SalesforceIQ REVIEW

CRM Software

4 user reviews
USER SATISFACTION 97%
OUR SCORE 9.1

What is SalesforceIQ?

SalesforceIQ (formerly called RelateIQ) is a robust CRM solution that enables companies to build stronger relationships. Its Relationship Intelligence technology unifies your customer’s story, spots meaningful actions, and enables productive outcomes. The technology captures rich signals automatically, evaluates data and patterns to spot opportunities, and drives actions to close more deals.

You can set up SalesforceIQ in minutes by simply connecting it to your Gmail or Exchange account. In no time, your phone calls, meetings, and emails are automatically captured, keeping your deals up to date to enable you to concentrate on selling.

SalesforceIQ smartly filters your opportunities and identifies the most promising deals that need your attention most. You can use the app’s out-of-the-box reporting suite to get data-driven insights about individual and team performance.

The SalesforceIQ Chrome extension and mobile app provide instant access to your CRM data, right from your inbox. You can easily manage all your deals with dynamic scheduling, email shortcuts, and predictive notifications.

Sales Cloud integrates smoothly with all parts of your business, and is fully customizable for your unique needs. You can get a single customer view across your organization to sell more, from anywhere.

Overview of SalesforceIQ Benefits

Sell Smartly

SalesforceIQ CRM automatically manages the details of all prospect and customer interactions. It automatically logs information from marketing automation systems, calendar, emails and other data sources.

Focus on Closing Deals

Get started by connecting SalesforceIQ to your Exchange email or Gmail. Within minutes, the app automatically enters your phone calls, meetings, and emails to create your contacts – you don’t have to do anything manually.

Focus on Promising Prospects

SalesforceIQ’s Relationship Intelligence technology automatically captures, filters, and sorts out key customer data, such as how long it’s been since you last contacted a prospect. This helps you to focus on promising prospects and close more deals.

Sell from Anywhere

You can you reach out to contacts without bouncing between your CRM and email. Click once and start selling from wherever you are.

Insightful Reporting to Boost Your Sales

SalesforceIQ’s out-of-the-box reports give you deep insights and actionable data about your team’s pipeline from Funnel Analysis. You can project future revenues with forecasting and take smart business decisions with the insightful reports.

Automatic Follow-up Reminders

If someone emails you and you don’t reply, the app will create a reminder for you automatically. This ensures you never miss a beat with important relationships.

Overview of SalesforceIQ Features

  • Appointment management
  • Contact history
  • Customer pipeline
  • Lead management
  • Prospecting tools
  • Shared contacts
  • Task management

SalesforceIQ Position In Our Categories

Position of SalesforceIQ in our main categories:

20

SalesforceIQ is one of the top 20 CRM Software products

20

SalesforceIQ is one of the top 20
CRM Software products


SalesforceIQ is also listed in the following subcategories:

Category:Position:
Online CRM Software#12 Social CRM Software#12

Enterprises have diverse needs and requirements and no software application can be perfect in such a situation. It is futile to try to find an ideal out-of-the-box software system that meets all your business requirements. The smart thing to do would be to customize the solution for your unique requirements, employee skill levels, budget, and other aspects. For these reasons, do not hurry and subscribe to well-publicized trendy applications. Though these may be widely used, they may not be the perfect fit for your unique wants. Do your homework, check out each short-listed platform in detail, call the maker for clarifications, and finally choose the product that offers what you want.

How Much Does SalesforceIQ Cost?

SalesforceIQ Pricing Plans For Enterpises & Small Business:

SalesforceIQ offers three pricing packages and a 14-day free trial for all three plans:

Small Teams Plan – $25/user/month (billed annually)

  • Up to 5 users and 1 list
  • Shared address book
  • Effortless setup
  • Automatic data capture
  • Customizable sales tracking
  • Intelligent follow-up reminders
  • Intelligent mobile apps
  • Webinars and live training

Growing Teams Plan – $75/user/month (billed annually)

All Starter features plus:

  • Unlimited users and lists
  • Discover potential introductions
  • CRM data in your inbox
  • Sales & activity reports
  • Admin controls
  • Three direct integrations

Large Teams Plan – $125/user/month (billed annually)

All Growth features plus:

  • Unlimited users and lists
  • Advanced reporting & forecasting
  • Unlimited direct integrations
  • API access

User Satisfaction

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and opinions about SalesforceIQ across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with SalesforceIQ. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.
POSITIVE SOCIAL MENTIONS

60

NEGATIVE SOCIAL MENTIONS

2

Video

Technical details

Devices Supported
  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • USA
  • UK
  • Canada
Pricing Model
  • Annual Subscription
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • TRAINING
  • TICKETS

SalesforceIQ User Reviews

What are SalesforceIQ pricing details?

SalesforceIQ Pricing Plans:

SalesforceIQ offers three pricing packages and a 14-day free trial for all three plans:

Small Teams Plan – $25/user/month (billed annually)

  • Up to 5 users and 1 list
  • Shared address book
  • Effortless setup
  • Automatic data capture
  • Customizable sales tracking
  • Intelligent follow-up reminders
  • Intelligent mobile apps
  • Webinars and live training

Growing Teams Plan – $75/user/month (billed annually)

All Starter features plus:

  • Unlimited users and lists
  • Discover potential introductions
  • CRM data in your inbox
  • Sales & activity reports
  • Admin controls
  • Three direct integrations

Large Teams Plan – $125/user/month (billed annually)

All Growth features plus:

  • Unlimited users and lists
  • Advanced reporting & forecasting
  • Unlimited direct integrations
  • API access

What integrations are available for SalesforceIQ?

SalesforceIQ seamlessly integrates with Desk, Pardot, MailChimp, HubSpot and the other apps you use. You can use the integrations to save time, optimize efficiency, and supercharge productivity.

User reviews


4 Reviews

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The most favorable review

Eric

5 days ago


Pros:
It integrates well with Outlook which means I can easily track emails from leads or prospects. When it comes to managing emails from leads, it can be an uphill task. With outlook integration, I do not have to worry about this. In response, I can send emails to leads and know whether they read or opened the emails I send. This capability allows me to measure the success or efficiency of my campaign.

Cons:
The reporting part of the tool is not there. It does not compute for commissions and percentages. In short, you cannot depend on the tool to offer numerical performance of your business in terms of the sales you have made or the increase from the previous sales. It would be better if this feature was included for reliable reporting.

The least favorable review

Margaret

2 weeks ago


Pros:
Customer support has always been our challenge in the past. However, with SalesforceIQ we no longer have to wait in line for hours to get our issues heard and fixed. We can say that the tool provides better and more reliable customer service for issues we bring up during the deployment of the product. Apart from that, we can have a sales associate assigned to help us all the way.

Cons:
Problems will always be there but it is how they are addressed, which can be challenging. With SalesforceIQ, I experienced some issues with the tool which I forwarded the query to the support team and then they did the same to the developers or engineers. I am hopeful that the issues will be fixed soon.


Eric - 5 days ago

Verified
user
It integrates well with Outlook which means I can easily track emails from leads or prospects. When it comes to managing...

Kayla - 2 weeks ago

Verified
user
It leads to improved communication in the workplace. You can easily sort out your leads in terms of contacts and send them to your colleagues with all of their...

Margaret - 2 weeks ago

Verified
user
Customer support has always been our challenge in the past. However, with SalesforceIQ we no longer have to wait in line for hours to get our issues heard and fixed. We...

Emily - 4 months ago

Verified
user
The tracking feature is point-on as you do not have to depend on your instincts or opinion in relationship management. It tracks emails which gives you the upper hand in...

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