What I love most about SF Essentials is it gets running sales activities out of your inbox and in a system that establishes cadence, transparency, and data to run your business.
SF Essentials helps us track our contacts, sales leads, nurture those leads, see intelligent information via the news feed on our prospects, track next steps, tasks, and opportunities and most importantly close deals.
*One place to see all our business accounts and contacts
*One place to see the latest contact and what with a prospect and client
*One place to see what open sales leads we have and where they are at in the pipeline
*Status on lead and opportunities sizes
*Forecasted sales activities
*Reporting in a variety of ways per team member (Leads, Sales Closed, Sales Lost w/Reason, $)
*News we don't have to hunt down about our prospects and clients (AI populates it for us)
With Salesforce Essentials we have seen team collaboration on sales activities. Prior to implementing there didn't seem to be a team approach just an individual approach. It builds competition and teamwork for our small consulting company. Everyone is jumping in selling now instead of looking to the leaders to do that. This results in moving to a 'won' status quicker with teamwork.