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What is Salesforce Essentials?

Essentials offers a robust application that merges sales and customer support capabilities into one cohesive platform. Picture an assistant that scales effortlessly to accommodate your diverse requirements — a thousandfold. Consolidate all your customer data in one place for easy access. Oversee your sales journey from the very first interaction to the ultimate agreement without any hiccups. Engage with your customers through multiple channels, including phone, web chat, social media, and email. Operate your business effortlessly from your mobile device. Generate insightful reports and dashboards to showcase critical business metrics in real-time. Furthermore, seamlessly connect with widely-used tools like Dropbox and DocuSign to enhance your workflow even more. This comprehensive solution not only keeps you connected but also boosts your efficiency in managing both customer relationships and sales activities, ensuring that you remain at the forefront of your business operations. With Essentials, your business can thrive in a competitive marketplace.

What is Lucrativ?

Lucrativ Sales Acceleration CRM is a comprehensive software solution crafted to enhance deal-making efficiency. It offers essential features for managing contacts and leads, coupled with integrated sales tools such as email communication, a power dialer, and SMS capabilities. Additionally, it provides automated workflows that ensure seamless operations on mobile devices. Users can benefit from customizable dashboards and reports, delivering all necessary insights for effectively engaging with leads and successfully closing sales. To streamline the deal-closing process, sales activities can be automated and delegated to team members. With real-time reporting and tailored metrics, tracking and evaluating sales performance becomes straightforward. Experienced sales leaders often emphasize that increased calls lead to more closures, and Lucrativ's Power Dialer is designed to optimize this by saving time while enhancing lead connectivity. Moreover, it assists in determining which leads to prioritize for follow-up. Emphasizing data-driven decision-making, the platform’s customizable metrics and clear dashboards provide a transparent view of business performance at any given moment, empowering teams to make informed choices. Ultimately, Lucrativ not only facilitates sales processes but also fosters a culture of continuous improvement and effectiveness in closing deals.

Media

Media

Integrations Supported

ABBYY Business Card Reader
Airim
AppFollow
Bombora
CamCard
CoreOne Suite
Dotcom-Monitor
ElectroNeek
FAT FINGER
GoAnywhere MFT
Google Workspace
HubSpot Marketing Hub
Knowmax
Loom
Magento
Salesforce Anywhere
Stackreaction
idloom-events
inSided

Integrations Supported

ABBYY Business Card Reader
Airim
AppFollow
Bombora
CamCard
CoreOne Suite
Dotcom-Monitor
ElectroNeek
FAT FINGER
GoAnywhere MFT
Google Workspace
HubSpot Marketing Hub
Knowmax
Loom
Magento
Salesforce Anywhere
Stackreaction
idloom-events
inSided

API Availability

Has API

API Availability

Has API

Pricing Information

$25 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com/solutions/essentials/

Company Facts

Organization Name

Lucrativ

Date Founded

2017

Company Location

United States

Company Website

lucrativ.com

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Categories and Features

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