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)

82 Reviews of SalesforceIQ

 

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Software Advice Reviews (4)
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Showing 1-4 of 4

Keith from VMP
Specialty: Manufacturing
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Small business' beware

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

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.

Pros

I like that I only have 6 months left on our subscription.

Cons

- I still have 6 months left on our subscription
- NO PHONE SUPPORT.

 
 

John from Kenilworth Global Consulting
Specialty: Education
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Bunch of money grabbing company - Stay Away!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

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.

Pros

Too many free CRM products out there which have similar features. Stay away from any salesforce product.

Cons

Bad attitude
Appalling Customer Service
Hidden Clauses

Advice to Others

A bunch of money grabbing company with no concept of customer service - Stay Away!

 
 

Austin from The Voice Newspaper
Specialty: Media

September 2016

September 2016

Robust and user friendly but not for everyone

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Ease-of-use
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Quality
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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.

 
 

Sunil from DFJ
Specialty: Software / IT

March 2016

March 2016

Automagic CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
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Support
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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