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Strong Report Generation and Notification System for All Company-Wide Departments
February 21, 2020

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

Brett Horton | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with SalesforceIQ Inbox

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.
  • Excellent response time.
  • Extensive notifications for all parties.
  • Fewer generic emails.
  • Fewer frequently repeated emails.
  • Significant increase in efficiency in daily procedures.
  • Faster response time in closing deals quicker leading to additional revenue.
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.
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.