SalesforceIQ is a cloud-based customer relationship management (CRM) solution. This product is suitable for small to medium-sized businesses across a variety of industries. Key features include sales automation and a customer interaction database.
SalesforceIQ manages details of both customers and prospective customers. Information can be entered into the system automatically from emails, calendars and marketing automation systems. Users can see if other team members have already communicated with contacts.
SalesforceIQ creates automatic reminders, so if users don’t remember to respond to emails, the system will send them alerts to follow up. This product also includes a Gmail extension. Users can reach out to contacts without toggling between their email inboxes and CRM software.
SalesforceIQ is priced on a per user per month basis. It is integrable with Pardot, MailChimp and HubSPot. Mobile apps are available for Android, iOS, Blackberry OS and Windows phones. This product is available only in the United States, Canada and Australia.
Keith from VMP
Employees number: 2-10 employees
As a small business, we don't have all of the resources available to us that some bigger businesses have. If you don't have an IT department or you're not pretty tech savvy, you may want to go in another direction. There is NO phone support, so everything is by e-mail and if you don't ask your question the way the tech understands it, you won't get the answer you need to address your concern. They are quick to refer you to a library of online videos and an FAQ page. Things that I can usually have someone talk me through in 10 minutes, they would have you watch 2 hours of videos and hope you understand when you are done. This has not been a good experience for us and unless you meet the criteria I outlined above, you are probably in for the same rocky path.
I like that I only have 6 months left on our subscription.
- I still have 6 months left on our subscription
- NO PHONE SUPPORT.
John from Kenilworth Global Consulting
Employees number: 11-50 employees
We are a small business and signed up for SalesforceIQ last year. We decided not to renew our subscription with them this year owing to the fact that their customer service (right from the onboarding process to the technical support provided by their account managers were substandard and not even baseline satisfactory). To add insult to injury, they sent an invoice for $ more (after we did not renew our membership) asking for it to be paid or be turned over to a third party collection agency. When questioned, their collections team said, there was a small clause in the signup agreement which said "
The term of each subscription shall be as specified in the applicable Order Form. Except as otherwise specified in an Order Form, subscriptions will automatically renew for additional periods equal to the expiring subscription term or one year (whichever is shorter), unless either party gives the other notice of non-renewal at least 30 days before the end of the relevant subscription term."
We have decided to speak to our lawyers regarding this matter and do not wish to use any of their services in the future. Please be warned of the appalling customer service and their tendency to hound you to get their pound of flesh even when the customer decides not to use their service.
Too many free CRM products out there which have similar features. Stay away from any salesforce product.
Appalling Customer Service
A bunch of money grabbing company with no concept of customer service - Stay Away!
Austin from The Voice Newspaper
Salesforce IQ is one of the better CRM programs I have used, that being said, it was not for me. I enjoyed the ease of learning the program and the customer support was phenomenal. The options that IQ offers are abundant and allow one to handle almost any task. My favorite feature is the email tracking so I know the moment a client opens or reopens an email.
For my use, this product was too much. It offered too many things that I don't think I'll ever use but others may find perfectly suited for their needs.
Try it. Plain and simple, you won't know how this will best fit your needs until you use it and implement it.
Sunil from DFJ
Specialty: Software / IT
Good UI, automatically pulls data with minimal work by the user, great for collaborating on accounts/deal with a team
Weak API, data sorting is immature, reporting features are basic
Think about what fits your workflow and organizational style