SalesforceIQ CRM (formerly RelateIQ)

(65)
3.7 out of 5 stars

SalesforceIQ CRM helps teams track, share, and analyze their most important professional relationships, SalesforceIQ CRM has rethought the problem of relationship management from the ground up.

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SalesforceIQ CRM review by <span>Arjun A.</span>
Arjun A.
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Perfect CRM for small businesses

What do you like best?

Mostly for small businesses, Salesforce IQ (formerly RelateIQ) is a CRM system that enables sales teams and individuals to better track contact data, engagement and stay on target with conversations.

Works well for bringing important contact/client information from email systems (Gmail, Outlook), calendars, calls to the CRM and vice versa. It can also integrate with marketing automation platforms. Moreover, Sales force automates the access of a mixture of metrics for every task of a sales guy, enabling executives to have direct contact in order to check the work done like purchaser appointment, emails, calls, assembly, offers and also a range of customer relationship activities.

What do you dislike?

For a large organization looking at SAP or Oracle, Salesforce IQ CRM is probably not the best choice to go to for a CRM solution. Salesforce Cloud is a better choice.

Recommendations to others considering the product

Salesforce IQ and Hubspot , i like them for their seemless integration into Gmail and the possibility to move into CRM while keeping things simple for SMB. I’ve been very impressed by the AI of their inbox management and how you manage leads.

What business problems are you solving with the product? What benefits have you realized?

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 or enablement that keeps the conversations going, while making the life of your sales teams easier and improving their results.But, I would not suggest this for big enterprises. I’d say it’s a great entry point for businesses and a smart solution for those with a strong emphasis on sales teams.

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SalesforceIQ CRM review by <span>Chelsa A.</span>
Chelsa A.
Validated Reviewer
Verified Current User
Invitation from G2 Crowd
Reviewed On

New to CRM But See The Advantages...

What do you like best?

The report generating features is a must have. The seamless connection with Encompass for loan origination is great.

What do you dislike?

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.

What business problems are you solving with the product? What benefits have you realized?

We use this CRM to manage loan files and to ensure that we make constant contact with all parties during the loan process and after the course has closed. It's of benefit to ensure no falls slip through the cracks and ensures that customers and other interested parties of a transaction are regularly updated.

What CRM solution do you use?

Thanks for letting us know!
SalesforceIQ CRM review by <span>Paul G.</span>
Paul G.
Validated Reviewer
Verified Current User
Organic
Reviewed On

An Unfortunate Experience

What do you like best?

The ability to sync automatically with Outlook is great. With a little practice inputting information is relatively simple once you customized the fields to your business.

What do you dislike?

Two items; the customer service is fine until you pay. Secondly, you cannot add more than 300 items to a pick list. In commercial real estate we track far more than 300 buildings. Salesforce never disclosed this and we discovered it on our own after countless hours of learning the system. After we identified the issue, we could not speak to a live person at Salesforce. Instead they e-mailed us with inefficient workarounds and tried to up-sell us on a more expensive version of Salesforce.

Recommendations to others considering the product

SalesforceIQ does not understand your business. Only you can understand exactly what you need in a CRM. Research multiple CRM platforms and try to identify one that fits your business. Tread carefully with SalesforceIQ sales people. They will oversell and under deliver.

What business problems are you solving with the product? What benefits have you realized?

I had high hopes for Salesforce. Unfortunately, this was a terrible experience costing us money and time prospecting. If you are in commercial real estate, do not use this platform!

SalesforceIQ CRM review by <span>Mary H.</span>
Mary H.
Validated Reviewer
Organic
Reviewed On

Helpful tool - horrible sales and support

What do you like best?

The tool is useful in allowing an organization to share and track information. If it had even mediocre support I would probably really like it.

What do you dislike?

The sales person made a big deal about how she wanted to help us get set up so that we would be successful, but she clearly had a "sales process" and became almost rude when I wouldn't follow her schedule for making a decision. And once we paid for the subscription, she was gone.

Now that we have the tool, there is basically no support. No phone number to call, no chat support, only e-mail. So far, I sent an e-mail telling them what we tried, and the e-mail came back basically telling us to try the things we told them we already tried. One gets approximately 1 hint per day, based on the turnaround time of the e-mails, and even when I asked if we could talk to someone directly, I got a "we have passed your concerns along". All we want is to get one of the people (for whom we are paying a subscription) into the system, and after several back and forth messages by e-mail it still isn't resolved.

I got fooled - I thought we were purchasing SalesForce, but I now realize it was a separate company purchased by Sales force, and my impression is that this company is not ready for PrimeTime - maybe 2 more years.

Recommendations to others considering the product

I would probably wait at least a year or two to try to see if they figure out the technical support

What business problems are you solving with the product? What benefits have you realized?

Trying to enable a team to stay on top of opportunities by sharing inquiries, and information about contacts.

SalesforceIQ CRM review by <span>Oliver I.</span>
Oliver I.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Great CRM tool

What do you like best?

- Simple, clear & takes no time at all to update

- Intuitive & ready to use right out of the box

- Wonderful customer service despite our relatively small number of seats.

- Any technical issues or questions are dealt with quickly and professionally.

- The versatility of the tool is great, as we have already created a seat for our marketing team to record, mail & track conference leads etc

- Enabling regular communication across our global team

What do you dislike?

-

- Anything that you dislike may be able to be solved by a call to your assigned customer success expert who offers advice how to get the most of the tool. If anything is wrong, their technical team can take a look

What business problems are you solving with the product? What benefits have you realized?

Our team is based all over the globe and SFIQ allows us all to be up to date at the touch of a button. We have monthly team meetings but SFIQ allows us to be on top of assigned actions, questions or simply seeing how the last meeting with relevant prospects. The team picked it up straight away and as we did not previously have a CRM system, this matches our needs exactly.

SalesforceIQ CRM review by <span>Charley W.</span>
Charley W.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Slick, Easy & extremly helpful

What do you like best?

In our business we like some friendly competition, the fact that we can have different lists including all of our information, that we can then all access is great. This really helps us as a field sales team to push & motivate ourselves based on our colleagues work. The reports are also great at that gives us a snap shot at what we are doing oright & who is doing wrong so that we can all team up & help them out.

What do you dislike?

If im honest the only thing that bugs me is on the app version you cannot put in full details of meeting or calls you have made down to the time, meaning we have to go on the website when we get home & adjust it.

Recommendations to others considering the product

We were a brand new sales team starting from the ground up, this tool has been incredible for us to helping us unlock opportunities. We wouldnt be as successful as we are without it

What business problems are you solving with the product? What benefits have you realized?

We use the app to track where we are with customers, whether they are still leads or in the negoiation process. This gives us the opportunity to focus where we need to be working.

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