SalesforceIQ Review
OUR SCORE 91%
- What is SalesforceIQ
- Product Quality Score
- Main Features
- List of Benefits
- Technical Specifications
- Available Integrations
- Customer Support
- Pricing Plans
- Other Popular Software Reviews
What is SalesforceIQ ?
SalesforceIQ is a CRM software that allows companies to develop stronger relationships. It is designed to be easy to use and set-up. All you have to do is connect it to your Exchange or Gmail account and in no time, your meetings, emails, ad phone calls are automatically captured, thanks to its Relationship Intelligence technology. This technology automatically captures rich signals, evaluates information and patterns to discover opportunities, and encourage actions to close deals. Out-of-the-box reporting suite is also available which can be used to get data-driven insights about team and individual performance. Moreover, the platform offers mobile applications and Chrome extension so you can easily access your CRM data and be able to generate more sales, from anywhere.Product Quality Score
SalesforceIQ features
Main features of SalesforceIQ are:
- Lead management
- Prospecting tools
- Contact history
- Appointment management
- Customer pipeline
- Task management
- Shared contacts
SalesforceIQ Benefits
The main benefits of SalesforceIQ are its capabilities that help users sell smartly, concentrate on closing deals, the ability to focus on promising prospects, insightful reporting tools, and automatic follow-up reminders. Here are more details:
Sell Smartly
If you want to sell smartly, SalesforceIQ has got you covered. The platform automatically manages the details of the customer as well as prospect interaction and automatically logs data from the calendar, emails, marketing automation systems, and other data sources.
Concentrate on Closing Deals
All businesses surely want to have more sales because it means your business can also generate more profit. SalesforceIQ eliminates any manual work when it comes to capturing information from your emails, meetings, and phone calls. It automatically enters the data so you can concentrate on your core business. All you need to do to get started is connect the platform to your Exchange or Gmail account.
Pay More Attention to Promising Prospects
If you want your business to grow, you need to focus not only on existing and loyal customers but also on promising prospects or quality leads. SalesforceIQ lets you do that. It automatically captures, sorts out and filters main customer data such as the time you last contacted a promising prospect.
Insightful Reports
SalesforceIQ offers out-of-the-box reports which give users with deep insights as well as actionable data regarding their team’s pipeline. The insightful reports also help users make smarter and informed decisions. The platform also comes with forecasting capabilities that allow users to project future revenues.
Automatic Follow-up Reminders
Last but not least, the platform automatically creates a reminder whenever the user missed an email and failed to send a response. With this capability, you will be able to address every query and concern from your customers. Your customers will likely see your business as a reliable one, resulting in a stronger relationship and better business.
Technical Specifications
Devices Supported
- Web-based
- iOS
- Android
- Desktop
Customer types
- Small business
- Medium business
- Enterprise
Support Types
- Phone
- Online
SalesforceIQ Integrations
The following SalesforceIQ integrations are currently offered by the vendor:
- MailChimp
- Desk
- Pardot
- HubSpot
Video
Customer Support
Pricing Plans
SalesforceIQ pricing is available in the following plans:
