Revenue Grid vs. Salesforce Inbox

For my needs, it is exactly what I needed. The collection of data from emails to Salesforce is the #1 thing I wanted. It is so much more intuitive than the Lightning solution. As well, being able to log calls, and create new events and tasks right in Outlook is very helpful.

Incentivized

When sending emails Salesforce Inbox provides valuable insights before sending. We usually send emails to clients and before Salesforce Inbox we would need to check in Salesforce to get details regarding the contact we are sending to. With the Salesforce Inbox there is no need to look in Salesforce as it is connected directly to Gmail or Outlook.

Incentivized

• Keeps email tracking simple within Outlook.
• Has a global search to allow associating an email with multiple types of accounts (i.e clients, leads, contacts, and activities).
• Single-button click to open or close the SmartCloud interface in Outlook.

Incentivized

• Fast email templates
• Alerts you when someone has read your email
• Ability to quickly schedule emails to go out at a specific time

Incentivized

• Calendar link didn't meet my needs.

Incentivized

• We have to manually approve the logging of activity. The "auto-log" feature wasn't showing up on reports
• Should be easier to create leads and contacts from emails. You don't have to leave the window--which is nice--but you still have to copy paste
• I would like Salesforce Tasks to be more visible. I'm always forgetting about tasks I have.

Incentivized

Because of the issues we have been having regarding connectivity and instability of the google extension. At some point if this is not handled we may have to find a new vendor to support our needs

Incentivized

Super easy to use when it is working properly

Incentivized

Sometimes they ask for way to much information. They need screenshots, full event names, date and times events were set (Which can be very difficult when you have a reoccurring meeting that was originally set years ago)

Incentivized

Super easy walk thorough. I believe it was a 1 hours session

Incentivized

Super easy to setup and maintain

Incentivized

Out of all the other utilities we've used, SmartCloud connect seems to be the most stable. The other interfaces sometimes caused glitchy integrations with Outlook, requiring a user to restart the add-in to restore functionality, but so far that has not been the case with SmartCloud Connect. SmartCloud connect also allows you to connect to different CRM's instead of just one, which means you can still use it when migrating between CRM's.

Incentivized

While I have not used many other automated email CRM integration systems, SalesforceIQ is hands down a crucial part of my daily work flow. I could not picture our company putting up the monthly numbers we are able to allocate without the efficiency and concise notification settings SalesforceIQ gives Everlasting Capital. I highly recommend if you're looking for fast integration results to update numerous departments within your company, to look into SalesforceIQ as it will make your daily tasks substantially easier while keeping all parties more thoroughly notified.

Incentivized

• Nothing negative even this feature makes my life easy

Incentivized

• Lead Management
• Time Management
• Reduces Human Pain

Incentivized