Features

Get the fast, flexible platform that can help your business adapt to anything.

Manage contacts better to sell better.

We understand that your data might be split between your memory, random spreadsheets, and a large mountain of sticky notes you’ve nicknamed The Beast. If that sounds like you, don’t worry. We make it easy to add your business info to Essentials, like contacts (people you do business with) and account info (companies you do business with). This means you always have everything you need when you’re talking to a customer.

Plus, Essentials automatically syncs with customer data from your email, so you don’t have to type it in yourself. (We call it “Einstein Activity Capture” because it’s so smart.) Now, you don’t have to spend any more late nights entering that info manually.


Track relationships and deals.

When you sell something to someone, you’re not just creating revenue, you’re building a relationship. Essentials breaks down those relationships into stages (some people call them “sales stages” or “sales funnel stages”), so you can see how each relationship progresses as you move toward closing your sale (closing a deal). This way, you know exactly what you need to pay attention to — and why.

We even take it one step further, allowing you to project how much you think each deal is worth so you can get an understanding of what we call a “pipeline.”


Respond to customers, faster.

Customers will always have questions. That’s why we give you an organized process to answer those questions and keep your customers happy, so they come back again and again and again.

We teach you how to use “cases” (a fancy name for customer feedback) and “queues” (a system that helps you manage cases). Provide support across email, phone, chat, social channels and self-service help center so you can help customers where they are.*

*1 license of Web Chat and Facebook Messenger included, additional users available for purchase starting at $15 per user per month.
*Lightning Dialer for Essentials is available in U.S. and Canada, minute packages start at $2 per 100 minutes.

Run your business from your phone.

The future of work is already here. With the Salesforce mobile app, your office is wherever you are, because you can do the same things you do on your desktop on your phone. Update customer info on-the-go, prioritize which customer to call, and keep track of customer commitments from anywhere. The office has truly left the building.

We’re not team Apple or team Android. We’re team you. You can get our app on the Apple App Store or on Google Play.


See the health of your business in one place.

Essentials allows you to translate the many ways you measure your business into reports and dashboards. We get you started with free, prebuilt reports and dashboards that help you run your business. Customize as much as you want, so you can use the metrics that are relevant to your business needs. Want a visual snapshot of how your company is doing? You can turn those reports into beautiful, easy-to-read charts and graphs.

With one click or tap, you can see how much revenue your deals might be worth (there’s that pipeline we talked about), which deals need help and where, where customer support cases are coming from, and which customer feedback you should fix first.


Do more everyday with apps you already use.

Every business uses different tools to make things happen. You might store files in Dropbox or sign contracts in DocuSign. Essentials is built to work with all of those and more, so you can get more out of the apps that already work for you.


Manage contacts better to sell better.

We understand that your data might be split between your memory, random spreadsheets, and a large mountain of sticky notes you’ve nicknamed The Beast. If that sounds like you, don’t worry. We make it easy to add your business info to Essentials, like contacts (people you do business with) and account info (companies you do business with). This means you always have everything you need when you’re talking to a customer.

Plus, Essentials automatically syncs with customer data from your email, so you don’t have to type it in yourself. (We call it “Einstein Activity Capture” because it’s so smart.) Now, you don’t have to spend any more late nights entering that info manually.


Track relationships and deals.

When you sell something to someone, you’re not just creating revenue, you’re building a relationship. Essentials breaks down those relationships into stages (some people call them “sales stages” or “sales funnel stages”), so you can see how each relationship progresses as you move toward closing your sale (closing a deal). This way, you know exactly what you need to pay attention to — and why.

We even take it one step further, allowing you to project how much you think each deal is worth so you can get an understanding of what we call a “pipeline.”


Respond to customers, faster.

Customers will always have questions. That’s why we give you an organized process to answer those questions and keep your customers happy, so they come back again and again and again.

We teach you how to use “cases” (a fancy name for customer feedback) and “queues” (a system that helps you manage cases). Provide support across email, phone, chat, social channels and self-service help center so you can help customers where they are.*

*1 license of Web Chat and Facebook Messenger included, additional users available for purchase starting at $15 per user per month.
*Lightning Dialer for Essentials is available in U.S. and Canada, minute packages start at $2 per 100 minutes.

Run your business from your phone.

The future of work is already here. With the Salesforce mobile app, your office is wherever you are, because you can do the same things you do on your desktop on your phone. Update customer info on-the-go, prioritize which customer to call, and keep track of customer commitments from anywhere. The office has truly left the building.

We’re not team Apple or team Android. We’re team you. You can get our app on the Apple App Store or on Google Play.


See the health of your business in one place.

Essentials allows you to translate the many ways you measure your business into reports and dashboards. We get you started with free, prebuilt reports and dashboards that help you run your business. Customize as much as you want, so you can use the metrics that are relevant to your business needs. Want a visual snapshot of how your company is doing? You can turn those reports into beautiful, easy-to-read charts and graphs.

With one click or tap, you can see how much revenue your deals might be worth (there’s that pipeline we talked about), which deals need help and where, where customer support cases are coming from, and which customer feedback you should fix first.


Do more everyday with apps you already use.

Every business uses different tools to make things happen. You might store files in Dropbox or sign contracts in DocuSign. Essentials is built to work with all of those and more, so you can get more out of the apps that already work for you.