SalesforceIQ is one of the most popular and well featured customer relationship management platforms around.
- Import customer and lead data directly from your email
- Track all of your information from one accessible location
- Integrates with the G Suite platform
- Nicely designed user interface means the software is easy to learn
- Supported by extensive documentation and training programs
- Works seamlessly with other Salesforce products
- Not scaled to the needs of larger sized businesses
- Doesn't offer real time email tracking
Success in the world of business is often predicated on building close and meaningful relationships with your clients. Building trust can create a loyal customer base, and understanding the needs of your clients can help you better cater your product or services to match their individual demands. SalesforceIQ is a customer relationship management (CRM) platform that's specifically designed to address the issues of small business owners. At its core, a CRM is about communication, and the SalesforceIQ is interested not just in helping business owners communicate with their clients but also making sure that everyone within the company has access to the information they need to better target and address the needs of their clients responsively and effectively. All the important information stored in SalesforceIQ is accessible through a smart and efficient dashboard. Known as lightning, this puts all the critical information about your leads and customers in one simple interface. With its simple tabbed structure, you can easily jump between metrics like sales performances or reports and detailed data on your existing customers, leads, or opportunities. Dashboards can be customized, and SalesforceIQ makes use of clean and sensible graphs and charts to better display data in an easily digestible format. Einstein Activity Capture is a revolutionary system that connects to your email inbox, scours your exchanges for critical information, and compiles and uploads it directly to your SalesforceIQ interface. It's a far cry from the complex and tedious spreadsheet creation that used to be a necessity in the sales industry. The desktop app also syncs directly with Salesforce's mobile services so you'll be in touch with all the data you need regardless of where your business takes you. Once you've transformed your leads into actual clients, SalesforceIQ can help you make sure they stay content with you services or products. Their cloud essentials platform unifies all of your customer service needs in one place. Multiple support channels can be integrated onto one screen, so your care team will have a full, macro view of the problems they need to address. From here, it's easy for managers to assign jobs to specific agents based on their current workload or their expertise. It also offers automation options for the most frequent and repetitive problems that customer care tea representatives have to deal with. When agents pull up tickets, they'll have access to all the relevant information on their customers in a single handy form. Salesforce is invested in their users, and they don't skimp when it comes to their own customer service experience. Their software comes supported by detailed documentation and a number of useful tutorials that you can use to help your company integrate to the complexities of their CRM platform. These include free live training programs. Subscribers can rest easy knowing that the Salesforce platform is updated three times a year.