SalesforceIQ CRM Product Update

Learn more from our product experts! Register for one of our Live SalesforceIQ CRM webinars today or watch them on demand.


What is changing?

SalesforceIQ CRM will retire March 13, 2020.

As customer success is our #1 priority, we are giving existing SalesforceIQ CRM customers two years’ notice to minimize the impact on their businesses, and we’re enabling them to move to a Sales Cloud edition comparable to their current SalesforceIQ CRM plan for the same monthly rate per subscription. * Click here to learn more about the offer.

Additionally, as previously communicated, a new European law takes effect on May 25, 2018 (the General Data Protection Regulation - “GDPR”) and will have a significant impact on companies that are based in the European Union, that have operations or employees in the EU, or that otherwise process personal data about EU individuals. Customers that may be subject to the GDPR will need to move from SalesforceIQ CRM to Sales Cloud or another product by May 25, 2018. These customers may only renew their SalesforceIQ CRM subscriptions for a term ending before May 25, 2018. Customers not impacted by the GDPR do not need to take action right now, but should consider moving to Sales Cloud by March 13, 2020.

We are committed to making the transition from SalesforceIQ CRM to Sales Cloud as smooth as possible. Contact us to make the move.

*Note: Excludes existing Sales Cloud customers.


Learn More
:
- Review our Frequently Asked Questions
** Ask an expert ** Attend a live SalesforceIQ CRM Customer Product Update Webinar - Register Here


What is Sales Cloud?

Sales Cloud is the world’s #1 CRM solution, which brings all the features customers love from SalesforceIQ CRM and combines it with the power and customization of the Salesforce platform.

Full Power of Salesforce -- As a Salesforce customer, you get the best of SalesforceIQ CRM plus:

  • Lightning: Lightning Experience for Sales Cloud is a consumer-like user experience optimized for any device, empowering salespeople to sell smarter, faster and the way they want
  • Einstein Activity Capture: Continue to utilize the automatic data capture you know and love from SalesforceIQ CRM within Sales Cloud Lightning
  • Sales & Service together: Connect case management and sales force automation (SFA) so your sales and service teams have a complete customer view
  • Advanced Reporting: Examine your Salesforce data in multiple combinations, display it in easy-to-understand formats, and share the resulting insights with others
  • AppExchange: Access the world's largest business app marketplace
  • Unlimited Scale: Grow your business and your CRM across sales, service and marketing. With advanced customization options, make Salesforce unique to your business as it serves as your single source of truth for all your customer relationships

For more information on what’s included in each edition of Sales Cloud and how it compares to SalesforceIQ CRM, download our edition mapping guide.


Learn More
:
- Sales Cloud FAQ
- SalesforceIQ CRM vs. Sales Cloud Edition Mapping
- SalesforceIQ CRM to Sales Cloud Terminology
** Ask an expert ** Join our Grow from SalesforceIQ CRM to Sales Cloud Webinar today or watch it on demand - Register or Watch


What Offers Exist for SalesforceIQ CRM Customers?

Salesforce is enabling all existing SalesforceIQ CRM customers to move to a Sales Cloud edition comparable to their current SalesforceIQ CRM plan for the same monthly rate per subscription*, as indicated in the graphic below.

In addition, customers who accept this offer will also receive one Salesforce Inbox subscription for each user at no additional cost. Salesforce Inbox was built by the SalesforceIQ CRM team and brings the mobile app, Chrome and Outlook extensions, and automatic data capture that you love to Sales Cloud.

*Note: Existing Sales Cloud customers are ineligible for this offer.

For more information on what’s included in each edition of Sales Cloud and how it compares to SalesforceIQ CRM, download our edition mapping guide.

For setup help during your trial, visit Step 3 of our migration path.


Learn More
:
- SalesforceIQ CRM vs. Sales Cloud Edition Mapping
- SalesforceIQ CRM to Sales Cloud Contract Swap Details



How do I Migrate to Sales Cloud?

Once you've purchased Sales Cloud, have your Salesforce Administrator follow our customized migration path below and watch our Migrating Your Data from SalesforceIQ CRM to Sales Cloud webinar.


How do I get help?

If you’ve read this far, you might have some questions. Review our resources below, and contact us if our SalesforceIQ CRM team can help!

  • Ask an expert: Attend a Live SalesforceIQ CRM webinar or watch them on demand - Register or Watch
  • Review our Frequently Asked Questions
  • Interested in additional assistance with your migration? Have a complex setup or are resource-strapped? Consider working with a certified Salesforce implementation partner that’s experienced in migrating customers from SalesforceIQ CRM to Sales Cloud. To learn more about working with a partner, check out our Implementing Sales Cloud with a Salesforce Partner FAQ article.

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