SalesforceIQ Pricing, Features, Reviews & Comparison of Alternatives

SalesforceIQ Reviews

SalesforceIQ

The Smarter, Simpler CRM

4.69/5 (81 reviews)
15,900     12,989

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.
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SalesforceIQ Reviews (81)

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

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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
Large Enterprises, Mid Size Business, Non Profits, Small Business
Devices Supported
Android, iPhone-iPad, iPhone, iPad, Mac, Windows, Web-based, Mobile Web App
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

Insightly

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

Zoho CRM

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

Maximizer Wealth Manager

Starting from: $60.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

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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

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