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Salesforce Inbox

Salesforce Inbox

Overview

What is Salesforce Inbox?

Salesforce Inbox is a set of apps that add "relationship intelligence" to the Salesforce Sales Cloud. SalesforceIQ Inbox connects customer data from the Sales Cloud to users' email inboxes, surfacing contextual information that can be used to write relevant messages.…

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Recent Reviews
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

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Pricing

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Essentials

$25

Cloud
per month per user

Professional

$75

Cloud
per month per user

Enterprise

$150

Cloud
per month per user

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.salesforce.com/products/sal…

Offerings

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

Starting price (does not include set up fee)

  • $25 per month per user
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Product Details

What is Salesforce Inbox?

Salesforce Inbox is a set of apps that add "relationship intelligence" to the Salesforce Sales Cloud. SalesforceIQ Inbox connects customer data from the Sales Cloud to users' email inboxes, surfacing contextual information that can be used to write relevant messages. It also allows users to create leads, contacts, and opportunities and log emails to Salesforce from within their inbox. It is a sales email and intelligence tool that includes email tracking, automated reminders to follow up on emails, and email reply shortcuts.

Salesforce Inbox Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(20)

Reviews

(1-2 of 2)
Companies can't remove reviews or game the system. Here's why
February 21, 2020

Strong Report Generation and Notification System for All Company-Wide Departments

BH
Brett Horton
Finance Manager
Everlasting Capital (Financial Services, 11-50 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
We use Salesforce daily here at Everlasting Capital. Every time a file gets updated in our system, the automated IQ email system helps notify both the individual sales rep and client that is involved with each financing decision. This has become a daily procedure as we rely on these automated emails through SalesforceIQ to remain organized, keep clients updated, and relay decisions as soon as they're initially made.
Pros and Cons
  • Excellent response time.
  • Extensive notifications for all parties.
  • Fewer generic emails.
  • Fewer frequently repeated emails.
Likelihood to Recommend
When I am working on getting clients approved for financing, I am often notified right away through SalesforceIQ whether a file has been approved or declined. When a file is approved I receive the terms right away and can reach out immediately to close the deal and make that revenue for my company in a seamless, efficient time frame. The same goes for when files are closed out or declined in our system as both the underwriters and clients are notified when a file is also closed out.
Return on Investment
  • Significant increase in efficiency in daily procedures.
  • Faster response time in closing deals quicker leading to additional revenue.
Alternatives Considered
While I have not used many other automated email CRM integration systems, SalesforceIQ is hands down a crucial part of my daily work flow. I could not picture our company putting up the monthly numbers we are able to allocate without the efficiency and concise notification settings SalesforceIQ gives Everlasting Capital. I highly recommend if you're looking for fast integration results to update numerous departments within your company, to look into SalesforceIQ as it will make your daily tasks substantially easier while keeping all parties more thoroughly notified.
Other Software Used
October 23, 2019

Sales Tools for Business

Verified User
Employee in Research & Development
Outsourcing/Offshoring Company, 51-200 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
As sales development representatives, we were given different campaigns and we used different tools for every campaign. I used SalesforceIQ for a campaign that offers a BI business tool. I was sending hundreds of emails weekly and I used SalesforceIQ to manage my contacts and reports. It is a user-friendly software. It is very easy to use and navigate even if you are not a computer savvy. You can simply log in or create an account in this tool. This also helped me to manage my reports. I can easily see the status and email responses of each contact.
Pros and Cons
  • Linking of Accounts with G Suite.
  • Easy access on your leads.
  • Filtering the information and updates you need.
  • Reports
  • Reminders
  • If [there is] too much data, bugs sometimes occur.
Likelihood to Recommend
I advised using SalesforceIQ Inbox if you have a lot of contacted leads. When you want an easier way to monitor and track email responses, use this. You can organize your contacts and leads using the filter features. Since this is linked to your Gmail, you will see the updates from your prospects' right away.
Return on Investment
  • Lead Management
  • Time Management
  • Reduces Human Pain
Alternatives Considered
SalesforceIQ Inbox and HubSpot are both useful in small business organizations. Since they almost have the same features it's hard to tell why SalesforceIQ Inbox is better than other tools. I think the G Suite integration with filters feature is an advantage. The fact is when you have a lot of leads, having a filter in your Gmail is very helpful.
Other Software Used
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