Salesforce Essentials Reviews in January 2025: User Ratings, Pros & Cons

Very easy to use.

PROS: 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.

Our processes have vastly improved since implementing Salesforce Essentials!

PROS: 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 ...

This makes lead nurturing seem like a walk in the park.

PROS: 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.

This helps us handle our opp

PROS: 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.

Salesforce Essentials is the top-player in the CRM field.

PROS: 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.

It makes our work more manageable.

PROS: 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 ...

It is a full suite of tools–complete and useful.

PROS: 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, ...

We’re excited to expand our business with Salesforce Essentials.

PROS: 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 ...