32 Ratings
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Score 8.5 out of 100
9 Ratings
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Score 9 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

vCita

It is really good for taking online bookings including the scheduling of repeat appointments. The ability to store documents for particular clients is useful however I feel that the client should have a more secure method of access if you were to put sensitive information on their profile. At the moment the client only needs their email address to get into their profile which is good to allow them to review a history of interaction.With continued improvements and new features added the platform is growing into a CRM tool however I feel it is still not complete and can be used for this purpose but with limitations.
David Cook | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Salesforce Essentials (formerly SalesforceIQ)
9.1
vCita
7.0
Customer data management / contact management
Salesforce Essentials (formerly SalesforceIQ)
9.0
vCita
7.0
Territory management
Salesforce Essentials (formerly SalesforceIQ)
9.5
vCita
Opportunity management
Salesforce Essentials (formerly SalesforceIQ)
8.0
vCita
Integration with email client (e.g., Outlook or Gmail)
Salesforce Essentials (formerly SalesforceIQ)
9.5
vCita
Quote & order management
Salesforce Essentials (formerly SalesforceIQ)
9.0
vCita
Interaction tracking
Salesforce Essentials (formerly SalesforceIQ)
9.5
vCita
Channel / partner relationship management
Salesforce Essentials (formerly SalesforceIQ)
9.0
vCita
Workflow management
Salesforce Essentials (formerly SalesforceIQ)
vCita
7.0

Marketing Automation

Salesforce Essentials (formerly SalesforceIQ)
7.4
vCita
8.0
Lead management
Salesforce Essentials (formerly SalesforceIQ)
7.4
vCita
Email marketing
Salesforce Essentials (formerly SalesforceIQ)
vCita
8.0

CRM Project Management

Salesforce Essentials (formerly SalesforceIQ)
9.0
vCita
7.5
Task management
Salesforce Essentials (formerly SalesforceIQ)
9.0
vCita
Billing and invoicing management
Salesforce Essentials (formerly SalesforceIQ)
9.0
vCita
7.0
Reporting
Salesforce Essentials (formerly SalesforceIQ)
9.0
vCita
8.0

CRM Reporting & Analytics

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

Customization

Salesforce Essentials (formerly SalesforceIQ)
9.1
vCita
4.0
Custom fields
Salesforce Essentials (formerly SalesforceIQ)
9.5
vCita
7.0
Custom objects
Salesforce Essentials (formerly SalesforceIQ)
9.0
vCita
Scripting environment
Salesforce Essentials (formerly SalesforceIQ)
9.0
vCita
API for custom integration
Salesforce Essentials (formerly SalesforceIQ)
9.0
vCita
1.0

Security

Salesforce Essentials (formerly SalesforceIQ)
9.3
vCita
10.0
Single sign-on capability
Salesforce Essentials (formerly SalesforceIQ)
9.5
vCita
Role-based user permissions
Salesforce Essentials (formerly SalesforceIQ)
9.0
vCita
10.0

Social CRM

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

Integrations with 3rd-party Software

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

Platform

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

Pros

Salesforce Essentials (formerly SalesforceIQ)

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

vCita

  • Very easy implementation of a contact/scheduling widget.
  • Allows for scheduling of appointments with clients. The setup is easy and the allotted times can be changed as needed. Easy for the client to use as well.
  • Managing communication between individual clients is easy as well.
Josh Randall | 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

vCita

  • Syncing with our google calendars has some flaws or is just not clear
  • Messages show unread when they have been read
Denise Deem | 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

vCita

I liked vCita a lot more for my home services company mainly because it handled scheduling through the software which was terrific.
Christopher Cater | TrustRadius Reviewer

Return on Investment

Salesforce Essentials (formerly SalesforceIQ)

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

vCita

  • In the overall, by automating the appointment booking process, vCita saved hours of my time from having to book appointments myself.
  • It's user-friendly so it makes a positive impression on my clients.
MaryLee Trettenero | 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

Salesforce Essentials (formerly SalesforceIQ) Editions & Modules

Additional Pricing Details

vCita

General

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

vCita Editions & Modules

Edition
Essentials$291
Business$591
Platinum$991
  1. per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Salesforce Essentials (formerly SalesforceIQ)
9.5
vCita
8.3

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