SalesforceIQ Software


SalesforceIQ is a cloud-based customer relationship management (CRM) solution suitable for small to medium-sized businesses across a variety of industries. Key features include sales automation and a customer interaction database. Mobile apps are available for Android and iOS devices.

SalesforceIQ manages details of both customers and prospective customers. Information can be entered into the system automatically from emails, calendars and marketing automation systems. Users can see if other team members have already communicated with contacts.

SalesforceIQ creates automatic reminders, so if users do not remember to respond to emails, the system will send them alerts to follow up. The solution also includes a Gmail extension. Users can reach out to contacts without toggling between their email inboxes and CRM software.

SalesforceIQ is priced on a per user per month basis. It is integrated with Pardot, MailChimp and HubSpot. Support is offered via online ticket.



23 Reviews of SalesforceIQ

Overall rating

4.70 / 5 stars

Filters:

Showing 1 - 20 of 23 reviews

April 2014

Anonymous

Verified Reviewer

Review Source: GetApp


April 2014

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

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.

December 2018

Joseph R. from The TJX Companies, Inc.

Company Size: 10,000+ employees

Review Source: GetApp


Ease-of-use

5 of 5

Functionality

5 of 5

December 2018

Perfect companion to Salesforce

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.

August 2018

Audrey from Brown University

Company Size: 1,001-5,000 employees

Review Source: GetApp


Ease-of-use

1 of 5

Functionality

3 of 5

August 2018

Bad intelligence and hard to override

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.

April 2014

Anonymous

Verified Reviewer

Company Size: 501-1,000 employees

Review Source: GetApp


April 2014

best CRM, hands down

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.

May 2014

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: GetApp


May 2014

Best. CRM. Ever

Has fundamentally changed the workflow not only for me individually but the whole team. We are more on top of deals, more efficient with our time, and seeing a major ROI on our investment. Honestly think I would choose my next job on whether or not they use RelateIQ as I could NEVER go back to Salesforce.

Pros

Integrations, UI/UX, Delivers right insight at the right time, automating the follow up process, Gmail plugin

Cons

Reporting tools aren't great yet

April 2014

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: GetApp


April 2014

First CRM app I have ever used in the field

Having used several CRM tools in the past, I have yet to find one that has a mobile app worth using. The apps are either too limited in functionality, the UI is too complicated, or the app is too slow. That is until I downloaded RelateIQs app. They have accurately assumed how I would be using the app (prior to and just after meetings) and give me the most relevant information quickly and with the fewest clicks. If I want to dig deeper, I can. Nicely done!

April 2014

Anonymous

Verified Reviewer

Company Size: 501-1,000 employees

Review Source: GetApp


April 2014

Great product to manage hectic workflow

RelateIQ has been instrumental in helping me manage my relationships across suppliers, customers, and partners for my business. In particular, the software really helped streamline and aggregate all my contact information from social media and email to be in one convenient place.

Pros

-Very easy to use
-Integration with all social media
-Friendly reminders to follow up on contacts

April 2014

Anonymous

Verified Reviewer

Company Size: 501-1,000 employees

Review Source: GetApp


April 2014

5 Stars

Great product, great team, great organisation to work with.

Pros

Seamless on boarding process. Superb integration with social media helping to leverage existing business relationships. Mobile functionality is also a positive. It allows access to contacts remotely and track the teams activity.

December 2018

Anonymous

Verified Reviewer

Company Size: 10,000+ employees

Review Source: GetApp


Ease-of-use

5 of 5

Functionality

5 of 5

December 2018

Works well, depending on your needs

Pros

In depth analysis, easy to understand, great for planning for the long term or getting another view.

Cons

Doesn't really work for a business that requires a lot of personal interaction or quick decision making

April 2014

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: GetApp


April 2014

Best of Breed

Simple, well-designed, and quick to implement. RelateIQ has improved our team's overall efficiency and saved us countless hours of manual data entry. I would recommend it to any organization that would benefit from a relationship management tool.

April 2014

Anonymous

Verified Reviewer

Company Size: 10,000+ employees

Review Source: GetApp


April 2014

Fantastic and scarily easy to use!

RelateIQ is fantastic and scarily easy to use. It's helped me stay on top of my leads at my startup! It's a solution great for a small team just starting out or an army of sales reps trying to stay ahead of the competition.

May 2014

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: GetApp


May 2014

RelateIQ is great, works perfectly

RelateIQ is basically exactly what our company needed. It works for small companies all the way to large companies. Richard is super helpful and the product performs really well. Highly recommended!

April 2014

Anonymous

Verified Reviewer

Review Source: GetApp


April 2014

Best-in-class tools and service

Great tool and service prior, but now with the Gmail integration and mobile app, RelateIQ is a game changer. RelateIQ continues to lead the space in both innovation and design.

April 2014

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: GetApp


April 2014

Great CRM

I've used multiple CRM's over the years and this is the best by far. The integration with email is amazing and the collaboration with colleagues is seamless.

April 2014

Anonymous

Verified Reviewer

Company Size: 10,000+ employees

Review Source: GetApp


April 2014

Great tool for prospecting

Love the Closest Connections feature that allows me to figure out how I can leverage my company's network to reach out to a potential lead

April 2014

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: GetApp


April 2014

Phenomenal mobile experience

I love their mobile app - its now my default email client!

April 2014

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: GetApp


April 2014

The best CRM available

Light years ahead of the competition. There isn't a better overall CRM solution out there. Period.

April 2014

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: GetApp


April 2014

Best tool for any and all BD/sales professionals

Best tool for any and all BD/sales professionals

April 2014

Anonymous

Verified Reviewer

Company Size: 1,001-5,000 employees

Review Source: GetApp


April 2014

Great program with Easy to Use Interface

This program truly adds value that would otherwise be lost. The interface is easy to use and allows you to get up and running quickly.

April 2014

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: GetApp


April 2014

Great Experience!

I enjoyed my experience from start to finish... keeps me organized and on task throughout the day!

Pros

Organization.

Cons

None