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Supported Operating System(s):
Web browser (OS agnostic)About SalesforceIQ
SalesforceIQ is a cloud-based customer relationship management (CRM) solution suitable for small to medium-sized businesses across a variety of industries. Key features include sales automation and a customer interaction database. Mobile apps are available for Android and iOS devices.
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 do not remember to respond to emails, the system will send them alerts to follow up. The solution also includes a Gmail extension. Users can reach out to co...
Activity leaderboard
Supported Operating System(s):
Web browser (OS agnostic)Average User Ratings
Overall
Ease-of-use
4.0
Value for money
4.0
Customer support
4.0
Functionality
4.0
Likelihood to Recommend
Not likely
Very likely
April 2018
Alex from Joey the Cat Skeeball
Industry: Events Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
April 2018
We love SalesforceIQ! Perfectly integrated and easy for my team to use.
So many. Ease of use, trackable for sales cycle, many more.
Pros
This software is awesome. It takes the stress out of constantly updating your CRM by making it seamless and integrated with our email. It captures a lot automatically, giving my team more time to close deals. We love the customizable pipeline features as well. Great software overall.
Cons
I have hard time thinking of cons for this software. It was so easy for my team to implement. It is expensive I guess, that'd be the only con.
March 2018
Brittney from Elemerce
Industry: Consumer Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
4.0
Customer support
5.0
Functionality
4.0
March 2018
This is a great tool for organizing your sales funnel.
Pros
Time management and organization are the top reasons to use this software. Being able to include information on new prospects and clients is very helpful and it's easy to add to do items. The sales funnel process is user friendly and easy for other employees to view.
Cons
It can be hard to create clear expectations between management and employees on what information or processes should be done. With so many options of where to save information it can look like information is missing if you don't look in the right place. Processes should be put in place by each organization to clarify how to use the software.
December 2016
Chance from Paylocity
Company Size: 1,001-5,000 employees
Industry: Financial Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
2.0
Customer support
3.0
Functionality
2.0
December 2016
Do Not Assume Anything
The best advice that I can give to a company considering purchasing Salesforce's Desk.com is to document every single expectation and need regarding a CRM tool. Do not assume any functionality exists, regardless of how simple and standard that functionality may seem. There are definitely features and functionalities that the average person might expect any modern system to offer which it does not. Examples: List Views - Cannot sort by most fields, cannot add custom fields to list views, and cannot modify the number of records per page Reporting - Cannot modify fields displayed in a report, cannot edit criteria for metrics, and cannot include custom fields in reports aside from picklists, and cannot export more than 2500 records at a time Email - Does not include standard modern emailing functions such as underlining, highlighting, modifying font color, or pasting images/tables Also, while some more complex workflows and automation can be built in Salesforce to update fields which are then passed back to Desk via Desk Connect (native sync between Desk and Salesforce), I strongly recommend against relying on Desk Connect for any business processes. Desk Connect can and has been turned off by Desk.com for all customers without first ensuring this is okay with the customer, interrupting daily business on a large scale. It is also extremely easy to break or surpass its capabilities of Desk Connect to the point that any modification, regardless of size, made to your Salesforce org must be communicated to Desk to ensure that Desk Connect will continue to function as expected. If you are a small-scale organization/team with very basic case tracking and reporting requirements capable, Desk may very well be the answer for you. But you still better be prepared with extensive documentation of all requirements and expectations for a tool like Desk, no matter how small or obvious they may be.
Pros
Simple UI Simple workflow building and management
Cons
Extremely limited in its capabilities Desk Support reps are not thorough when reading emails ETA's on fixes/patches pushed back for months
December 2017
Gerson Daniel from PriceSmart
Company Size: 1,001-5,000 employees
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
5.0
Functionality
4.0
December 2017
Desk.com makes our job a lot easier and it's CS team is really helpful when needed. Desk.com rocks!
We got to have our email's interaction (with our customers) well organized. We can get through our data to send monthly reports with no problems.
Pros
It is very user friendly. My team mates and I can navigate through our system with no complications.
Cons
Not getting a pop-up message (notifications) w/o an additional feature is probably what I like least about Desk.com.
April 2018
Nasir from Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas
Company Size: 10,000+ employees
Industry: Insurance
Time Used: More than 2 years
Review Source: GetApp
Ease-of-use
5.0
Value for money
3.0
Customer support
4.0
Functionality
5.0
April 2018
salesforce in health sciences
Pros
most comprehensive crm out there pretty much has solution for any business problem easy to scale and develop
Cons
learning curve expensive licensing need some sophostication in customization license per user and has some limits of what u csn do overall