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Salesforce Inbox

Score8 out of 10

21 Reviews and Ratings

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What is Salesforce Inbox?

Salesforce Inbox is a set of apps that add "relationship intelligence" to the Salesforce Sales Cloud. SalesforceIQ Inbox connects customer data from the Sales Cloud to users' email inboxes, surfacing contextual information that can be used to write relevant messages. It also allows users to create leads, contacts, and opportunities and log emails to Salesforce from within their inbox. It is a sales email and intelligence tool that includes email tracking, automated reminders to follow up on emails, and email reply shortcuts.

Categories & Use Cases

Reviews

What users are saying about Salesforce Inbox.
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Strong Report Generation and Notification System for All Company-Wide Departments

Incentivized
Brett Horton
Finance Manager in Finance and Accounting at Everlasting Capital (11-50 employees employees)

Pros

  • Excellent response time.
  • Extensive notifications for all parties.

Cons

  • Fewer generic emails.
  • Fewer frequently repeated emails.

Return on Investment

  • Significant increase in efficiency in daily procedures.
  • Faster response time in closing deals quicker leading to additional revenue.

Other Software Used

e-Con CPQ for Salesforce, VanillaSoft

Salesforce Inbox give us valuable insights to all emails we send to our contact base

Incentivized
Long DaiView profile
Salesforce Administrator in Information Technology at Race Roster (51-200 employees employees)

Pros

  • The ability to link contacts and attach emails to records without having to open salesforce has saved us countless hours and make it contact touchpoints far more clear in salesforce
  • The scheduling tool is amazing as we can send suggested times to the client without the hassle of a back and forth.
  • Being able to search contact records, see if there is a live opportunity before sending the email.
  • We now reduce the amount of back and forth emails with salesforce inbox.

Cons

  • More customization in the mobile app without code.
  • Creating templates on the fly.
  • Calendar can be synced with Gsuite or Outlook calendar not just single Salesforce calendar.

Return on Investment

  • Positive. We close deals faster and don't need to have a long thread of back and forth emails
  • We have far valuable insights into if the client opened the email and how many times they've opened their emails
  • We can schedule sends so it appears at the top of the customers inbox.

Other Software Used

Salesforce Community Cloud, Salesforce Marketing Cloud Email Studio

Better email practices

Incentivized
Nikkii KashubView profile
Front Line Account Manager in Sales at SofterWare, Inc (51-200 employees employees)

Pros

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

Cons

  • I wish it worked better from my mobile phone. I don't want to download an app. I want to be able to use the mail utility on my iphone and have access to all of my templates.

Return on Investment

  • Time is money! This makes it much faster for me to contact more prospects.

Other Software Used

Salesforce.com, DonorPerfect, Google Drive

SalesforceIQ Inbox is what finally made Salesforce work for us.

Incentivized
Matt DragomanovichView profile
Solutions Manager / Operations Manager in Sales at Serialio.com (11-50 employees employees)

Pros

  • Salesforce Integration
  • Scheduling
  • G Suite Integration

Cons

  • 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.

Return on Investment

  • Lowered our sales cycle by providing easy call scheduling
  • increased response rates with integrated Salesforce templates
  • Improved visibility of opportunities

Other Software Used

Salesforce CPQ (formerly SteelBrick), Pardot, Freshdesk

Sales Tools for Business

Incentivized
Verified User
Employee in Research & Development (51-200 employees employees)

Pros

  • Linking of Accounts with G Suite.
  • Easy access on your leads.
  • Filtering the information and updates you need.

Cons

  • Reports
  • Reminders
  • If [there is] too much data, bugs sometimes occur.

Return on Investment

  • Lead Management
  • Time Management
  • Reduces Human Pain

Alternatives Considered

HubSpot Sales and HubSpot CRM

Other Software Used

SalesLoft, HubSpot