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Salesforce Essentials es la solución nueva e innovadora para las pequeñas empresas de CRM n.º 1 del mundo.
There is a reason why this is the number 1 CRM solution in the world. It provides a unified view of your sales details and is mapped with the CRM for quick updates and reports.
This results in someone looking at a ticket, walking away from their desk, and no one else can work on that ticket. This is an absurd limitation for ticketing system designed for enterprises.
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Buena herramienta ERP para una empresa pequeña
Comentarios: Buena herramienta ERP para una empresa pequeña, con excelentes funciones para las operaciones
Puntos a favor:
Excelente ERP para pequeñas empresas tienen funcionalidades mas accesibles
Contras:
Puede ser un poco complicado de aprender todas las funciones
Alternativas consideradas:
Herramienta potente pero con un precio elevado
Puntos a favor:
Sales Force tiene un gran número de funcionalidades y es una herramienta potente.
Contras:
Para muchas tareas requiere módulos opcionales, además no es intuitiva en su utilización con lo que es necesario aprender a trabajar con ella.

La solución CRM para pequeñas empresas.
Puntos a favor:
La facilidad de uso, la personalización de la interfaz de usuario, la integración con otras aplicaciones, la automatización de tareas y el soporte al cliente. Se integra además con una gran variedad de aplicaciones que te amplía el uso con tus plataformas de uso diario.
Contras:
Es bastante caro para una empresa pequeña. También está limitado su uso a equipos más grandes. En mi caso particular, requería mucho aprendizaje para un CRM más pequeño-
Alternativas consideradas:
Calidad
Comentarios: Una experiencia positiva, calidad
Puntos a favor:
Manejo, visual, detalles integración de omnicanalidad sistemas redes sociales chat WhatsApp.
Contras:
Reportes diarios, dificultades en configuración de informes

Salesforce Admin Review
Comentarios: Overall very good, there’s a reason it’s the top CRM in the world, but the backend is very difficult to manage, lots of nuances and takes a dedicated person to manage the platform
Puntos a favor:
Extremely customisable, has a wide range of features and functionality, extremely powerful In the amount of automations and how you display the system to the end users which can keep it easy for them to use
Contras:
The range of features does in turn make take away from the core capability of the system which is to be a good crm; it lacks basic features you would expect from a product so expensive sometimes
Salesforce Essentials: The All-in-One Solution for Small Businesses
Comentarios: Salesforce Essentials is generally well-regarded as a powerful and comprehensive platform for managing customer relationships, sales, and marketing automation. It offers a range of tools and features, and can be highly customizable to fit the specific needs of businesses of various sizes. That being said, as with any software, there can be a learning curve and potential downsides to consider, such as cost and configuration complexity. Overall, Salesforce Essentials is a valuable tool for businesses looking to streamline their operations and grow their customer base.
Puntos a favor:
All-in-one platform with CRM, sales and marketing automation, and customer service tools.Easy-to-use interface, even for non-technical users.Mobile app for on-the-go access.Highly customizable to fit specific business needs.Scalable to accommodate business growth.Integrates with other business tools.Offers strong customer support options.
Contras:
Can be expensive, especially with additional features or users.Some users may experience a learning curve with the software.Advanced features may not be available in lower-priced plans.Configuration and customization can be complex.Requires a stable internet connection.Reporting functionality may be limited for some users.Additional fees may apply for advanced features beyond the base subscription cost.
Essential software for SDRs
Puntos a favor:
Salesforce is great for storing prospects emails and phone numbers. In my previous role I use Salesforce to track the stage of each deal, to import stored contacts into Salesloft for my outreach and to check ex-client or ex trials of the platform (using the reports function) which in turn made my calls a lot warmer.
Contras:
The 'Import to salesloft' button disappeared at least once week which impacted my sales cycle.
Alternativas consideradas:
Just right for small business
Comentarios:
Being a small business we need a CRM that won't break the bank. We need to keep every customer we have, so the customer experience is paramount. We need to get as much information out of every sale and customer interaction as we can, and we need to accelerate sales. Salesforce essentials has done all of this for us.
There are things that I would improve.
Puntos a favor:
Salesforce Essentials is more affordable than standard Salesforce and still has what I need in a CRM. I get work done faster, sell faster, and make our customer experience amazing. I set up a customized self service portal and set particular concerns or questions to be sent to a specific person. This means that if for example a customer asks if a garmet can be altered, they're directed to our seamstress instead of directed to me and then transfered to our seamstress. Salesforce essentials records and tracks my calls and emails meaning I no longer have to. I have gained more information about leads, where they come from and why they choose us.
Contras:
Sometimes it can be hard to find the data I'm looking for. It's not easy to find or get invoices. Customer care wasn't very helpful although I did try to make contact during a very busy time of day. I was still disappointed.. This is the essentials version of Salesforce so obviously the features aren't as robust.

Alternativas consideradas:
Using Salesforce is incredibly easy for my team
Comentarios: This was an awesome experience and an essential for an organization hoping to more readily attract and hold clients on the web
Puntos a favor:
I truly like how Salesforce is the most incredible in its industry and offers extraordinary CRM programming. It is ideally suited for connecting with potential clients in view of their past interest in the organization as well as what they would require to remain drawn in and retained. I love the manner in which you can modify it and it mechanizes each thing so extraordinary from messages to calls its incredible.
Contras:
When first starting to use Salesforce, it can seem overwhelming. The pages feel extremely crowded when you don't know where to look for something because there is an abundance of information. Salesforce becomes easier to use with more experience, yet for new clients there may be a learning curve.

Alternativas consideradas:
If you are seriously committed to growing your business AND have the funds, it’s great!
Comentarios: Extremely helpful and a semi-done for you type app! Baby start up companies I would probably steer them away, just so they don’t get overwhelmed in debt and finances immediately; they might have a better chance of reaching that ‘Fortune 500’ status if they so desire!
Puntos a favor:
It can do almost anything you need or want it to, very well at that. As many softwares, the restrictions on certain tools lessen with the more money spent.
Contras:
The prices are outrageous. As a small business owner; it is a horribly large pill to swallow to pay that steep of pricing- especially as you are beginning your journey of entrepreneurship! Is it worth it though? Yes.
Great software to organize employee information
Puntos a favor:
I like that I'm able to log information about employees and manage their contact info, benefit information, and history easily. It's also very customizable.
Contras:
Sometimes I wish that the platform was able to be more on-brand, and that I was able to create documents with our font package.
Great Functionality But A Bit Pricey
Comentarios: It's been fairly easy to implement and use. We were able to get it fully functional with the entire sales team in a matter of a few months and it handles most if not all of the services we require.
Puntos a favor:
It has a very intuitive interface that's easy to useThe ability to grab/store email data for our contact management is nice!The mobile apps associated with Essentials are helpful.If you've used any of the Salesforce products, this is built along the same interface so "learning" it is easy!
Contras:
The pricing on this product is a bit higher than competitive products with the same functionality.If you're moving over from a different product, some of the workflows can be a bit confusing.The standard reporting features are less than optimal.
Salesforce classic better than the new Lightning
Comentarios: Classic is great and very easy to get to info.
Puntos a favor:
I really like the salesforce classic before they moved to lightning. It was much more intuitive and easier to locate information.
Contras:
That they moved to lightning and it is not as good as classic
A fantastic CRM system!
Comentarios: Salesforce Essentials is a game-changer for businesses seeking a powerful yet easy-to-use CRM solution. Its intuitive design, responsiveness, and simplicity in implementation make it a standout choice in the market. Whether you're a small business owner or a busy professional, Salesforce Essentials empowers you to manage your contacts, leads, and sales with unparalleled ease. I highly recommend it to anyone looking to enhance their customer relationship management processes.
Puntos a favor:
I recently had the opportunity to use Salesforce Essentials, and I am thoroughly impressed with its user-friendly interface and seamless functionality. As someone who values efficiency and simplicity in a CRM tool, Salesforce Essentials exceeded my expectations in several ways.
Contras:
I don't have much to say here really! It did everything we needed it to!
Salesforce
Comentarios: We love it and every team the team wants more functionalities out of it
Puntos a favor:
If you are a not-for-profit you can get an excellent discounted rate. It is very handy even though it needs some expertise to set it up but don't let this stop you, their resources library is supper useful, and you can figure out how to do many things yourself. Once you get all the team using it is a very very powerful tool and provides you with amazing data to inform your business.
Contras:
Can be hard to set up. But invest in someone that knows how to do it, get it right from the beginning and ti will be very helpful.
Easy & Intuitive
Comentarios: Overall we've had great customer support and feel that the product really fits our CRM needs.
Puntos a favor:
Salesforce Essentials provides integration options with other popular marketing tools and applications, facilitating a seamless flow of data. This flexibility can be valuable for marketers who use multiple tools in their marketing stack.
Contras:
Affordability - pricing is somewhat competitive, but wish there were discounts when using multiple Saleforce products. Essentials could also be doing more with automation.
salesforce software is very good to record the details and to check the activities as well
Puntos a favor:
salesforce software is very good to record the details and to check the activities as well
Contras:
sometimes in between it gets slow while using ,but sometimes
Alternativas consideradas:
a CRM must-have
Comentarios: Salesforce is great because you can work to keep track of real-time user and purchase analytics, customer support, customer complaints, and a variety of other CRM functions with the ease of storage and access in the cloud.
Puntos a favor:
Salesforce makes it easy for companies to maintain an ongoing relationship with customers, prospects, or partners and to collect and monitor their data.
Contras:
Quality of the price list is not for everyone.it's expensive
Salesforce Is Essential
Puntos a favor:
Salesforce Essentials is easy to use & user friendly. Our team has really enjoyed the ability to search/filter our leads.
Contras:
Salesforce customer service can be hard to reach & get direct answers from.
Undoubtedly the best CRM
Comentarios: My experience with SalesForce has been the best throughout several years. Best to deploy and to have better results
Puntos a favor:
However it can be complex for beginners, it is definitely the best CRM in terms of analytics, reports, organization of data, migrations, etc
Contras:
As mentioned before, the interphase for a beginner isn't the most friendly. However, it doesn't mean it is hard to use. It is just more robust
Great product, lots of features. Takes some time to learn, but its worth it!
Puntos a favor:
I like that this software is comprehensive. It gives you everything you could need to source, manage, track, follow up with, communicate with, and hopefully close a sale.
Contras:
It definitely takes some time to learn all the features and I didn't need some of them so it would be nice to be able to personalize a bit more but its worth the time to learn it all in the end.
I use desk.com as the frontline customer service software to create and manage tickets.
Puntos a favor:
Desk is extremely customizable. We have a bunch of different inbound emails that automatically tag and assign tickets which saves us a lot of time. You can set up almost any combination of rules for inbound tickets to make sure your most important customers get prioritized and the right people get assigned to help. Desk also has an API that you can use to build a help center experience on top of their platform. We use it internally for bug reporting and feature requesting and our portal creates tickets right in desk.
Contras:
Desk isn't very user friendly. Once it's set up it's works really well but it takes a lot of time to learn all the nuances of the configuration. The analytics have issues. Some of the metrics like last log in will show that I last logged in a month ago when I've logged in every day and am in fact logged in at the time. We don't use the metrics but if your customer service department relies on them that could be problematic.
Salesforce IQ is a great add on to Salesforce
Puntos a favor:
Creating leads and contacts in Salesforce is a breeze with this tool. I love that I can instantly add a customer and log their email in Salesforce. I love the ability to add meeting invites or email templates to an email with a couple of clicks. Salesforce IQ has saved me hours of data entry into Salesforce. I don't know what I would do without this tool now that I have used it for close to two years.
Contras:
In the last few months something changed in the way that it pulls the data when you go to add a contact. The previous version use to pull all of the information automatically and now I have to manually add a lot of the information. It is still quicker than adding new contacts into Salesforce but it does require a few more steps. I also wish there was more insight into who opened an email or web link when you include multiple people on an email.
Truly Market Leading crm
Puntos a favor:
I have been using Salesforce for many years. I think the most amazing part of this tool is how customizable it Is as per clients needs. Moreover all these cusomized fields are available in reporting!
Contras:
User based security is not available in essential. I wish it was so that we could enroll more users.
Gets the job done, feels 2nd rate.
Puntos a favor:
Desk has been getting things done for us. We've got teams, we can pass tickets easily, tags help to connect disparate tickets.
Contras:
The search/filtering is broken (and has been for as long as I've used the software), it works at about 98% accuracy. You can't really rely on a search of 'all tickets assigned to X' to find every ticket, or "all resolved tickets in X department", and etc. Frustrating when reporting or setting up custom views and such. Similar in frustration created, is the limitations around what fields you can search/sort by. It's always a pet-peeve of mine to see software limit these things.