32 Ratings
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Score 8.5 out of 100
6 Ratings
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Score 8.8 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

Zurmo

[Zurmo] doesn’t provide fresh information but also recounts the ways how to go through and how to tang the products in the marketplace to produce a successful commercial enterprise.
Lisa-jess Brown | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Salesforce Essentials (formerly SalesforceIQ)
9.1
Zurmo
9.2
Customer data management / contact management
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zurmo
9.0
Territory management
Salesforce Essentials (formerly SalesforceIQ)
9.5
Zurmo
9.0
Opportunity management
Salesforce Essentials (formerly SalesforceIQ)
8.0
Zurmo
10.0
Integration with email client (e.g., Outlook or Gmail)
Salesforce Essentials (formerly SalesforceIQ)
9.5
Zurmo
9.0
Quote & order management
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zurmo
10.0
Interaction tracking
Salesforce Essentials (formerly SalesforceIQ)
9.5
Zurmo
9.0
Channel / partner relationship management
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zurmo
9.0
Workflow management
Salesforce Essentials (formerly SalesforceIQ)
Zurmo
9.0
Contract management
Salesforce Essentials (formerly SalesforceIQ)
Zurmo
9.0

Marketing Automation

Salesforce Essentials (formerly SalesforceIQ)
7.4
Zurmo
9.5
Lead management
Salesforce Essentials (formerly SalesforceIQ)
7.4
Zurmo
10.0
Email marketing
Salesforce Essentials (formerly SalesforceIQ)
Zurmo
9.0

CRM Project Management

Salesforce Essentials (formerly SalesforceIQ)
9.0
Zurmo
9.3
Task management
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zurmo
10.0
Billing and invoicing management
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zurmo
9.0
Reporting
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zurmo
9.0

CRM Reporting & Analytics

Salesforce Essentials (formerly SalesforceIQ)
9.0
Zurmo
9.3
Forecasting
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zurmo
10.0
Pipeline visualization
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zurmo
9.0
Customizable reports
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zurmo
9.0

Customization

Salesforce Essentials (formerly SalesforceIQ)
9.1
Zurmo
9.3
Custom fields
Salesforce Essentials (formerly SalesforceIQ)
9.5
Zurmo
9.0
Custom objects
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zurmo
9.0
Scripting environment
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zurmo
10.0
API for custom integration
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zurmo
9.0

Security

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

Social CRM

Salesforce Essentials (formerly SalesforceIQ)
9.0
Zurmo
9.5
Social engagement
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zurmo
10.0
Social data
Salesforce Essentials (formerly SalesforceIQ)
Zurmo
9.0

Integrations with 3rd-party Software

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

Platform

Salesforce Essentials (formerly SalesforceIQ)
9.5
Zurmo
9.0
Mobile access
Salesforce Essentials (formerly SalesforceIQ)
9.5
Zurmo
9.0

Customer Service & Support

Salesforce Essentials (formerly SalesforceIQ)
Zurmo
9.0
Case management
Salesforce Essentials (formerly SalesforceIQ)
Zurmo
9.0
Call center management
Salesforce Essentials (formerly SalesforceIQ)
Zurmo
9.0
Help desk management
Salesforce Essentials (formerly SalesforceIQ)
Zurmo
9.0

Pros

Salesforce Essentials (formerly SalesforceIQ)

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

Zurmo

  • An outstanding application to collaborate with other societies to compare prices and to communicate with them for further product detail. It offers the best product price to rank in the market and nobody can deny its powerful impact on customers.
  • The best communicator to get the picture with different business details and supply them with the best user experience with good marketing articles. Customers can choose the product by watching reviews and can leave feedbacks for further advance. It provides a workable free version to use.
  • Its tracking email feature is good which tells when the email opens. The support is great and helpful. They keep communicating with you until the issue is resolved. Their technologies are up to date and according to trends. Their training sessions are available so you can quickly learn from there.
Lisa-jess Brown | 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

Zurmo

  • A must-have the diligence to satisfy the job requirements and available for all big and small commercial enterprises.
  • All data is stored on a cloud and this is the best application for all business details and promotions, but make sure to protect your data with passwords.
  • There is still some problem with some features while using it. Integration with other vendors and suppliers should be made better. It is not affordable for small enterprises. Its design is a little bit confusing feature
Lisa-jess Brown | TrustRadius Reviewer

Usability

Salesforce Essentials (formerly SalesforceIQ)

No score
No answers yet
No answers on this topic

Zurmo

Zurmo 9.0
Based on 1 answer
It helped us in making sales and marketing decisions in a better way.
Lisa-jess Brown | TrustRadius Reviewer

Support Rating

Salesforce Essentials (formerly SalesforceIQ)

No score
No answers yet
No answers on this topic

Zurmo

Zurmo 9.0
Based on 1 answer
It helped us increase our business in a better way and the overall platform helped us a lot in the different operations of our organization.
Lisa-jess Brown | 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

Zurmo

[Zurmo] did not only help our company as CRM but in sales and marketing too. It helped us increase our business in a better way and otherwise i have not interested other software.
Lisa-jess Brown | TrustRadius Reviewer

Return on Investment

Salesforce Essentials (formerly SalesforceIQ)

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

Zurmo

  • It is the best collaborating tool to oversee line production. A company needs a good managing tool to provide new ideas and promotions.
  • Guests can have a safer idea to follow the product’s detail and ranking to get the suitable thing for themselves.is well suited for a large business that can afford good Customer management software for their company.
  • The overall platform helped us a lot in the different operations of our organization.
Lisa-jess Brown | TrustRadius Reviewer

Screenshots

Zurmo

Pricing Details

Salesforce Essentials (formerly SalesforceIQ)

General

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

Zurmo

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
Zurmo
9.0

Usability

Salesforce Essentials (formerly SalesforceIQ)
Zurmo
9.0

Support Rating

Salesforce Essentials (formerly SalesforceIQ)
Zurmo
9.0

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