SalesforceIQ

Professional interactions are sophisticated, involving subtle politics that color all communications. Technology has changed the way businesses communicate, but the politics remain, leaving busy professionals to try to keep up with everything themselves.

RelateIQ utilizes advanced analytics to track and utilize email communications. Through the app’s easy-to-use interface, professionals can keep up with all ongoing conversations, including the number of days since the last email exchange. Using RelateIQ, businesses can free up their time and energy for use on more important tasks.

What is SalesforceIQ?

After signing into RelateIQ, professionals are immediately prompted to link existing email accounts and contact lists. This automated process saves professionals hours of work manually inputting information about contacts into a CRM. The app takes it a step further, though, by helping businesses make decisions about customers and clients based on past communications.

RelateIQ creates automated tasks, offering suggestions based on past communications. If an email hasn’t received a response in a while, RelateIQ lets a user know in the suggestions pane on the dashboard. If a user agrees with a suggestion, all that user has to do is accept it and it is changed from a suggestion to a task on the list.

SalesforceIQ Main Features

Closest Connections

Networking requires occasionally reaching out to people outside of your immediate circle of associates. With RelateIQ, a user can type in the name of a business or individual and the app will search imported address books, calendar invites, emails, and social data to help identify a person who could help connect you.

The system ranks closest connection in order of strength, allowing professionals to see which person is most closely connected to the contact. This is an opt-in feature, so if a user finds this functionality too intrusive, that user can still use RelateIQ without it.

Mobile

Mobile is an important part of business today. With RelateIQ, users can move from PC to smartphone to tablet, reading and responding to emails just as they would have done in the office.

RelateIQ also includes a Google Chrome extension that puts the app’s functionality into a user’s browser. This gives Gmail users the ability to access the app directly inside the Gmail inbox.

Reports

RelateIQ’s pipeline reporting helps users remain on top of sales activities. These reports can be used to guide future efforts, providing valuable information that can improve overall operations moving forward.

With reports, users can see the number of leads, the average inactive days, and the average number of days leads have been in their current status. From these reports, users can also see the net conversion rate and relationship flow, as well as drop rate.

Collaboration

Through RelateIQ, teams can work together to reach their goals. The app automates the process of keeping up with contacts and sales efforts, with one team member able to see past communications by other team members to know whether they should follow up and what they should say when they do.

RelateIQ also includes in-stream at-referencing, which lets teams annotate customer records. Records can also be assigned to teammates for follow up, offering delegation capabilities from a PC or mobile device.

Lists

Users aren’t limited to searching contact lists in order to see what needs to be done. Through creating lists, organizations can set up an area where they can see all activity related to one item.

For instance, a Deals list tracks all deals in one place. Businesses can set up lists to track fundraising, recruiting, upcoming events, and more.

SalesforceIQ Integrations

With RelateIQ’s API, users can integrate the app into their existing organizational infrastructure. Since many businesses use enterprise-level email, this is crucial to many larger businesses. RelateIQ can also be integrated with marketing automation tools like Marketo, ticketing systems like ZenDesk, and webforms like WuFoo.

For organizations that lack an IT infrastructure, RelateIQ is ideal because its open API, combined with services like Zapier, make configuration easy.

SalesforceIQ Pricing

Businesses can choose from three pricing tiers with RelateIQ. Small team pricing is $49 per user per month, while business pricing is $99 per user per month. For enterprise-level pricing, businesses must contact RelateIQ directly. All contracts are billed annually.

SalesforceIQ Bottom Line

• Easy importing of existing email and contact lists
• By adding team members to the apps, businesses can collaborate on efforts
• Reporting gives insight into a user’s pipeline to improve business processes
• Mobile and Google Chrome integration allows access from a variety of devices
• Items can be delegated to other team members for action using in-stream at-referencing