SalesforceIQ CRM is Salesforce’s entry-level customer relationship management (CRM) subscription. It is designed to meet the needs of small businesses, and as a cloud-based subscription service, it is priced to be within the budgetary constraints of those users as well. While its simplified setup is intended to let you get up and running in very short order, Salesforce offers a variety of assistance tools to guide you from setup to efficient usage. The goal of SalesforceIQ CRM is to enable you to be able to focus your energy on your sales and marketing work, and not on your CRM service.
Salesforce CRM follows the standard model for many CRM services. With SalesforceIQ CRM, you begin by populating it with your account information, including the contacts within each account. You then add information about the opportunities (sales deals) you want to close for those accounts. Opportunities have many characteristics, such as velocity (how fast do you expect to close the deal), probability percentage of a successful close, activities (email communications, meetings, appointments, etc.), tasks (what needs to be done to close the deal), and many others. SalesforceIQ CRM lets you customize what you track and the way you track it to better fit your actual sales process.
Once you have populated SalesforceIQ CRM with your account, contact, and opportunity data, you can start using the features that enable you track your data and better understand what is actually going on within and across your accounts and opportunities. For example, SalesforceIQ CRM includes a set of pre-built reports and analytics views that you can use to analyze things like sales progress and account health, which can help you prioritize your opportunities. You can see how your actual sales performance matches your sales forecast, you can identify stagnant opportunities at a glance, and you can filter and sort information across account, contacts, and opportunities.
To better work with your sales information, SalesforceIQ CRM also includes automation features like automatic data capture. This feature helps you to automatically capture phone calls, emails, and meetings and assign them to opportunities. The auto-complete feature helps you input contact and lead information more rapidly. By entering no more than an email address, SalesforceIQ CRM can search through vast amounts of online data to find other publicly available information about that lead (address, phone numbers, social information from Facebook and LinkedIn, etc.). It can then automatically populate the record with the information it has found.
SalesforceIQ CRM keeps all of your data synched and up-to-date, so all users see the same data at the same time. Additionally, SalesforceIQ CRM includes automatic notifications and alerts based on triggers—like when a customer opens an email or clicks a link. SalesforceIQ CRM offers native apps for Android and iOS devices, which makes it a truly mobile service that enables you to access and update your data from just about anywhere. Additionally, the base SalesforceIQ subscription includes integrations with Gmail and Microsoft Outlook.
SalesforceIQ CRM is designed to get you up and running quickly and efficiently, even if you have no previous CRM experience. Moreover, for those who may need additional help and guidance, Salesforce provides such targeted educational tools as online videos, webinars, and live trainings. Each of these is specifically targeted towards helping you start using SalesforceIQ CRM to your greatest advantage.
SalesforceIQ CRM offers a variety of educational tools that show you how to use technology to grow your business. For example, Salesforce offers a large assortment of e-books tailored to the needs of small businesses (such as 5 Productivity Tips Every Small Business Needs to Know). Other education and guidance that Salesforce provides include a dedicated blog for small business guidance, online demos, and webinars that can help you improve your business and work out what your next best steps should be. Finally, Salesforce hosts a large and active community for small business owners.
The SalesforceIQ CRM subscription is tiered so that you only pay for the services you need. The base subscription provides the “out-of-the-box” CRM feature set for up to five users. Subscription are priced per user, so you only pay for the actual number of people using the product. In addition to the CRM database, the base subscription includes features like automated data capture, reminders, personalized sales tracking, mobile apps, synchronized and shared data, and more. To add additional users and features, you just increase your subscription.
As you migrate from one service level to another, all of your data remains intact. The only difference is that there are more available features. Some of these features include lead management (for improved handling of leads vs. existing accounts), customization and creation of dashboards and reports, integration with Microsoft Outlook and other services, and advanced opportunities and pipeline tracking.
SalesforceIQ CRM (as with most Salesforce services) is a cloud-based service. You access a cloud-based service through your internet browser. One big advantage of a cloud-based service is that you do not have to host the service on-premises, so you save the expense and time of supporting a local server. SalesforceIQ CRM hosts its services from secure cloud servers and incurs all of the expense of managing the hardware and any information technology (IT) expenses.
Another advantage of using SalesforceIQ CRM is that, since the service is hosted in the cloud, all data from all users is synchronized and up-to-date at all times. You never have to worry that one employee may have a different view of the data than you do.
The SalesforceIQ CRM provides a simplified path to growing your CRM tools and features as your business requirements grow. You can grow your feature set by increasing your subscription until you have graduated to Salesforce’s Sales Cloud, which is their robust CRM service that can support even enterprise-sized organizations. No data migration required. You just transition from one to the other.
Beyond just growing the number of available CRM available features, SalesforceIQ CRM enables you to add a broad variety of integrated services that can help you develop a fully integrated marketing and sales presence across your entire organization. For example, Data.com is a Salesforce feature that gives you access to literally millions of potential leads. Salesforce’s Service Cloud provides a way to manage your customer service and support needs. Salesforce’s Community Cloud feature enables you to deploy and manage a customer community that integrates with CRM. Each of these services is fully integrated with all sales from services. So when a contact sends a support email, that email can be attached to an opportunity in SalesforceIQ CRM that is associated with that contact.
The base subscription for SalesforceIQ CRM includes simplified integrations with Gmail and Microsoft Outlook. However, you can level-up your subscription to include a large variety of third-party integrations that will increase your CRM automations, which makes things easier. For example, SalesforceIQ CRM offers native integrations with services like MailChimp and HubSpot, among others. These services can increase your success by helping to manage email campaigns, integrating with other data sets, or capturing more customer interactions automatically within your contacts and opportunities.
For those with more technical skills, SalesforceIQ CRM offers an application program interface (API), a private app exchange (where you or other customers can post and share your customized apps.), and other app developer tools. Additionally, Salesforce App Cloud provides point-and-click tools that non-developers can use to create their own customized applications, requiring very little technical prowess.