The Top 9 Benefits of Salesforce Essential For Your Business

Updated on Jan 12th, 2024


Technological innovations have indeed enhanced the world. Nowadays, many big businesses and companies are using modern technologies like CRM, ERP, and plenty more to streamline their daily operations and optimum business growth. Small companies and businesses typically avoid investing in advanced CRM software because they are costly and challenging to administer. However, since the introduction of Salesforce Essential, which provides the best functionality for small businesses, the game has changed.

Companies and businesses could operate smarter, sell better, and expand rapidly with the benefit of Custom Salesforce Essential Software because they had the same strengths as major companies. Salesforce Essentials includes many of the resources and additional features you’ll need to communicate with your clients and exchange data, as well as all of the other tools you’ll need to develop your company or business.

Using salesforce essential is beneficial for businesses, but how?

In this blog, we will answer this question.

This blog covers the following:

  • What is Salesforce Essential?
  • Why is it believed to be the best solution for businesses?
  • What does it offer? Top Features and Functionalities!
  • Top benefits of using Salesforce Essential for business.

So without taking much of your time, let’s get straight to the point.


What is Salesforce Essential?

Salesforce Essential is a hybrid sales and support CRM for small businesses that are simple to use, installed, and manage, allowing you to create strong relationships with customers. Salesforce Essentials is a collection of CRM implementations designed to help companies expand, attract new clients, handle leads, and sell more quickly and intelligently.

Salesforce Essential includes all of the features and resources you’ll need to communicate with your customers quickly and exchange data, as well as all of the tools you’ll need to develop your company or business.

Why is it believed to be the best solution for businesses?


Salesforce Essential tracks your messages, contacts, and conferences to conveniently maintain customer information up-to-date without cumbersome data entry, allowing you to spend minimal time in charts and graphs and much more time selling. Salesforce Essential also comes with a slew of customer support efficiency tools to help you transform any new customer into a long-term customer. Even businesses without a focused IT squad can implement Salesforce Essentials. It gives them all of the tools they need to convert visitors into buyers. Salesforce Essential also provides a plethora of customer support for business management tools to help you transform any new customer into a loyal one once you’ve closed a contract. With a curated self-service platform, you can simplify routine activities, route requests to the right teammates.

Apart from the above, businesses can:

  • Work faster and smarter with Salesforce Einstein Analytics.
  • Businesses can get more done in less time with Salesforce Lightning and Salesforce Mobile App.
  • It helps you save a great deal of time.
  • With a complete platform, they can scale as they expand.

Salesforce Essentials is perfect for: 

  • Companies and businesses who want to handle their distribution pipelines more elegantly.
  • For Email Marketing Campaigns.
  • For on-the-go sales.

Salesforce essential saves time for small businesses and companies by providing sales and services applications that are simple to install, know, use, manage, and expand as their things evolve.

Read More: How Can Salesforce Manufacturing Cloud Help Your Business?

Salesforce Essential Includes! Types and Components 

Salesforce essential includes:

In a nutshell

  • Sales Cloud Essential – To sell better and quicker, sales cloud essential is used.
  • Service Cloud Essential – Service cloud essential is built to handle customer support teams on a superficial level.


What is Sales Cloud Essential?

If you have a smaller sales staff, Salesforce Sales Cloud Essential has everything you want to offer your representatives a complete picture of the customer and any relevant data, such as main personal details, activity history, and client conversations. Slight salespeople can use it to become up to speed quickly, improve productivity, and sell more.

Sales Cloud Essential also offers

  • Management of accounts and contacts.
  • Control of opportunities.
  • Sales method that can be customized.
  • Reports and dashboards that can be customized.
  • Collaboration software.
  • Advanced reporting.
  • Easy mobile integration.
  • Sales data management.
  • Task management and activity feeds are both available.
  • Effective Case Management.

What is Service Cloud Essential?

Customer support is brought together in one network of Service Cloud Essentials, where customer experiences and inbound links from all over the internet can be tracked, controlled, and addressed. Small support teams will easily set up their help desk support and provide clients with quicker, more customized attention and service with Salesforce Service Cloud Essential.

Most companies cannot warrant the extra expense of hiring a customer service representative full-time, so they hire another employee to fill the position part-time. Salesforce Service Cloud Essential removes any need by providing all of the features needed to address a customer’s questions properly and issues, including simple apps, fully prepared models, and case management advice that’d be extremely helpful to anyone with no prior experience in customer support & service.

Service Cloud Essential also offers

  • Auto-assign tasks.
  • Email customization.
  • Lead management.
  • Account management.
  • Activity monitoring.
  • App builder.
  • Custom templates.
  • Reporting and analytics tools.
  • Easy Salesforce mobile app integration.

Apart from these components, Salesforce essential comes with cool features and functionalities. Below we’ve mentioned a few of them. So take a look!

Top features of Salesforce Essential


  • Contact management.
  • Custom profile builder.
  • Account management.
  • Activity monitoring.
  • 360degree customer view.
  • Salesforce Einstein Analytics.
  • Task management.
  • Dashboard.
  • Sales funnel management.
  • Referral management.
  • Push notification.
  • Salesforce mobile app integration.
  • Customer segmentation.
  • Poll management.
  • Create custom campaigns.
  • Self-Service Portal.
  • Lead management.
  • Lead segmentation.
  • Campaigns management.

As of now, we’ve discussed a lot about salesforce essential. In the incoming section, we will discuss why you should use salesforce essential for your business. So here we go!

Top Benefits of Using Salesforce Essential

As shown by the features above, salesforce essential provides businesses and companies with fantastic resources that many larger successors or businesses are using. Below are some benefits of using salesforce essential. So take a look!

1. Enhances Sales Operations 

Salesforce Sales Cloud Essential is a Salesforce Essential module that offers various customizations for salespeople. They can use the application’s Einstein Activity Capture function to view a personalized overview of sales information, optimize sales operations, and monitor emails, contacts, and conferences.

2. Enhances customer experience through effective customer service

Salesforce Essential includes a Salesforce Service Cloud Essential feature that allows salespeople to link various support platforms accessible from any computer to fix and resolve issues quickly. Like assigning jobs to experts and directing questions to the appropriate agent, multiple functions can be automated.

Read More: Top 8 Benefits Of Using Salesforce Pardot For Business In 2021

3. Easily manage all business’s requirements 

Salesforce Essential makes it much easier to introduce newer technology, and it’s still very easy to use. Business owners that are new to Salesforce CRM systems, in particular, need flexibility and constructive suggestions. Salesforce Essentials’ user interface is very interactive, and Trailhead provides proper usage instructions and the ability to evaluate or execute business campaigns using Salesforce Einstein capabilities. That’s why Salesforce essential is an effective solution for managing business requirements.

4. Offers detailed reports & analytics 

Salesforce essential typically includes reports and data visualization tools to understand better how your company works. You can directly monitor your company’s progress, from advertising campaign data to sales and various relevant indicators. Bottlenecks and future problems can be avoided, and findings can be conveniently circulated through the organization’s departments. You can also be assured that you didn’t lose anything with a flexible centralized dashboard and real-time metrics.


5. Automates Tasks 

Finishing a sale is a difficult process that necessitates time and effort. Dozens of small parts must be performed as part of the larger operation. Data entry, form delivery, documents, and other time-consuming tasks are all part of the job. These are important activities, but they can eat up a significant amount of time if you’re not using the right resources for them. Fortunately, custom Salesforce essentials are built to address issues like these. Numerous tasks could be streamlined, and those that can’t be simplified using useful software.

6. Increases Efficiency 

Salesforce essential can increase employee productivity by providing resources for handling leads and strengthening the discrepancies between different departments. Tasks can be simpler with useful features and stats, while essential but repetitive tasks can indeed be simplified. This would undoubtedly boost the company’s productivity and workflows by creating competitive advantage services such as data management and centralized business operations.

7. Easy to Use 

Because of its user-friendly interface, Salesforce Essential is simple to use. For easy access, numerous tabs for connections, leads, prospects, assignments, and other facets of the sales process are shown next to each other. Furthermore, the sales funnel configuration panel is self-explanatory.

8. Includes modern technologies

Salesforce essential can also be integrated with modern technologies like AI, ML, and many more. Small companies and businesses can save time and money by automating customer data entry and keeping information up to date. As a result, the sales process can be shortened, customer satisfaction can be increased, and employees can devote more time and resources to vital business activities.

9. Scalability 

Development is unquestionably beneficial to enterprises, but most are incapable of managing it. One of the drawbacks of expanding a small business is that it started with SMB-specific software that lacks enterprise features. Consequently, they must look for an option that can accommodate a larger operation, spend in purchasing it (or subscription to it), and move data from the old system to the new system. This procedure would undoubtedly take a while and does not go overlooked by consumers, resulting in a negative effect on the company’s image and losing a few clients. Salesforce Essential customers, on the other hand, can still upgrade to a more efficient model.

Read More: Top 8 Benefits Of Salesforce Financial Service Cloud For Your Business?

How can Matellio help you in Salesforce Essential Integration?

We Can Easily Overcome Any Salesforce Integration Challenge.

Our salesforce essential integration process

  • Defining objectives Our team conducts a thorough investigation into the company’s goals.
  • Make a plan – After that, we design and build an effective integration blueprint.
  • Integration and implementation – Our team ensures that the Salesforce solution is implemented and integrated flawlessly.
  • Long-Term Assistance – We wouldn’t stop with implementing your Salesforce solution; we also handle maintenance and upgrades!

Why Choose US?

  • Trusted Expertise – Our Salesforce experts have a good grasp of how salesforce essential operates and how to integrate it with any third-party applications.
  • Vast Knowledge – Our team is well-known for its ability to provide seamless and error-free salesforce-managed services, thanks to years of collective experience.
  • We’ll be there for you whenever you need us. By recruiting a completely competent salesforce expert team, we can complete Salesforce integration consulting and integration next to no time.


Wrapping Up 

Salesforce Essential can help businesses get started with Salesforce CRM software for marketing and customer support easily and evolving. Salesforce Essential could be a very effective and profitable tool for your company if you focus on costs while your business grows and remains within your data caps.

If you are new to salesforce services or looking for professional guidance, contact us. We would love to assist you.

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