Salesforce Essentials Overview
What is Salesforce Essentials?
Free up your teams with automation and productivity features, keep track of service KPIs with intuitive reports and dashboards, and craft the perfect experience for your customers! Salesforce Essentials is designed for SMBs and offers in-product learning and guided setup flows, so you can get up and running within just a few hours. With Essentials you can offer support over Email, Phone, Social, and Web as well as deploy and customize branded self service support sites with just a few clicks.
Who is Salesforce Essentials best for?
Offer support over Email, Phone, Social, and Web. Deploy and customize branded self service support sites with clicks not code. Free up support teams with automation. Get up and running today.
Salesforce Essentials Details
Salesforce Essentials Platforms supported
Cloud, SaaS, Web-Based
Mobile Android
Mobile iPad
Mobile iPhone
Desktop Chromebook
Desktop Linux
Desktop Mac
Desktop Windows
On-Premise Linux
On-Premise Windows
Salesforce Essentials Support options
Chat
Email Help Desk
FAQ Forum
Knowledgebase
Phone Support
Salesforce Essentials Training options
Documentation
Live Online
Videos
Webinars
In-Person
Salesforce Essentials Related Categories
Salesforce Essentials Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
Salesforce Essentials Pricing
14-day free trial, no credit card required.
$25/user/month (billed annually) for up to 5 users.
Salesforce Essentials Features
Most valued Salesforce Essentials features by users
Lead Qualification
Campaign Management
Task Management
Lead Management
Reporting/Analytics
Performance Metrics
Prospecting Tools
Contact Management
Segmentation
Self Service Portal
Referral Tracking
Email Marketing
Live Chat
Lead Nurturing
Lead Capture
Lead Segmentation
Pipeline Management
Data Import/Export
Contact Database
Territory Management
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