Salesforce Essentials

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Salesforce Essentials is a basic edition of the salesforce. With Salesforce Essentials, new out-of-the-box solution for small business, you can:

Start instantly with easy setup.

Sell smarter and faster with built-in intelligence.

Provide standout service for every customer.

Scale as you grow with a complete platform.

On this Basic Edition you can Start your journey on the CRM platform that grows with you.

  1. Grab prebuilt business apps and go. You can use tools like customer surveys and e signatures, to boost company wide growth and team productivity. You can find apps which are very useful for small businesses in an AppExchange Marketplace.
  2. Customise with clicks, no need to use code. Create custom lists and views as per your priority. And save a view and see it anytime.
  3. On this Platform your business will grow with you. Find, win, and keep customers. Connect and integrate all your business data. And Every year releases (3 time per year) automatic product updates.


Speedly Sell More and Forget the data entry every time in every sheet:

  1. On one screen you can sell faster than any other system: Employees can easily follow up on identifying key contacts, leads, and more. the latest version of Salesforce , see customisable view of all your sales details and easily can access all in lightning the new version of salesforce.
  2. Spend less time in spreadsheets and more time selling: Track emails, calls, and meetings automatically with Einstein Activity Capture. Sync & collect information from your inbox.
  3. Handle and close the deals easily on the road or from the office:  With Salesforce, a desktop doesn’t stop the speed, intelligence and personalisation In the Salesforce mobile app you can access and add your data anytime, anywhere.


A] Make every new customer a loyal one.

  1. Automatically connect multiple support channels: Collect and organise all your support channels and customer information onto a single page to quickly help customers on all channels.
  2. Focus on more important issues when you put busywork on autopilot: Automate repetitive tasks, route each question to the right agent, and allocate work based on individual availability and expertise.
  3. Help customers help themselves with self-service: Build a branded self-service support site so customers can quickly find answers to common questions, or reach out directly if they get stuck.

B] Guided onboarding and setup

C] Automatically track emails & meetings

D] Manage leads, opportunities, & accounts

E] Create custom dashboards & reports

F] Deliver social, chat, and email support

G] Save time with customer self-service

H] Get the future proof platform that drives growth. Salesforce Essentials helps you:

Grab prebuilt business apps and go Customise lists, dashboards, and reports for your business.

  Stay ahead of the curve with constant innovation

I] Most Basic Available Features:

  1. Account, Contact, Lead, and Opportunity Management 
  2. Email Integration with Gmail or Outlook 
  3. Salesforce Mobile App 

Sales Cloud Pricing: Sell faster and smarter with any of our fully customisable CRM editions.

Essential : All-in-one sales and support app*: $ 25   USD/user/month**   (billed annually)

NOTE: We can purchase licenses of Salesforce Essentials with a monthly or annual basis. To get started, sign up and purchase Salesforce Essentials License from a free trial. All other subscriptions are usually paid annually in advance.

Most Salesforce products use annual contracts, but Salesforce subscription terms vary, like Salesforce Essentials which offers monthly or even multi year payment options.
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September 3, 2021

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