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.
Sunil from DFJ
Specialty: Software / IT
Employees number: 11 to 20 employees
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