32 Ratings
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Score 8.5 out of 100
2 Ratings
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Score 9.3 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

Zomentum

Any next-gen MSP should be utlizing Zomentum to elevate their sales game.
Gregory McKiernan | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Marketing Automation

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

CRM Project Management

Salesforce Essentials (formerly SalesforceIQ)
9.0
Zomentum
Task management
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zomentum
Billing and invoicing management
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zomentum
Reporting
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zomentum

CRM Reporting & Analytics

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

Customization

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

Security

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

Social CRM

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

Integrations with 3rd-party Software

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

Platform

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

Proposal Creation & Organization

Salesforce Essentials (formerly SalesforceIQ)
Zomentum
8.0
Proposal branding
Salesforce Essentials (formerly SalesforceIQ)
Zomentum
10.0
Proposal templates
Salesforce Essentials (formerly SalesforceIQ)
Zomentum
10.0
Proposal content library updates
Salesforce Essentials (formerly SalesforceIQ)
Zomentum
10.0
Guided proposal creation
Salesforce Essentials (formerly SalesforceIQ)
Zomentum
5.0
Searchable proposal database
Salesforce Essentials (formerly SalesforceIQ)
Zomentum
5.0

Proposal Collaboration & Workflow

Salesforce Essentials (formerly SalesforceIQ)
Zomentum
8.4
RFP management & response
Salesforce Essentials (formerly SalesforceIQ)
Zomentum
5.0
Proposal collaboration & approval
Salesforce Essentials (formerly SalesforceIQ)
Zomentum
8.0
User permissions/proposal editing controls
Salesforce Essentials (formerly SalesforceIQ)
Zomentum
10.0
Sales proposal workflow
Salesforce Essentials (formerly SalesforceIQ)
Zomentum
10.0
Proposal automation user interface
Salesforce Essentials (formerly SalesforceIQ)
Zomentum
9.0

Proposal Delivery

Salesforce Essentials (formerly SalesforceIQ)
Zomentum
8.0
Proposal distribution
Salesforce Essentials (formerly SalesforceIQ)
Zomentum
10.0
Interactive proposals
Salesforce Essentials (formerly SalesforceIQ)
Zomentum
10.0
Proposal content tracking
Salesforce Essentials (formerly SalesforceIQ)
Zomentum
4.0

Pros

Salesforce Essentials (formerly SalesforceIQ)

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

Zomentum

  • Digital Quote/Proposal Creation
  • Opportunity Tracking
  • Automating Client Communication
Gregory McKiernan | 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

Zomentum

  • Communicating updates as they come available
  • Communicating bugs as they are discovered
Gregory McKiernan | TrustRadius Reviewer

Usability

Salesforce Essentials (formerly SalesforceIQ)

No score
No answers yet
No answers on this topic

Zomentum

Zomentum 9.0
Based on 1 answer
From implementation to ongoing utilization, the interfaces have always been very easy to understand. Support has been fantastic for confirming whether limitations exist, or features will be added.
Gregory McKiernan | TrustRadius Reviewer

Support Rating

Salesforce Essentials (formerly SalesforceIQ)

No score
No answers yet
No answers on this topic

Zomentum

Zomentum 10.0
Based on 1 answer
Amazing support! I felt like an integral part of the R&D/QA team!
Gregory McKiernan | 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

Zomentum

CW Sell felt antiquated and out of date. Proposify was cost prohibitive, but could have satisfied our requirementsZomentum has been amazing as it evolves along with our business (PSA integrations/Etilize/POs)
Gregory McKiernan | TrustRadius Reviewer

Return on Investment

Salesforce Essentials (formerly SalesforceIQ)

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

Zomentum

  • Reduced license costs compared to CW Sell
  • Improved conversion rates on quotes/proposals
  • Improved brand recognition / client experience
Gregory McKiernan | TrustRadius Reviewer

Screenshots

Zomentum

Pricing Details

Salesforce Essentials (formerly SalesforceIQ)

General

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

Zomentum

General

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

Rating Summary

Likelihood to Recommend

Salesforce Essentials (formerly SalesforceIQ)
9.5
Zomentum
9.0

Usability

Salesforce Essentials (formerly SalesforceIQ)
Zomentum
9.0

Support Rating

Salesforce Essentials (formerly SalesforceIQ)
Zomentum
10.0

Add comparison