SalesforceIQ is a smart CRM application that is aimed at SMBs. It automates the process of getting data to the right places, so sales reps can focus on sales. SalesforceIQ pushes information from calendars, emails, calls and marketing automation software into the CRM. It has great functionality with useful features such as a Chrome extension for Gmail and iOS and Android apps.
SalesforceIQ provides you with stacks of very cool management tools. There are read receipt notifications that alert you when clients open their emails, follow-up email scheduling, send-later functions, pre-crafted text snippets for emails and the ability to attach files from many cloud storage services. These all make SalesforceIQ a very useful and productive platform to work from.
MobileWith SalesforceIQ, users can seamlessly switch from PC to smartphone to tablet. It also includes a Google Chrome extension that puts the app's functionality into a user's browser. This is very useful as it gives Gmail users the ability to access the app directly inside the Gmail inbox.
Task ManagementSalesforceIQ’s task management tools are both easy to navigate and edit. Tasks can be assigned directly from a ‘stream’ page, a ‘contact’ page or from your home page.You can assign tasks to yourself or to another user. They can also be linked to a contact and populated with whatever information you need. You simply edit the description and specify a ‘due’ date. Tasks are synonymous with ‘follow ups’ and they’re all displayed on your homepage at the order in which they are ’due.’
ReportingSalesforceIQ has 13 standard reports, including a funnel analysis, sales leaderboard, and win rate by salesperson etc. All reports are interactive and you can adjust the time period and select various data sources for each report. These can then be saved as .CSV file. By utilising SalesforceIQ’s reports, you will have the most recent data on various aspects of your business, right there when you need it.
IntegrationsA cool feature of SalesforceIQ is the company’s API. It gives you the ability to integrate the app into your existing infrastructure. SalesforceIQ can be integrated with marketing automation tools such as Marketo, ticketing systems like ZenDesk, and webforms like WuFoo.
PricingSalesforceIQ uses a subscription pricing model that has three pricing tiers. Small team pricing is $49 per user per month, while business pricing rises to $99 per user per month. For enterprise-level pricing, businesses must contact SalesforceIQ directly.
Bottom LineSalesforceIQ is a solid CRM that is easy to use and has a streamlined interface. It is simple to import data from various contact sources such as Google or Office365 email accounts. It can also recognize both individual contacts as well as organizations that they represent. It has great mobile integration, and really intuitive Task management tools. These features coupled with good reporting tools and useful API integrations, make SalesforceIQ a good choice for SMBs.