Pat is the owner and sole employee of Pat’s Perfect Pastries. She’s been quite successful for the last two years, selling to local restaurants, caterers, and individuals. But she knows she needs something more than a spreadsheet or an email contact list to keep track of her growing customer and potential customer-base. She needs a basic sales tool to manager her customers.
Welcome to SalesforceIQ — Quick Setup and Basic Operation
Just connect SalesforceIQ to your Gmail or Exchange account and your sales solution is ready to go. In no time, your emails, meetings, and phone calls are automatically captured, keeping your deals up-to-date so you’re free to focus on selling.
Filter your opportunities and surface the deals that need your attention most. Gain data-driven insights about individual and team performance.
Take your CRM data anywhere and manage it anywhere.
Subflare knows how to take SaleforceIQ and match its power to your business process and goals. Manage your customers with SalesforceIQ.
- One list
- Effortless setup
- Automatic data capture
- Customizable sales tracking for one list
- Shared address book
- Smart mobile apps
- Seamless collaboration
- Sent-email notifications
- Contact auto-complete
- Chrome extension