.</span> <button type="submit" class="btn btn--blue-hover" disabled>Sign In</button> </form> </div> </div> </div> <div class="info"></div> </div> </div> <div class="seo-tables content-visibility order-11"> <div class="review-page__header"> <span class="rev-icon rev-icon--top-alternatives"></span> <h3>Popular Salesforce Essentials Alternatives</h3> </div> <div class="products-table"> <div class="products-table__head"> <div class="products-table__left">Product name:</div> <div class="products-table__right"> Our Score: <a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a> </div> </div> <div class="products-table__row fo-button-data" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL3NjaG9vbC1kaWFyeS8="> <div class="products-table__left"> <div class="mini-hide"><img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" 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class="mini-hide"><img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Crust CRM" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2019/04/Crust-logo-2-93x48.png 93w, https://s.financesonline.com/uploads/2019/04/Crust-logo-2.png 186w" /></div> <a href="/p/crust/" title="Crust CRM" >Crust CRM Review: Pricing & Software Features 2024</a> </div> <div class="products-table__right">8.0</div> </div><div class="products-table__row fo-button-data" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL3VwZG9lci10ZWNobm9sb2d5Lw=="> <div class="products-table__left"> <div class="mini-hide"><img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="UpDoer Technology" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2020/01/UpDoer-Technology-logo2-93x48.png 93w, https://s.financesonline.com/uploads/2020/01/UpDoer-Technology-logo2.png 186w" /></div> <a href="/p/updoer-technology/" title="UpDoer Technology" >UpDoer Technology Review: Pricing & Software Features 2024</a> </div> <div class="products-table__right">8.0</div> </div> </div> <div class="review-page__header"> <span class="rev-icon rev-icon--best-competitors-price"></span> <h3>Top Competitors To Salesforce Essentials By Price</h3> </div> <div class="products-table"> <div class="products-table__head"> <div class="products-table__left">Product name:</div> <div class="products-table__right">Price:</div> </div> <div class="products-table__row fo-button-data" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL3doYXRzYXBwLWNybS8=""> <div class="products-table__left"> <div class="mini-hide"><img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="WhatsApp CRM" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2023/07/4c434833a92afb519b79f7dfb8866b58448f4d0a-93x48.png 93w, https://s.financesonline.com/uploads/2023/07/4c434833a92afb519b79f7dfb8866b58448f4d0a-300x155.png 300w, https://s.financesonline.com/uploads/2023/07/4c434833a92afb519b79f7dfb8866b58448f4d0a-1024x529.png 1024w, https://s.financesonline.com/uploads/2023/07/4c434833a92afb519b79f7dfb8866b58448f4d0a-768x396.png 768w, https://s.financesonline.com/uploads/2023/07/4c434833a92afb519b79f7dfb8866b58448f4d0a-232x120.png 232w, https://s.financesonline.com/uploads/2023/07/4c434833a92afb519b79f7dfb8866b58448f4d0a-281x145.png 281w, https://s.financesonline.com/uploads/2023/07/4c434833a92afb519b79f7dfb8866b58448f4d0a.png 1199w" /></div> <a href="/p/whatsapp-crm/" title="WhatsApp CRM" >How much does WhatsApp CRM cost?</a> </div> <div class="products-table__right">By quote</div> </div><div class="products-table__row fo-button-data" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL3ZjaXRhLw==""> <div class="products-table__left"> <div class="mini-hide"><img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="vcita" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2020/03/vpdf96b78cefa3cebbdc757bbe4d151db9-93x48.png 93w, https://s.financesonline.com/uploads/2020/03/vpdf96b78cefa3cebbdc757bbe4d151db9.png 186w" /></div> <a href="/p/vcita/" title="vcita" >How much does vcita cost?</a> </div> <div class="products-table__right">$19</div> </div><div class="products-table__row fo-button-data" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL2Jvb2tlci8=""> <div class="products-table__left"> <div class="mini-hide"><img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Booker" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2019/08/booker-logo2-93x48.png 93w, https://s.financesonline.com/uploads/2019/08/booker-logo2.png 186w" /></div> <a href="/p/booker/" title="Booker" >How much does Booker cost?</a> </div> <div class="products-table__right">$85</div> </div><div class="products-table__row fo-button-data" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL3JlYWx0eWp1Z2dsZXIv""> <div class="products-table__left"> <div class="mini-hide"><img width="93" height="38" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="RealtyJuggler" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2020/03/RealtyJuggler-logo1-93x38.png 93w, https://s.financesonline.com/uploads/2020/03/RealtyJuggler-logo1-300x123.png 300w, https://s.financesonline.com/uploads/2020/03/RealtyJuggler-logo1-220x90.png 220w, https://s.financesonline.com/uploads/2020/03/RealtyJuggler-logo1-354x145.png 354w, https://s.financesonline.com/uploads/2020/03/RealtyJuggler-logo1.png 440w" /></div> <a href="/p/realtyjuggler/" title="RealtyJuggler" >How much does RealtyJuggler cost?</a> </div> <div class="products-table__right">$179</div> </div><div class="products-table__row fo-button-data" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL2NvbnRyYXhhd2FyZS8=""> <div class="products-table__left"> <div class="mini-hide"><img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="ContraxAware" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2019/09/ContraxAware-logo-2-93x48.png 93w, https://s.financesonline.com/uploads/2019/09/ContraxAware-logo-2.png 186w" /></div> <a href="/p/contraxaware/" title="ContraxAware" >How much does ContraxAware cost?</a> </div> <div class="products-table__right">$500</div> </div> </div> <div class="review-page__header"> <span class="rev-icon rev-icon--best-competitors-satisfaction"></span> <h3>Trending CRM Software Reviews</h3> </div> <div class="products-table"> <div class="products-table__head"> <div class="products-table__left">Product name:</div> <div class="products-table__right products-table__right--bigger"> <div class="col col--50"> Score: <a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a> </div> <div class="col col--50 no-padding-left"> Satisfaction: <a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a> </div> </div> </div> <div class="products-table__row fo-button-data" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL3doYXRjb252ZXJ0cy8=""> <div class="products-table__left"> <div class="mini-hide"><img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="WhatConverts" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2019/09/whatconverts-logo2-93x48.png 93w, https://s.financesonline.com/uploads/2019/09/whatconverts-logo2.png 186w" /></div> <a href="/p/whatconverts/" title="WhatConverts reviews" >What are satisfaction reviews for WhatConverts</a> </div> <div class="products-table__right products-table__right--bigger"> <div class="col col--50">7.9</div> <div class="col col--50">N/A</div> </div> </div><div class="products-table__row fo-button-data" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL3JlcGFpcnNob3ByLw==""> <div class="products-table__left"> <div class="mini-hide"><img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="RepairShopr" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2020/03/RepairShopr-logo2-93x48.png 93w, https://s.financesonline.com/uploads/2020/03/RepairShopr-logo2.png 186w" /></div> <a href="/p/repairshopr/" title="RepairShopr reviews" >What are satisfaction reviews for RepairShopr</a> </div> <div class="products-table__right products-table__right--bigger"> <div class="col col--50">9.1</div> <div class="col col--50">100%</div> </div> </div><div class="products-table__row fo-button-data" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL3BpbmstY3JtLw==""> <div class="products-table__left"> <div class="mini-hide"><img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Pink CRM" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2019/09/Pink-CRM-logo-2-93x48.png 93w, https://s.financesonline.com/uploads/2019/09/Pink-CRM-logo-2.png 186w" /></div> <a href="/p/pink-crm/" title="Pink CRM reviews" >What are satisfaction reviews for Pink CRM</a> </div> <div class="products-table__right products-table__right--bigger"> <div class="col col--50">8.0</div> <div class="col col--50">100%</div> </div> </div><div class="products-table__row fo-button-data" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL2lzZWVpdC8=""> <div class="products-table__left"> <div class="mini-hide"><img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="iSEEit" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2019/11/iSEEit-logo2-93x48.png 93w, https://s.financesonline.com/uploads/2019/11/iSEEit-logo2.png 186w" /></div> <a href="/p/iseeit/" title="iSEEit reviews" >What are satisfaction reviews for iSEEit</a> </div> <div class="products-table__right products-table__right--bigger"> <div class="col col--50">7.8</div> <div class="col col--50">N/A</div> </div> </div><div class="products-table__row fo-button-data" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL2Jvb2tlci8=""> <div class="products-table__left"> <div class="mini-hide"><img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Booker" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2019/08/booker-logo2-93x48.png 93w, https://s.financesonline.com/uploads/2019/08/booker-logo2.png 186w" /></div> <a href="/p/booker/" title="Booker reviews" >What are satisfaction reviews for Booker</a> </div> <div class="products-table__right products-table__right--bigger"> <div class="col col--50">8.5</div> <div class="col col--50">90%</div> </div> </div> </div> <div class="review-page__header"> <span class="rev-icon rev-icon--comparisons"></span> <h3>Salesforce Essentials Comparisons</h3> </div> <div class="products-table products-table--comparisons"> <div class="products-table__head">Product name:</div> <div class="products-table__row"><div class="col col--50 col--mb fo-button-data" data-dst="aHR0cHM6Ly9jb21wYXJpc29ucy5maW5hbmNlc29ubGluZS5jb20vc2FsZXNmb3JjZS1lc3NlbnRpYWxzLXZzLWt1a3Vp""> <div class="mb-hide"><img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Kukui" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2019/10/kukui-logo2-93x48.png 93w, https://s.financesonline.com/uploads/2019/10/kukui-logo2.png 186w" /></div> <a href="https://comparisons.financesonline.com/salesforce-essentials-vs-kukui" title="Comparison of Salesforce Essentials vs. Kukui" class="set-width" >Who should you choose Salesforce Essentials or Kukui</a> </div><div class="col col--50 col--mb fo-button-data" data-dst="aHR0cHM6Ly9jb21wYXJpc29ucy5maW5hbmNlc29ubGluZS5jb20vc2FsZXNmb3JjZS1lc3NlbnRpYWxzLXZzLWZ1bGwtZmFicmlj""> <div class="mb-hide"><img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="FULL FABRIC" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2019/01/FULL-FABRIC-logo-2-93x48.png 93w, https://s.financesonline.com/uploads/2019/01/FULL-FABRIC-logo-2.png 186w" /></div> <a href="https://comparisons.financesonline.com/salesforce-essentials-vs-full-fabric" title="Comparison of Salesforce Essentials vs. FULL FABRIC" class="set-width" >Who should you choose Salesforce Essentials or FULL FABRIC</a> </div></div><div class="products-table__row"><div class="col col--50 col--mb fo-button-data" data-dst="aHR0cHM6Ly9jb21wYXJpc29ucy5maW5hbmNlc29ubGluZS5jb20vc2FsZXNmb3JjZS1lc3NlbnRpYWxzLXZzLXRhbGlzbWEtY3Jt""> <div class="mb-hide"><img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Talisma CRM" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2019/12/Talisma-logo2-93x48.png 93w, https://s.financesonline.com/uploads/2019/12/Talisma-logo2.png 186w" /></div> <a href="https://comparisons.financesonline.com/salesforce-essentials-vs-talisma-crm" title="Comparison of Salesforce Essentials vs. Talisma CRM" class="set-width" >Who should you choose Salesforce Essentials or Talisma CRM</a> </div><div class="col col--50 col--mb fo-button-data" data-dst="aHR0cHM6Ly9jb21wYXJpc29ucy5maW5hbmNlc29ubGluZS5jb20vc2FsZXNmb3JjZS1lc3NlbnRpYWxzLXZzLXNwcmluZ2Nt""> <div class="mb-hide"><img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="SpringCM" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2019/09/SpringCM-logo2-93x48.png 93w, https://s.financesonline.com/uploads/2019/09/SpringCM-logo2.png 186w" /></div> <a href="https://comparisons.financesonline.com/salesforce-essentials-vs-springcm" title="Comparison of Salesforce Essentials vs. SpringCM" class="set-width" >Who should you choose Salesforce Essentials or SpringCM</a> </div></div><div class="products-table__row"><div class="col col--50 col--mb fo-button-data" data-dst="aHR0cHM6Ly9jb21wYXJpc29ucy5maW5hbmNlc29ubGluZS5jb20vc2FsZXNmb3JjZS1lc3NlbnRpYWxzLXZzLXNoYXBlLWxlZ2Fs""> <div class="mb-hide"><img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Shape Legal" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2019/09/shape-logo-thumbnail-93x48.png 93w, https://s.financesonline.com/uploads/2019/09/shape-logo-thumbnail.png 186w" /></div> <a href="https://comparisons.financesonline.com/salesforce-essentials-vs-shape-legal" title="Comparison of Salesforce Essentials vs. Shape Legal" class="set-width" >Who should you choose Salesforce Essentials or Shape Legal</a> </div><div class="col col--50 col--mb fo-button-data" data-dst="aHR0cHM6Ly9jb21wYXJpc29ucy5maW5hbmNlc29ubGluZS5jb20vc2FsZXNmb3JjZS1lc3NlbnRpYWxzLXZzLXNhcC1jcm0=""> <div class="mb-hide"><img width="93" height="48" class="lazyload" alt="SAP CRM" data-src="https://financesonline.com/uploads/2017/03/SAP-CRM-3.png" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" /></div> <a href="https://comparisons.financesonline.com/salesforce-essentials-vs-sap-crm" title="Comparison of Salesforce Essentials vs. SAP CRM" class="set-width" >Who should you choose Salesforce Essentials or SAP CRM</a> </div></div><div class="products-table__row"><div class="col col--50 col--mb fo-button-data" data-dst="aHR0cHM6Ly9jb21wYXJpc29ucy5maW5hbmNlc29ubGluZS5jb20vc2FsZXNmb3JjZS1lc3NlbnRpYWxzLXZzLWNvcHBlcg==""> <div class="mb-hide"><img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Copper" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2019/08/copper-logo2-93x48.png 93w, https://s.financesonline.com/uploads/2019/08/copper-logo2.png 186w" /></div> <a href="https://comparisons.financesonline.com/salesforce-essentials-vs-copper" title="Comparison of Salesforce Essentials vs. Copper" class="set-width" >Who should you choose Salesforce Essentials or Copper</a> </div><div class="col col--50 col--mb fo-button-data" data-dst="aHR0cHM6Ly9jb21wYXJpc29ucy5maW5hbmNlc29ubGluZS5jb20vc2FsZXNmb3JjZS1lc3NlbnRpYWxzLXZzLWNybXRocmVhZA==""> <div class="mb-hide"><img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="CRMThread" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2020/06/CRMThread-logo2-93x48.png 93w, https://s.financesonline.com/uploads/2020/06/CRMThread-logo2.png 186w" /></div> <a href="https://comparisons.financesonline.com/salesforce-essentials-vs-crmthread" title="Comparison of Salesforce Essentials vs. CRMThread" class="set-width" >Who should you choose Salesforce Essentials or CRMThread</a> </div></div><div class="products-table__row"><div class="col col--50 col--mb fo-button-data" data-dst="aHR0cHM6Ly9jb21wYXJpc29ucy5maW5hbmNlc29ubGluZS5jb20vc2FsZXNmb3JjZS1lc3NlbnRpYWxzLXZzLWdyb3ctaW4tY2xvdWQ=""> <div class="mb-hide"><img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Grow in Cloud" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2020/06/Grow-in-Cloud-logo2-93x48.png 93w, https://s.financesonline.com/uploads/2020/06/Grow-in-Cloud-logo2.png 186w" /></div> <a href="https://comparisons.financesonline.com/salesforce-essentials-vs-grow-in-cloud" title="Comparison of Salesforce Essentials vs. Grow in Cloud" class="set-width" >Who should you choose Salesforce Essentials or Grow in Cloud</a> </div><div class="col col--50 col--mb fo-button-data" data-dst="aHR0cHM6Ly9jb21wYXJpc29ucy5maW5hbmNlc29ubGluZS5jb20vc2FsZXNmb3JjZS1lc3NlbnRpYWxzLXZzLXBpcGVkcml2ZQ==""> <div class="mb-hide"><img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Pipedrive" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2024/09/Pipedrive-small-thumbnail-93x48.png 93w, https://s.financesonline.com/uploads/2024/09/Pipedrive-small-thumbnail.png 186w" /></div> <a href="https://comparisons.financesonline.com/salesforce-essentials-vs-pipedrive" title="Comparison of Salesforce Essentials vs. Pipedrive" class="set-width" >Who should you choose Salesforce Essentials or Pipedrive</a> </div></div> </div> <div id="user-rev" class="review-page__header mb-hide"> <span class="rev-icon rev-icon--user-reviews"></span> <h3>Salesforce Essentials user reviews</h3> </div> <div class="user-reviews__review mb-hide"> <div class="user-reviews__review-txt border-top"> <p class="quote quote--small">It helps me organize all my data by providing a centralized platform for all of it.</p> <a href="/p/salesforce-essentials-help-desk/it-helps-me-organize-all-my-data-by-providing-a-centralized-platform-for-all-of-it-206233/" title="Read review">Read full review ></a> </div> <div class="user-reviews__review-header"> <div class="user-left"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://reviews.financesonline.com/media/themes/fot/dist/img/svg/user-avatar.svg" alt="Casimer" class="lazyload" onerror="this.classList.add('placeholder')" /> <div class="user-info"> <p>Casimer</p> <p class="verified"><span class="icon icon--verified"></span>Verified user</p> </div> </div> <div class="user-right"> <div class="stars stars--blue"> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Overall impression</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Customer Support</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Value for Money</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Ease of Use</p> </div> </div> </div> <div class="clearfix"></div> <div class="user-bottom"> <span><span class="icon icon--published"></span><strong>Published on:</strong> 26.10.2021</span> <span><span class="icon icon--comp-size"></span><strong>Company Size:</strong> 1-10 Employees</span> <span><span class="icon icon--industry"></span><strong>Industry:</strong> Building Materials</span> </div> <div class="arrow"></div> </div> </div> <div class="user-reviews__review mb-hide"> <div class="user-reviews__review-txt border-top"> <p class="quote quote--small">The best at making our work seem more manageable.</p> <a href="/p/salesforce-essentials-help-desk/the-best-at-making-our-work-seem-more-manageable-206636/" title="Read review">Read full review ></a> </div> <div class="user-reviews__review-header"> <div class="user-left"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://reviews.financesonline.com/media/themes/fot/dist/img/svg/user-avatar.svg" alt="Sheldon" class="lazyload" onerror="this.classList.add('placeholder')" /> <div class="user-info"> <p>Sheldon</p> <p class="verified"><span class="icon icon--verified"></span>Verified user</p> </div> </div> <div class="user-right"> <div class="stars stars--blue"> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5" class="full"></span> <span class="score">5/5</span> <div class="clearfix"></div> <p>Overall impression</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5" class="full"></span> <span class="score">5/5</span> <div class="clearfix"></div> <p>Customer Support</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5" class="full"></span> <span class="score">5/5</span> <div class="clearfix"></div> <p>Value for Money</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5" class="full"></span> <span class="score">5/5</span> <div class="clearfix"></div> <p>Ease of Use</p> </div> </div> </div> <div class="clearfix"></div> <div class="user-bottom"> <span><span class="icon icon--published"></span><strong>Published on:</strong> 23.10.2021</span> <span><span class="icon icon--comp-size"></span><strong>Company Size:</strong> 1-10 Employees</span> <span><span class="icon icon--industry"></span><strong>Industry:</strong> N/A</span> </div> <div class="arrow"></div> </div> </div> <div class="user-reviews__review mb-hide"> <div class="user-reviews__review-txt border-top"> <p class="quote quote--small">Perfect for helping me identify business opportunities.</p> <a href="/p/salesforce-essentials-help-desk/perfect-for-helping-me-identify-business-opportunities-204753/" title="Read review">Read full review ></a> </div> <div class="user-reviews__review-header"> <div class="user-left"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://reviews.financesonline.com/media/themes/fot/dist/img/svg/user-avatar.svg" alt="Porter" class="lazyload" onerror="this.classList.add('placeholder')" /> <div class="user-info"> <p>Porter</p> <p class="verified"><span class="icon icon--verified"></span>Verified user</p> </div> </div> <div class="user-right"> <div class="stars stars--blue"> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Overall impression</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4"></span><span data-star="5"></span> <span class="score">3/5</span> <div class="clearfix"></div> <p>Customer Support</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4"></span><span data-star="5"></span> <span class="score">3/5</span> <div class="clearfix"></div> <p>Value for Money</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Ease of Use</p> </div> </div> </div> <div class="clearfix"></div> <div class="user-bottom"> <span><span class="icon icon--published"></span><strong>Published on:</strong> 28.08.2021</span> <span><span class="icon icon--comp-size"></span><strong>Company Size:</strong> 1-10 Employees</span> <span><span class="icon icon--industry"></span><strong>Industry:</strong> Chemicals</span> </div> <div class="arrow"></div> </div> </div> <div class="user-reviews__review mb-hide"> <div class="user-reviews__review-txt border-top"> <p class="quote quote--small">Very easy to use.</p> <a href="/p/salesforce-essentials-help-desk/very-easy-to-use-2-206146/" title="Read review">Read full review ></a> </div> <div class="user-reviews__review-header"> <div class="user-left"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://reviews.financesonline.com/media/themes/fot/dist/img/svg/user-avatar.svg" alt="Alda" class="lazyload" onerror="this.classList.add('placeholder')" /> <div class="user-info"> <p>Alda</p> <p class="verified"><span class="icon icon--verified"></span>Verified user</p> </div> </div> <div class="user-right"> <div class="stars stars--blue"> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Overall impression</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Customer Support</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4"></span><span data-star="5"></span> <span class="score">3/5</span> <div class="clearfix"></div> <p>Value for Money</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4"></span><span data-star="5"></span> <span class="score">3/5</span> <div class="clearfix"></div> <p>Ease of Use</p> </div> </div> </div> <div class="clearfix"></div> <div class="user-bottom"> <span><span class="icon icon--published"></span><strong>Published on:</strong> 10.08.2021</span> <span><span class="icon icon--comp-size"></span><strong>Company Size:</strong> 1-10 Employees</span> <span><span class="icon icon--industry"></span><strong>Industry:</strong> N/A</span> </div> <div class="arrow"></div> </div> </div> <div class="user-reviews__review mb-hide"> <div class="user-reviews__review-txt border-top"> <p class="quote quote--small">A great tool for assisting organization and efficiency.</p> <a href="/p/salesforce-essentials-help-desk/a-great-tool-for-assisting-organization-and-efficiency-204295/" title="Read review">Read full review ></a> </div> <div class="user-reviews__review-header"> <div class="user-left"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://reviews.financesonline.com/media/themes/fot/dist/img/svg/user-avatar.svg" alt="Rolando" class="lazyload" onerror="this.classList.add('placeholder')" /> <div class="user-info"> <p>Rolando</p> </div> </div> <div class="user-right"> <div class="stars stars--blue"> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5" class="full"></span> <span class="score">5/5</span> <div class="clearfix"></div> <p>Overall impression</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Customer Support</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5" class="full"></span> <span class="score">5/5</span> <div class="clearfix"></div> <p>Value for Money</p> </div> <div class="stars__item"> <span data-star="1" class="full"></span><span data-star="2" class="full"></span><span data-star="3" class="full"></span><span data-star="4" class="full"></span><span data-star="5"></span> <span class="score">4/5</span> <div class="clearfix"></div> <p>Ease of Use</p> </div> </div> </div> <div class="clearfix"></div> <div class="user-bottom"> <span><span class="icon icon--published"></span><strong>Published on:</strong> 09.06.2021</span> <span><span class="icon icon--comp-size"></span><strong>Company Size:</strong> 1-10 Employees</span> <span><span class="icon icon--industry"></span><strong>Industry:</strong> N/A</span> </div> <div class="arrow"></div> </div> </div> </div> </div> </div> </div> <div class="review-page__meta"> <div class="review-page__author"> <div class="review-page__avatar"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://sip.financesonline.com/uploads/2020/07/nestor_gilbert.png?width=100&token=6ScUWugJRbB_avxvtDy53A" alt="Nestor Gilbert" class="lazyload" onerror="this.onerror=null; this.src='https://reviews.financesonline.com/media/themes/fot/dist/img/svg/user-avatar.svg'" width="100" height="100" > </div> <div class="review-page__author__desc smaller"> <h4>By <a href="https://financesonline.com/author/nestor/" title="Nestor Gilbert">Nestor Gilbert</a></h4> <p>Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.</p> </div> <div class="clearfix"></div> </div> <div> Page last modified <time datetime="2024-09-03T14:49:34+00:00" title="2024-09-03 14:49:34">2024-09-03</time> </div> </div> </div> <div class="fot-sidebar col col--25 col--sm"> <div id="sidebar-top3" class="fot-sidebar__top3"> <div class="fot-sidebar__top3__close"> <span></span> <span></span> </div> <p> Top CRM Software of 2024 <a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a> </p> <div class="fot-sidebar__rank"> <a href="/p/hubspot-crm/" title="hubspot-crm" class="rank-item"> <span class="rank-item__pos">1.</span> <div class="rank-item__img"> <img width="220" height="90" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="HubSpot Smart CRM" sizes="(max-width: 220px) 100vw, 220px" data-srcset="https://s.financesonline.com/uploads/2017/02/hslogo-220x90.png 220w, https://s.financesonline.com/uploads/2017/02/hslogo-300x123.png 300w, https://s.financesonline.com/uploads/2017/02/hslogo-93x38.png 93w, https://s.financesonline.com/uploads/2017/02/hslogo-355x145.png 355w, https://s.financesonline.com/uploads/2017/02/hslogo.png 450w" /> </div> </a> <a href="/p/netsuite-crm/" title="netsuite-crm" class="rank-item"> <span class="rank-item__pos">2.</span> <div class="rank-item__img"> <img width="220" height="90" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="NetSuite CRM" sizes="(max-width: 220px) 100vw, 220px" data-srcset="https://s.financesonline.com/uploads/2024/02/Logo-9-220x90.png 220w, https://s.financesonline.com/uploads/2024/02/Logo-9-300x123.png 300w, https://s.financesonline.com/uploads/2024/02/Logo-9-93x38.png 93w, https://s.financesonline.com/uploads/2024/02/Logo-9-354x145.png 354w, https://s.financesonline.com/uploads/2024/02/Logo-9.png 440w" /> </div> </a> <a href="/p/salesforce-sales-cloud/" title="salesforce-sales-cloud" class="rank-item"> <span class="rank-item__pos">3.</span> <div class="rank-item__img"> <img width="220" height="90" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Salesforce CRM" sizes="(max-width: 220px) 100vw, 220px" data-srcset="https://s.financesonline.com/uploads/2019/07/Salesforce-Logo1-220x90.png 220w, https://s.financesonline.com/uploads/2019/07/Salesforce-Logo1-300x123.png 300w, https://s.financesonline.com/uploads/2019/07/Salesforce-Logo1-93x38.png 93w, https://s.financesonline.com/uploads/2019/07/Salesforce-Logo1-354x145.png 354w, https://s.financesonline.com/uploads/2019/07/Salesforce-Logo1.png 440w" /> </div> </a> </div> <div class="fot-sidebar__best-btn"> <a href="https://comparisons.financesonline.com/hubspot-crm-vs-netsuite-crm-vs-salesforce-sales-cloud" title="Compare best tools" class="btn btn--blue-hover">COMPARE BEST TOOLS</a> </div> </div> <div id="useful-vote" class="review-page__rate"> <div class="review-page__rate-head">Did you find this review useful?</div> <div class="rate"> <span class="rate__item" data-vote="up"> <span class="icon icon--user-sat"></span> Yes </span> <span class="rate__item" data-vote="down"> <span class="icon icon--user-sat reverse"></span> No </span> </div> </div> <div id="useful-thanks" class="review-page__thank"> <p>Thank you for your feedback</p> </div> <div id="useful-no" class="review-page__better"> <p>How can we make this page better?</p> <form id="better-page" data-ajax="https://reviews.financesonline.com/wp-admin/admin-ajax.php"> <textarea placeholder="Please provide brief summary"></textarea> <button class="btn">SHARE YOUR COMMENT</button> </form> </div> <div class="review-page__unsure"> <div class="review-page__unsure-head">Unsure about this software?</div> <a href="https://financesonline.com/c/crm-software/" title="Find alternatives" class="btn">FIND ALTERNATIVES</a> </div> </div> <div class="clearfix"></div> </div> </div> <div id="back-to-top" class="btn btn--top" title="Go to top"><span class="icon icon--arrow-down"></span>TOP</div>  <div id="why-fo-free" class="fot-modal why-fo-free-modal"> <div class="fot-modal__close"><span></span><span></span></div> <p> <img width="30" height="30" class="why_fo_free_modal_img" alt="Why is FinancesOnline free?" srcset="https://reviews.financesonline.com/media/themes/fot/dist/img/information.png 1x,https://reviews.financesonline.com/media/themes/fot/dist/img/information@2x.png 2x" src="https://reviews.financesonline.com/media/themes/fot/dist/img/information.png"> Why is FinancesOnline free? </p> <p>FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an <a href="https://financesonline.com/scoring-methodology/" title="Scoring methodology">equal opportunity</a> to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.</p> </div> <script type="application/ld+json">{ "@context": "http://schema.org", "@type": "Review", "itemReviewed": { "@type": "SoftwareApplication", "url": "https://reviews.financesonline.com/p/salesforce-essentials/", "name": "Salesforce Essentials", "image": "https://financesonline.com/uploads/2018/08/salesforce-essentials-logo-2-220x90.png", "featureList": "360-Degree Customer View,\nAccount Management,\nActivity Feed,\nActivity Tracking,\nAppExchange Marketplace,\nCase Auto-Assignment,\nCase Escalation Rules and Queues,\nCollaboration Tools,\nContact Management,\nCustom Profile,\nEinstein Activity Capture,\nEmail Optimization,\nLead Contact Account Management,\nLightning App Builder,\nOpportunity Management,\nPage Layout,\nReports and Dashboards,\nSalesforce Mobile App,\nSetup Assistant,\nTrailhead,\nTask Management.", "operatingSystem": "Windows, Linux, Android, iPhone/iPad, Mac, Web-based", "screenshot": "https://financesonline.com/uploads/2018/08/salesforce-essentials-300x155.png", "offers": { "@type": "Offer", "price": "25", "priceCurrency": "USD" } }, "description": "Salesforce Essentials is the vendor’s small business plan for its CRM (Sales Cloud) and customer support (Service Cloud) solutions. Sales Cloud Essentials is designed for small sales team to sell smarter and faster with the help of the app\u2019s built-in intelligence. Meanwhile, Service Cloud Essentials is geared towards the basic management of customer support teams of SMBs.\nSalesforce, a SaaS giant in the CRM category, is known for offering top-of-the-line and robust CRM solutions. However, its feature-rich platform was more suitable for medium-sized businesses and larger enterprises. To cater to the needs of small businesses with limited time and resources, the vendor released Salesforce Essentials for SMBs to tap into the offerings of Salesforce with solutions for sales and services that are easy to set up, use and maintain.\nBuilt with small businesses in mind, this product simplifies the implementation of a CRM-service setup to your workflows from start to finish. With its out-of-the-box tools and support, setting up the system is faster and easier and won\u2019t take weeks. In addition to its simple setup assistant, users can access \u201cTrailhead\u201d which is a free gamified online learning platform for learning about CRM, sales, and service, among other subjects, with in-depth details. Aside from Trailhead, this CRM solution\u2019s main features include the Salesforce app and Einstein Artificial Intelligence.\nSalesforce Essentials is priced annually or monthly, integrating the low-tiered features\u00a0of Salesforce Cloud and Salesforce Service. This enables small businesses to leverage the Salesforce architecture, which, until the introduction of Essentials, has been accessible only to an enterprise-level budget.\nSalesforce Essentials also leverages its functionality by connecting to the G Suite of Google for free for 3 months. This gets your hand on tools such as Gmail and Google Calendar. Eliminating data entry helps you organize your workload, save time from tedious tasks, and develop richer communications with deeper insights. It also gives you a single view of your important CRM data like contacts, accounts, and opportunities.\n", "reviewRating": { "@type": "Rating", "worstRating": 1, "bestRating": 10, "ratingValue": "9.6", "applicationCategory": "CRM Software" }, "headline": "Salesforce Essentials review", "awards": "Best Customer Service Software 2019, Expert's Choice Award for 2019, Supreme Software Award for 2019", "dateModified": "2024-09-03T14:49:34+00:00", "publisher": { "@type": "Organization", "name": "FinancesOnline.com", "logo": "https://financesonline.com/static/financesonline.com-logo-blue.png" }, "author": { "@type": "Person", "name": "Nestor Gilbert", "url": "https://financesonline.com/author/nestor/" } }</script>  <div id="fot-social" class="fot-social" data-id="114847" data-type="post" data-url="https://reviews.financesonline.com/p/salesforce-essentials/" style="opacity: 0;"> <div class="fot-social__el fot-social__el--network smaller"> <span class="icon icon--network"></span> </div> <a class="fot-social__el fb fb-button" href="https://www.facebook.com/sharer/sharer.php?u=https://reviews.financesonline.com/p/salesforce-essentials/" target="_blank"> <div> <span class="icon icon--fb"></span> <span class="txt">Share</span> </div> </a> <a class="fot-social__el tw" href="http://twitter.com/share?url=https://reviews.financesonline.com/p/salesforce-essentials/" target="_blank"> <div> <span class="icon icon--tw"></span> <span class="txt">Tweet</span> </div> </a> <a class="fot-social__el li" href="https://www.linkedin.com/shareArticle?mini=true&url=https://reviews.financesonline.com/p/salesforce-essentials/" target="_blank"> <div> <span class="icon icon--in"></span> <span class="txt">Share</span> </div> </a> </div> <script> (function(){ // exit popup // noinspection JSAnnotator const url_hash = window.location.hash.split('='), vars = {"product_id":114847,"main_term_slug":"crm-software","ajax_url":"https:\/\/reviews.financesonline.com\/wp-admin\/admin-ajax.php"}; let url_hash_index = 0; url_hash.forEach(function (value, index) { if (value.replace('#', '') === 'category') { url_hash_index = index + 1; } }); const is_selected_term = url_hash_index > 0 && url_hash[url_hash_index] !== undefined && vars.main_term_slug !== url_hash[url_hash_index] ? 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Salesforce Essentials Reviews: Pricing & Software Features 2024 - Financesonline.com