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SalesforceIQ Review

SalesforceIQ
Our score: 9.1 User satisfaction: 97%

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

Knowing that businesses have specific business demands, it is only practical they steer clear of paying for a one-size-fits-all, ideal software. At any rate, it would be futile to try to stumble on such an app even among recognizable software products.
The right thing to undertake would be to spell out the numerous essential functions which require consideration like major features, price plans, skill aptitude of staff, business size, etc. Then, you must do your product research fully. Browse through some SalesforceIQ reviews and explore the other software systems in your list in detail. Such well-rounded product investigation ascertain you stay away from unfit applications and buy the one which offers all the function you require business requires.

Position of SalesforceIQ in our main categories:

It is important to realize that hardly any service in the CRM Software category is going to be an ideal solution able to fulfill all the goals of all business types, sizes and industries. It may be a good idea to read a few SalesforceIQ CRM Software reviews first as specific software can excel exclusively in a very narrow group of applications or be prepared with a very specific type of industry in mind. Others may operate with an idea of being easy and intuitive and as a result lack advanced elements desired by more experienced users. There are also services that cater to a large group of users and give you a powerful feature set, however that in most cases comes at a more significant price of such a software. Make sure you're aware of your needs so that you pick a service that has specifically the elements you search for.

How Much Does SalesforceIQ Cost?

SalesforceIQ Pricing Plans:

Free Trial

Lightning Essentials

$25/user per month (billed annually)

Lightning Professional

$75/user per month (billed annually)

Lightning Enterprise

$150/user per month (billed annually)

Lightning Unlimited

$300/user per month (billed annually)

Four packages are offered as well as a 30-day free trial.

Lightning Essentials – $25/user per month (billed annually)

  • Up to 5 users
  • Account and Contact Management
  • Opportunity Management
  • Customizable Sales Process
  • Task Management, Activity Feed
  • Einstein Activity Capture
  • Lightning dialier (additional cost)
  • Sell from anywhere on any device
  • Includes some features to:
  • Find and manage leads better
  • Manage customers and sales details
  • Get real time insights
  • Collaborate across your company
  • Cross-sell and upsell more easily
  • Customize and automate processes
  • Connect sales info to any app
  • Get the most out of Salesforce

Lightning Professional – $75/user per month (billed annually)

  • All Essentials features, plus:
  • 1 sales console app
  • Person accounts
  • Configure, price, quote & bill
  • Collaborate across your company
  • Cross-sell and upsell more easily
  • Connect sales info to any app
  • Get the most out of Salesforce

Lightning Enterprise – $150/user per month (billed annually)

  • All Professional features, plus:
  • Find and manage leads better
  • Manage customers and sales details
  • Sales teams
  • Calendar all
  • Opportunity score
  • Einstein automated contacts (additional cost)

Lightning Unlimited – $300/user per month (billed annually)

  • All features

User Satisfaction

Positive Social Media Mentions 60
Negative Social Media Mentions 2

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.

Video

Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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SalesforceIQ Comparisons

SalesforceIQ user reviews

It enhances consistent workflow

Read full review >
Margaret
4/5

Overall Impression

4/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

Published on: 29.09.2018 Company Size: 11-50 Employees Industry: Furniture

Increases better communication among teams

Read full review >
Kayla
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 28.09.2018 Company Size: 1-10 Employees Industry: Sporting Goods

Easy to use interface for anyone

Read full review >
Clark
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 27.08.2018 Company Size: 11-50 Employees Industry: Food & Beverages

Offers customization based on your needs

Read full review >
Emily
4/5

Overall Impression

4/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 10.05.2018 Company Size: 11-50 Employees Industry: Computer Software

Small Teams WIll Love This Fast and Ultra Light CRM

Read full review >
Krista
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 27.04.2018 Company Size: More than 100 Employees Industry: Venture Capital and Private Equity

What are SalesforceIQ pricing details?

SalesforceIQ Pricing Plans:

Free Trial

Lightning Essentials

$25/user per month (billed annually)

Lightning Professional

$75/user per month (billed annually)

Lightning Enterprise

$150/user per month (billed annually)

Lightning Unlimited

$300/user per month (billed annually)

Four packages are offered as well as a 30-day free trial.

Lightning Essentials – $25/user per month (billed annually)

  • Up to 5 users
  • Account and Contact Management
  • Opportunity Management
  • Customizable Sales Process
  • Task Management, Activity Feed
  • Einstein Activity Capture
  • Lightning dialier (additional cost)
  • Sell from anywhere on any device
  • Includes some features to:
  • Find and manage leads better
  • Manage customers and sales details
  • Get real time insights
  • Collaborate across your company
  • Cross-sell and upsell more easily
  • Customize and automate processes
  • Connect sales info to any app
  • Get the most out of Salesforce

Lightning Professional – $75/user per month (billed annually)

  • All Essentials features, plus:
  • 1 sales console app
  • Person accounts
  • Configure, price, quote & bill
  • Collaborate across your company
  • Cross-sell and upsell more easily
  • Connect sales info to any app
  • Get the most out of Salesforce

Lightning Enterprise – $150/user per month (billed annually)

  • All Professional features, plus:
  • Find and manage leads better
  • Manage customers and sales details
  • Sales teams
  • Calendar all
  • Opportunity score
  • Einstein automated contacts (additional cost)

Lightning Unlimited – $300/user per month (billed annually)

  • All features

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.

SalesforceIQ average rating:

Average score
5/5 (23 user reviews)
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Write your own review of this product

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The most favorable review

Caleb

PROS: I love the simplicity of this CRM software, especially the way it notifies team members of any updates on all accounts.

CONS: I am still a new user and have not found any issue with the product.

Reviewed 2 years ago

Read full review >

The least favorable review

Teri

PROS: The software comes with structured support and service. I can rely on their support once I have questions and issues that needed professional expertise.

CONS: I have experienced some challenges during log-in, when getting the software started, or even when it is already up and running. I wish it has more excel functions for analysis.

Reviewed 2 years ago

Read full review >

More reviews from 23 actual users:

Sort by:

Latest
  • Latest
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  • Most positive
  • Most negative

It enhances consistent workflow

Read full review >
Margaret
4/5

Overall Impression

4/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

Published on: 29.09.2018 Company Size: 11-50 Employees Industry: Furniture

PROS: 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 can say that the tool provides better and more reliable customer service for issues we bring up during the deployment of the product. Apart from that, we can have a sales associate assigned to help us all the way.

CONS: Problems will always be there but it is how they are addressed, which can be challenging. With SalesforceIQ, I experienced some issues with the tool which I forwarded the query to the support team and then they did the same to the developers or engineers. I am hopeful that the issues will be fixed soon.

What do you think about this review? Great Poor

Increases better communication among teams

Read full review >
Kayla
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 28.09.2018 Company Size: 1-10 Employees Industry: Sporting Goods

PROS: 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 information at their disposal. This will help them to know which leads to target and ensure they build a tailored campaign around the target audience. It increases customization by helping you sort your contacts without interfering with your core goals. This allows you to be more productive.

CONS: At the moment we use SalesforceIQ for relationship management and not more of tracking sales. We have not been able to find a way to connect it with our incomes or sales. It may be the system set up is complex and thus it would be better if it was simpler. We want to track sales and still manage relationships with our leads.

What do you think about this review? Great Poor

Easy to use interface for anyone

Read full review >
Clark
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 27.08.2018 Company Size: 11-50 Employees Industry: Food & Beverages

PROS: 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 away and use the tool to manage relationships with your leads. You are also assigned an account manager who helps you to explore the full benefits the tool has to offer.

CONS: Despite all the helpful features it has in store, the SalesforceIQ still has a few glitches that need addressing. For example, when you want to edit account information, it takes a lot of time. You have to go through unnecessary steps to arrive at what you are looking for. This can be improved to make it easier and faster.

What do you think about this review? Great Poor

Offers customization based on your needs

Read full review >
Emily
4/5

Overall Impression

4/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 10.05.2018 Company Size: 11-50 Employees Industry: Computer Software

PROS: The tracking feature is point-on as you do not have to depend on your instincts or opinion in relationship management. It tracks emails which gives you the upper hand in terms of who you should send the emails to. It allows you to prioritize on the most important leads. You can also track a timeline on where your colleague left off so that you can take over from there. The reminders will keep you informed on the schedule you should adhere to.

CONS: There is still more to do for this tool when it comes to integration with outlook. I find myself having to copy and paste an email of a lead on outlook instead as it does not offer email templates for this purpose. It would be nice if it had such a feature when you are sending email to another platform apart from the SalesforceIQ.

What do you think about this review? Great Poor

Small Teams WIll Love This Fast and Ultra Light CRM

Read full review >
Krista
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 27.04.2018 Company Size: More than 100 Employees Industry: Venture Capital and Private Equity

PROS: Using SalesforceIQ right off the bat is not a problem at all. I also love how seamless the integration is between the software and Google Apps and Gmail. It easily grabs your communication history together with your accounts and contacts for quick and easy point of reference.

CONS: While the mobile experience comes loaded with features, it is not always intuitive.

What do you think about this review? Great Poor

SalesforceIQ Made Customer Journey Management Better

Read full review >
Gwen
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 24.04.2018 Company Size: More than 100 Employees Industry: Real Estate

PROS: SalesforceIQ is not that hard to use. We can easily onboard new hires right into the system. Also, the visibility it gives us is just great.

CONS: I used to be a Salesforce admin and I feel that there are some features Salesforce didn't incorporate with SFIQ. I am aware that some functionalities are now in the queue so all I can do now is be patient until the update the system.

What do you think about this review? Great Poor

Awesome Tool For Information/Relationship Tracking

Read full review >
Lydia
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 19.04.2018 Company Size: 11-50 Employees Industry: Venture Capital and Private Equity

PROS: SalesforceIQ captures data from various sources to keep all information up to date. There is also the collaboration functionality that allows me and my co-workers to work in the same list. I also like the software's option to maintain some information private.

CONS: The software is so good at pulling information that it gets too much data, often resulting to confusion. Plus, it does not offer multiple reporting feature like other versions of Salesforce.

What do you think about this review? Great Poor

Empowered us to become better as a sales team

Read full review >
Ismael
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 30.03.2018 Company Size: More than 100 Employees Industry: Food & Beverages

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.

What do you think about this review? Great Poor

A Very Bad Encounter

Read full review >
Jimmy
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 26.03.2018 Company Size: 11-50 Employees Industry: Real Estate

PROS: SalesforceIQ syncs well with Outook. Once you get the hang of it on top of tailoring the system to your preference, entering information is a very simple process.

CONS: At first, their customer service as okay but it soon changed for the worse when we started paying them. Second, we can't add more than 300 items to the pick list. I work in the real estate industry and we monitor over 300 buildings. It was bad that Salesforce never mentioned this and we only found out after we spent so many hours learning the system. Once we spotted the issue, all support we got was series of emails and runarounds.

What do you think about this review? Great Poor

A reliable leads communication tool

Read full review >
Brad
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 21.03.2018 Company Size: More than 100 Employees Industry: Marketing and Advertising

PROS: 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 that. SalesforceIQ integrates well with Gmail which makes relationship management easier and efficient. You can therefore keep track of contacts and schedule when and to who you should send emails. From there, you can check whether the recipient read your email or not. The tool is also mobile friendly as it supports iPhone where you can download the app in your phone and manage contacts on the move.

CONS: Although the email notifications are fine, it may require improving in some areas. I should be able to get the email notifications of prospects even when I have not logged into the system. This will ensure a smooth and better management of relationships with my customers, and when I should send them, emails.

What do you think about this review? Great Poor

It addresses our needs in full

Read full review >
Elbert
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 19.03.2018 Company Size: More than 100 Employees Industry: Environmental Services

PROS: 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 where issues are solved on call. The customer support team cares about your business and the needs that come with it. From the functionality point of view, SalesforceIQ offers great tracking of leads and reliable communication for your marketing teams regardless of where they are.

CONS: Things can go wrong at any time. When using the SalesforceIQ CRM tool, you will experience some minor issues. However, when you contact the customer support, they always respond with the utmost speed and offer professional guidance on how to make the most out of the tool.

What do you think about this review? Great Poor

It Really Helps!

Read full review >
Hattie
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 05.03.2018 Company Size: More than 100 Employees Industry: Internet

PROS: SalesforceIQ sports a user-friendly interface that is so easy to navigate. I lead a large, ditributed group who works on deals on top of other stuff, so it awesome that I have a tool that they can pick up and use right off the bat.

CONS: There are some functionalities that are missng, such as additional opportunities. It can be cumbersome to add individual properties for a single account. It would have been nice if SalesforceIQ has that.

What do you think about this review? Great Poor

Increases visibility for our employees

Read full review >
Mable
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 04.03.2018 Company Size: More than 100 Employees Industry: Real Estate

PROS: 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 employees with minimum effort and training in the system and deploy them to work with the tool. Apart from that, it offers utmost visibility for all users to track prospects effectively.

CONS: The tool is amazing in terms of functionality. However, there are some capabilities that will require adding to help it function better. Although they may be considering this, it would be better to see those upgrades sooner than later.

What do you think about this review? Great Poor

My Review On SalesforceIQ

Read full review >
Teri
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 03.03.2018 Company Size: More than 100 Employees Industry: Food and Beverages

PROS: The software comes with structured support and service. I can rely on their support once I have questions and issues that needed professional expertise.

CONS: I have experienced some challenges during log-in, when getting the software started, or even when it is already up and running. I wish it has more excel functions for analysis.

What do you think about this review? Great Poor

Better email integration for improved performance

Read full review >
Stephen
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 27.02.2018 Company Size: More than 100 Employees Industry: Computer Software

PROS: 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). It helps to integrate with your email marketing campaign for ease of tracking of leads and better relationship management on the same. It helps you to sort out emails for every customer making it easy to manage that information. Apart from that, they have responsive customer support.

CONS: When it comes to using your email, it requires you to figure out how you will do it. It can be complex at times but once you get the hang of it, it becomes a normal thing. It would be great if the tool had a chrome plugin to help you track the emails you send to your leads or customers.

What do you think about this review? Great Poor

My Review On SalesforceIQ

Read full review >
Jaime
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 19.02.2018 Company Size: 11-50 Employees Industry: Computer Software

PROS: I like how SalesforceIQ enables me to track all emails, effectively eliminating guesswork in my team. With SFIQ, everything is so transparent that I can see where one left his work off when they are not around. The task bar is also a neat reminder when to call who, etc.

CONS: Perhaps what I don't like about SFIQ is that I don't know how to fully optimize the system. I also wish the software can create templates for emails whenever I email outside the software. I have to copy and paste email contact manually to Outlook, which is time intensive.

What do you think about this review? Great Poor

Salesforce Add On Service

Read full review >
Dennis
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 24.01.2018 Company Size: More than 100 Employees Industry: Health, Wellness, and Fitness

PROS: I love how SalesforceIQ links to my email account automatically and improves the whole user experience. I can say that managing everyday life has become pretty easy.

CONS: While it may be a great add-on to Salesforce, it is a bit unnecessary at times and is more suited for people who work in the sales department.

What do you think about this review? Great Poor

It allows proper tracking of all your prospect accounts

Read full review >
Eric
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 21.01.2018 Company Size: 11-50 Employees Industry: Insurance

PROS: 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 outlook integration, I do not have to worry about this. In response, I can send emails to leads and know whether they read or opened the emails I send. This capability allows me to measure the success or efficiency of my campaign.

CONS: The reporting part of the tool is not there. It does not compute for commissions and percentages. In short, you cannot depend on the tool to offer numerical performance of your business in terms of the sales you have made or the increase from the previous sales. It would be better if this feature was included for reliable reporting.

What do you think about this review? Great Poor

Great CRM Option

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Bennie
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

Published on: 13.01.2018 Company Size: More than 100 Employees Industry: N/A

PROS: I notice that the task manager is not as streamlined along with the user interface.

CONS: With SalesforceIQ, my team are able to collaborate, relay opportunities via our sales and on-boarding pipeline and move responsibility for accounts while maintaining the transparency of every communication between all team members.

What do you think about this review? Great Poor

Improves coordination among teams

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Thomas
4/5

Overall Impression

4/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

Published on: 09.01.2018 Company Size: More than 100 Employees Industry: Internet

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.

What do you think about this review? Great Poor

Adequate System For CRM, Lacks Customizability

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Rosa
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 04.01.2018 Company Size: 11-50 Employees Industry: Information Services

PROS: SalesforceIQ is user-friendly. It captures your emails and then seamlessly links them to accounts. Everything is automated that we do not have to do a lot of the grunt work to. It is an ideal option for an entry level CRM.

CONS: I am a big fan of customization and SalesforceIQ fails miserably in this regard. While the software performs well at high level, it just doesn't offering any room for customization in many aspects, such as reports and accounts.

What do you think about this review? Great Poor

SalesforceIQ has Impressed Me So Far

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Caleb
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 03.01.2018 Company Size: More than 100 Employees Industry: Retail

PROS: I love the simplicity of this CRM software, especially the way it notifies team members of any updates on all accounts.

CONS: I am still a new user and have not found any issue with the product.

What do you think about this review? Great Poor

My Review On SalesforceIQ

Read full review >
Gloria
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 22.12.2017 Company Size: 11-50 Employees Industry: Food and Beverages

PROS: What I really love about SalesforceIQ is its intuitiveness. Most CRMs require going through training and tutorials but SalesforceIQ is totally different. I am able to set up several pipeliness and taught myself the ins and outs, without any Salesforce experience. For my advanced queries, the support sent prompt responses and many of them were answered by my account, Jackie Shockley.

CONS: I wish editing account information isn't complicated. Clicking a lot pencils before I can actually edit the fields takes a lot of time.

What do you think about this review? Great Poor
Reviewed By Jenny Chang
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