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Customer Service and Support
Customizations, Architecture, Security and Administration
Microsoft Products Support and Integration
Automatic data capture
Intelligent follow-up reminders
Personalized sales tracking
Shared address book
Webinars and live trainings
Discover potential introductions
CRM data in your inbox
Sales and activity reports
Up to 3 direct integrations
Advanced pipeline reporting
Unlimited direct integrations
Unlimited custom apps
Additional data storage
24/7 toll-free support
Access to 100+ admin services
Unlimited online training
Sales Cloud Engage
Unlimited contact updates
Analysis of incoming email signatures
Addition of latest network details for your contacts
Automatic address book updates in Gmail, Outlook, Office 365
Unlimited use of Chrome plugin
Centralized account management and billing
Automatic updates to individual or team address books
Recently, at my new company, we started using Salesforce IQ within our Gmail emails. We have been using Salesforce IQ for a handful of aspects, including tracking emails, understanding when someone opens our email, tying the emails back to Salesforce, providing times we are free to chat and sending emails out at a future time. I've been using Salesforce (the CRM) for over 5 years now, but Salesforce IQ tied to my email has made life much easier. Now, I don't need to to tie emails back to the account/lead/contact through the BCC "emailtosalesforce/...." which is nice. Along with that, I can specify how I want the tracking to work, and whether I want to tie it to the contact, the opportunity, or (if for some reason) we have multiple options on the email itself.
One would never need to update your address book by copying the information from email signatures. Evercontact is a service that helps keep your mail contacts (Gmail contacts, Outlook contacts, Office365 contacts and Outlook contacts) and your CRM contacts (Connectwise, Salesforce and Highrise) always updated by mining your email accounts to create and update contacts. It simply takes out the pain of manually trying to find updated contacts or digging into the mail archives to find the contact of a person who emailed you once. Evercontact works in the background and will never erase your existing contacts.
Pros : Evercontact works even retroactively. It offers a Flashback feature which can scan up to 5 year old mails and can create or update the contact list. It gives you full control on the changes made to your contact list. You can chose to manually confirm or reject the changes suggested or go for completely automated option. You can even chose to receive the updates daily, weekly or monthly. It saves a lot of time and no contact is ever lost. A chrome plugin if also on offering which can let you save contact details from any web page in the browser and directly save it to the address book. The plugin is automatically able to identify which information is of what type and then updates the correct field with the correct information in the address book.For business users, keeping all contacts intact and updated is very important especially in sales dominated organizations. Also, in case of people moving out of your organizations, lots of important contacts go away with that person. With Evercontact, one cane always keeps on scanning the emails so that no contact is ever lost.
Cons : Evercontact scans the email for contact information in the email signatures which means that all the emails are accessed by the Evernote. Although Evernote claims that only an automated computer program does all the process and the email copy is deleted after the contact information has been extracted, it is hard to trust when your life runs on your email account. There have been instances of companies claims of deleting user information have been found false.
Tuesday 30 April 2013
What do you like best?Top ribbon interface makes is easy to use, brings along our newer users fast. Easy to navigate, sort, filter, and see our results. What do you dislike?Could have been supplied with a choice in autofils ie state, country etc, just small stuff that we are loading and creating preferences for our teams operating in 2 countries.More about Maximizer CRM
Tuesday 21 October 2014
RelateIQ is designed for professionals in any industry within small, medium and large businesses alike. The app is suitable for sales teams, community managers, customer success reps and account managers who need a better way to manage and track the communications and contact details of their professional relationships. The app can be used by an entire team or just one person.More about SalesforceIQ
Wednesday 06 August 2014
What do you like best?We could see our data, sometimes, when the server was working. What do you dislike?The entire user experience is a nightmare compared to companies like Nutshell CRM, who actually take the time to do user oriented collaborative design, focusing on UI and UX.More about Maximizer CRM
Monday 12 October 2015
We signed up for RelateIQ 2 months ago and did not find it useful so we called the support guys to cancel our subscription. It was then that they informed us that we have no choice but to keep our subscription for a year because of some fine print that they never mentioned before.More about SalesforceIQ
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