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.

Supported Operating System(s):
Web browser (OS agnostic)

28 Reviews of SalesforceIQ

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  • Audrey from Brown University

    Number of employees: 1,001-5,000 employees

    August 2018

    Bad intelligence and hard to override

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Elroy from Luxury Beard

    Number of employees: 11-50 employees

    May 2018

    Worthy, popular and effective system

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I heard a lot of positive reviews from different people and other sources of information regarding Salesforce. Eventually, this pressured my enough and forced to try this CRM system, and now I just regret that I did not do that earlier. It was extremely easy to begin, there was no need for the programmers, I figured out how everything works by myself, so the interface is friendly and easy, also I noticed that switching between pages and profiles were quite fast without any delays everything else I will not emphasize, it is just fine, but the system of reporting is a separate topic for a conversation because it is amazing.

    Cons

    The only complaint I had it is their website, it was quite complicated to start because I needed to register myself at once and there were so many different buttons so that was easy to get confused. I think this moment must be simplified.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Bailey from Cheer America Championships

    Number of employees: 51-200 employees

    April 2018

    It's fine, no bells and whistles

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money
    Pros

    I like that it's a way for the whole office to stay on the same page. I appreciate the fact that it can integrate all of the email addresses that we use. Especially helpful when working remote.

    Cons

    After using other software systems from SalesForce this one was a let down. The price didn't seem that much more appealing for the awesome features it leaves out.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Alex from Joey the Cat Skeeball

    April 2018

    We love SalesforceIQ! Perfectly integrated and easy for my team to use.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    So many. Ease of use, trackable for sales cycle, many more.

    Pros

    This software is awesome. It takes the stress out of constantly updating your CRM by making it seamless and integrated with our email. It captures a lot automatically, giving my team more time to close deals. We love the customizable pipeline features as well. Great software overall.

    Cons

    I have hard time thinking of cons for this software. It was so easy for my team to implement. It is expensive I guess, that'd be the only con.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Thomas from Mockup Science Inc.

    Number of employees: 51-200 employees

    April 2018

    Best CRM around

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Salesforce is the best tool I use constantly as a salesperson. Tracking my buyers and prospective buyers is simple, for example, as all the effects and notes in the account are combined, all information is presented in a clear and logical way. The panels give me the ability to monitor performance. This, absolutely, comfortable CRM-system, which I use, and it's quite easy to handle, even the one who first started using this platform. We needed a reliable sales tracking system, so we decided to try Salesforce. This service has undoubtedly helped us to find new buyers to close deals faster and increase our income.

    Cons

    I found, in fact, that the application is limited in functionality, and sometimes buggy, but I usually can access the necessary account information and view performance characteristics panels.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Frederick from Talkabout Technologies

    Number of employees: 51-200 employees

    March 2018

    Salesforce makes life easy for users

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    SalesforceIQ is structured in a very straight-forward manner. It's easily adapted to the way an organization does business. Mostly for small businesses, Salesforce IQ is a CRM system that enables sales teams and individuals to better track contact data, engagement and stay on target with conversations. A few favorites features we’ve heard highlighted from sales teams include: Read Receipts, Send Later Functions, Dynamic Calendars, Pre-created email content etc. In a way, Salesforce IQ is sales automation that making the life of your sales teams easier and improving their results. As someone who needs to balance many relationships at the same time, this tool is helping me efficiently track my contacts and communications. I simply wouldn't be able to do my job effectively if I had to rely on email and spreadsheets.

    Cons

    The mobile experience is packed with features but it is not always intuitive. It's a bit hard to learn the workflows and error triggers. You definitely need a competent system administrator to manage Salesforce so it can be priory set up to be beneficial to an organization.

    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • Matthew from Porter & Sail

    March 2018

    Used it for over a year as our sole CRM system; ultimately migrated away to Pipedrive

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    It had a lot of powerful integration and I could download quickly into excel format. The feed was nice as well as my colleagues who interacted w/ leads was easily visible as a team

    Cons

    The hierarchy was confusing between setting up an account and then tying multiples records (deals?) to that account. Ultimately got it, but took a while to get setup

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 51-200 employees

    March 2018

    Salesforce IQ is a great add on to Salesforce

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Creating leads and contacts in Salesforce is a breeze with this tool. I love that I can instantly add a customer and log their email in Salesforce. I love the ability to add meeting invites or email templates to an email with a couple of clicks. Salesforce IQ has saved me hours of data entry into Salesforce. I don't know what I would do without this tool now that I have used it for close to two years.

    Cons

    In the last few months something changed in the way that it pulls the data when you go to add a contact. The previous version use to pull all of the information automatically and now I have to manually add a lot of the information. It is still quicker than adding new contacts into Salesforce but it does require a few more steps. I also wish there was more insight into who opened an email or web link when you include multiple people on an email.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 2-10 employees

    May 2014

    RelateIQ is great, works perfectly

    Quality
    Support
    N/A

    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!

    Review Source: GetApp
  • Verified Reviewer

    Number of employees: 51-200 employees

    May 2014

    Best. CRM. Ever

    Quality
    Support
    N/A

    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

    Review Source: GetApp
  • Verified Reviewer

    April 2014

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

    Quality
    Support
    N/A

    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.

    Review Source: GetApp
  • Verified Reviewer

    Number of employees: 51-200 employees

    April 2014

    Best of Breed

    Quality
    Support
    N/A

    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.

    Review Source: GetApp
  • Verified Reviewer

    April 2014

    Best-in-class tools and service

    Quality
    Support
    N/A

    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.

    Review Source: GetApp
  • Verified Reviewer

    Number of employees: 11-50 employees

    April 2014

    Best tool for any and all BD/sales professionals

    Quality
    Support
    N/A

    Best tool for any and all BD/sales professionals

    Review Source: GetApp
  • Verified Reviewer

    Number of employees: 501-1,000 employees

    April 2014

    Great product to manage hectic workflow

    Quality
    Support
    N/A

    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

    Review Source: GetApp
  • Verified Reviewer

    Number of employees: 2-10 employees

    April 2014

    The best CRM available

    Quality
    Support
    N/A

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

    Review Source: GetApp
  • Verified Reviewer

    Number of employees: 501-1,000 employees

    April 2014

    best CRM, hands down

    Quality
    Support
    N/A

    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.

    Review Source: GetApp
  • Verified Reviewer

    Number of employees: 501-1,000 employees

    April 2014

    5 Stars

    Quality
    Support
    N/A

    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.

    Review Source: GetApp
  • Verified Reviewer

    Number of employees: 51-200 employees

    April 2014

    Great CRM

    Quality
    Support
    N/A

    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.

    Review Source: GetApp
  • Verified Reviewer

    Number of employees: 1,001-5,000 employees

    April 2014

    RelateIQ is super!

    Quality
    Support
    N/A

    I spend a solid chunk of my day in RelateIQ - it's a lifesaver!

    Review Source: GetApp
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