Likelihood to Recommend Outbound Demand Generation: Self Sourcing leads for prospecting can be a challenge for any outbound team. It was even for us, and when we were doing it manually through LinkedIn and finding emails through email hunter extension. The task was cumbersome and time-taking, and painful. Having something like LeadIQ was magical for the Outbound team when it came to self-sourcing our own contacts and accounts, from our TAM. TAT for Prospecting decreases: Since sourcing of leads and accounts becomes much more efficient. Reps spend more time on the ground and phone and less time on the CRM. This was again a challenge for us in the past, but we have capitalized on LeadIQ and made our "spending time on the ground" metric much better. 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 Once set up, it's super easy. Just click a button and capture the lead. Love that you can capture as a contact instead of a lead and that it will attach to an existing account in Salesforce based on a fuzzy match with Company Name. Love that you can capture data from a lead search list in Sales Navigator, not just from the person's profile page. So you can capture multiple people at a time. I really like that I can see all the related objects that a given contact might have in SFDC. Lead and/or contact records (even with a company mismatch if it's an old record), accounts, and opportunities. 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 Rocky start to using it - but good follow up with customer service. It can create duplicates in salesforce sometimes which is a headache for some departments who require salesforce to be our pure data source. Sometimes the numbers aren't correct for the right individual - it gets numbers from wrong people with the same name - this has only happened a couple of times, very rare. Read full review Price point for smaller startups. Not budget friendly. Read full review Likelihood to Renew We have been very happy with LeadIQ for the past several years. They have quality data at a fair price and that is the most important thing for us. Their product continues to grow and expand and they are great to work with from a customer experience point of view.
Read full review Support Rating I have yet to contact LeadIQ regarding support for the tool. Usability is pretty straight forward, and I was trained well to use the tool properly. I am giving the rating of a five since I can not say I have had contact with the support team.
Read full review Alternatives Considered The user experience and design of the platform + the data health were far superior to
UpLead and the other tools I demoed. I was also impressed by the pricing structure and the ability for me to pick and choose my plan or customize based on the sales team numbers and team capacity.
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 So far not a happy customer. We have had a few positive results but for the most part, all phone numbers are relatively inaccurate or they are personal numbers scraped from LinkedIn. When calling a personal number, people are surprised and find it intrusive. We would not recommend this service until it invests more into correct corporate switchboard numbers at the bare minimum. Currently, these are often incorrect. 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