TrustRadius
An ideal CRM tool
https://www.trustradius.com/crmSalesforceIQ CRMUnspecified8.632101
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January 15, 2018

An ideal CRM tool

Score 9 out of 101
Vetted Review
Verified User
Review Source

Overall Satisfaction with SalesforceIQ CRM

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.
  • Not budget friendly for smaller start-ups.
A necessary tool for lead generation and business development.

SalesforceIQ CRM Feature Ratings

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