SalesforceIQ Inbox is what finally made Salesforce work for us.
January 24, 2018

SalesforceIQ Inbox is what finally made Salesforce work for us.

Matt Dragomanovich | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with SalesforceIQ Inbox

It is used by the sales team. We had issues with adoption with Salesforce. Notes, updates, and other information weren't making it into Salesforce, negating any value of the CRM. Inbox bridged that gap, reducing time and effort for getting info into Salesforce and fixed our adoption problem.

The sales team uses it daily and we've found other benefits including the "insert availability" and "shortcuts" features. Allows us to be more responsive to leads and customers.
  • Salesforce Integration
  • Scheduling
  • G Suite Integration
  • We have to manually approve the logging of activity. The "auto-log" feature wasn't showing up on reports
  • Should be easier to create leads and contacts from emails. You don't have to leave the window--which is nice--but you still have to copy paste
  • I would like Salesforce Tasks to be more visible. I'm always forgetting about tasks I have.
  • Lowered our sales cycle by providing easy call scheduling
  • increased response rates with integrated Salesforce templates
  • Improved visibility of opportunities
I would highly recommend it for sales teams. For our operations dept and our tech support dept, we haven't found a compelling reason yet because they don't deal with Salesforce that much. However, as we integrate our ordering system and ticket systems into Salesforce, I think Inbox will have more value across the company.