Salesforce Essentials For Small Businesses

Salesforce Essentials was launched by Salesforce two years ago. This product is purpose built for small companies to get access to a ready CRM package for sales and support purposes. Customers will have access to standard objects like leads, accounts, contacts, opportunities, cases and, also sales and service consoles, along with mail and web integration with social conversational channels, help center and last but not the least, custom reports and dashboards. They also have access to deploy third party applications on Appexchange to solve their business needs and challenges. When the small business customer is ready to upgrade, it is very simple to upgrade Essentials to a different license type as it is all on the same platform.

Apphienz can help companies evaluate this option as a product to consider. Salesforce Essential streamlines setting up the CRM for small businesses. Usually, a small business has smaller teams (2–200 people), and also limited on budget/investments.

Below are few of the key-points from the Salesforce SMB trend report:

  • 53% of SMB owners feel they are at a competitive disadvantage compared to larger enterprises when it comes to meeting the demand of customer expectations.
  • Medium-sized companies are 81% more likely than small companies to prioritize a CRM system in their budget, and 49% more likely to invest in technology that helps them scale.
  • 58% of respondents reported they feel that delivering on customer experience expectations is a challenge for growth over the next two years.

Definitely Salesforce Essential promises to tackle the three points mentioned above.

Salesforce Essentials is an out-of-the-box solution for small businesses to easily and quickly implement a lightweight CRM infrastructure to help them increase their sales and leverage their customer support. Sales Cloud Essentials is designed for small sales teams to sell smarter and faster with the help of the app’s built-in intelligence. Meanwhile, Service Cloud Essentials is geared towards the basic management of customers.

This product simplifies the implementation of CRM-service setup to your workflows from start to finish. With its out-of-the-box tools and support, setting up the system is faster and easier and won’t take weeks. In addition to its simple setup assistant, users can access “Trailhead” which is a free gamified online learning platform for learning about CRM, sales, and service, among other subjects, with in-depth details. Aside from Trailhead, this CRM solution’s main features include the Salesforce app and Einstein Artificial Intelligence.

How does Sales Cloud help:

Sell faster with everything you need on one screen.

Easily follow up on leads, identify key contacts, and more. See an easy, customizable view of all your sales details in Lightning, the latest version of Salesforce.

Spend less time in spreadsheets and more time selling.

Track emails, calls, and meetings automatically with Einstein Activity Capture. Collect and sync key info right from your inbox.

Close deals fast — at the office or on the road.

With Salesforce, speed, intelligence, and personalization doesn’t stop at the desktop. Access and update your data anytime with the Salesforce mobile app.

How does Service Cloud help:

Automatically connect multiple support channels.

Collect and organize all your support channels and customer information onto a single page to quickly help customers on all channels.

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.

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


Salesforce Essential is priced annually or monthly, as mentioned above — integrating the low-tiered features of Sales cloud and Service cloud.

Currently, it’s priced at 25$/month per user (billed annually). There is also a 90 days free trial.

What’s included:

Guided on-boarding and setup

Sales and service

App exchange

Help Center


Gmail integration

Mobile app.

What’s not included:


Custom objects

Deep marketing capabilities

Workflow automation

Are you SMB looking for a Salesforce implementation for your business? Reach us at for more information.




Your Salesforce partner from Inception to Support

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