SalesforceIQ CRM Reviews

32 Ratings
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Score 8.7 out of 100

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Reviews (1-2 of 2)

Melanie Zehr profile photo
January 24, 2018

SalesforceIQ Believer

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.
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January 15, 2018

An ideal CRM tool

Score 9 out of 10
Vetted Review
Verified User
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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.
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SalesforceIQ CRM Scorecard Summary

Feature Scorecard Summary

Customer data management / contact management (2)
9.0
Territory management (2)
9.5
Opportunity management (2)
8.0
Integration with email client (e.g., Outlook or Gmail) (2)
9.5
Quote & order management (1)
9
Interaction tracking (2)
9.5
Channel / partner relationship management (1)
9
Lead management (2)
7.4
Task management (1)
9
Billing and invoicing management (1)
9
Reporting (1)
9
Forecasting (1)
9
Pipeline visualization (1)
9
Customizable reports (1)
9
Custom fields (2)
9.5
Custom objects (1)
9
Scripting environment (1)
9
API for custom integration (1)
9
Single sign-on capability (2)
9.5
Role-based user permissions (2)
9.0
Social engagement (1)
9
Marketing automation (1)
9
Compensation management (1)
9
Mobile access (2)
9.5

About SalesforceIQ CRM

SalesforceIQ CRM is a sales management tool is no longer supported by Salesforce.

It was designed to integrate with a sales team's email inboxes, automatically capture cross-platform interactions with customers, and analyze collected data to improve customer relationships. According to the vendor, SalesforceIQ powers sales teams with Relationship Intelligence technology, building the next generation of intelligent software to transform the way teams work through data-driven insights.

SalesforceIQ CRM Features

Sales Force Automation Features
Has featureCustomer data management / contact management
Does not have featureWorkflow management
Has featureTerritory management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Does not have featureContract management
Has featureQuote & order management
Has featureInteraction tracking
Has featureChannel / partner relationship management
Customer Service & Support Features
Does not have featureCase management
Does not have featureCall center management
Does not have featureHelp desk management
Marketing Automation Features
Has featureLead management
Does not have featureEmail marketing
CRM Project Management Features
Has featureTask management
Has featureBilling and invoicing management
Has featureReporting
CRM Reporting & Analytics Features
Has featureForecasting
Has featurePipeline visualization
Has featureCustomizable reports
Customization Features
Has featureCustom fields
Has featureCustom objects
Has featureScripting environment
Has featureAPI for custom integration
Security Features
Has featureRole-based user permissions
Has featureSingle sign-on capability
Social CRM Features
Does not have featureSocial data
Has featureSocial engagement
Integrations with 3rd-party Software Features
Has featureMarketing automation
Has featureCompensation management
Platform Features
Has featureMobile access

SalesforceIQ CRM Screenshots

SalesforceIQ CRM Integrations

SalesforceIQ CRM Competitors

Pricing

  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?No

SalesforceIQ CRM Customer Size Distribution

Consumers
0%
Small Businesses (1-50 employees)
70%
Mid-Size Companies (51-500 employees)
20%
Enterprises (> 500 employees)
10%

SalesforceIQ CRM Support Options

 Free VersionPaid Version
Forum/Community
FAQ/Knowledgebase
Social Media
Video Tutorials / Webinar
Phone
Email

SalesforceIQ CRM 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