SalesforceIQ

SalesforceIQ

SalesforceIQ is now part of Salesforce Essentials

4.7/5 (23 reviews)

SalesforceIQ Overview

SalesforceIQ is now part of Salesforce Essentials:
https://www.getapp.com/customer-management-software/a/salesforce-essentials/

Salesforce Essentials is the easy way for small businesses to manage customer relationships and grow faster. It's easy to set-up, easy to use and grows with your business. Small businesses now get access to the very best of Salesforce, including Trailhead, Einstein, Lightning and AppExchange and Trailhead. And, regardless of how big your company ends up being, Salesforce can grow with you.

Try it now for free and you can also get three months of G Suite by Google Cloud at no cost.

Pricing

Starting from
US$25,00/month
Pricing options
Free Trial
Subscription

Devices

Business size

S
M
L

Markets

Australia, Brazil, Canada, United Kingdom, United States

Supported Languages

English

SalesforceIQ Reviews

Overall rating
4.7/5
91% positive reviews
20
Excellent
1
Very good
0
Average
2
Poor
0
Terrible
Verified Reviewer

RelateIQ; the app is simple to use, the team is wonderful to work with.

Reviewed on 2014/04/30
Review Source: GetApp

I work as an executive for a 3-person start-up. We are in the seed stage of a start-up's life-cycle, and are sourcing investment opportunities left and right. The team desperately needed to organize our contacts and improve our internal communication. RelateIQ organized all our historical communications, contacts, and accounts, and simplified the process of viewing, editing and evaluating our pipeline as a team.

Pros

Customer service: Our Accnt Mgr, Jane Alexander was an incredible resource with her wealth of knowledge, accessibility, and amenable personality. Product: A highly customizable and collaborative tool, simple and intuitive. the iPad of CRM.

Cons

Would love to be able to integrate a calendar function into the platform to schedule precise timelines for follow-up and set future meetings. An internal chat function would also be great to streamline communication.

Joseph r. S.

Perfect companion to Salesforce

Used Weekly for 1+ year
Reviewed on 2018/12/16
Review Source: GetApp

Pros

SalesforceIQ assists in reporting insight into the data that you already enter in to Salesforce. The reporting features are great and it's easy to use.

Cons

Sometimes the integration into Salesforce can be a bit glitchy in the sense that it takes a while to load and the data needs to be refreshed manually.

Rating breakdown

Ease of Use

Likelihood to recommend

8.0/10
Audrey M.

Bad intelligence and hard to override

Used Weekly for 1+ year
Reviewed on 2018/08/02
Review Source: GetApp

Pros

I do not give only 1 star because there were occasional situations where SalesforceIQ informed us accurately that a client had changed companies. It did not offer us zero valid sales intelligence.

Cons

This software drove me crazy. Regularly confused our clients with other individuals with the same name and filled in data about those unrelated people. Regularly overwrote our own, hard-researched data about our clients with their LinkedIn dreams of being a DJ or Freelance Graphic Designer. I could never find an option to turn it off or siphon their "intelligence" to separate column. Maybe if we'd had a bespoke Salesforce implementation this would have been possible but I HIGHLY ADVISE you avoid if you're using out-of-the-box Salesforce.

Rating breakdown

Ease of Use

Likelihood to recommend

0.0/10
Verified Reviewer

best CRM, hands down

Reviewed on 2014/04/25
Review Source: GetApp

For a salesperson, there's a holy grail of seamless interaction between email, contacts, and your pipeline. Tons of people have worked on this problem, but they all have shortcomings. RelateIQ has solved this by implementing best in class back end tech with a clean and intuitive UI.

Pros

-Automatic email integration
-Automatic "follow up" management
-Reporting
-Contact organization and curation
-Integration w outside tools via API

Cons

-Young company, so some features are still on the horizon, but you know they are coming given what they've been able to accomplish to date.

Verified Reviewer

Best. CRM. Ever

Reviewed on 2014/05/09
Review Source: GetApp

Has fundamentally changed the workflow not only for me individually but the whole team. We are more on top of deals, more efficient with our time, and seeing a major ROI on our investment. Honestly think I would choose my next job on whether or not they use RelateIQ as I could NEVER go back to Salesforce.

Pros

Integrations, UI/UX, Delivers right insight at the right time, automating the follow up process, Gmail plugin

Cons

Reporting tools aren't great yet

SalesforceIQ Pricing

Starting from
US$25,00/month
Pricing options
Free Trial
Subscription

SalesforceIQ Features

  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Customer Database
  • Customizable Reporting
  • Customizable Templates
  • Email Integration
  • Reminders
  • Reporting & Statistics

  • CRM Integration
  • Calendar Management
  • Custom Fields
  • Customizable Branding
  • Data Import/Export
  • Electronic Payments
  • Mobile Integration
  • Real Time Data
  • Social Media Integration
  • Third Party Integration

Additional information for SalesforceIQ

Key features of SalesforceIQ

  • Automatic + custom followups ensure you never drop the ball
  • Automatic email and calendar logging so you don't have to
  • Chrome extension integrates SalesforceIQ with your inbox
  • Closest Connections helps you identify warm intros
  • Collaboration made easy keeps your team on the same page
  • Data science surfaces key insights about your relationships
  • Developer API for 3rd party integrations
  • Hundreds of supplementary data sources enrich your contacts
  • Intelligence fields let you see who needs attention now
  • Know the status of any relationship instantly
  • Seamless integration with your inbox and calendar
  • Stop hunting for info - all your key data is in one place
  • Unified address book for your entire team
  • iPhone and Android apps

Benefits

  • Save Time + Get Better Data: Salesforce Essentials connects with your inbox and calendar to capture your professional touchpoints automatically, freeing up more time for connecting with people.

  • Achieve More Through Teamwork: Identify warm introductions in a flash, get better insight into your pipeline, and provide an enhanced customer experience through collaboration.

  • Let Data Science Drive Decisions: Having your relationship info in one place will empower your team to set priorities and make decisions based on the best, most up-to-date information available.

  • Never Be Out of the Loop: Salesforce Essentials innovative iPhone app and Android app supercharge your mobile experience, while our convenient Chrome extension brings the power of relationship intelligence to your inbox.

  • Get Your Team Started in Just a Few Clicks: It won't take an army of consultants or months of IT integrations to see Salesforce Essentials make an impact on your team's relationship management initiatives.

  • GetApp Analysis

    Professional interactions are sophisticated, involving subtle politics that color all communications. Technology has changed the way businesses communicate, but the politics remain, leaving busy professionals to try to keep up with everything themselves.

    RelateIQ utilizes advanced analytics to track and utilize email communications. Through the app’s easy-to-use interface, professionals can keep up with all ongoing conversations, including the number of days since the last email exchange. Using RelateIQ, businesses can free up their time and energy for use on more important tasks.

    The RelateIQ dashboard gives professionals an overview of all communications.

    What is SalesforceIQ?

    After signing into RelateIQ, professionals are immediately prompted to link existing email accounts and contact lists. This automated process saves professionals hours of work manually inputting information about contacts into a CRM. The app takes it a step further, though, by helping businesses make decisions about customers and clients based on past communications.

    RelateIQ creates automated tasks, offering suggestions based on past communications. If an email hasn’t received a response in a while, RelateIQ lets a user know in the suggestions pane on the dashboard. If a user agrees with a suggestion, all that user has to do is accept it and it is changed from a suggestion to a task on the list.

    Suggestions presented on the user's home screen are based on communications that have not received a response for a while.

    SalesforceIQ Main Features

    Closest Connections

    Networking requires occasionally reaching out to people outside of your immediate circle of associates. With RelateIQ, a user can type in the name of a business or individual and the app will search imported address books, calendar invites, emails, and social data to help identify a person who could help connect you.

    The system ranks closest connection in order of strength, allowing professionals to see which person is most closely connected to the contact. This is an opt-in feature, so if a user finds this functionality too intrusive, that user can still use RelateIQ without it.

    With Closest Connections, RelateIQ helps users find common connections to improve networking.

    Mobile

    Mobile is an important part of business today. With RelateIQ, users can move from PC to smartphone to tablet, reading and responding to emails just as they would have done in the office.

    RelateIQ also includes a Google Chrome extension that puts the app’s functionality into a user’s browser. This gives Gmail users the ability to access the app directly inside the Gmail inbox.

    RelateIQ allows users to easily set up mobile and Google Chrome usability.

    Reports

    RelateIQ’s pipeline reporting helps users remain on top of sales activities. These reports can be used to guide future efforts, providing valuable information that can improve overall operations moving forward.

    With reports, users can see the number of leads, the average inactive days, and the average number of days leads have been in their current status. From these reports, users can also see the net conversion rate and relationship flow, as well as drop rate.

    Reports give each user a pipeline overview that can help with business decisions.

    Collaboration

    Through RelateIQ, teams can work together to reach their goals. The app automates the process of keeping up with contacts and sales efforts, with one team member able to see past communications by other team members to know whether they should follow up and what they should say when they do.

    RelateIQ also includes in-stream at-referencing, which lets teams annotate customer records. Records can also be assigned to teammates for follow up, offering delegation capabilities from a PC or mobile device.

    Setting up a team in RelateIQ requires simply naming the team and inviting others to join it.

    Lists

    Users aren’t limited to searching contact lists in order to see what needs to be done. Through creating lists, organizations can set up an area where they can see all activity related to one item.

    For instance, a Deals list tracks all deals in one place. Businesses can set up lists to track fundraising, recruiting, upcoming events, and more.

    With Lists, RelateIQ can create lists for collaboration by other team members.

    SalesforceIQ Integrations

    With RelateIQ’s API, users can integrate the app into their existing organizational infrastructure. Since many businesses use enterprise-level email, this is crucial to many larger businesses. RelateIQ can also be integrated with marketing automation tools like Marketo, ticketing systems like ZenDesk, and webforms like WuFoo.

    For organizations that lack an IT infrastructure, RelateIQ is ideal because its open API, combined with services like Zapier, make configuration easy.

    SalesforceIQ Pricing

    Businesses can choose from three pricing tiers with RelateIQ. Small team pricing is $49 per user per month, while business pricing is $99 per user per month. For enterprise-level pricing, businesses must contact RelateIQ directly. All contracts are billed annually.

    SalesforceIQ Bottom Line

    • Easy importing of existing email and contact lists
    • By adding team members to the apps, businesses can collaborate on efforts
    • Reporting gives insight into a user’s pipeline to improve business processes
    • Mobile and Google Chrome integration allows access from a variety of devices
    • Items can be delegated to other team members for action using in-stream at-referencing

    SalesforceIQ FAQs

    Below are some frequently asked questions for SalesforceIQ.

    Q. What type of pricing plans does SalesforceIQ offer?

    SalesforceIQ offers the following pricing plans:

    Starting from: US$25,00/month

    Pricing model: Subscription

    Free Trial: Available

    Q. What are the main features of SalesforceIQ?

    SalesforceIQ offers the following features:

    • Automatic + custom followups ensure you never drop the ball
    • Automatic email and calendar logging so you don't have to
    • Chrome extension integrates SalesforceIQ with your inbox
    • Closest Connections helps you identify warm intros
    • Collaboration made easy keeps your team on the same page
    • Data science surfaces key insights about your relationships
    • Developer API for 3rd party integrations
    • Hundreds of supplementary data sources enrich your contacts
    • Intelligence fields let you see who needs attention now
    • Know the status of any relationship instantly
    • Seamless integration with your inbox and calendar
    • Stop hunting for info - all your key data is in one place
    • Unified address book for your entire team
    • iPhone and Android apps

    Q. Who are the typical users of SalesforceIQ?

    SalesforceIQ has the following typical customers:

    Mid Size Business, Non Profit, Small Business

    Q. What languages does SalesforceIQ support?

    SalesforceIQ supports the following languages:

    English

    Q. What type of pricing plans does SalesforceIQ offer?

    SalesforceIQ has the following pricing plans:

    Subscription

    Q. Does SalesforceIQ support mobile devices?

    SalesforceIQ supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does SalesforceIQ integrate with?

    SalesforceIQ integrates with the following applications:

    Bitium, Grow, HubSpot Marketing, Kayako, Mailchimp, PieSync, SalesforceIQ Inbox, Unleashed Software, Wishpond, Zapier

    Q. What level of support does SalesforceIQ offer?

    SalesforceIQ offers the following support options:

    FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials