En savoir plus sur Salesforce Essentials

SalesforceIQ is a cloud-based customer relationship management (CRM) solution suitable for small to medium-sized businesses across a variety of industries. Key features include sales automation and a customer interaction database. Mobile apps are available for Android and iOS devices. SalesforceIQ manages details of both customers and prospective customers. Information can be entered into the system automatically from emails, calendars and marketing automation systems. Users can see if other team members have already communicated with contacts. SalesforceIQ creates automatic reminders, so if users do not remember to respond to emails, the system will send them alerts to follow up. The solution also includes a Gmail extension. Users can reach out to contacts without toggling between their email inboxes and CRM software. SalesforceIQ is priced on a per user per month basis. It is integrated with Pardot, MailChimp and HubSpot. Support is offered via online ticket.
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Salesforce Essentials - Prix

Salesforce Essentials n'est pas disponible en version gratuite mais propose un essai gratuit. La version payante de Salesforce Essentials est disponible à partir de 35,00 $US/mois.

À partir de :
35,00 $US/mois
Version gratuite :
Non
Version d'essai gratuite :
Oui

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Salesforce Essentials - Avis

Évaluation des fonctionnalités

Rapport qualité-prix
3,9
Fonctionnalités
4,1
Simplicité
3,9
Support client
4,0
Kaitlyn
  • Secteur d'activité : Mode et vêtements
  • Taille de l'entreprise : 2-10 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
3
Support client
4

5
Publié le 01/08/2022

Just right for small business

Being a small business we need a CRM that won't break the bank. We need to keep every customer we have, so the customer experience is paramount. We need to get as much information out of every sale and customer interaction as we can, and we need to accelerate sales. Salesforce essentials has done all of this for us.
There are things that I would improve.

Avantages

Salesforce Essentials is more affordable than standard Salesforce and still has what I need in a CRM. I get work done faster, sell faster, and make our customer experience amazing. I set up a customized self service portal and set particular concerns or questions to be sent to a specific person. This means that if for example a customer asks if a garmet can be altered, they're directed to our seamstress instead of directed to me and then transfered to our seamstress.
Salesforce essentials records and tracks my calls and emails meaning I no longer have to. I have gained more information about leads, where they come from and why they choose us.

Inconvénients

Sometimes it can be hard to find the data I'm looking for. It's not easy to find or get invoices. Customer care wasn't very helpful although I did try to make contact during a very busy time of day. I was still disappointed..
This is the essentials version of Salesforce so obviously the features aren't as robust.

Alternatives envisagées 

Zoho CRM et HubSpot CRM

Pourquoi choisir Salesforce Essentials 

Salesforce was actually recommended by a customer who was also a small business owner. She showed me her Salesforce setup and immediately wanted to switch. After browsing plans I decided the essentials version was right for us!

Logiciel antérieur 

Vtiger CRM

Pourquoi passer à Salesforce Essentials

I already had my mind set on Salesforce essentials but I wanted to compare it with other options. Salesforce essentials had the right ratio of features and price.
Patrick
  • Secteur d'activité : Services financiers
  • Taille de l'entreprise : 2-10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
3
Fonctionnalités
4
Simplicité
3
Support client
1

4
Publié le 31/07/2022

Salesforce as a Database

As it is a massive and comprehensive product, I don't need such an overwhelming software. Overall, it didn't meet my company's needs, but if a company has tech department, this could be a fantastic product.

Avantages

I like that the product has the ability to be completely customized to one's needs.

Inconvénients

As it can be an expensive and time consuming set-up, it was not necessary for me to have such a customizable software. There was very little customer service and it was overseas. It took too much of my time and the only way to get customer service is to hire a third party vendor to help with all aspects of the software.

Kenneth
  • Secteur d'activité : Pétrole et énergies
  • Taille de l'entreprise : 501-1 000 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
5
Simplicité
5
Support client
4

5
Publié le 27/03/2022

Using Salesforce is incredibly easy for my team

This was an awesome experience and an essential for an organization hoping to more readily attract and hold clients on the web

Avantages

I truly like how Salesforce is the most incredible in its industry and offers extraordinary CRM programming. It is ideally suited for connecting with potential clients in view of their past interest in the organization as well as what they would require to remain drawn in and retained. I love the manner in which you can modify it and it mechanizes each thing so extraordinary from messages to calls its incredible.

Inconvénients

When first starting to use Salesforce, it can seem overwhelming. The pages feel extremely crowded when you don't know where to look for something because there is an abundance of information. Salesforce becomes easier to use with more experience, yet for new clients there may be a learning curve.

Alternatives envisagées 

Odoo et Smartsheet

Pourquoi passer à Salesforce Essentials

Once you find your way around the platform it is the best overall option on the market
JAMES
  • Secteur d'activité : Produits chimiques
  • Taille de l'entreprise : 11-50 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
5
Simplicité
3
Support client
5

4
Publié le 05/04/2021

Jim Salesforce Review

Good for what I need it for, entering new leads, tracking sales pipeline, looking back and forward on data.

Avantages

Using for 4+ years once info is in its pretty easy, there are very many options how to track setup, would be nice if there was a option for auto-setup for certain types of use/business types.

Inconvénients

Too many unused fields that muddy up the screen and info can get lost in all the blank fields.

Rex
  • Secteur d'activité : Vente en gros
  • Taille de l'entreprise : 11-50 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
4
Simplicité
4
Support client
4

4
Publié le 14/08/2021

Works Great! Increases our Closing Percentage by 20%

So far its been very good. We also use other modules from Salesforce. After demoing about 4 packages, we went with Salesforce. Knowing that they are the primary leader in CRM, helped in that decision, as most of our other applications have APIs to intergrate with.

Avantages

The integration with all of our other systems and software.

Inconvénients

The setup is a little tricky when using other software with Salesforce. It really helps to have good support from any other vendors products you want to integrate with Salesforce. Examples being Quickbooks, ShipRush, Verizon Connect, etc. We have many departments and different software in each. So being sure you have API support is critical.

Alternatives envisagées 

NetSuite

Pourquoi passer à Salesforce Essentials

The ability to integrate with our current applications and phone system.

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