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Yes, shocking, I know, but SalesforceIQ is NOT the only app you will need to run your business. In the keynote video (see SalesforceIQ page), it so conveniently left out the bits about contracts and onboarding and email marketing and delivery and accounting. All the emails and "quick text" in the world will NOT help you create a professional mailmerged document with the contract details, and allow that contract to be signed and emailed back to you. Salesforce EE, with a Contracts object, Drawloop - (formerly Nintex Document Generation) and Docusign, will do that. How will you even do that using SalesforceIQ? (manually in Word?). Yes, you could use Zapier and WebMerge to hack something together, but it is not ideal.
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Why are Small Businesses stuck with using sub-par tools - Why should I use Desk.com rather than full Service Cloud? If (Interestingly SalesforceIQ uses Zendesk, and UserVoice themselves) If I am a serious small business, I may want to pay to have the best tools at my disposal. Using SalesforceIQ (and Desk.com) puts me into a path that is not upgradeable. Starting with Group Edition, I can upgrade to EE with no loss of data.
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- Will it replace Group Edition of Salesforce? I would like to think so. I don't know many people who have jumped from Group to EE.
- Will it replace Professional Edition (maybe not because of Products and Quotes and Contracts).
- Can you move from Group Edition to SalesforceIQ and keep all your historic data? I doubt it.
- Yeah, I even doubt it more that I found this app in the appexchange that is all about just getting your list data in there.
- Is there an upgrade path to move from SalesforceIQ to SalesforceEE and keep all your data? I doubt it.
- Will there be an integration between SalesforceIQ and Salesforce? I doubt it.
- If Desk.com is meant to be support for SMB and SalesforceIQ is meant to be CRM for SMB, then why don't they have an integration yet?
Notes
- See the UserVoice ideas that are in Planning stage. I wonder if these will still happen now.