Gold-Vision vs. Salesforce Essentials

It is the best available solution for small businesses due to the licensing model and the ease of use. For companies like us who implement this for customers, it is easy to implement and train users. Larger companies would prefer to use existing products that have been developed for their specific industry or department.

Incentivized

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.

Incentivized

• Can be easily integrated with products like Sage or Outlook which most small companies use. This provides us with a great customer base.
• It is quick to deploy and most of our customers start using the solutions in less than a week.
• Very intuitive which makes training our customer easy and causes few support calls.

Incentivized

• CRM Managment
• Streamlining Sales Funnel
• Providing data sets and analytics

Incentivized

• In the latest version, the user interfaces has been greatly improved. Some customers disliked the older version.
• Nothing else to complain about, maybe it can be made cheaper?

Incentivized

• 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.

Incentivized

Probably the most important aspect would be the licensing model which makes it affordable for all businesses. Can be adapted to the business without having to change the business model around the CRM product.

Incentivized

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

Incentivized

• It really filled a gap in the market where small business could not afford expensive CRM solutions.
• As we are implementing this as a solutions for our customers we don't pay for it, but it provides a monthly income from supporting the infrastructure this has been deployed on.

Incentivized

• Not budget friendly for smaller start-ups.

Incentivized