SalesforceIQ Believer
We use SalesforceIQ to track our engagement with out customer base. We use it across parts, sales and service. It has helped us address …
Salesforce Essentials (formerly SalesforceIQ)
Salesforce Essentials (formerly SalesforceIQ)
Overview
Reviews
Pricing
View all pricingEntry-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
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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
| Consumers | 0% |
|---|---|
| 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 Types | SaaS |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
| Supported Countries | United States, Canada, UK, Australia, New Zealand, Germany, Netherlands |
| Supported Languages | English |
Alternatives
View all alternatives
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
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January 24, 2018
SalesforceIQ Believer
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.
January 15, 2018
An ideal CRM tool
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.