SalesforceIQ Inbox Pricing, Features, Reviews & Comparison of Alternatives

SalesforceIQ Inbox

SalesforceIQ Inbox is now part of Salesforce Essentials

3.0/5 (6 reviews)

SalesforceIQ Inbox overview

What is SalesforceIQ Inbox?

SalesforceIQ Inbox is now part of Salesforce Essentials: https://www.getapp.com/customer-management-software/a/salesforce-essentials/

SalesforceIQ Inbox is a suite of mobile and desktop productivity apps that convert email inboxes into a smart CRM. It combines Salesforce and relationship intelligence for identifying opportunities and connecting with customers directly from an email inbox.

SalesforceIQ Inbox helps users efficiently update their pipeline and log sales activity. The solution analyzes communications to identify opportunities, and users can view which customers are engaging with emails. Salesforce IQ Inbox sends smart reminders for important deals and enables follow up scheduling. It automatically surfaces relevant Salesforce data and provides context for all customer interactions to help users craft the perfect email response.

The solution helps to streamline the sales workflow and provides real-time customer insights. Users can create leads, contacts, and opportunities from within their inbox, and use predictive notifications to stay up-to-date on every deal. SalesforceIQ Inbox includes features such as ‘insert availability’ to help eliminate the back and forth of setting up meetings, as well as email templates for quick and easy responses.

Pricing

Starting from
$25/month
Pricing options
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States

Supported languages

English
SalesforceIQ Inbox screenshot: Analyze communications to identify opportunitiesSalesforceIQ Inbox for Sales Cloud DemoSalesforceIQ Inbox screenshot: See which customers are engaging with emailsSalesforceIQ Inbox screenshot: Schedule follow ups and generate tasksSalesforceIQ Inbox screenshot: Connect email, calendar and SalesforceSalesforceIQ Inbox screenshot: Email templates help users reply with easeSalesforceIQ Inbox screenshot: Features such as 'insert availability' eliminate the back and forth of setting up meetingsSalesforceIQ Inbox screenshot: Receive smart reminders for the most important dealsSalesforceIQ Inbox screenshot: Create new leads and opportunities in Salesforce, without ever leaving the inboxSalesforceIQ Inbox screenshot: Connect to various cloud storage accounts and attach frequently accessed files on-the-goSalesforce Inbox Demo

SalesforceIQ Inbox reviews

Value for money
Features
Ease of use
Customer support
  3.8
  3.6
  3.8
  4.0
Pat Carlson

This is must have addition to your Salesforce suite of products

Used daily for 6-12 months
Reviewed 2017-08-15
Review Source: Capterra

The ease of tracking and referencing emails sent to partners makes this a must have product for any Salesforce user. The upside to it is amazing!

Pros
Especially since they pushed a recent update, Salesforce Inbox makes logging and tracking communication about easy as there is. I can see what was sent and received, avoid lengthy inbox and sent mail searches and reference anything when I am on with a client at the moment we are talking.

Cons
The only real downside is the product does not pull attachments directly into the Salesforce. Also a flaw is mobile so once a week I need to double check that I have logged all my mobile emails.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

Inbox helps to quickly schedule meetings and log activities in Salesforce.

Used daily for 6-12 months
Reviewed 2018-06-11
Review Source: Capterra

Pros
Inbox is not a disruptive solution - meaning I don't feel you need to accommodate it in any way. It fits well into my workflow and adds a tremendous amount of value.

Cons
There are some limitations that I'm sure will be ironed out over the next year or so. The biggest for me is adding new leads/contacts in Salesforce based on the information captured from a recipients/senders email signature.

Rating breakdown

Value for money
Ease of use
Features
Customer support

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Aaron King

Promising tool, but still needs some work.

Used daily for less than 6 months
Reviewed 2017-10-21
Review Source: Capterra

Instant email notifications for email opens.

Pros
It is really nice having a tool that tracks emails sent to prospects. We are able to insert templates, and the email should track automatically into salesforce, reducing the amount of work required on our sales team. It is also nice getting instant notifications for when an email is opened, letting me know that my top deals are reading emails sent or forwarding them onto others in the organization.

Cons
This tool seems like there are still a lot of bugs that need to be worked out. For example: Calendar bug: it is really nice to have the ability to insert calendar availability into an email. The problem is, that this doesn't always work. Too many clicks: when sending an email to a prospective customer, it would be nice if there was a way to automatically copy all emails into Salesforce, while excluding certain domains. Currently, you are required to manually choose to copy an email into Salesforce or not. When you send 100 emails a day, all of those extra clicks add up. I also wish there were more data analytics around open rate to shared templates. We have uploaded several email templates into Salesforce for the team to use, but most people don't insert from the template in the tool because it takes a long time for them to load, or there is a bug that prevents them from loading the template entirely.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 2/10

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Shane Jamison

Ummm...it's okay, but there are better email tools with Salesforce integration out there

Used daily for less than 6 months
Reviewed 2017-09-07
Review Source: Capterra

Pros
It's a basic email tool, that shows who opened the email and if they clicked on a link. It also allows you to schedule calendar invites within the email

Cons
It's not easy to use and not very intuitive. I used this for about a month and was not impressed with its capabilities.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 3/10

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Anonymous

Simple email template program

Used daily for less than 6 months
Reviewed 2018-03-15
Review Source: Capterra

Pros
Helps save time by populating templates into your email. Integrates directly with gmail and gives options to send emails later too.

Cons
It takes a while for it to load, sometimes in salesforce, the templates won't populate into gmail you have to copy and paste them.

Rating breakdown

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Ease of use
Features
Customer support

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SalesforceIQ Inbox pricing

Starting from
$25/month
Pricing options
Subscription
View Pricing Plans

Sales Cloud Users
$25 user/month (billed annually)

SalesforceIQ Inbox features

Contact Database
Email Integration
Real Time Data
Workflow Management

API (162 other apps)
Activity Dashboard (110 other apps)
Activity Tracking (72 other apps)
Automatic Notifications (61 other apps)
CRM Integration (135 other apps)
Collaboration Tools (61 other apps)
Contact Management (74 other apps)
Customizable Templates (61 other apps)
Data Import/Export (70 other apps)
Lead Capture (56 other apps)
Lead Management (73 other apps)
Reporting & Statistics (74 other apps)
Sales Analytics (69 other apps)
Sales Reporting (66 other apps)
Search Functionality (77 other apps)
Third Party Integration (110 other apps)

Videos and tutorials

Additional information for SalesforceIQ Inbox

Key features of SalesforceIQ Inbox

  • Intelligent mobile apps and Chrome extension
  • Create new leads, contacts and opportunities from an inbox
  • One-click email logging to Sales Cloud
  • Smart email productivity features
  • Shortcuts, insert availability and smart send
  • Suggest follow ups and tasklist
  • Activity feed of tracked emails
  • Click-through tracking
  • Event triggered email
  • Contact database
  • Template management
  • Real-time data
  • Email tracking
  • Inbox feed
  • Salesforce records
  • Connect to cloud storage accounts
  • Attach files
  • Chrome extension
  • Outlook integration
  • Smart reminders
  • Email templates
  • Native mobile apps
  • Calendar integration
  • Pipeline management
  • Workflow
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Benefits

Email tracking enables users to see at what times their content is being read, helping to detect the perfect moment to reach out and close a potential deal.

All email content will be automatically logged to the customer contact record with SalesforceIQ Inbox.

The "insert availability" feature simplifies meeting scheduling by allowing users to view and insert their availability times directly while composing an email.

If a user suggests a meeting time and it gets booked elsewhere, the sent email is automatically updated and displays only the available suggested meeting times, eliminating double bookings.

SalesforceIQ Inbox offers native mobile apps for iOS and Android for real-time relationship intelligence technology on-the-go.