What users are saying about

AdDataExpress

5 Ratings
Score 8 out of 101

SalesforceIQ CRM

30 Ratings
Score 8.2 out of 101

Add comparison

Likelihood to Recommend

AdDataExpress

It is much better to prospect brands and find appropriate contacts at a parent account, and not such a strong suit for agencies.
Bryan Silverman profile photo

SalesforceIQ CRM

SalesforceIQ is a perfect CRM to start with and get your organization used to tracking customer contact. It was an easy setup and well adopted. It allowed us to rollout completely in just 30 days. We have seen a large increase in our ability to communicate. It may be lacking in some items if you already have a tracking method but was the perfect starting point for us.
Melanie Zehr profile photo

Feature Rating Comparison

Prospecting

AdDataExpress
6.6
SalesforceIQ CRM
Identification of new leads
AdDataExpress
9.1
SalesforceIQ CRM
List quality
AdDataExpress
6.4
SalesforceIQ CRM
Ideal customer targeting
AdDataExpress
5.5
SalesforceIQ CRM
Load time/data access
AdDataExpress
5.5
SalesforceIQ CRM

Sales Intelligence Data Standards

AdDataExpress
7.3
SalesforceIQ CRM
Contact information
AdDataExpress
7.3
SalesforceIQ CRM
Company information
AdDataExpress
7.3
SalesforceIQ CRM
Industry information
AdDataExpress
7.3
SalesforceIQ CRM

Data Augmentation & Lead Qualification

AdDataExpress
4.1
SalesforceIQ CRM
Lead qualification process
AdDataExpress
6.4
SalesforceIQ CRM
Salesforce integration
AdDataExpress
2.7
SalesforceIQ CRM
Company/business profiles
AdDataExpress
5.5
SalesforceIQ CRM
Data hygiene
AdDataExpress
2.7
SalesforceIQ CRM
Automatic data refresh
AdDataExpress
3.6
SalesforceIQ CRM
Filters and segmentation
AdDataExpress
3.6
SalesforceIQ CRM

Sales Force Automation

AdDataExpress
SalesforceIQ CRM
9.1
Customer data management / contact management
AdDataExpress
SalesforceIQ CRM
9.0
Territory management
AdDataExpress
SalesforceIQ CRM
9.5
Opportunity management
AdDataExpress
SalesforceIQ CRM
8.0
Integration with email client (e.g., Outlook or Gmail)
AdDataExpress
SalesforceIQ CRM
9.5
Quote & order management
AdDataExpress
SalesforceIQ CRM
9.0
Interaction tracking
AdDataExpress
SalesforceIQ CRM
9.5
Channel / partner relationship management
AdDataExpress
SalesforceIQ CRM
9.0

Marketing Automation

AdDataExpress
SalesforceIQ CRM
7.5
Lead management
AdDataExpress
SalesforceIQ CRM
7.5

CRM Project Management

AdDataExpress
SalesforceIQ CRM
9.0
Task management
AdDataExpress
SalesforceIQ CRM
9.0
Billing and invoicing management
AdDataExpress
SalesforceIQ CRM
9.0
Reporting
AdDataExpress
SalesforceIQ CRM
9.0

CRM Reporting & Analytics

AdDataExpress
SalesforceIQ CRM
9.0
Forecasting
AdDataExpress
SalesforceIQ CRM
9.0
Pipeline visualization
AdDataExpress
SalesforceIQ CRM
9.0
Customizable reports
AdDataExpress
SalesforceIQ CRM
9.0

Customization

AdDataExpress
SalesforceIQ CRM
9.1
Custom fields
AdDataExpress
SalesforceIQ CRM
9.5
Custom objects
AdDataExpress
SalesforceIQ CRM
9.0
Scripting environment
AdDataExpress
SalesforceIQ CRM
9.0
API for custom integration
AdDataExpress
SalesforceIQ CRM
9.0

Security

AdDataExpress
SalesforceIQ CRM
9.3
Single sign-on capability
AdDataExpress
SalesforceIQ CRM
9.5
Role-based user permissions
AdDataExpress
SalesforceIQ CRM
9.0

Social CRM

AdDataExpress
SalesforceIQ CRM
9.0
Social engagement
AdDataExpress
SalesforceIQ CRM
9.0

Integrations with 3rd-party Software

AdDataExpress
SalesforceIQ CRM
9.0
Marketing automation
AdDataExpress
SalesforceIQ CRM
9.0
Compensation management
AdDataExpress
SalesforceIQ CRM
9.0

Platform

AdDataExpress
SalesforceIQ CRM
9.5
Mobile access
AdDataExpress
SalesforceIQ CRM
9.5

Pros

  • Provides email addresses - essential when doing cold email outreach.
  • Provides agencies for each brand/company.
  • Provides media spend for parent company and brand.
Bryan Silverman profile photo
  • Tracking phone calls is extremely easy when using the app on the iphone. After a phone call is complete it prompts the user to enter in call details.
  • SalesforceIQ also automatically logs emails for us. This has saved us time from entering in information manually.
  • SalesforceIQ was easy to set up and allowed us customization for fields that were relevant to our business.
Melanie Zehr profile photo

Cons

  • Updating who works on each brand from the brand side.
  • Updating who works on each brand from the agency side.
  • Not having to log in as often.
Bryan Silverman profile photo
  • SalesforceIQ has some reporting items that are a little harder to easily uncover but I have found work arounds or manually created reporting to get that information, such as number of times a salesperson was at a location.
  • Some of the upgrade items I would like to see are available in salesforce sales cloud that allow easier automation for marketing.
Melanie Zehr profile photo

Alternatives Considered

Winmo allows more dynamic and functional searches, and puts agency and brand contacts in one place. It also allows exports based on spend and in general, is much more dynamic of a software.
Bryan Silverman profile photo
We selected SalesforceIQ over Insightly because of the email automation they offered. Their app also seemed to be a little more robust. I highly recommend a trial before you make a decision. The trial with SalesforceIQ is what sold us on the product
Melanie Zehr profile photo

Return on Investment

  • Improved efficiency of prospecting.
  • Improved efficiency of finding emails and email syntax.
Bryan Silverman profile photo
  • We have noticed since we have started using SalesforceIQ to communicate items on customer account notes we have freed up hours of phone time between employees allowing us to better answer customer phone calls. This is especially true in our parts department where we have inside and outside sales.
  • We tied in use of Salesforce to our bonus structure to encourage employees to use the software. It is the direction our business is going and we needed everyone to participate to make it work. The newer the employee the better they are about logging information and visits.
Melanie Zehr profile photo

Pricing Details

AdDataExpress

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details

SalesforceIQ CRM

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Additional Pricing Details