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Success in today’s fast paced business environment requires a high level of focus and prioritization. Cutting edge tools that take the workforce to this direction are worth its weight in gold. In such a context, Salesforce’s acquisition of RelateIQ, ‘a relationship intelligence platform’ enables Salesforce CRM to turn “smart,” with predictive capabilities. SalesforceIQ is a fusion of the traditional Salesforce and Sales Cloud with the RelateIQ product, to deliver “predictive customization” that analyzes the requirements as evident from the available data, and prods the executive in the right direction. It also facilitates seamless sync and automation of several manual tasks, boosting productivity and enabling efficient prioritization.
The product is especially useful for small businesses that do not have the means to invest a sizable amount for a customized CRM. The cloud based delivery model and the simplified setup further plays into the hands of small businesses that look for a simple yet powerful CRM.
What is SalesforceIQ?
There is often confusion on the difference between SalesforceIQ and Wave Analytics, especially since Salesforce positions both products as “data-driven.” Both products are distinct add-ons that enhance core CRM capabilities. Wave Analytics leverages Salesforce’s Analytics Cloud offered data-driven shortcuts, facilitate data visualizations, and enable direct access to CRM functionalities from reports. SalesforceIQ on the other hand, is more geared to efficiency, meant to link email, calendar, calls, and other customer interaction tools with the CRM, to offer a clear and integrated support for each sales account, and makes the workflow smooth and seamless.
SalesforceIQ facilitates “intelligent relationship management,” allowing marketers to automate data related processes, and prioritize effectively, without wasting time. It also facilitates lucid customization of the workflow, integrating the CRM with other systems.
Connecting SalesforceIQ to the Gmail or Exchange account captures and updates details of all emails in the CRM, and places the available data at the right area automatically, without the sales executive having to jump back and forth, trying to place data in the right place manually. SalesforceIQ ensures the collected data reaches the right place, freeing up sales executives to do tasks that deliver real results.
Advantages of SalesforceIQ
The Relationship Intelligence technology that syncs all information seamlessly makes explicit to the salesperson, interactions other team members have already had with a particular contact. As such, a second cold call, what would have been a major gaffe, could be converted into a warm introduction. The salesperson, already aware of the interaction history, could take the deal forward, without trying to reinvent the wheel, creating all round confusion and customer frustration, in the process.
Adam Evans, co-founder and Chief Technology Officer of RelateIQ remarks about SalesforceIQ “I don’t have to worry about anything. The system just takes care of it for me.”
The seamless and automatic sync allow salespersons to focus their energies on building relationships and making sales, without being bogged down by administrative and clerical tasks, such as sorting emails, manually entering appointments, setting reminders, and other tasks. It also helps to accelerate the sales pipeline and convert leads faster, invaluable in today’s fast paced world.
A key benefit of SalesforceIQ is the advanced features on offer.
These features boost the productivity of the sales executive manifold and enhance the core CRM considerably.
SalesforceIQ also comes with mobile capabilities, perfectly suiting the needs of today’s mobility driven workforce. Using Salesforce IQ, the salesperson can work through their smartphones, without sacrificing productivity in any way.
The SalesforceIQ mobile app and Chrome extension offer instant access to all CRM data. Smart “send” tools streamline email on the go coupled with dynamic scheduling, that allows scheduling meetings easily, without the salesperson having to spend so much effort in the process. Setting email templates for commonly sent messages makes it very easy to send emails.
SalesforceIQ offers out-of-the-box and customizable reporting capabilities to empower salespersons, managers, and other stakeholders with data-driven insights about individual and team performance. The intuitive reports offer full visibility into the activities of every opportunity, customer, and contact, enabling key stakeholders to remain in control of the process.
Businesses that deploy SalesforceIQ can expect a huge positive transformation. Setting up SalesforceIQ is easy, and takes just a few minutes. Once set up, Salesforce IQ keeps deals updated, and automates the “e-paperwork” leaving marketers free to focus on what they should be doing – making new sales. The Relationship Intelligence technology takes over and facilitates closing more deals faster, right from the word go.
Contact us to know more about Suyati’s expertise in SalesforceIQ.