Pour qui ?

SalesforceIQ CRM est adapté aux équipes de toute taille qui souhaitent gagner du temps, établir de meilleures relations et prendre des décisions plus pertinentes dans le domaine des ventes, des affaires, du développement, de la finance ou des services professionnels.

Notes moyennes

180 avis
  • Note globale 4 / 5
  • Facilité d'utilisation 4 / 5
  • Service client 4 / 5
  • Fonctionnalités 4 / 5
  • Rapport qualité-prix 4 / 5

Informations sur le produit

  • À partir de 25,00 $US/mois
  • Version gratuite Non
  • Version d'essai gratuite Oui
  • Déploiement Cloud, SaaS, web
    Mobile (iOS natif)
    Mobile (Android natif)
  • Formation Formation en ligne en direct
    Webinaires
    Documentation
  • Ressources d'aide Support en horaire de bureau
    En ligne

Informations sur l'éditeur

  • Salesforce
  • https://www.salesforce.com/solutions/essentials/
  • Fondé en 1999

En savoir plus sur Salesforce Essentials

Qu'il s'agisse de gérer un pipeline de ventes ou de conclure des accords de développement commercial, SalesforceIQ CRM (solution de GRC) élimine les étapes fastidieuses et manuelles du travail grâce à la capture automatique des données, ce qui permet de revenir aux relations qui importent le plus à l'entreprise. Les algorithmes de SalesforceIQ utilisent la science des données pour faire apparaître des informations cachées dans les e-mails, invitations et autres sources.

Salesforce Essentials - Fonctionnalités

Information non fournie
  • Alertes sur les biens
  • Gestion des campagnes
  • Gestion des contacts
  • Gestion des leads
  • Mise en correspondance des clients et des biens
  • Segmentation
  • Suivi des interactions
  • Suivi des références
  • e-mail marketing
  • Accès mobile
  • Devis et offres
  • Gestion des tâches
  • Gestion du territoire
  • Intégration des médias sociaux
  • Intégration du chat interne
  • Intégration du marketing automation
  • Lead scoring
  • Segmentation
  • Stockage de documents
  • Système de calendrier et de rappel
  • e-mail marketing
  • Automatisation du marketing
  • Catalogue de produits
  • Devis et offres
  • Gestion de projets
  • Gestion des campagnes
  • Gestion des centres d'appel
  • Gestion des contacts
  • Gestion des documents
  • Gestion des enquêtes
  • Gestion des leads
  • Gestion des listes
  • Gestion du territoire
  • Lead scoring
  • Pages de renvoi et formulaires Web
  • Suivi des interactions
  • Suivi des références
  • Support client
  • e-mail marketing
  • Gestion des abonnements
  • Gestion des bénévoles
  • Gestion des collectes de fonds
  • Gestion des comités
  • Gestion des contacts
  • Gestion des donateurs
  • Gestion des subventions
  • Gestion des événements
  • Intégration des médias sociaux
  • e-mail marketing
  • Devis et offres
  • Gestion des tâches
  • Gestion du territoire
  • Intégration des médias sociaux
  • Intégration du marketing automation
  • Lead scoring
  • Lecture de cartes de visite et de badges
  • Messagerie instantanée
  • Prévision
  • Segmentation
  • Stockage de documents
  • Système de calendrier et de rappel
  • Affectations d'équipe
  • Alertes de compte
  • Gestion des leads
  • Gestion des ressources
  • Gestion du marketing
  • Gestion du territoire
  • Suivi de l'influence
  • Suivi des frais
  • Suivi des ménages
  • Suivi des relations
  • Base de données de contacts
  • Contacts partagés
  • Gestion des leads
  • Gestion du pipeline de ventes
  • Importation et exportation de contacts
  • Outils de prospection
  • Recherche/Filtre
  • Segmentation
  • Suivi des interactions
  • Distribution de leads
  • Gestion des campagnes
  • Gestion des pipelines
  • Lead nurturing
  • Lead scoring
  • Outils de prospection
  • Saisie de leads
  • Segmentation de leads
  • Suivi des activités
  • Suivi des sources
  • Alertes et remontée des problèmes
  • Assistant virtuel
  • Base de connaissances
  • Enquêtes et feedback
  • Gestion des centres d'appel
  • Gestion des e-mails
  • Gestion des flux de travail
  • Gestion des listes d'attente
  • Gestion des rendez-vous
  • Intégration des médias sociaux
  • Messagerie instantanée
  • Mesure des performances
  • Portail libre-service

Logiciels équivalents

Avis les plus utiles sur Salesforce Essentials

One of most popular help desk solutions is Desk.com

Publié le 10/11/2017
Anoosha D.
ISR
Logiciels, 13-50 employés
Temps d'utilisation du produit: 6 à 12 mois
Provenance de l'utilisateur 
Source : SoftwareAdvice
4/5
Note globale
4 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
4 / 5
Support client
4 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Avantages: If you are thinking about choosing Desk.com as a help desk software solution for your company then this article is for you. Our B2B experts prepared a thorough review of Desk.com pros and cons and analyzed what it has to offer to help you make an informed decision before you spend your money.
Email to Ticket Conversion
Knowledge Base
Self Service Portal
Multiple Service Level Agreement policies
Automations – Ticket routing, scenario automations
Multi-channel support, including Facebook & Twitter
Community Portal with Idea Management & Voting
Multi-product/multi-brand Support
Integrations: Freshbooks, Google Apps, Harvest, CapsuleCRM
Multi-language & multi-time zone support
Satisfaction Surveys
Leaderboard & gamification
Support Channels
Both services use various channels for customer interaction and support such as email, Facebook, Twitter, and community forums. The messages from all these services are gathered in a combined queue of support work. Freshdesk is better than Desk.com in this area as it offers ticket support in addition to phone support, while Desk.com offers only phone support.
Canned Responses
Both Freshdesk and Desk.com provide a way to use a library of snippets that can be re-used. If you need to describe certain features regularly to users, you can use canned responses to speed up writing the responses. This can help your agents save time and focus more on query resolution.
Third-Party Integrations
Both Desk.com and Freshdesk offer a range of integrations with other services like CRMs, bug tracking, e-commerce and more. Top integrations for Desk.com include Salesforce, MailChimp, CampFire, and TalkDesk. Top integrations for Freshdesk include SugarCRM, Capsule, Harvest, and JIRA. Both apps also offer REST APIs to integrate your own apps.
Devices Supported
Both Freshdesk and Desk.com support a range of devices including Windows, Mac, Android, iPhone/iPad, and Blackberry.
Customizations Available
Freshdesk beats Desk.com in this category as it offers a wider range of customizations including templates, fonts, button images, fields, and backgrounds. In comparison, Desk.com offers customization of fields only.

Inconvénients: Desk.com’s new analytics dashboard lacks some basic functionalities and is not an upgrade compared to the older version. The company can also improve its customer support, and the Salesforce integation also needs some fine tuning. Freshdesk customers say the product is mostly good, but it can improve by extending multi-language support to the Solutions pages.

Great for Support

Publié le 05/02/2019
Utilisateur vérifié
Software Engineer
Internet, 51-200 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
4/5
Note globale
4 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
4 / 5
Support client
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: I found this software very useful to our support team. It also integrated well with the regular Salesforce.

Avantages: We use desk.com for all support interactions. It was priceless for the support team to be able to route support requests to support members, and keep track of all interactions for each client to spot issues with our support team, or issues with the client being too much of a drain on our support resources. The statistics are neat too. We had some healthy competition with some of the support stats (how many emails, calls taken, etc.) Being able to see how many positive rated interactions was the ultimate statistic to have. Their API is essential to integrating notes and other issues into 3rd party solutions.

Inconvénients: This had a learning curve. They were also going through completely switching the UI at the time, so having a beta was nice, but some features were only available in the classic interface. The new one is much better and pleasing to the eyes.

I use desk.com as the frontline customer service software to create and manage tickets.

Publié le 12/11/2017
Utilisateur vérifié
Director of Product Management
Services financiers, 51-200 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
5/5
Note globale
3 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
3 / 5
Support client
5 / 5
Rapport qualité-prix

Avantages: Desk is extremely customizable. We have a bunch of different inbound emails that automatically tag and assign tickets which saves us a lot of time. You can set up almost any combination of rules for inbound tickets to make sure your most important customers get prioritized and the right people get assigned to help. Desk also has an API that you can use to build a help center experience on top of their platform. We use it internally for bug reporting and feature requesting and our portal creates tickets right in desk.

Inconvénients: Desk isn't very user friendly. Once it's set up it's works really well but it takes a lot of time to learn all the nuances of the configuration. The analytics have issues. Some of the metrics like last log in will show that I last logged in a month ago when I've logged in every day and am in fact logged in at the time. We don't use the metrics but if your customer service department relies on them that could be problematic.

Great for simple helpdesk cases but not intended to be feature rich or robust.

Publié le 27/02/2018
Utilisateur vérifié
Experienced Solutions Architect, IT, Telecom Consultant and Project Manager
Télécommunications, 13-50 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
4/5
Note globale
4 / 5
Facilité d'utilisation
3 / 5
Fonctionnalités
3 / 5
Support client
3 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: It's allowed us to have a basic helpdesk tool that integrates with Salesforce.

Avantages: As a helpdesk case tool, it works. Great for simple troubleshooting and just general inquiry cases where by correspondences are kept to a minimum.

Inconvénients: 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 IQ is a great add on to Salesforce

Publié le 07/03/2018
Utilisateur vérifié
Education Account Manager
Électronique grand public, 51-200 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
4/5
Note globale
5 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
4 / 5
Support client
4 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Avantages: Creating leads and contacts in Salesforce is a breeze with this tool. I love that I can instantly add a customer and log their email in Salesforce. I love the ability to add meeting invites or email templates to an email with a couple of clicks. Salesforce IQ has saved me hours of data entry into Salesforce. I don't know what I would do without this tool now that I have used it for close to two years.

Inconvénients: In the last few months something changed in the way that it pulls the data when you go to add a contact. The previous version use to pull all of the information automatically and now I have to manually add a lot of the information. It is still quicker than adding new contacts into Salesforce but it does require a few more steps. I also wish there was more insight into who opened an email or web link when you include multiple people on an email.

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