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Salesforce Essentials

Name: Salesforce Essentials
Rating: 4.5 (2 reviews)

By Futurism Technologies

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Highlights : About Salesforce Essentials

Activity capture

In-app guided tutorials

Pipeline management

Third-party integrations

Spreadsheet integration

Support request monitoring

About Salesforce Essentials

Salesforce Essentials is a cloud-based helpdesk solution for small and midsize businesses. The product is built on the Salesforce platform and includes features such as contact management, a real-time activity feed and opportunity scoring. Salesforce Essentials allows users to automatically track and sync emails, calls and scheduled meetings. Sales cases from different support channels can be collected and organized into a single view. Users have the option to follow up on leads and identify relevant contacts. They can also automate repetitive tasks and route each question to agents with availability. In addition, Salesforce Essentials offers tools such as e-signatures and customer surveys. Users can create custom lists and views to track customer details. Sales processes can be customized and automated as well. Native Android and iOS applications are available. In-app tutorials are included in the application for product features. The solution is available on a subscription basis and support is provided via an online support portal.

Specifications

Business Size

Enterprise

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Activity capture

In-app guided tutorials

Email, call & meeting tracking

Custom lists & subsets

G Suite integration

Spreadsheet integration

Calendar integration

Data import

Data sync

Email integration

Opportunity management

Pipeline management

Real-time updates

Third-party integrations

Case management

Sales leaderboard

Reports & dashboards

Performance tracking

Lead tracking

Contacts management

Collaboration tools

Support request monitoring

Benefits

Data from spreadsheets, calendars, emails, and other systems can be imported and synchronized.

Einstein Activity Capture automatically tracks emails, meetings, and calls, capturing and synchronizing data directly from users’ inboxes.

Lightning allows users to customize Salesforce with custom subsets and lists to track anything they want.

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