SalesforceIQ Software


 

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.

 

SalesforceIQ - Activity leaderboard
 
  • SalesforceIQ - Activity leaderboard
    Activity leaderboard
  • SalesforceIQ - Forecasting
    Forecasting
  • SalesforceIQ - Opportunities grid
    Opportunities grid
  • SalesforceIQ - Intelligent follow-ups
    Intelligent follow-ups
  • SalesforceIQ - Stream
    Stream
  • SalesforceIQ - Mobile views
    Mobile views
Supported Operating System(s):
Web browser (OS agnostic)

77 Reviews of SalesforceIQ

 
Software Advice Reviews (2)
More Reviews (75)

Showing 1-2 of 2

from The Voice Newspaper
Specialty: Media

Robust and user friendly but not for everyone

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Likes Best

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.

Likes Least

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.

Recommendations

Try it. Plain and simple, you won't know how this will best fit your needs until you use it and implement it.

 
 

from DFJ
Specialty: Software / IT

Automagic CRM

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Likes Best

Good UI, automatically pulls data with minimal work by the user, great for collaborating on accounts/deal with a team

Likes Least

Weak API, data sorting is immature, reporting features are basic

Recommendations

Think about what fits your workflow and organizational style

 
 
 
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