Billing

Learn about the various SalesforceIQ plans and how to manage billing and payments.

Purchase/manage plan

To purchase or renew a plan for your Organization, you need to be the Organization admin. To learn how to tell if you're the Organization admin, see here.

Purchase SalesforceIQ CRM plan

To purchase a plan for your Organization, please contact our Support team. To see an in-depth comparison of the different plans, please click here.

Plan Renewal Options

Please be advised that any SalesforceIQ CRM contract which is set to expire after January 7, 2019 will not automatically renew. Customers may contact us directly to renew their SalesforceIQ CRM paid subscription for a term ending on or before January 31, 2020. If you do not contact us, your SalesforceIQ CRM will be automatically disabled at the renewal date.

To view your renewal option, follow the steps below.

  1. Click at the top of the screen, and then select Settings.
  2. On the screen that appears, click Billing.
  3. On the Billing screen, scroll to the Renewal Options section.
    1. If you are unable to view renewal options, please contact our team here for further assistance.

For more information, see our billing FAQ. If you have further questions about plans and pricing, please contact our team here.

Compare billing plans and overview of technical support

SalesforceIQ CRM Billing Plans

SalesforceIQ CRM plans are offered at Starter, Growth, and Business levels. The features available at each level are shown here.

*Note: You can see what your Organization's subscription plan is within the SalesforceIQ app by clicking > Settings > Billing > Billing Details.


Download this comparison chart here. For more information about our billing plans, see the billing FAQ.

Are you a Starter customer interested in learning more about the SalesforceIQ Growth plan features? If so, watch the video below!


Overview of SalesforceIQ CRM Technical Support

All users have access to the resources on the SalesforceIQ CRM Help Center. These include:

Technical support is available via email to all SalesforceIQ CRM users Monday through Friday, 8:30 am - 5:00 pm Pacific Time. Click here to submit a support case.

After you submit a case, you will receive an auto-notification email that the case has been received by our SalesforceIQ Support Team. We will reach out to you within one business day.


Upgrade your plan and add users

This article describes how to upgrade your SalesforceIQ CRM plan or increase the number of users in your Organization. To see what SalesforceIQ CRM plan you're on, and how many users your Organization currently has, please follow the steps below.

  1. Click at the top of the screen, and then select Settings.
  2. On the screen that appears, click Billing.
  3. On the Billing screen, refer to the Billing Details section.

Upgrade

To upgrade your SalesforceIQ CRM plan, please contact our Support team here.

Note: You need to be the Organization admin to upgrade your SalesforceIQ CRM plan. To learn how to tell if you're the Organization admin, see here.

Add users

To increase the number of users in your Organization, please contact our Support team here. Once the purchase is completed, you can invite individual users to your Organization.

Note: You need to be the Organization admin to add more users to your SalesforceIQ CRM plan. To learn how to tell if you're the Organization admin, see here.


Are you a Starter customer interested in learning more about the SalesforceIQ Growth plan features? If so, watch the video below!

Billing FAQ

This article answers questions you might have about SalesforceIQ CRM's billing plans. You can also check out our plan comparison and learn how to view or change your plan.

What happens when I remove a user from SalesforceIQ CRM? Do I lose all of their communication history?

No. If you remove a user from SalesforceIQ CRM, that user's communication remains in the Stream.

What is a direct integration?

Direct integrations don't require any custom coding. Direct integrations in SalesforceIQ CRM currently include Mailchimp, Hubspot, Pardot, and Zapier. You can find them under Create Direct AutomatIon Integration on the integrations settings page.

Zapier is an integration solution that lets business users create integrations from third-party applications to SalesforceIQ CRM.

Learn more about the types of integrations here, and about getting started with Zapier here.

How many Zaps can I have in the Growth plan?

When you set up the direct integration with Zapier from the integrations page, SalesforceIQ CRM provides you with an API Key and Secret. You can use these with any number of Zaps.

Please note that Zapier has an additional cost.

What credit card types does SalesforceIQ accept?

SalesforceIQ accepts Visa, Amex and Mastercard.

How do I change my account information—credit card on file, billing contact, email address, etc.?

Please contact the Salesforce Billing Team to update your account information.

Do I get Customer Success support with the Starter plan?

The Starter plan does not come with the support of our Customer Success team. If you have any questions about how to use or optimize SalesforceIQ CRM, please consider attending our webinars and live trainings.

Can I pay for my plan in my local currency?

Yes. If you would like to use your local currency to purchase your SalesforceIQ CRM plan, please contact us for pricing and information.

Are VAT or any other taxes included the list price?

SalesforceIQ does not charge tax or VAT on our invoices for customers who provide an address outside of the U.S. However, customers are still responsible to remit all taxes or VAT to their government per the Salesforce MSA.