Wer nutzt diese Software?

SalesforceIQ CRM ist ideal für Teams jeder Größe, die interessiert sind, Zeit zu sparen, bessere Beziehungen aufzubauen und intelligentere Entscheidungen im Vertrieb, in der Entwicklung, der Finanzabteilung und bei professionellen Dienstleistungen zu treffen.

Durchschnittliche Bewertung

180 Bewertungen
  • Gesamt 4.2 / 5
  • Benutzerfreundlichkeit 4 / 5
  • Kundenservice 4.1 / 5
  • Funktionen 3.9 / 5
  • Preis-Leistungs-Verhältnis 3.9 / 5

Produktdetails

  • Startpreis 25,00 $/Monat
  • Kostenlose Version Nein
  • Kostenlose Testversion Ja
  • Einsatz Cloud, SaaS, Web
    Mobile - iOS Native
    Mobile - Android Native
  • Training Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

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

Über Salesforce Essentials

Unabhängig davon, ob du eine Vertriebspipeline verwaltest oder Geschäfte zur Unternehmensentwicklung abschließt – SalesforceIQ CRM beseitigt die mühsamen, manuellen Teile deines Jobs durch automatische Datenerfassung. So hast du Zeit für Geschäftsbeziehungen, die für dein Unternehmen am wichtigsten sind. Die Algorithmen von SalesforceIQ nutzen Data Science, um Informationen zu erfassen, die ansonsten in E-Mails, Einladungen und anderen Quellen verborgen sind.

Salesforce Essentials Funktionen

  • Beziehungs-Nachverfolgung
  • Einfluss-Nachverfolgung
  • Gebietsmanagement
  • Haushalts-Nachverfolgung
  • Konto-Benachrichtigungen
  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Management
  • Team-Aufgaben
  • Vermögensverwaltung
  • E-Mail Marketing
  • Immobilien-Bekanntmachungen
  • Kampagnenmanagement
  • Kontaktmanagement
  • Kunden-Objekt-Abstimmung
  • Leadmanagement
  • Segmentierung
  • Verfolgung von Interaktionen
  • Zugriffsquellen-Verfolgung
  • Angebote / Vorschläge
  • Aufgabenmanagement
  • Dokumentenspeicher
  • Gebietsmanagement
  • Kalender-/Erinnerungssystem
  • Lead Scoring
  • Live-Chat
  • Marketing-Automatisierung-Integration
  • Prognose
  • Segmentierung
  • Social-Media-Integration
  • Visitenkarten-/Ausweis-Scanning
  • Call-Center-Management
  • Dokumentenmanagement
  • E-Mail Marketing
  • Gebietsmanagement
  • Kampagnenmanagement
  • Kontaktmanagement
  • Kundenbetreuung
  • Landing Pages / Web-Formulare
  • Lead Scoring
  • Leadmanagement
  • Listen-Management
  • Marketing-Automatisierung
  • Produktkatalog
  • Projektmanagement
  • Tarife / Vorschläge
  • Umfrage-Management
  • Verfolgung von Interaktionen
  • Zugriffsquellen-Verfolgung
  • Angebote / Vorschläge
  • Aufgabenmanagement
  • Dokumentenspeicher
  • E-Mail Marketing
  • Gebietsmanagement
  • Interne Chat-Integration
  • Kalender-/Erinnerungssystem
  • Lead Scoring
  • Marketing-Automatisierung-Integration
  • Mobiler Zugriff
  • Segmentierung
  • Social-Media-Integration
  • Ausschuss-Management
  • E-Mail Marketing
  • Freiwilligen-Management
  • Fundraising-Management
  • Kontaktmanagement
  • Mitgliedschaft-Management
  • Social-Media-Integration
  • Spender-Management
  • Subventions-Management
  • Veranstaltungsmanagement
  • Gemeinsame Kontakte
  • Kontakt-Datenbank
  • Kontakte importieren/exportieren
  • Leadmanagement
  • Planungs-Tools
  • Sales-Pipeline-Management
  • Segmentierung
  • Suchen / filtern
  • Verfolgung von Interaktionen
  • Call-Center-Management
  • E-Mail-Management
  • Leistungskennzahlen
  • Live-Chat
  • Self-Service Portal
  • Social-Media-Integration
  • Terminverwaltung
  • Umfragen & Feedback
  • Virtueller Assistent
  • Warnungen / Eskalation
  • Warteschlangenmanagement
  • Wissensdatenbank
  • Workflow-Management
  • Kampagnenmanagement
  • Lead Scoring
  • Lead Segmentierung
  • Lead-Distribution
  • Lead-Erfassung
  • Lead-Pflege
  • Pipeline-Management
  • Planungs-Tools
  • Quellen-Nachverfolgung
  • Verfolgung von Interaktionen
Der Softwareanbieter hat diese Information nicht vervollständigt.

Die hilfreichsten Reviews für Salesforce Essentials

One of most popular help desk solutions is Desk.com

Bewertet am 10.11.2017
Anoosha D.
ISR
Computer-Software, 13-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
Quelle: SoftwareAdvice
4/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
4 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: 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.

Nachteile: 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

Bewertet am 5.2.2019
Verifizierter Rezensent
Software Engineer
Internet, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
4/5
Gesamt
4 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
4 / 5
Kundenbetreuung
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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

Vorteile: 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.

Nachteile: 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.

Bewertet am 12.11.2017
Verifizierter Rezensent
Director of Product Management
Finanzdienstleistungen, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
3 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
3 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis

Vorteile: 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.

Nachteile: 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.

Bewertet am 27.2.2018
Verifizierter Rezensent
Experienced Solutions Architect, IT, Telecom Consultant and Project Manager
Telekommunikation, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
4 / 5
Benutzerfreundlichkeit
3 / 5
Eigenschaften & Funktionalitäten
3 / 5
Kundenbetreuung
3 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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

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

Nachteile: 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

Bewertet am 7.3.2018
Verifizierter Rezensent
Education Account Manager
Unterhaltungselektronik, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
4/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
4 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: 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.

Nachteile: 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.

Lies weitere Bewertungen