Likelihood to Recommend Contactability is really good for teams that are trying to branch out to an untapped market space. Especially those that are trying to disrupt the health insurance scene. This helps them get their foot in the door in the area and their name out in the community. The customer service representatives could be more responsive.
Read full review If you own a business that has complex selling processes or requires integrations with 3rd party tools/systems, you should look at Professional, Enterprise, or Unlimited editions.
Salesforce operates very well across pretty much every industry, but not all sales, marketing, and operational processes are created equal. If your marketing process requires a long list of sendable contacts then I would recommend adding on
Pardot or Hubspot. Always start small and scale up, to avoid boxing yourself in down the road.
Read full review Pros The software reporting system is really clean and works well and they are good at sending you leads. Their customer service is also willing to work with you and they really tried to help me improve our ROI. Since using Contactability our workflow is changing. We now only pick up the phone when someone is interested in our services. The prescreening is all handled and we have control over the flow, what is said. Even when we're out of the office we can log in from anywhere and see what's happening with our leads and those missed calls get scheduled for us automatically. Read full review 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. Read full review Cons Call the toll-free customer service number and you are transferred to a blank voicemail, with an electronic repeat of the phone number. The software training videos were confusing to non technical users. We encountered bugs with the use of Windows 10. Some of the futures were bugged. Read full review Price point for smaller startups. Not budget friendly. Read full review Alternatives Considered Contactability does a pretty decent job as it is very user-friendly and puts us in contact with our prospective clients. What they could improve on that
Insightly does well is training and support. This could be due to the size of the company or their prioritization of resources. Overall we enjoyed Contactability better than
Insightly .
Read full review Salesforce Starter is exactly what it says. It's specific to getting a small business up and running effectively, without unnecessary development or internal overhead required. It doesn't allow for a ton of customization, but it provides more than most other providers across sales, service, and integration/automating business processes. Some tools are more specific to organizations that want to focus on a specific area to grow or manage their business. That's where the other package types and integrations with specific tools come in
Read full review Return on Investment We got our people to become more open minded in trying new software and exploring options for automation. Users got discouraged when the software did not work as it was supposed to and customer service was not there too help. Once used correctly, we did have a large increase in the number of new clients that our office handled. Read full review 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. Read full review ScreenShots Salesforce Starter Screenshots