Overview

Salesforce Essentials (previously SalesforceIQ) is a cloud-hosted CRM program suitable for small and medium-sized companies across a range of sectors. Main features include a customer interaction database and sales automation. Mobile apps are offered for iOS and Android devices. With this software, you can manage details of both prospects and customers. Plus, you can automatically enter info into the platform from marketing automation modules, calendars, and emails. You can also see if other team mates had got in touch with contacts earlier.  

Salesforce Essentials generates automatic reminders that alert you to follow up if you miss replying to emails. The application includes a Gmail extension. You can communicate with contacts without needing to toggle between your CRM module and email inboxes. The solution integrates with HubSpot, MailChimp, and Pardot.

Benefits

Assured Data Security

Salesforce Essentials protects your data utilizing stringent internal access controls, third-party audits, and industry best practices. The platform has been designed by expert engineers who have experience working in leading organizations such as Palantir, LinkedIn, Yahoo, and Google.

Captures Activity Data

A highlight of the software is it automatically captures and monitors activity data while you perform your daily tasks such as reading and sending mails, scheduling calendar events, and making phone calls.

Updates Business Information

Salesforce Essentials automatically updates the platform with pertinent business info from communications with your prospects and customers. You can learn all details about your firm’s customer engagements with a single click starting from their latest touch point right till your next opportunities to do follow ups.

Pulls Contact Information

You can leverage the solution’s robust, data-driven Relationship Intelligence functionalities to get deeper customer insights. Salesforce Essentials supports Exchange 2010, Exchange 2013, Office 365, and Google Apps such as Google Calendar and Gmail. From these systems, the software pulls contact names and information including company names, calendar events, emails, and activity.

Product Features

Pricing

Small Business Essentials Pricing

• $25/user/month (billed annually)
• $30/user/month (billed monthly)
• Customer and sales support for up to 10 users
• Guided on-boarding and setup
• Automatically track emails & meetings
• Manage leads, opportunities, & accounts
• Create custom dashboards & reports
• Deliver social and email support
• Save time with customer self-service