Here’s how the Essentials plan differs from other Salesforce packages.
Faster and easier implementation
Salesforce has simplified the implementation process for Salesforce Essentials by giving users access to Trailhead, a “free, gamified online learning platform” that guides users through the quick setup process bandar judi slot. Since there are fewer features in this streamlined version of the CRM, there’s less to do to get up and running, and you can do it all in-house without extensive tech skills.
Salesforce Essentials is priced to entice small business owners to use Salesforce agen judi slot. The hope is, presumably, that small business users will sign up for Essentials and gradually upgrade to more sophisticated levels of service. In fact, the reason why Essentials is so easy to upgrade is that it’s not an entirely new product; it’s just a lower-tier option in Salesforce’s Lightning line.
For $25 per user per month, small business users get access to Sales Cloud Essentials and Service Cloud Essentials for up to 10 users. This rate applies if you opt into annual billing. Should you choose month-to-month billing, you’ll pay $35 per user per month.
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However, the 10-user cap on Salesforce Essentials can backfire if you’re not careful. The next tier up, Professionals, is $75 per user per month. This means that if your business is growing rapidly and you anticipate having more than 10 users, you might pay more for a CRM sooner rather than later. Plan your budget accordingly.
Salesforce Essentials doesn’t offer all the functionality of Lightning, but it offers a lot of features for the price point. Here are a few of the most popular CRM features Essentials offers small business users:
Easy contact and account information addition and management
Automatic customer data sync from email through the Einstein Activity Capture tool
Customizable sales process and detailed sales funnel stages
Deal value projections
Comprehensive tools for receiving and answering customer questions
Task management and activity feed
Free, prebuilt configurable reports and dashboards
Case management, also known as customer feedback management
Tools for providing customer support via email, phone, live chat and social media
A mobile app, which has all the functions of the Essentials desktop version
Remote contact management
The Lightning app builder and app exchange
Integrations with DocuSign, Dropbox, HelloSign, Nicereply, CodeScience, ActiveCampaign and Zapier
Email optimization (web and email case capture and autoresponse)
The limitations of Salesforce Essentials are its limited analytics/forecasting tools, the lack of workflows (you can’t build in approvals), the lack of roles and permissions, and a lack of built-in billing and price-quoting functionality.