SalesforceIQ CRM is a solution designed to help small to medium-sized businesses supercharge sales
teams to sell smarter with Relationship Intelligence™ technology. SalesforceIQ CRM works like a spreadsheet, but is designed to be both smarter than standard data trackers and simpler than traditional customer relationship management software.
The right CRM solution will save your business valuable time and resources. Relationship Intelligence™ powers SalesforceIQ, so the information your sales reps need is never out of reach. Here are some tips for using SalesforceIQ:
1.) Use systematic logic to optimize the implementation of the Salesforce IQ CRM System
Aggregation of data allows for greater insight into your customers' behavior.
Ask yourself:
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What type of customer data we need to maintain records of?
Effective communication between sales and delivery is ensured when the process is automated. Have salespeople enter key information for each lead and each contact from the time of first contact into SalesforceIQ CRM, and there is guaranteed to be more thorough communication within your organization.
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What key metrics are most useful from analysis of data?
Aggregation of data allows for greater insight into your customers’ behavior and likelihood to buy. SalesforceIQ CRM will analyze aggregate data and identify sales trends, generating crucial information for your sales team.
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What type of reports should be generated, and to whom should they be sent?
SalesforceIQ CRM can be utilized to create automated reports, which may be sent to anyone within your organization from salespeople to the management team.
2.) Understand whether you need SalesforceIQ CRM or Salesforce Sales Cloud
Salesforce Sales Cloud is a fully customizable platform.
SalesforceIQ is an out-of-the-box CRM solution that can be set up in minutes, whereas Salesforce Sales Cloud is a fully customizable platform.
The advantage to Sales Cloud is that it is fully customizable, provides a single view of your customer and lets you access thousands of applications via the AppExchange. Sales Cloud also provides heightened degrees of relationship intelligence with the SalesforceIQ for Sales Cloud apps (Chrome, iOS, and Android).
However, SalesforceIQ CRM has basic built-in tools that automatically track and analyze the day-to-day interactions behind your team’s customer interactions. And the simple fact that your sales team can be up and running in minutes if you do not have the resources to spend on the setup of your CRM solution is a major point in and of itself.
3.) Connect SalesforceIQ with your Gmail and Exchange Email on desktop, laptop and mobile
SalesforceIQ connects with Gmail or Exchange email.
SalesforceIQ connects seamlessly with Gmail or Exchange email. The SalesforceIQ mobile app will integrate your email inbox with your CRM data right out of the box. It also has native integrations with key tools like MailChimp, HubSpot and Pardot.
It also has full mobile capabilities without custom configuration, so you can manage your entire sales process directly from your phone.
In Summary
Having a CRM is no longer a question for leading organizations. It is a must—a vital resource that will save your organization vast amounts of time and resources. Small businesses can benefit significantly from SalesforceIQ and its offerings. On the other hand, larger businesses will find that SalesforceIQ can be a great add-on feature to Salesforce.
You can fully harness the power of a CRM with a partner who understands Salesforce logic, process and configurations. Summa boasts deep experience in creating fast, flexible, reliable and secure connectivity between cloud, on-premises, new and legacy core applications, as well as IoT and mobile devices. As both the implementation partner and the customer engagement solution architect for our clients, we achieve business results using Marketing, Sales and Service Clouds and other platform components of Salesforce.com. In 2015, we won the Salesforce.com Partner Innovation Award for Non-Profit Success for our work innovating new fundraising, donor and volunteer management solutions for The United Way of Southwestern PA. Plus, Salesforce.com is one of Summa's fastest-growing practice areas. As Gold Partners, we're excited to do more, excel more and produce more transformative solutions for our clients.
