32 Ratings
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Score 8.5 out of 100
1 Rating
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Score 7.3 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

Tabillo

  • It's well suited for simple data base applications: simple and fast to put together.
  • It's not as well suited if an application requires more complex logics/queries.
Christian Rochefort | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Marketing Automation

Salesforce Essentials (formerly SalesforceIQ)
7.4
Tabillo
Lead management
Salesforce Essentials (formerly SalesforceIQ)
7.4
Tabillo

CRM Project Management

Salesforce Essentials (formerly SalesforceIQ)
9.0
Tabillo
5.5
Task management
Salesforce Essentials (formerly SalesforceIQ)
9.0
Tabillo
6.4
Billing and invoicing management
Salesforce Essentials (formerly SalesforceIQ)
9.0
Tabillo
Reporting
Salesforce Essentials (formerly SalesforceIQ)
9.0
Tabillo
4.5

CRM Reporting & Analytics

Salesforce Essentials (formerly SalesforceIQ)
9.0
Tabillo
Forecasting
Salesforce Essentials (formerly SalesforceIQ)
9.0
Tabillo
Pipeline visualization
Salesforce Essentials (formerly SalesforceIQ)
9.0
Tabillo
Customizable reports
Salesforce Essentials (formerly SalesforceIQ)
9.0
Tabillo

Customization

Salesforce Essentials (formerly SalesforceIQ)
9.1
Tabillo
8.2
Custom fields
Salesforce Essentials (formerly SalesforceIQ)
9.5
Tabillo
8.2
Custom objects
Salesforce Essentials (formerly SalesforceIQ)
9.0
Tabillo
Scripting environment
Salesforce Essentials (formerly SalesforceIQ)
9.0
Tabillo
API for custom integration
Salesforce Essentials (formerly SalesforceIQ)
9.0
Tabillo

Security

Salesforce Essentials (formerly SalesforceIQ)
9.3
Tabillo
8.2
Single sign-on capability
Salesforce Essentials (formerly SalesforceIQ)
9.5
Tabillo
Role-based user permissions
Salesforce Essentials (formerly SalesforceIQ)
9.0
Tabillo
8.2

Social CRM

Salesforce Essentials (formerly SalesforceIQ)
9.0
Tabillo
Social engagement
Salesforce Essentials (formerly SalesforceIQ)
9.0
Tabillo

Integrations with 3rd-party Software

Salesforce Essentials (formerly SalesforceIQ)
9.0
Tabillo
Marketing automation
Salesforce Essentials (formerly SalesforceIQ)
9.0
Tabillo
Compensation management
Salesforce Essentials (formerly SalesforceIQ)
9.0
Tabillo

Platform

Salesforce Essentials (formerly SalesforceIQ)
9.5
Tabillo
Mobile access
Salesforce Essentials (formerly SalesforceIQ)
9.5
Tabillo

Pros

Salesforce Essentials (formerly SalesforceIQ)

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

Tabillo

  • Extremely easy to learn
  • Fast to create
  • Easy to modify
  • Build powerful applications with very little effort
  • Absolutely no coding involved
Christian Rochefort | 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

Tabillo

  • Cannot modify the user interface (it's generated automatically)
  • Does not support more advanced concepts
Christian Rochefort | 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

Tabillo

  • Tabillo requires almost no knowledge to use compared to MS Access but cannot build complex applications.
  • Tabillo & Salesforce are both simple to learn and use but Tabillo will allow other than sales-centric types of applications to be created (more flexible).
Christian Rochefort | TrustRadius Reviewer

Return on Investment

Salesforce Essentials (formerly SalesforceIQ)

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

Tabillo

  • Major improvement within our organization in terms of sharing vital up-to-date information
Christian Rochefort | TrustRadius Reviewer

Screenshots

Pricing Details

Salesforce Essentials (formerly SalesforceIQ)

General

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

Tabillo

General

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

Rating Summary

Likelihood to Recommend

Salesforce Essentials (formerly SalesforceIQ)
9.5
Tabillo
7.3

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