SalesforceIQ formerly (RelateIQ) automates, simplifies, and extends the way you connect with expert connections. Currently, the item you like is accessible all over the place you work, putting your most recent prospect and customer data available.
SalesforceIQ, a salesforce.com organization, helps groups track, share, and examine their most vital expert relationships with the world's first Relationship Intelligence platform. SalesforceIQ consequently sorts and evaluates email, and other working environment interchanges to help you concentrate on driving preferred outcomes like winning customers instead of data access, support, and other manual upkeep.
Founded in 2011 by Steve Loughlin and Adam Evans, SalesforceIQ (previously known as RelateIQ) is a subsidiary of Salesforce.com that offers individual users and businesses of all sizes the best relationship intelligence platform. The platform efficiently combines data from appointments, smartphone calls, and email systems to replace or augment standard database or relationship management tools/solutions. It can scan approximately 10,000 data points per minute at first run, which include calendar entries, emails, and social media mentions.
Do you plan on using SalesforceIQ to gain data-driven insights about your business? If yes, follow these steps to get a free trial:
Enter SalesforceIQ's website to understand how the CRM and sales management platform works and the features it offers. Once done, click on “Start 14 Day Trial”, located at the center of the page (highlighted in light blue-green color).
After clicking on “Start 14 Day Trial”, you will see the above page. As you can see, to get started with the 14-day free trial, you have to sign up for an account. You have two options in this regard: either create an account using Google or Microsoft Exchange. Select the alternative that suits your needs the best, enter your email address, and password and enjoy your free 14-day trial.
If the above process seems too complicated, you can sign up for a free trial by visiting the pricing page. Here, you will receive valuable information regarding the different plans available: Starter, Growth and Business. Choose the one that best suits your needs, click on “Start 14 Day Free CRM Trial”, and enter your Google or Microsoft Exchange email address and password to sign up for a free trial.
Now that you feel familiar with the steps mentioned above, obtaining a free trial at SalesforceIQ won’t be a problem.
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Cloudswave Score for SalesforceIQ
Rating based on 69 Critic Reviews
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 sides: sfIQ is strong on allowing a customizable sales process for each pipeline.
Pros : They've been really responsive to feature requests, though the follow up that those features have actually been built hasn't be as good. The sfIQ Google Chrome extension is really helpful and allows you to use much of the functionality of sfIQ in gmail and elsewhere.
Cons : Occasionally sfIQ is really slow. It works excellently on super fast internet connections but on desktop wifi in the field it can get annoying, that's less of a problem with the native mobile apps. The automatic info it adds on companies is more often garbage than not, and it's not edible, which isn't awesome. Their more expensive plans are really expensive: those get you great support, but the product is still just as satisfactory.
Matthew Guay, on Zapier
If your team’s workflow is strongly email centric, and you’re having trouble keeping everything together, SalesforceIQ is a great CRM app to try. It’ll help you keep all the conversations together, giving you the best possible view of your team’s interactions with each of your clients’ teams.
RelateIQ is designed for professionals in any industry within small, medium and large businesses alike. The app is suitable for sales teams, community managers, customer success reps and account managers who need a better way to manage and track the communications and contact details of their professional relationships. The app can be used by an entire team or just one person.
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