Salesforce Essentials is a cloud-based helpdesk solution for small and midsize businesses. The product is built on the Salesforce platform and includes features such as contact management, a real-time activity feed and opportunity scoring. Salesforce Essentials allows users to automatically track and sync emails, calls and scheduled meetings. Sales cases from different support channels can be collected and organized into a single view. Users have the option to follow up on leads and identify relevant contacts. They can also automate repetitive tasks and route each question to agents with availability.
In addition, Salesforce Essentials offers tools such as e-signatures and customer surveys. Users can create custom lists and views to track customer details. Sales processes can be customized and automated as well. Native Android and iOS applications are available. In-app tutorials are included in the application for product features. The solution is available on a subscription basis and support is provided via an online support portal.
Salesforce Essentials is a cloud-based helpdesk solution for small and midsize businesses. The product is built on the Salesforce platform and includes features such as contact management, a real-time activity feed and opportunity scoring. Salesforce Essentials allows users to automatically track and sync emails, calls and scheduled meetings. Sales cases from different support channels can be collected and organized into a single view. Users have the option to follow up on leads and identify relevant contacts. They can also automate repetitive tasks and route each question to agents with availability.
In addition, Salesforce Essentials offers tools such as e-signatures and customer surveys. Users can create custom lists and views to track customer details. Sales processes can be customized and automated as well. Native Android and iOS applications are available. In-app tutorials are included in the application for product features. The solution is available on a subscription basis and support is provided via an online support portal.
Specifications
Business Size
Enterprise
Deployments
Cloud
Language Support
English
Platforms
Product Details
Features
Activity capture
In-app guided tutorials
Email, call & meeting tracking
Custom lists & subsets
G Suite integration
Spreadsheet integration
Calendar integration
Data import
Data sync
Email integration
Opportunity management
Pipeline management
Real-time updates
Third-party integrations
Case management
Sales leaderboard
Reports & dashboards
Performance tracking
Lead tracking
Contacts management
Collaboration tools
Support request monitoring
Benefits
Data from spreadsheets, calendars, emails, and other systems can be imported and synchronized.
Einstein Activity Capture automatically tracks emails, meetings, and calls, capturing and synchronizing data directly from users’ inboxes.
Lightning allows users to customize Salesforce with custom subsets and lists to track anything they want.
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