SFIQ is like Salesforce lite and a lot less intimidating, especially for a small team. There is minimal set-up required and it’s an intuitive platform. The downside is that it doesn’t integrate natively with a lot of tools, but with Zapier we can hack it a bit.
Co-founder & CEO - Honey
Salesforce IQ the more affordable version of Salesforce.
Co-founder & CEO - MuseFind
We started with Salesforce IQ which is basically just a glorified spreadsheet, but now we upgraded to Salesforce. Their whole UI has changed this year. It is still not super intuitive. It might just be that we have our ingrained experience with the previous UI.
Marketing Director - Clarifai
We adopted RelateIQ, which is part of Salesforce. In a short time we increased from 4 employees to 35 employees mostly on the sales side. Our backend development integrates with account management. Salesforce is the only option as you scale.
Co-founder - Bayzat
We tried SalesforceIQ and it was great but we soon realized that we didn’t really need it for our type of business as we are not doing B2B as much.
Co-founder & CEO - One Month
SalesforceIQ is great because I don’t have to use tools like Mixmax or Boomerang. It has your snippets, it lets you send emails later, you get read receipts—it’s the whole package. I find their design and setup is great.
Co-founder & CEO - Roadmunk
We looked into different online CRM tools like Streak, but chose SalesforceIQ because of their Gmail integration. Also, their platform scaled really nicely.
Co-founder & CEO - Roadmunk
I’ve only known RelateIQ since they were purchased by Salesforce. I’ve used a lot of CRM tools in the past. RelateIQ is pretty good, and I like them the best, especially for a small company. It’s very light and fast, and it integrates very well. Out of all the CRMs, you have to input the least into RelateIQ compared to other CRMs. It’s the best one out there for small businesses.
Founder & President - Loto Labs
SalesforceIQ has a handy plugin for logging sales activity and scheduling meetings.
Co-founder & COO - Loopio
We use SalesforceIQ to manage our enterprise customers. Our favorite feature is the integration directly to Gmail. It’s much simpler to use than its big brother, Salesforce.
Founder - Waffle
It’s great. It’s one of the better CRMs that we‘ve used. It’s a lot better than Salesforce. People understand how to use SalesforceIQ easier than Salesforce. With SalesforceIQ, we can have our interns update it without having to take a week long course on how to do that.
Co-founder & CTO - Beyond Pricing
We just started using SalesforceIQ and it was so easy to import leads and get going. It helps us keep our sales process and our pipeline organized, and identify priorities to tackle. Plus, you can track email communications from your personal email to keep sales cycle details all in one place. Their company values are great. A lot of our customers use it, so it is easy to integrate.
Founder - HandUp
The business team tracks their projects in RelateIQ.
Co-founder & CTO - URX
From a product perspective, I love SalesforceIQ. I’ve used it at other companies, including AOL and Google. I also use the app on my phone and I really like it. But SalesforceIQ can be expensive for little guys like me. We pay about $1000/year for 1 instance because that’s all that we can afford.
Founder & CEO - VProud
We use SalesforceIQ to collect data from all our different customer touchpoints, but we are currently in the process of undergoing a big infrastructure change in our data management system. SalesforceIQ has been great until now, we just needed more layers on top of it in order to function as a cohesive ecosystem that supports everything we do. As we increase our offerings and increase our marketing, we have so much more data coming through that we need to capture and manage properly. For CRM, in the next 60 days we’ll be moving to a custom Salesforce solution that a preferred Salesforce vendor is building for us. It’s expensive (and it’s good for your customers to know that you’re investing in a pricy platform to improve their experience), but it’s worth it to scale your business. I do not recommend a lean startup doing this, unless you really can’t open for business without the functionality of such a robust CRM platform.
Founder & CEO - Alley
We don't have a salesforce across most of our business, though we do have some early inklings of it. Although it's expensive, we like SalesforceIQ, and we use it for business development and managing investor relations.
Co-founder & COO - Betterment
SalesforceIQ is super expensive. It has annoying email-viewing permissions, but the automatic pull from Gmail is nice.
Founder - SilviaTerra
SalesforceIQ is scary black magic. It came highly recommended. It's been helpful for keeping track of our correspondences, and with the Gmail plug-in, it's even easier.
CTO - Bowery
For our partners team, which is a lot smaller than our sales organization, we use SalesforceIQ. We really prefer the UI and the design in SalesforceIQ, though I’m not sure if having two separate CRMs will make sense long term.
Co-founder & CEO - Segment
I think SalesforceIQ is substantially better than Salesforce in terms of manual import. I did more research than normal into CRMs, and I've been happy with them so far. The reminders could be a little more intuitive on following up with people, though. It's also irritating that you need to keep it open all day. Even with the plug-in, you need the main client open.
Founder & CEO - NextGenVest
We chose SalesforceIQ as our CRM because it seemed lightweight and uses machine learning to intelligently qualify our leads. It was actually a lot harder to set up, but after the initial hurdle, I do recommend it.
Founder & CEO - Framed Data
SalesforceIQ is good--it shows history of a certain conversation with a customer. It’s really valuable for new employees to see customer history.
Co-founder - SocialRank
5%Stacklist Startups Are Using SalesforceIQ (formerly RelateIQ)
SalesforceIQ (formerly RelateIQ) boasts a more streamlined approach to customer relationship management than its competitors, with an emphasis on allowing users to access the information they need with minimal effort. How does it do this, exactly? By automatically updating itself from customer and prospect communications, providing in-depth customer information with one click and leveraging data-driven intelligence to provide valuable customer insights. While SalesforceIQ doesn’t share the seemingly endless number of features of its parent company, Salesforce, it has found a reliable following among companies that value its balance of simplicity and power.
SalesforceIQ lies in the middle of the CRM spectrum: Not quite as simple as Pipeline or Highrise, but not as complex as Salesforce. As such, it is used mostly by smaller startups that have greater CRM needs than your typical seed-stage company, and by the occasional mid-sized company that prefers a simpler CRM platform.
SalesforceIQ has three packages to choose from, with prices that reflect the additional features included: a Starter package for $25/user per month; a Growth package for $65/user per month; and a Business package that weighs in at $125/user per month.
Visit the website: https://www.salesforceiq.com/