SalesforceIQ Pricing, Features, Reviews & Comparison of Alternatives

SalesforceIQ

SalesforceIQ is now part of Salesforce Essentials

4.71/5 (24 reviews)

SalesforceIQ overview

What is SalesforceIQ?

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
$25/month
Pricing options
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
  0.0
  4.5
  4.0
  0.0
Joseph R. Sweeney

Perfect companion to Salesforce

Used weekly for 1-2 years
Reviewed 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
Features

Likelihood to recommend: 8/10

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Anonymous

Ready to rock in minutes!!!

Used daily for 2+ years
Reviewed 2019-11-06
Review Source: GetApp

Pros
Extremely easy to use and I was able to set ip up in minutes. I was pleasantly surprised by the accuracy of data SalesForceIQ automatically pulled from my address book. It automatically updates so that my team and I can collaborate easier. We mostly use the mobile version as it is great for on the go and when we are at conferences and shows.

Cons
One huge setback is that SalesForceIQ does not support GDPR which is pivotal to our business.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 9/10

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Audrey Massmann

Bad intelligence and hard to override

Used weekly for 1-2 years
Reviewed 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
Features

Likelihood to recommend: 0/10

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Anonymous

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

Reviewed 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.

Rating breakdown

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Anonymous

best CRM, hands down

Reviewed 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.

Rating breakdown

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SalesforceIQ pricing

Starting from
$25/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 (144 other apps)
Calendar Management (194 other apps)
Custom Fields (157 other apps)
Customizable Branding (227 other apps)
Data Import/Export (201 other apps)
Electronic Payments (153 other apps)
Real Time Data (145 other apps)
Social Media Integration (189 other apps)
Surveys & Feedback (163 other apps)
Third Party Integration (247 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

Videos and tutorials

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.