SalesforceIQ Pricing, Features, Reviews & Comparison of Alternatives

SalesforceIQ Reviews

SalesforceIQ

The Smarter, Simpler CRM

4.66/5 (82 reviews)
15,901     12,986

SalesforceIQ automates, simplifies, and deepens the way you engage with professional relationships.

Whether you are managing a sales pipeline or tracking deals to closure, SalesforceIQ provides tools and insights to increase your effectiveness. It automatically tracks and analyzes the day-to-day interactions that drive relationships in business development, sales, and more, using data and algorithms to make you better at your job.
app.salesforceiq.com

SalesforceIQ Reviews (82)

Most positive review

 As ok as any CRM

SalesforceIQ has been a decent CRM, I've used it both doing Business Development myself and extracting data to do analytics on our business development. We put a lot of time into looking for the right tool and it seems like all CRMs (Zoho, Streak, Close.io, ...) all have their good sides and bad ...

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Reviewed 28th of October, 2015 by Market Analyst

Most critical review

 You will be stuck paying for a year because of a fine print - do not give them your credit card number!

The product was pretty useless for us and now we cannot even cancel our subscription. This is really bad. We signed up for RelateIQ 2 months ago and did not find it useful so we called the support guys to cancel our subscription. It was then that they informed us that we have no choice but to ...

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Reviewed 12th of October, 2015 by Abhinai Srivastava

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SalesforceIQ Category Leaders

Reviews
Integrations
Mobile
Media
Security

#10 in CRM

View full ranking
67
11
15
17
13
11

#10 in Sales Management

View full ranking
62
11
13
17
10
11

GetApp’s ranking highlights the top 25 apps in different categories on GetApp. If an app is listed in more than one category, it has the potential to be ranked in each of these categories. The ranking is independent of any commercial campaign an app vendor has with GetApp. The ranking is based on 5 data points, each scored out of 20: reviews, integrations, mobile apps, media presence, and security.

SalesforceIQ Screenshots (4)

SalesforceIQ screenshot: SalesforceIQ CRM. Spend your time closing deals, not entering data.SalesforceIQ screenshot: SalesforceIQ CRM. Communicate & Coordinate with Less FrictionSalesforceIQ screenshot: SalesforceIQ CRM. SalesforceIQ automatically brings emails, calendar events, phone calls, follow ups, and comments  directly into the Stream for a unified view of an opportunity..SalesforceIQ screenshot: SalesforceIQ CRM. Know What Matters in Your Pipeline. See all of the important information about your opportunities all in one place..

Security and privacy

Encryption

Yes
Encryption of sensitive data at rest
Yes
HTTPS for all pages

Access control

Yes
Multi-factor authentication options

Data policy

Yes
Data backup in multiple locations/GEO regions
This will ask you to sign in with LinkedIn

Specifications

Intended Users
Mid Size Business, Non Profits, Small Business
Devices Supported
Android, iPhone-iPad, iPhone, iPad, Web-based
Supported Countries
Australia, Brazil, Canada, United Kingdom, United States
Supported Languages
English
Support Options
FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials

SalesforceIQ Pricing

Starting from: $25.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

Competitors Pricing

Method:CRM

Starting from: $25.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

Insightly

Starting from: $12.00/month
Pricing model: Freemium, Subscription
Free Trial: Available (No Credit Card required)

PipelineDeals

Starting from: $25.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

Users who visited SalesforceIQ also visited

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

Benefits

Save Time + Get Better Data
SalesforceIQ 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
SalesforceIQ's 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 SalesforceIQ make an impact on your team's relationship management initiatives.

Alternatives to SalesforceIQ

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.

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

Videos

Keith Fulmer

Small business' beware

14/03/2017

As a small business, we don't have all of the resources available to us that some bigger businesses have. If you don't have an IT department or you're not pretty tech savvy, you may want to go in another direction. There is NO phone support, so everything is by e-mail and if you don't ask your question the way the tech understands it, you won't get the answer you need to address your concern. They are quick to refer you to a library of online videos and an FAQ page. Things that I can usually have someone talk me through in 10 minutes, they would have you watch 2 hours of videos and hope you understand when you are done. This has not been a good experience for us and unless you meet the criteria I outlined above, you are probably in for the same rocky path.

Pros

I like that I only have 6 months left on our subscription.

Cons

- I still have 6 months left on our subscription - NO PHONE SUPPORT.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Software Advice
Helpful?   Yes   No
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Adi Sarid

Great CRM, very useful features

22/02/2017

I've been using SalesForceIQ for two years now, and very satisfied. Mostly, I enjoy the read receipts option via the chrome gmail extension. It embeds a pixel in every outgoing email and I get an immediate notification once the email is opened. SalesforceIQ taps into the gmail inbox and automatically updates the opportunities based on email communications, and allows me and my colleagues to be in sync - very important for us. Chatter options are also convenient. I found it very easy to master though some of my colleagues found it a bit more difficult. Some problems supporting Hebrew (characters can't be searched), and too bad that the basic package doesn't include integrations of API for use with other software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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John  Wesley

Bunch of money grabbing company - Stay Away!

09/02/2017

We are a small business and signed up for SalesforceIQ last year. We decided not to renew our subscription with them this year owing to the fact that their customer service (right from the onboarding process to the technical support provided by their account managers were substandard and not even baseline satisfactory). To add insult to injury, they sent an invoice for $ more (after we did not renew our membership) asking for it to be paid or be turned over to a third party collection agency. When questioned, their collections team said, there was a small clause in the signup agreement which said " The term of each subscription shall be as specified in the applicable Order Form. Except as otherwise specified in an Order Form, subscriptions will automatically renew for additional periods equal to the expiring subscription term or one year (whichever is shorter), unless either party gives the other notice of non-renewal at least 30 days before the end of the relevant subscription term." We have decided to speak to our lawyers regarding this matter and do not wish to use any of their services in the future. Please be warned of the appalling customer service and their tendency to hound you to get their pound of flesh even when the customer decides not to use their service.

Pros

Too many free CRM products out there which have similar features. Stay away from any salesforce product.

Cons

Bad attitude Appalling Customer Service Hidden Clauses

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Recommendations to others considering SalesforceIQ

A bunch of money grabbing company with no concept of customer service - Stay Away!

Source: Software Advice
Helpful?   Yes   No
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Anna Liebowitz

Salesforce IQ

01/02/2017

We use Salesforce IQ to keep tabs on customer communication, refunds, and business relationships. It is extremely helpful to keep the company on the same page.

Pros

It's a common place for reporting. We have a lot of very important information stored in SF IQ.

Cons

-Slows my computer down. -More integration with other applications would be great. -Not 100% confident everyone in the company is keeping it updated. -accounts can be made for a customer and they will not show up in the "customer" list

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10

Recommendations to others considering SalesforceIQ

Nope.

Source: Capterra
Helpful?   Yes   No
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Eric Stoddard

Best CRM For Scaling Startups

10/01/2017

If you're looking to upgrade from Google spreadsheets, but haven't hired your first experienced VP of sales, then SalesforceIQ is a perfect fit.

Pros

The email intelligence. Every email sent from someone on your team to the account will be listed for all to see. No more back and forth with your teammates catching up on the status of an account - all gathered without any manual data entry.

Cons

It can get a bit pricey when adding additional users.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Andy Golden

Best thing is the socks they give you at Dreamforce

05/01/2017

SFIQ is an interesting concept and new product to the many offerings of Salesforce. While the verdict is still out whether we will jump in wholeheartedly, the initial feedback has been polarizing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
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Ryan Williams

Stay Away from Salesforce

09/12/2016

Our experience is horrible. They charged us for services that we didn't sign up for and never had access to, and they sent us to collections for not paying for those service charges. We canceled our services and they continue to bill us. Their products are overrated and their support is terrible. Don't believe anything the sales guy tells you because none of it will be honored. Stay away for your own good.

Cons

Sales pressure, no follow through with commitments, products aren't worth what you pay, poor billing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

0/10

Recommendations to others considering SalesforceIQ

Stay away!

Source: Capterra
1 of 1 people found this review helpful
Helpful?   Yes   No
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Ashley Duff

SalesforceIQ

06/12/2016

SalesforceIQ makes our team's processes so much easier to breeze through & save time in every aspect.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Paul C

Intuitive Software

07/11/2016

Salesforce IQ has everything we would expect out of a web-based CRM. Although the plans are pricey, I recommend going for the premium plans since the reports that they provide access to are very helpful in managing your sales pipeline.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Carol Hall

Salesforce Desk Review

07/10/2016

I was impressed by the ease of use and the many facets of Salesforce. They've done their homework and come out with an ever improving product.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more

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.

Read the full GetApp Analysis