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Salesforce Essentials

CRM software for SMEs

With Salesforce Essentials, get all the basic functionality you need to manage your leads, customers, and transactions. No more, no less. It's a simple, comprehensive CRM tool designed for small businesses that don't have time to delve into complex sales software configuration.

$1500 savings

On your Salesforce Essentials subscription

Redeemed 13 times

In the last 90 days

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Secret's take about Salesforce Essentials

Do you find CRM tools to be way too complex for your needs? Salesforce Essential is the small-business CRM that makes it easy to manage your sales process.

No more complicated software with too many features: with this tool, you get access to basic, easy-to-use functionality.

Your salespeople will thank you.

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Mary O'Brien

Customer Success Manager

General information about Salesforce Essentials

Salesforce Essentials gives small businesses an efficient tool to track and manage their lead and customer relationships. All your data is centralized and accessible with a few clicks.


Visualize pipeline and sales performance and manage your customer relationships all in one place.


And as your business grows, you'll have the foundation of a strong sales organization backed by a CRM market leader to support your expansion.

50% off Annual Subscription

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Salesforce Essentials pricing

Annual

$25

/ user / month

Track sales process

Support customers

Customer data organization

Real time reports and dashboards

Salesforce Essentials features

Salesforce Essentials Features

  • Contact management

    Centralize all important contact and account information in a few clicks (and automatically synchronize your contacts from your email inbox).

  • Transaction tracking

    Manage all stages of your sales pipeline. See at a glance the progress of each deal against your revenue targets.

  • Customer service

    Easily manage customer feedback and questions with a ticketing and queuing system. With the knowledge base and the different communication channels (chat, phone, email, social channels, etc.), bring the right answers in record time to your customers.

  • Reporting & Analytics

    With pre-built and customizable dashboards and reports, track sales progress against your objectives. You can transform these reports into graphs for better visualization of your results.

  • Integrations

    To help you manage everything from within your CRM, Salesforce integrates with DocuSign, Hello Sign, Dropbox, Zapier, Active Campaign, amongst others.

Alternatives to Salesforce Essentials

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EngageBay

6 months free on All-in-One Growth Plan

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Zendesk

6 months free of both Zendesk Suite and Sales CRM (any edition)

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Freshworks CRM

$1,250 in credits (credits only apply on the Pro Plan)

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Pipedrive

30% discount for 12 months

Are you providing consultancy or resources on this tool?

Contact us at experts@joinsecret.com to promote your expertise to our community of startups.

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50% off Annual Subscription