What users are saying about
31 Ratings
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Score 8.5 out of 101

Likelihood to Recommend

SalesforceIQ CRM

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 profile photo

Feature Rating Comparison

Sales Force Automation

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

Marketing Automation

SalesforceIQ CRM
7.5
Lead management
SalesforceIQ CRM
7.5

CRM Project Management

SalesforceIQ CRM
9.0
Task management
SalesforceIQ CRM
9.0
Billing and invoicing management
SalesforceIQ CRM
9.0
Reporting
SalesforceIQ CRM
9.0

CRM Reporting & Analytics

SalesforceIQ CRM
9.0
Forecasting
SalesforceIQ CRM
9.0
Pipeline visualization
SalesforceIQ CRM
9.0
Customizable reports
SalesforceIQ CRM
9.0

Customization

SalesforceIQ CRM
9.1
Custom fields
SalesforceIQ CRM
9.5
Custom objects
SalesforceIQ CRM
9.0
Scripting environment
SalesforceIQ CRM
9.0
API for custom integration
SalesforceIQ CRM
9.0

Security

SalesforceIQ CRM
9.3
Single sign-on capability
SalesforceIQ CRM
9.5
Role-based user permissions
SalesforceIQ CRM
9.0

Social CRM

SalesforceIQ CRM
9.0
Social engagement
SalesforceIQ CRM
9.0

Integrations with 3rd-party Software

SalesforceIQ CRM
9.0
Marketing automation
SalesforceIQ CRM
9.0
Compensation management
SalesforceIQ CRM
9.0

Platform

SalesforceIQ CRM
9.5
Mobile access
SalesforceIQ CRM
9.5

Pros

SalesforceIQ CRM

  • Tracking phone calls is extremely easy when using the app on the iphone. After a phone call is complete it prompts the user to enter in call details.
  • SalesforceIQ also automatically logs emails for us. This has saved us time from entering in information manually.
  • SalesforceIQ was easy to set up and allowed us customization for fields that were relevant to our business.
Melanie Zehr profile photo

Cons

SalesforceIQ CRM

  • 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 profile photo

Alternatives Considered

SalesforceIQ CRM

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 profile photo

Return on Investment

SalesforceIQ CRM

  • We have noticed since we have started using SalesforceIQ to communicate items on customer account notes we have freed up hours of phone time between employees allowing us to better answer customer phone calls. This is especially true in our parts department where we have inside and outside sales.
  • We tied in use of Salesforce to our bonus structure to encourage employees to use the software. It is the direction our business is going and we needed everyone to participate to make it work. The newer the employee the better they are about logging information and visits.
Melanie Zehr profile photo

Screenshots

Pricing Details

SalesforceIQ CRM

General

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

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