SalesforceIQ Pricing, Features, Reviews & Comparison of Alternatives

SalesforceIQ

SalesforceIQ is now part of Salesforce Essentials

4.59/5 (34 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.
www.salesforce.com

Pricing

Starting from
$25/month
Pricing options
Free trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States, Australia, Brazil, Canada, United Kingdom

Supported languages

English
SalesforceIQ screenshotSalesforce Essentials DemoSalesforceIQ screenshotSalesforceIQ screenshotSalesforceIQ screenshotSalesforceIQ screenshot

SalesforceIQ reviews

Value for money
Features
Ease of use
Customer support
  4.0
  4.1
  4.1
  4.6
Frederick Wheeler

Salesforce makes life easy for users

Used daily for 6-12 months
Reviewed 2018-03-31
Review Source: GetApp

SalesforceIQ is structured in a very straight-forward manner. It's easily adapted to the way an organization does business. Mostly for small businesses, Salesforce IQ is a CRM system that enables sales teams and individuals to better track contact data, engagement and stay on target with conversations. A few favorites features we’ve heard highlighted from sales teams include: Read Receipts, Send Later Functions, Dynamic Calendars, Pre-created email content etc. In a way, Salesforce IQ is sales automation that making the life of your sales teams easier and improving their results. As someone who needs to balance many relationships at the same time, this tool is helping me efficiently track my contacts and communications. I simply wouldn't be able to do my job effectively if I had to rely on email and spreadsheets.

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Anonymous

Salesforce IQ is a great add on to Salesforce

Used daily for 1-2 years
Reviewed 2018-03-07
Review Source: Capterra

Creating leads and contacts in Salesforce is a breeze with this tool. I love that I can instantly add a customer and log their email in Salesforce. I love the ability to add meeting invites or email templates to an email with a couple of clicks. Salesforce IQ has saved me hours of data entry into Salesforce. I don't know what I would do without this tool now that I have used it for close to two years.

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Thomas Colon

Best CRM around

Used daily for 1-2 years
Reviewed 2018-04-06
Review Source: GetApp

Salesforce is the best tool I use constantly as a salesperson. Tracking my buyers and prospective buyers is simple, for example, as all the effects and notes in the account are combined, all information is presented in a clear and logical way. The panels give me the ability to monitor performance. This, absolutely, comfortable CRM-system, which I use, and it's quite easy to handle, even the one who first started using this platform. We needed a reliable sales tracking system, so we decided to try Salesforce. This service has undoubtedly helped us to find new buyers to close deals faster and increase our income.

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Elroy Beard

Worthy, popular and effective system

Used weekly for 1-2 years
Reviewed 2018-05-12
Review Source: GetApp

I heard a lot of positive reviews from different people and other sources of information regarding Salesforce. Eventually, this pressured my enough and forced to try this CRM system, and now I just regret that I did not do that earlier. It was extremely easy to begin, there was no need for the programmers, I figured out how everything works by myself, so the interface is friendly and easy, also I noticed that switching between pages and profiles were quite fast without any delays everything else I will not emphasize, it is just fine, but the system of reporting is a separate topic for a conversation because it is amazing.

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Alex Lane

We love SalesforceIQ! Perfectly integrated and easy for my team to use.

Used daily for 1-2 years
Reviewed 2018-04-10
Review Source: Capterra

So many. Ease of use, trackable for sales cycle, many more.This software is awesome. It takes the stress out of constantly updating your CRM by making it seamless and integrated with our email. It captures a lot automatically, giving my team more time to close deals. We love the customizable pipeline features as well. Great software overall.

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SalesforceIQ pricing

Starting from
$25/month
Pricing options
Free trial
Subscription

SalesforceIQ features

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

CRM Integration (106 other apps)
Calendar Management (140 other apps)
Custom Fields (123 other apps)
Customizable Branding (143 other apps)
Data Import/Export (138 other apps)
Electronic Payments (111 other apps)
Mobile Integration (114 other apps)
Social Media Integration (123 other apps)
Third Party Integration (156 other apps)

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.


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.


Who is SalesforceIQ for?

RelateIQ’s platform could be useful to professionals in any industry, since its concept is at the root of every successful business. The app is especially popular with sales teams, as well as professionals who specialize in business development, community management, customer success, and account management.

Businesses of all sizes use RelateIQ, from small start-ups to Fortune 500 companies. Because of the app’s interface, it can be useful whether only one person will be signing in or it will be used by an entire team.


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.

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.

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.

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.

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.


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.


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.


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

Additional information for SalesforceIQ

Key features of SalesforceIQ

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

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.