SalesforceIQ

SalesforceIQ

SalesforceIQ is one of the most popular and well featured customer relationship management platforms around.

Download SalesforceIQ
Features of SalesforceIQ
  • Import customer and lead data directly from your email
  • Track all of your information from one accessible location
  • Integrates with the G Suite platform
Pros of SalesforceIQ
  • Nicely designed user interface means the software is easy to learn
  • Supported by extensive documentation and training programs
  • Works seamlessly with other Salesforce products
Cons of SalesforceIQ
  • Not scaled to the needs of larger sized businesses
  • Doesn't offer real time email tracking
SalesforceIQ Reviews

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.

Alternatives to SalesforceIQ

Freshsales

Freemium
Freshsales is a customer relationship management (CRM) program based in the cloud that helps small and large businesses keep track of both potential customers and existing customers. The application
Show details

Contactually

Paid
Build relationships in your network or discover new ones with Contactually. The app can be used by businesses as well as individuals who want to sort through all of the personal contacts that they
Show details

Pipedrive

Paid
Pipedrive gives businesses the tools they need to manage their sales activity and respond to the needs of their customers.
Show details

Close.io

Paid
Close is the inside sales CRM of choice for startups and SMBs. Make more calls, send more emails and close more deals starting today.
Show details

Insightly

Freemium
Insightly is the #1 CRM software for Gmail, G Suite and Outlook. Sign in and experience a cloud-based CRM platform built for lifelong customer relationships.
Show details

Capsule

Freemium
Online CRM for individuals, small businesses and sales teams wanting a simple, effective and affordable solution. Manage your contacts and their history. Opportunity pipeline and case management.
Show details

Nimble

A G2 Crowd Market Leader, Nimble helps you build relationships everywhere you engage -- from your inbox to across the web. Try it free - no credit card required.
Show details

Webcrm

Getting started with webCRM is easy. 2,500 companies worldwide rely on our user-friendly system.Guides, training and phone support help you get started
Show details

Maximizer CRM

Powerful CRM software that is customizable, easy-to-use, and all at One Simple Price. Personalized support, training and guidance. Try Us Free for 30-Days!
Show details

Pipeliner CRM

Freemium
The Best CRM, all About Sales! Sales enablement tool, a simple, winning formula. Focus on pipeline management, sales process & analytics to maximize revenue
Show details

PlanPlus Online

A Productivity Software System for Leaders to help you plan, execute, and achieve your goals. Discover mission, get organized, online calendar and planner.
Show details

Intouch

Intouch helps retailers use IoT and AI to drive sales, build better customer experiences and seize the opportunity. Turn insights into real-time action by building retail applications on our
Show details

BatchBook

Paid
Batchbook is your small business CRM solution. Build meaningful relationships with customers with our easy to use tool.
Show details

Zoho ContactManager

Zoho ContactManager helps you manage contacts, deals & tasks. Get the best contact management tool for your business. Free for a single user. Try now!
Show details