About SalesforceIQ

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 co...


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Supported Operating System(s):

Web browser (OS agnostic)

24 Reviews of SalesforceIQ

Average User Ratings

Overall

4.71 / 5 stars

Ease-of-use

4.0

Functionality

4.5

Ratings Snapshot

5 stars

(21)

21

4 stars

(1)

1

3 stars

(0)

0

2 stars

(2)

2

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 24 results

December 2018

Joseph R. from The TJX Companies, Inc.

Company Size: 10,000+ employees

Industry: Retail

Time Used: Less than 2 years

Review Source: GetApp


Ease-of-use

5.0

Functionality

5.0

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.

November 2019

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Time Used: More than 2 years

Review Source: GetApp


Ease-of-use

5.0

Functionality

5.0

November 2019

Ready to rock in minutes!!!

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.

April 2014

Anonymous

Verified Reviewer

Time Used: Free Trial

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.

August 2018

Audrey from Brown University

Company Size: 1,001-5,000 employees

Industry: Higher Education

Time Used: Less than 2 years

Review Source: GetApp


Ease-of-use

1.0

Functionality

3.0

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

Time Used: Free Trial

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.