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)

88 Reviews of SalesforceIQ

 

Start your review of SalesforceIQ

Click to start
https://www.softwareadvice.com/crm/salesforceiq-review/
Software Advice Reviews (5)
More Reviews (83)

Showing 1-5 of 5

Jesse from 5 Stones Group
Specialty: Non-Profit
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

Cool Features, but expensive

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I preferred this software over competitors like Insightly, but I am still looking for a CRM to love.

Pros

Some of the automated tasks. The seamless integration with GMAIL is incredible, I enjoyed being able to update records and deals right within gmail.

Cons

Pricier than their competitors. Entry level software platform, not as full featured as their parent company, salesforce.

 
 

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

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

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

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

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

 
 
 
Showing 1-20 of 83


November 2017

November 2017

Sound customer data storage software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I was able to add as much customer detail as required and grouping meant that the segments we operate in are synchronised effectively

Cons

The user interface could be improved. I was able to find my way around soon enough but it was not instinctive.

Review Source: Capterra
 

Becky from Xola
Number of employees: 51-200 employees Employees number: 51-200 employees

September 2017

September 2017

Excellent Logging and Visibility

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Using Salesforce IQ, I was able to get both high level-executive and task-level benefits:

1. High Level: Because I see opens and behaviors, I learned to write more engaging emails that get more opens

2. Task Level: Because Salesforce IQ logs emails to Salesforce with a click, I do not have to manually log (5-6 clicks). I get more time to do more important tasks.


Pros

I love how Salesforce IQ not only tells me when people open my emails, but it also shows me when customers/clients click on URLs/links within the emails. Being able to see both the opening activity and the clicking activity is key for me.

Cons

I wish muting the notifications was a bit easier, but once I figured out how to do this, it was super easy! It was more me than Salesforce.

Review Source: Capterra
 

Jessie from Appfolio Inc.
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

September 2017

September 2017

Easy to use, Simple

Ease-of-use

Functionality

Product Quality

Customer Support

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

I can track emails when they're opened.

Pros

I love that it's very user friendly & I can easily find the information I need. I also love that it syncs with Salesforce so there's no dup entry. They also rolled out the ability to see other employee's calendars when inserting availability in an email > This is great!

Cons

The fact that it does sufficiently track read receipts!!!! This is huge and we've been asking for it since we first started using it and were told that it would be rolled out but hasn't. The system will let you know when an email was opened but there's no way to go back to search that email at a future time and see if it was opened. The user is relegated to scrolling through a list of every. single. email. that has ever been tracked to try to find the one they're looking for to see if it was opened. I'm sure there's also an easy way to upload my email templates but I haven't figured it out.

Review Source: Capterra
 

Stuart from Feastfox

May 2017

May 2017

Great product but very expensive

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

SalesforceIQ is a great product with lots of features and can scale with your business as you can convert to other Salesforce CRM systems.

Cons

The product is very expensive, especially for a startup and they don't offer much in the way of discounts or packages for startups. The customer support was also not great at quickly responding to requests.

Review Source: Capterra
 

Adi from Sarid Research Institute LTD.
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Great CRM, very useful features

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I've been using SalesForceIQ for two years now, and very satisfied.
Mostly, I enjoy the read receipts option via the chrome gmail extension. It embeds a pixel in every outgoing email and I get an immediate notification once the email is opened.
SalesforceIQ taps into the gmail inbox and automatically updates the opportunities based on email communications, and allows me and my colleagues to be in sync - very important for us.
Chatter options are also convenient. I found it very easy to master though some of my colleagues found it a bit more difficult.
Some problems supporting Hebrew (characters can't be searched), and too bad that the basic package doesn't include integrations of API for use with other software.

Review Source: Capterra
 

Eric from SYNEK

February 2017

February 2017

Great option for startups

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

If you're a fast growing startup that hasn't brought on a VP of Sales - this platform is made for you. Approachable and flexible, it will help you move away from your excel spreadsheets and start giving you the insights from a full fledged CRM without the crazy setup. I absolutely recommend it.

Review Source: Capterra
 

Anna from SYNEK
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Salesforce IQ

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We use Salesforce IQ to keep tabs on customer communication, refunds, and business relationships. It is extremely helpful to keep the company on the same page.

Pros

It's a common place for reporting. We have a lot of very important information stored in SF IQ.

Cons

-Slows my computer down.
-More integration with other applications would be great.
-Not 100% confident everyone in the company is keeping it updated.
-accounts can be made for a customer and they will not show up in the "customer" list

Advice to Others

Nope.

Review Source: Capterra
 

Eric from SYNEK
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Best CRM For Scaling Startups

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

If you're looking to upgrade from Google spreadsheets, but haven't hired your first experienced VP of sales, then SalesforceIQ is a perfect fit.

Pros

The email intelligence. Every email sent from someone on your team to the account will be listed for all to see. No more back and forth with your teammates catching up on the status of an account - all gathered without any manual data entry.

Cons

It can get a bit pricey when adding additional users.

Review Source: Capterra
 

Andy from Golden Tennis Strings

January 2017

January 2017

Best thing is the socks they give you at Dreamforce

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

SFIQ is an interesting concept and new product to the many offerings of Salesforce. While the verdict is still out whether we will jump in wholeheartedly, the initial feedback has been polarizing.

Review Source: Capterra
 

Ryan from Total System Services
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2016

December 2016

Stay Away from Salesforce

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Our experience is horrible. They charged us for services that we didn't sign up for and never had access to, and they sent us to collections for not paying for those service charges. We canceled our services and they continue to bill us. Their products are overrated and their support is terrible. Don't believe anything the sales guy tells you because none of it will be honored. Stay away for your own good.

Cons

Sales pressure, no follow through with commitments, products aren't worth what you pay, poor billing.

Advice to Others

Stay away!

Review Source: Capterra
 

Ashley from Freeman
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

December 2016

December 2016

SalesforceIQ

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

SalesforceIQ makes our team's processes so much easier to breeze through & save time in every aspect.

Review Source: Capterra
 

Paul from N/A

November 2016

November 2016

Intuitive Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Salesforce IQ has everything we would expect out of a web-based CRM. Although the plans are pricey, I recommend going for the premium plans since the reports that they provide access to are very helpful in managing your sales pipeline.

Review Source: Capterra
 

Carol from CAMH

October 2016

October 2016

Salesforce Desk Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I was impressed by the ease of use and the many facets of Salesforce. They've done their homework and come out with an ever improving product.

Review Source: Capterra
 

alan from woodruff-sawyer.com

October 2016

October 2016

good presentation review and info

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

good information and glad to be here. is there something i can go to learn more about this? thank you and hope to learn more about these products

Review Source: Capterra
 

Edward from Travelshopa
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2016

October 2016

Very disappointed with technical support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

While the product helps us achieve our objective of managing thousands of our business partners for direct marketing and account management purposes we have had very poor technical support recently. We are based in Singapore (not US time zone) and have to rely on one email per day comms to share updates or information. We have been going at it for more than a month now with no resolution, no case number and no contact number for a call to resolve quickly. I can't believe a global company like SalesforceIQ cannot provide global / local 24x7 support.

Pros

Easy to manage and export data. Integrates well with email.

Cons

As mentioned above, technical support may as well not exist. If you have an urgent need for support - good luck with that.

Advice to Others

Assume you will not have any rapid or verbal technical support.

Review Source: GetApp
 

Matt from The Brooks Group

October 2016

October 2016

Great value for a small sales org

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We implemented it in 2 months and had our entire sales team coordinating on sales opportunities together and knowing who was talking to who.

Review Source: Capterra
 


October 2015

October 2015

As ok as any CRM

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

SalesforceIQ has been a decent CRM, I've used it both doing Business Development myself and extracting data to do analytics on our business development. We put a lot of time into looking for the right tool and it seems like all CRMs (Zoho, Streak, Close.io, ...) all have their good sides and bad sides: sfIQ is strong on allowing a customizable sales process for each pipeline.

Pros

They've been really responsive to feature requests, though the follow up that those features have actually been built hasn't be as good. The sfIQ Google Chrome extension is really helpful and allows you to use much of the functionality of sfIQ in gmail and elsewhere.

Cons

Occasionally sfIQ is really slow. It works excellently on super fast internet connections but on desktop wifi in the field it can get annoying, that's less of a problem with the native mobile apps. The automatic info it adds on companies is more often garbage than not, and it's not edible, which isn't awesome. Their more expensive plans are really expensive: those get you great support, but the product is still just as satisfactory.

Review Source: GetApp
 

Abhinai

October 2015

October 2015

You will be stuck paying for a year because of a fine print - do not give them your credit card number!

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

We signed up for RelateIQ 2 months ago and did not find it useful so we called the support guys to cancel our subscription. It was then that they informed us that we have no choice but to keep our subscription for a year because of some fine print that they never mentioned before.

Cons

The product was pretty useless for us and now we cannot even cancel our subscription. This is really bad.

Review Source: GetApp
 

David

May 2014

May 2014

RelateIQ offers a new paradigm for CRMs

Product Quality

Product Quality
Quality

We put a lot of time and effort into selecting an ideal CRM. After many months of deliberation, we chose RelateIQ for three primary reasons:

1) Superior UI and intuitive UX
2) Excellent customer service - particularly we were very impressed by Jane Alexander (and appreciate the additional help from Armando Mann - we'd recommend reaching out to Jane)
3) Customization to our needs - ease of use to our priorities and needs has been exceptional

All in all, RelateIQ is an extremely user-friendly, customizable, more fun, and customer-service approach to everything we're looking for in a CRM. We're very pleased with our choice, and look forward to scaling our growth with this solution moving forward.

Thank you Jane!

Pros

Intuitive UI/UX
Superior service-based approach
Personalized account management
Automated email exchange records (no manual data entry)

Cons

RelateIQ is in process of rolling out more robust KPI and dashboard tracking, which we look forward to implementing when it's ready. The Pros far outweigh any Cons, however, so far in our experience.

Review Source: GetApp
 

Mike

May 2014

May 2014

Amazing service.

Product Quality

Product Quality
Quality

We use RelateIQ to power our outbound relationships. It's amazing.

Review Source: GetApp
 
 
Write a Review