Salesforce Inbox

We use Salesforce daily here at Everlasting Capital. Every time a file gets updated in our system, the automated IQ email system helps notify both the individual sales rep and client that is involved with each financing decision. This has become a daily procedure as we rely on these automated emails through SalesforceIQ to remain organized, keep clients updated, and relay decisions as soon as they're initially made.

When I am working on getting clients approved for financing, I am often notified right away through SalesforceIQ whether a file has been approved or declined. When a file is approved I receive the terms right away and can reach out immediately to close the deal and make that revenue for my company in a seamless, efficient time frame. The same goes for when files are closed out or declined in our system as both the underwriters and clients are notified when a file is also closed out.

As sales development representatives, we were given different campaigns and we used different tools for every campaign. I used SalesforceIQ for a campaign that offers a BI business tool. I was sending hundreds of emails weekly and I used SalesforceIQ to manage my contacts and reports. It is a user-friendly software. It is very easy to use and navigate even if you are not a computer savvy. You can simply log in or create an account in this tool. This also helped me to manage my reports. I can easily see the status and email responses of each contact.

I advised using SalesforceIQ Inbox if you have a lot of contacted leads. When you want an easier way to monitor and track email responses, use this. You can organize your contacts and leads using the filter features. Since this is linked to your Gmail, you will see the updates from your prospects' right away.

We just salesforce Inbox to attach to our email client and it helps streamline tracking and scheduling of meetings with our clients. Our salesteam use it every day.

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.

SalesforceIQ makes my day to day email management 10x faster. Currently, it is an optional choice for part of our company if they wish to use it. I believe it is a personal preference depending on how one does their job. In my line, I tend to write similar sentences throughout the day. It is so great to write ";time" and "Thank you for taking the time to update me. My door is open as more questions come up," will automatically populate on the screen.

I love sending out template emails that I can customize sentence by sentence. I can type, ";demo ;time ;when" and "Here's the demo link you requested: www.xxxxxdemosignup.com Thanks for reaching out to me! Let me know if you have any questions. When would be a good time for me to call you back?" will appear on the screen.

It is used by the sales team. We had issues with adoption with Salesforce. Notes, updates, and other information weren't making it into Salesforce, negating any value of the CRM. Inbox bridged that gap, reducing time and effort for getting info into Salesforce and fixed our adoption problem.

The sales team uses it daily and we've found other benefits including the "insert availability" and "shortcuts" features. Allows us to be more responsive to leads and customers.

I would highly recommend it for sales teams. For our operations dept and our tech support dept, we haven't found a compelling reason yet because they don't deal with Salesforce that much. However, as we integrate our ordering system and ticket systems into Salesforce, I think Inbox will have more value across the company.