SalesforceIQ fait désormais partie de Salesforce Essentials :
Salesforce Essentials est le moyen le plus simple pour les petites entreprises de gérer les relations clients et de se développer plus rapidement. Il est facile à configurer, facile à utiliser et évolue avec votre entreprise. Les petites entreprises ont désormais accès au meilleur de Salesforce, notamment Trailhead, Einstein, Lightning, AppExchange et Trailhead. Et quelle que soit la taille de votre entreprise, Salesforce peut évoluer avec vous.
Essayez-le gratuitement dès maintenant et bénéficiez gratuitement de trois mois d'utilisation de G Suite par Google Cloud.
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.
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.
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.
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.
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.
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.
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.
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.
-Automatic email integration
-Automatic "follow up" management
-Contact organization and curation
-Integration w outside tools via API
-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.
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.
Integrations, UI/UX, Delivers right insight at the right time, automating the follow up process, Gmail plugin
Reporting tools aren't great yet
Voici quelques-unes des questions fréquentes sur SalesforceIQ.
Types de licences disponibles pour SalesforceIQ :
À partir de: 25,00 $US/mois
Type de licence: Abonnement
version d'essai gratuite: Disponible
Nous n'avons pas d'informations sur les fonctionnalités de SalesforceIQ.
Utilisateurs habituels du logiciel SalesforceIQ :
Entreprises de taille moyenne, Non Profit, PME
Langues dans lesquelles SalesforceIQ est disponible :
Types de licences disponibles pour SalesforceIQ:
Appareils pris en charge par SalesforceIQ :
Android, iPhone, iPad
Applications s'intégrant à SalesforceIQ :
Bitium, Grow, HubSpot Marketing, Kayako, Mailchimp, PieSync, SalesforceIQ Inbox, Unleashed Software, Wishpond, Zapier
Ressources d'aide disponibles pour SalesforceIQ :
FAQ, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo