32 Ratings
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Score 8.5 out of 100
52 Ratings
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Score 8.2 out of 100

Likelihood to Recommend

Salesforce Essentials (formerly SalesforceIQ)

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 | TrustRadius Reviewer

SalesOutlook

We were using [SalesOutlook CRM] for a seamless experience when it comes to managing clients and their databases in a uniform way.I personally think this tool is a bit hard to learn & is most recommended to someone with prior experience with using Microsoft products.
Ejaz Hussain | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Salesforce Essentials (formerly SalesforceIQ)
9.1
SalesOutlook
8.9
Customer data management / contact management
Salesforce Essentials (formerly SalesforceIQ)
9.0
SalesOutlook
9.7
Territory management
Salesforce Essentials (formerly SalesforceIQ)
9.5
SalesOutlook
9.0
Opportunity management
Salesforce Essentials (formerly SalesforceIQ)
8.0
SalesOutlook
8.0
Integration with email client (e.g., Outlook or Gmail)
Salesforce Essentials (formerly SalesforceIQ)
9.5
SalesOutlook
9.7
Quote & order management
Salesforce Essentials (formerly SalesforceIQ)
9.0
SalesOutlook
9.0
Interaction tracking
Salesforce Essentials (formerly SalesforceIQ)
9.5
SalesOutlook
7.3
Channel / partner relationship management
Salesforce Essentials (formerly SalesforceIQ)
9.0
SalesOutlook
8.7
Workflow management
Salesforce Essentials (formerly SalesforceIQ)
SalesOutlook
9.5
Contract management
Salesforce Essentials (formerly SalesforceIQ)
SalesOutlook
9.0

Marketing Automation

Salesforce Essentials (formerly SalesforceIQ)
7.4
SalesOutlook
7.0
Lead management
Salesforce Essentials (formerly SalesforceIQ)
7.4
SalesOutlook
7.0
Email marketing
Salesforce Essentials (formerly SalesforceIQ)
SalesOutlook
7.0

CRM Project Management

Salesforce Essentials (formerly SalesforceIQ)
9.0
SalesOutlook
7.6
Task management
Salesforce Essentials (formerly SalesforceIQ)
9.0
SalesOutlook
8.3
Billing and invoicing management
Salesforce Essentials (formerly SalesforceIQ)
9.0
SalesOutlook
7.0
Reporting
Salesforce Essentials (formerly SalesforceIQ)
9.0
SalesOutlook
7.5

CRM Reporting & Analytics

Salesforce Essentials (formerly SalesforceIQ)
9.0
SalesOutlook
7.9
Forecasting
Salesforce Essentials (formerly SalesforceIQ)
9.0
SalesOutlook
8.0
Pipeline visualization
Salesforce Essentials (formerly SalesforceIQ)
9.0
SalesOutlook
8.5
Customizable reports
Salesforce Essentials (formerly SalesforceIQ)
9.0
SalesOutlook
7.3

Customization

Salesforce Essentials (formerly SalesforceIQ)
9.1
SalesOutlook
7.3
Custom fields
Salesforce Essentials (formerly SalesforceIQ)
9.5
SalesOutlook
8.0
Custom objects
Salesforce Essentials (formerly SalesforceIQ)
9.0
SalesOutlook
6.0
Scripting environment
Salesforce Essentials (formerly SalesforceIQ)
9.0
SalesOutlook
7.0
API for custom integration
Salesforce Essentials (formerly SalesforceIQ)
9.0
SalesOutlook
8.0

Security

Salesforce Essentials (formerly SalesforceIQ)
9.3
SalesOutlook
8.0
Single sign-on capability
Salesforce Essentials (formerly SalesforceIQ)
9.5
SalesOutlook
8.0
Role-based user permissions
Salesforce Essentials (formerly SalesforceIQ)
9.0
SalesOutlook
8.0

Social CRM

Salesforce Essentials (formerly SalesforceIQ)
9.0
SalesOutlook
8.2
Social engagement
Salesforce Essentials (formerly SalesforceIQ)
9.0
SalesOutlook
8.3
Social data
Salesforce Essentials (formerly SalesforceIQ)
SalesOutlook
8.0

Integrations with 3rd-party Software

Salesforce Essentials (formerly SalesforceIQ)
9.0
SalesOutlook
7.5
Marketing automation
Salesforce Essentials (formerly SalesforceIQ)
9.0
SalesOutlook
8.5
Compensation management
Salesforce Essentials (formerly SalesforceIQ)
9.0
SalesOutlook
6.5

Platform

Salesforce Essentials (formerly SalesforceIQ)
9.5
SalesOutlook
7.0
Mobile access
Salesforce Essentials (formerly SalesforceIQ)
9.5
SalesOutlook
7.0

Customer Service & Support

Salesforce Essentials (formerly SalesforceIQ)
SalesOutlook
7.2
Case management
Salesforce Essentials (formerly SalesforceIQ)
SalesOutlook
7.5
Call center management
Salesforce Essentials (formerly SalesforceIQ)
SalesOutlook
5.5
Help desk management
Salesforce Essentials (formerly SalesforceIQ)
SalesOutlook
8.5

Pros

Salesforce Essentials (formerly SalesforceIQ)

  • CRM Managment
  • Streamlining Sales Funnel
  • Providing data sets and analytics
Anonymous | TrustRadius Reviewer

SalesOutlook

  • sales analysis
  • Product movement analysis
  • Tertiary sales
  • Documentation & Contract
  • Sales & Marketing review
  • Category performance
Jai Soni | TrustRadius Reviewer

Cons

Salesforce Essentials (formerly SalesforceIQ)

  • 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 | TrustRadius Reviewer

SalesOutlook

  • Sometimes it doesn't load properly
  • Would like some of the buttons to be a bit more user-friendly
Anonymous | TrustRadius Reviewer

Usability

Salesforce Essentials (formerly SalesforceIQ)

No score
No answers yet
No answers on this topic

SalesOutlook

SalesOutlook 9.0
Based on 3 answers
Provides a more efficent and organizaed approach to my workload. Easy to implement and utilize
Jeffrey Serra, MBA | TrustRadius Reviewer

Support Rating

Salesforce Essentials (formerly SalesforceIQ)

No score
No answers yet
No answers on this topic

SalesOutlook

SalesOutlook 9.3
Based on 3 answers
Support provided by the team was very prompt at the time of inducting the tool, the overall experience was very good.
Ejaz Hussain | TrustRadius Reviewer

Alternatives Considered

Salesforce Essentials (formerly SalesforceIQ)

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 | TrustRadius Reviewer

SalesOutlook

it is very user-friendly and having very good compatibility with other software. Moreover the aftersales training and support is best amongst in the industry.
Jai Soni | TrustRadius Reviewer

Return on Investment

Salesforce Essentials (formerly SalesforceIQ)

  • Not budget friendly for smaller start-ups.
Anonymous | TrustRadius Reviewer

SalesOutlook

  • Easier to track case details
  • Speeds up the process of getting cases through all the steps
  • Sometimes there are glitches and takes time out of business to reload etc.
Anonymous | TrustRadius Reviewer

Screenshots

SalesOutlook

Pricing Details

Salesforce Essentials (formerly SalesforceIQ)

General

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

SalesOutlook

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

Rating Summary

Likelihood to Recommend

Salesforce Essentials (formerly SalesforceIQ)
9.5
SalesOutlook
9.0

Usability

Salesforce Essentials (formerly SalesforceIQ)
SalesOutlook
9.0

Support Rating

Salesforce Essentials (formerly SalesforceIQ)
SalesOutlook
9.3

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