About Salesforce Essentials
Salesforce Essentials Features
- Organize Contacts : Allows you to manage and organize your contacts to sell better.
- Track Relations & Deals : Enables users to see how each of their relationships progresses while closing a deal.
- Support Customers : Allows users to support their customers across webchat, social media, email, and phone.
- Social Collaboration : Allows employees to share data and collaborate on projects using collaborative capabilities.
- Mobile : Access Salesforce mobile app and do all that you regularly do on your mobile phone on your desktop.
- Business Health : Know the progress of your business with pre-built reports, dashboards, etc - all in one place.
Salesforce Essentials Ratings and Reviews
- Abhishek C.Consultant
Very user friendly platform, helps in managing leads & opportunities, creating an extensive report for performance evaluation helps in getting good overview of the activities done & helps in getting valuable insights. Saves time in compiling data manually, salesforce allows you to create reports & customize data as per lead type, name, creation date, age, lead source & many more filters. Review collected by and hosted on G2.com.
- Elizabeth D.Financial Services
Bait and switch. Passing the buck. You get handed off to multiple "Teams". Almost every time...there is an additional charge for that "Teams" services. And then there is a recommendation of the implementation team for integration to make everything work that doubles the monthly cost of the platform. You have to pay part of the monthly cost up upfront to even get to the integration team. We are out $12,000 and never got to use the platform because it would not integrate with our Custodian, Fidelity. (We told them upfront -multiple times- who our custodian was and were not informed of this.) BEWARE!