Salesforce Essentials : An Essential CRM Offering Indeed!

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Salesforce Essentials : An Essential CRM Offering Indeed!

Posted by Vrinda J Menon

Salesforce Essentials empowers every small business to get started on the world’s #1 CRM platform and blaze new trails to faster growth. Essentials delivers new easy-to-use sales and service apps backed by the power of Salesforce Trailhead, Einstein AI, Lightning and AppExchange. Presently small businesses can work more smarter and faster than any time in recent memory while future-sealing their business and putting clients at the center of all that they do.
Salesforce Essentials will make it workable for every small company to take advantage of the intensity of Salesforce with applications for deals and administration that are easy to utilize, setup and keep up.
On an average, small business teams spend 23% of their workdays manually entering data. This is time that should be spent finding, winning and keeping more customers. Essentials helps small businesses save time with sales and service apps that are easy to set up, learn, use, maintain and add new capabilities as their businesses grow.
The two Salesforce Essential apps are :

  1. Sales Cloud Essential
  2. Service Cloud Essential


  • You can get started fast and learn easy with Trailhead.
  • Work smarter with Einstein artificial intelligence built in.
  • Work faster with Lightning and the Salesforce Mobile App.
  • Scale as they grow with a complete platform.
  • Better pricing and availability.
  • Saves a lot of time.
  • Implementation is faster and easier.
  • Features are focused.
  • Provides standout service for every customer.

Sales Cloud Essentials
Sales Cloud Essentials is a great place to start if you’re new to CRM. It enables small sales teams to get up-and-running fast, work smarter and sell more.The setup assistant is incredibly helpful, making the product feel intuitive, easy to customize and powerful for sales right out of the box. Now we can turn our data into action and easily add new functionality as we grow. Built for small sales teams, Sales Cloud Essentials offers useful features for a low price:

  • Account and contact management
  • Opportunity management
  • Customizable sales process
  • Task management, activity feed
  • Einstein activity capture
  • Configurable reports and dashboards
  • Collaboration tools
  • Case management
  • Lightning app builder and AppExchange

The limitations are most apparent when it comes to the limited analytics/forecasting, lack of workflows (you can’t build-in approvals), lack of roles and permissions, and lack of built-in billing and price quoting functionality.
Service Cloud Essentials
Customer service can be tricky for small businesses, and Service Cloud Essentials by Salesforce is a great package for basic management. Service Cloud Essentials makes it easy for small service teams to set up their helpdesks instantly and provide customers with faster, more personalized customer service. You’ll have to upgrade to get features like work order management and advanced reporting, but the features included are impressive for the price.

  • Salesforce mobile app
  • Collaboration tools
  • Case auto-assignment
  • Email optimization (web and email case capture and auto-response)
  • Case escalation rules and queues
  • Lead-contact account management
  • Task management and activity tracking
  • Lightning app builder
  • Custom profiles and page layouts

Why is it considered best for small businesses?
Small businesses are the cornerstone of innovation and economic growth. Salesforce Essentials can be installed even by small businesses that do not have a dedicated team of IT experts. It provides them with all the platform facilities needed to turn leads into paying customers.
Salesforce Essentials has an approachable interface, and Trailhead offers the guidance small businesses need to develop quicker leads and see results faster. The look and feel of Essentials is friendly and approachable, the setup is easy to navigate and it includes robust reporting. It seems to be one of Salesforce’s best product.
Salesforce Essentials offers small businesses affordable entry to one of the largest and most powerful CRMs on the market. If you keep an eye on costs as you grow, and stay within your data limits, this small business edition of Salesforce is worth a try.
Do you have any queries related to Salesforce Essentials? Reach out to our team and we’d love to talk!!