Salesforce Essentials (formerly SalesforceIQ)

Salesforce Essentials (formerly SalesforceIQ)

Salesforce Essentials (formerly SalesforceIQ)

Overview

Reviews

SalesforceIQ Believer

10
We use SalesforceIQ to track our engagement with out customer base. We use it across parts, sales and service. It has helped us address …

An ideal CRM tool

9
It is a great CRM solution, used briefly by our Sales team. We were exploring alternatives to ZohoCRM.
Read full review

Pricing

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Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://essentials.salesforce.com/prici…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

Starting price (does not include set up fee)

  • $35 per month per user

Features Scorecard

No scorecards have been submitted for this product yet..

Product Details

What is Salesforce Essentials (formerly SalesforceIQ)?

Salesforce Essentials, replacing the former SalesforceIQ CRM, is a solution designed to give small businesses all the tools needed to run a business in a single app. Plus, users get all the same features and can add up to 10 users with either plan.

The vendor's value proposition for Salesforce Essentials:

  • Take the office anywhere.
  • Track the sales process — from call to close.
  • Support customers across phone, web chat, social media, and email.
  • Organize all customer data.
  • Build real-time reports and dashboards to visualize key business metrics.
  • Sync with tools already in use, like Dropbox and DocuSign.

Salesforce Essentials (formerly SalesforceIQ) Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Territory management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Quote & order management
  • Supported: Interaction tracking
  • Supported: Channel / partner relationship management

Marketing Automation Features

  • Supported: Lead management

CRM Project Management Features

  • Supported: Task management
  • Supported: Billing and invoicing management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects
  • Supported: Scripting environment
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions
  • Supported: Single sign-on capability

Social CRM Features

  • Supported: Social engagement

Integrations with 3rd-party Software Features

  • Supported: Marketing automation
  • Supported: Compensation management

Platform Features

  • Supported: Mobile access

Salesforce Essentials (formerly SalesforceIQ) Screenshots

Salesforce Essentials (formerly SalesforceIQ) Video

Salesforce Essentials Demo

Salesforce Essentials (formerly SalesforceIQ) Integrations

Salesforce Essentials (formerly SalesforceIQ) Competitors

Salesforce Essentials (formerly SalesforceIQ) Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)70%
Mid-Size Companies (51-500 employees)20%
Enterprises (more than 500 employees)10%

Salesforce Essentials (formerly SalesforceIQ) Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesUnited States, Canada, UK, Australia, New Zealand, Germany, Netherlands
Supported LanguagesEnglish

Alternatives

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Frequently Asked Questions

What is Salesforce Essentials (formerly SalesforceIQ)?

Salesforce Essentials is a small business CRM that replaces the former SalesforceIQ product. It is priced at $35 per user, on a monthly basis, or at $25 per month for if billed annually ($300) and can be tried free for 14 days on a trial.

How much does Salesforce Essentials (formerly SalesforceIQ) cost?

Salesforce Essentials (formerly SalesforceIQ) starts at $35.

What are Salesforce Essentials (formerly SalesforceIQ)'s top competitors?

Insightly, Pipedrive, and HubSpot CRM are common alternatives for Salesforce Essentials (formerly SalesforceIQ).

Who uses Salesforce Essentials (formerly SalesforceIQ)?

The most common users of Salesforce Essentials (formerly SalesforceIQ) are from Enterprises and the Unknown industry.

Reviews and Ratings

(32)

Ratings

Reviews

(1-2 of 32)
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January 24, 2018

SalesforceIQ Believer

Melanie Zehr | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use SalesforceIQ to track our engagement with out customer base. We use it across parts, sales and service. It has helped us address communication within as multiple people deal with customer locations.
  • 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.
  • 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.
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.
January 15, 2018

An ideal CRM tool

Score 9 out of 10
Vetted Review
Verified User
Review Source
It is a great CRM solution, used briefly by our Sales team. We were exploring alternatives to ZohoCRM.
  • CRM Managment
  • Streamlining Sales Funnel
  • Providing data sets and analytics
  • Price point for smaller startups. Not budget friendly.
A necessary tool for lead generation and business development.