Price

$25

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SalesforceIQ REVIEW

CRM Software

11 user reviews
USER SATISFACTION 97%
OUR SCORE 9.1

What is SalesforceIQ?

SalesforceIQ is a robust CRM solution that enables companies to build stronger relationships. Its Relationship Intelligence technology unifies your customer’s story, spots meaningful actions, and enables productive outcomes. The technology captures rich signals automatically, evaluates data and patterns to spot opportunities, and drives actions to close more deals.

You can set up SalesforceIQ in minutes by simply connecting it to your Gmail or Exchange account. In no time, your phone calls, meetings, and emails are automatically captured, keeping your deals up to date to enable you to concentrate on selling.

SalesforceIQ smartly filters your opportunities and identifies the most promising deals that need your attention most. You can use the app’s out-of-the-box reporting suite to get data-driven insights about individual and team performance.

The SalesforceIQ Chrome extension and mobile app provide instant access to your CRM data, right from your inbox. You can easily manage all your deals with dynamic scheduling, email shortcuts, and predictive notifications.

Sales Cloud integrates smoothly with all parts of your business, and is fully customizable for your unique needs. You can get a single customer view across your organization to sell more, from anywhere.

Overview of SalesforceIQ Benefits

Sell Smartly

SalesforceIQ CRM automatically manages the details of all prospect and customer interactions. It automatically logs information from marketing automation systems, calendar, emails and other data sources.

Focus on Closing Deals

Get started by connecting SalesforceIQ to your Exchange email or Gmail. Within minutes, the app automatically enters your phone calls, meetings, and emails to create your contacts – you don’t have to do anything manually.

Focus on Promising Prospects

SalesforceIQ’s Relationship Intelligence technology automatically captures, filters, and sorts out key customer data, such as how long it’s been since you last contacted a prospect. This helps you to focus on promising prospects and close more deals.

Sell from Anywhere

You can you reach out to contacts without bouncing between your CRM and email. Click once and start selling from wherever you are.

Insightful Reporting to Boost Your Sales

SalesforceIQ’s out-of-the-box reports give you deep insights and actionable data about your team’s pipeline from Funnel Analysis. You can project future revenues with forecasting and take smart business decisions with the insightful reports.

Automatic Follow-up Reminders

If someone emails you and you don’t reply, the app will create a reminder for you automatically. This ensures you never miss a beat with important relationships.

Overview of SalesforceIQ Features

  • Appointment management
  • Contact history
  • Customer pipeline
  • Lead management
  • Prospecting tools
  • Shared contacts
  • Task management

SalesforceIQ Position In Our Categories

Position of SalesforceIQ in our main categories:

20

SalesforceIQ is one of the top 20 CRM Software products

20

SalesforceIQ is one of the top 20
CRM Software products


SalesforceIQ is also listed in the following subcategories:

Category:Position:
Online CRM Software#12 Social CRM Software#12

Since each organization has unique business requirements, it is sensible for them to refrain from looking for a one-size-fits-all faultless software system. Needless to say, it would be pointless to try to find such a platform even among popular software solutions. The smart thing to do would be to catalog the various vital aspects that need consideration such as required features, finances, skill levels of employees, company size etc. Then, you should do your research thoroughly. Read some SalesforceIQ reviews and investigate each of the other systems in your shortlist in detail. Such comprehensive groundwork can make certain you reject ill-fitting applications and choose the app that provides all the features you require for business success.

How Much Does SalesforceIQ Cost?

SalesforceIQ Pricing Plans For Enterprises & Small Business:

SalesforceIQ offers three pricing packages and a 14-day free trial for all three plans:

Small Teams Plan – $25/user/month (billed annually)

  • Up to 5 users and 1 list
  • Shared address book
  • Effortless setup
  • Automatic data capture
  • Customizable sales tracking
  • Intelligent follow-up reminders
  • Intelligent mobile apps
  • Webinars and live training

Growing Teams Plan – $75/user/month (billed annually)

All Starter features plus:

  • Unlimited users and lists
  • Discover potential introductions
  • CRM data in your inbox
  • Sales & activity reports
  • Admin controls
  • Three direct integrations

Large Teams Plan – $125/user/month (billed annually)

All Growth features plus:

  • Unlimited users and lists
  • Advanced reporting & forecasting
  • Unlimited direct integrations
  • API access

User Satisfaction

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and SalesforceIQ reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with SalesforceIQ. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

60

NEGATIVE SOCIAL MENTIONS

2

Video

Technical details

Devices Supported
  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • USA
  • UK
  • Canada
Pricing Model
  • Annual Subscription
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • TRAINING
  • TICKETS

SalesforceIQ User Reviews


Elbert - 2 weeks ago

Verified
user


Brad - 2 weeks ago

Verified
user


Clark - 3 weeks ago

Verified
user

What are SalesforceIQ pricing details?

SalesforceIQ Pricing Plans:

SalesforceIQ offers three pricing packages and a 14-day free trial for all three plans:

Small Teams Plan – $25/user/month (billed annually)

  • Up to 5 users and 1 list
  • Shared address book
  • Effortless setup
  • Automatic data capture
  • Customizable sales tracking
  • Intelligent follow-up reminders
  • Intelligent mobile apps
  • Webinars and live training

Growing Teams Plan – $75/user/month (billed annually)

All Starter features plus:

  • Unlimited users and lists
  • Discover potential introductions
  • CRM data in your inbox
  • Sales & activity reports
  • Admin controls
  • Three direct integrations

Large Teams Plan – $125/user/month (billed annually)

All Growth features plus:

  • Unlimited users and lists
  • Advanced reporting & forecasting
  • Unlimited direct integrations
  • API access

What integrations are available for SalesforceIQ?

SalesforceIQ seamlessly integrates with Desk, Pardot, MailChimp, HubSpot and the other apps you use. You can use the integrations to save time, optimize efficiency, and supercharge productivity.

User reviews


11 Reviews

8
3
0
0
0

Average Rating

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The most favorable review

Ismael

2 weeks ago


Pros:
The tool has been remarkable in making us better in terms of our core skills. It allows us to sort out information in the form of lists and organize in a way that every team member can access it with ease. This helped to motivate us in our line of work. Apart from that, it helps to produce reports on sales made by each team member. We can then see where we are going wrong and come together as a team to make it better.

Cons:
Although it offers a download option for your mobile device, it does not work the way it is supposed to. It fails to include the full details or information of the calls or meetings you have held. This means that in order to get those full details, you have to go to the web version of the tool.

The least favorable review

Thomas

3 weeks ago


Pros:
It is easy to use. The interface is simple to get around even for a person who is not tech savvy. With that in mind, I have a large team and thus a tool such as this can be easy for them to adjust to. They can come in and start using it right away without wasting time in training.

Cons:
Although simple, some of the features of the tool can be complex. For example, the opportunity feature for accounts can be complicated to add in an account. It offers a complex way to get around this. Probably they can make it more straightforward for ease of customization of the feature according to your needs.


Ismael - 2 weeks ago

Verified
user
The tool has been remarkable in making us better in terms of our core skills. It allows us to sort out information in the form of lists and organize in a way that every...

Elbert - 2 weeks ago

Verified
user
It is simple, which offers your team a better transition in terms of use. You can have your team start using the tool without training. The customer support is top-notch...

Brad - 2 weeks ago

Verified
user
Building relationships is a great thing for any business to sell. To be consistent and show you customers and prospects that you care, you have to use emails to achieve...

Stephen - 2 weeks ago

Verified
user
It allowed smooth workflow in general for both the team and me. We can now stay on top of things through faster execution of deals and higher return on investment (ROI)....

Clark - 3 weeks ago

Verified
user
It offers a self-help solution where you can learn how the tool works without the presence of a professional. With its simple user interface, you can get started right...

Thomas - 3 weeks ago

Verified
user
It is easy to use. The interface is simple to get around even for a person who is not tech savvy. With that in mind, I have a large team and thus a tool such as this can...

Mable - 3 weeks ago

Verified
user
It has everything in place for any modern content management tool. With an easy to use interface, you can manage contacts for your leads with ease. We can add new...

Eric - 1 month ago

Verified
user
It integrates well with Outlook which means I can easily track emails from leads or prospects. When it comes to managing emails from leads, it can be an uphill task. With...

Kayla - 1 month ago

Verified
user
It leads to improved communication in the workplace. You can easily sort out your leads in terms of contacts and send them to your colleagues with all of their...

Margaret - 2 months ago

Verified
user
Customer support has always been our challenge in the past. However, with SalesforceIQ we no longer have to wait in line for hours to get our issues heard and fixed. We...

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