We love SalesforceIQ! Perfectly integrated and easy for my team to use.
So many. Ease of use, trackable for sales cycle, many more.
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.
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.
Great for simple helpdesk cases but not intended to be feature rich or robust.
It's allowed us to have a basic helpdesk tool that integrates with Salesforce.
As a helpdesk case tool, it works. Great for simple troubleshooting and just general inquiry cases where by correspondences are kept to a minimum.
Sold as having great integration with Salesforce, but the integration is extremely difficult to setup and not all fields are integrated. Everyone needs to have a Salesforce license to be able to use the desk tool properly and that gets very expensive. DO NOT try to use the tool as a task manger or PM supplement as it does not work well for these functions. There is also no place to store Client level notes in the tool itself so if someone was backing you up, there would be no place for them to reference client preferences or standard operating procedures for a specific client from Desk itself.
Salesforce Essentials Great Tool
This eliminated the need for spreadsheets and works great for a medium team!
This makes the teams more functional and your group can follow up on leads and identify what contacts are a sure sell. I love the way you can customize it and it automates every things so great from emails to calls its great.
Runs a little slow at times. Sometimes freezes.
Starter Plan is Worth Every Penny and More
Instead of separate email inboxes for our three customer service agents, all incoming mail goes here and can be worked on by all. Perfect for when an employee is out and someone is covering for them.
Even with all of the restrictions of the Starter Plan I was still able to configure everything to work great for our needs.
Bad intelligence and hard to override
I do not give only 1 star because there were occasional situations where SalesforceIQ informed us accurately that a client had changed companies. It did not offer us zero valid sales intelligence.
This software drove me crazy. Regularly confused our clients with other individuals with the same name and filled in data about those unrelated people. Regularly overwrote our own, hard-researched data about our clients with their LinkedIn dreams of being a DJ or Freelance Graphic Designer. I could never find an option to turn it off or siphon their "intelligence" to separate column. Maybe if we'd had a bespoke Salesforce implementation this would have been possible but I HIGHLY ADVISE you avoid if you're using out-of-the-box Salesforce.
Excellent experience I would highly recommend this product.
Excellent product for research industry. We used for inventory for device. Super easy to have everything done in few minutes. I would highly recommend this product.
There are some time it showed some technical problems.
Desk was challenging to use on a number of fronts
It was a good CRM a few years ago, but never received the attention it needed from the Desk product team.
It was intuitive to use when working on tickets and responding to customers. The reporting interface was easy when to create and run reports.
The reporting was barely functional and often times would time out when loading. There were countless days that I needed to run a report and was unable to.
Salesforce, a necessary tool for your sales team
Disappointing in so many ways
Not helpful at all. Technology from some other decade/century?
Nothing; it's so irritating. And I'm an IT person, programmer and DBA? Can't imagine what it's like for a non-tech user?
Can't add multiple records at a time; groups difficult to work with; emailing a challenge
Used it for over a year as our sole CRM system; ultimately migrated away to Pipedrive
It had a lot of powerful integration and I could download quickly into excel format. The feed was nice as well as my colleagues who interacted w/ leads was easily visible as a team
The hierarchy was confusing between setting up an account and then tying multiples records (deals?) to that account. Ultimately got it, but took a while to get setup
Overall, this is a great product. I am able to communicate about inventory with much ease and I have very few issues. The few times I have had issues with the pen reader communicating with the Salesforce app, I was able to get immediate assistance to resolve my issue.
I am able to communicate directly with the Shipper for inventory and returns.
I have had several issues with the pen reader not scanning the product. I have had to get a pen replacement, and have several trouble shooting conversations with the shipper regarding not being able to scan in devices.
Help Desk Cases Are Easier to Track
Our old method of submitting tickets to IT for support was to email the IT manager directly. Needless to say, it was never the fastest way to get things done. It gets and responds to requests much more effectively and greater transparency. I used to hesitate to send a request, now, I use the resource stay productive.
Can't add screenshots of error message which can be rather cumbersome. Also, multiple error messages across a single event can be too much to sit and type out.
Best. CRM. Ever
Has fundamentally changed the workflow not only for me individually but the whole team. We are more on top of deals, more efficient with our time, and seeing a major ROI on our investment. Honestly think I would choose my next job on whether or not they use RelateIQ as I could NEVER go back to Salesforce.
Integrations, UI/UX, Delivers right insight at the right time, automating the follow up process, Gmail plugin
Reporting tools aren't great yet
sAska loves SALESFORCE IN SOUTH AUSTRALIA
Nice product, quite and inncovative product. easy interface, confiurabele and providesgood option fo
looking for data integration. Also see how salesforce cloud works. Need to know about the integration with salesforce cloud. How to use any trip planning. Can we have all these in one place. So far I found separate software for all these. Good to have a place where I can tell my requirements and come to know the one solution.