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Salesforce Essentials Promo Code

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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.

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.

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Secret's take about Salesforce Essentials

A reliable CRM system is like a personal assistant for your business except it never takes breaks ⏲️ never asks for a raise 💰 and definitely won’t steal your lunch from the breakroom fridge 🥪

What is Salesforce Essentials?

Salesforce Essentials is a customer relationship management (CRM) solution specifically designed for small businesses 👏 The platform offers a range of features for you and your teams to manage relationships effectively and make them long lasting, including contact management, lead tracking, opportunity management, email integration, sales forecasting, and customer support ticketing. You can centralize all your customer data and streamline your sales and support processes while also enhancing the collaboration within your teams. Simplify the lives of your salespeople with an uncomplicated, easy-to-use software and watch your customer loyalty soar! 🚀

Our opinion about Salesforce Essentials:

Salesforce Essentials is a valuable CRM solution for startups and small businesses 👌 The robust set of features offered helps you effectively manage your customer relationships and sales operations, expanding with your company as your needs grow 📈 Your customer data is centralized in one single location, giving you a unified view of your customer interactions and helping you provide personalized experiences so your customers stay satisfied. Salesforce Essentials’s platform can be integrated with your favorite tools to faciliate your CRM even further, like Sendinblue, Webflow, and Dropbox Sign 👀

Salesforce Essentials Pricing:

Salesforce Essentials has 4 pricing plans available for you to choose from, depending on your specific CRM needs. The popular Enterprise plan offers you a free trial to see if it’s a good fit for you and your team! 😮

- More details about Salesforce Essentials's pricings
Best Salesforce Essentials alternatives:

Top alternatives to Salesforce Essentials’s CRM solution include HubSpot, Zendesk, Zoho CRM and Pipedrive. Discover great deals for these tools and more on Secret to start saving! 🤩

- More alternatives to Salesforce Essentials
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Mary O'Brien

Customer Success Manager

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Salesforce Essentials pricing



/ user / month

Account, contact, lead & opportunity management

Email integration with Gmail or Outlook

Customizable sales process

Reports & dashboards



/ user / month

Pipeline & forecast management

Lead registration

3 campaigns per opportunity

1 custom app per organization



/ user / month

5 campaigns per opportunity

Sales teams

Custom opportunity fields in forecasting

Opportunity scoring



/ user / month

Sales engagement & insights

5 campaigns per opportunity

Predictive forecasting

Lead scoring

Salesforce Essentials features

Salesforce Essentials Features

  • Email templates

    Save time and increase productivity with pre-built email templates for common business scenarios, such as welcome emails, follow-ups, and meeting confirmations.

  • Mobile app

    Access your Salesforce Essentials account on-the-go with the mobile app, which allows you to manage your contacts, deals, and tasks from your phone or tablet.

  • Lead and opportunity management

    Stay on top of your sales pipeline with lead and opportunity management tools that help you track progress, assign tasks, and prioritize deals based on their potential value.

  • 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.

Why is Salesforce Essentials better than other Crm software?

Salesforce Essentials has more features than Wisepops: 85 vs 41

Salesforce Essentials has more features than Outplay: 85 vs 59

Salesforce Essentials has more options than noCRM: 85 vs 61

Salesforce Essentials has better positive reviews compared to Crowdfire: 87 vs 82

Salesforce Essentials pricing plans are more competitive than Crowdfire: 4.0 vs 3.8

Salesforce Essentials is better at number of features than Crowdfire: 85 vs 9

Salesforce Essentials is more versatile than Happierleads: 85 vs 18

Salesforce Essentials has more features than Klenty: 85 vs 30

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