RelateIQ is a lead and pipeline management software based on the concept of “relationship intelligence”. The software syncs data between contact lists, emails, and other sources to provide up-to-date information on the interaction history and current contact status of all your leads and accounts. RelateIQ tracks all email communications - automatically updating information and sending task reminders - to ensure sales reps never forget to follow-up, respond to, or check-in with their prospects and clients.
RelateIQ uses data science and unique algorithms to help sales teams to stay on top of their communications with clients and leads. The app offers recommendations on how to prioritize your communications based on important relationships, their statuses, and the length of time since your last interaction. You can assign relationship statuses manually to each of your contacts, you can also define a number of other intelligence fields, such as days of inactivity. The contact lists can be sorted and prioritized by any of these fields, and then shared with your colleagues.
Along with providing a method to prioritize and track all email communications, RelateIQ offers a way to communicate account statuses with team members and new hires. Information is gathered from email, calendars, contact lists, and social accounts and then consolidated and sorted in RelateIQ. This data can be shared with whoever you decide in your team. You can use the data to find the closest connection in your company to an existing account and the last interaction a customer had with your company. Managers can use RelateIQ to remind their reps to follow up on communications, as well as for pipeline reporting and team performance reports.Show more screenshots »
RelateIQ is a salesforce.com company founded in 2011. The app was launched to the public in 2013, and acquired by salesforce.com in 2014. The company’s mission from the beginning has been to improve customer relationship management by powering professional relationships. The app is used by a number of well-known names, including Box, Asana, and News Corp. The company is based in California and now has between 50 - 200 employees.
RelateIQ provides a single platform to track, analyze and share all data gathered on your professional relationships. The app eliminates the need to search separate sources, such as your CRM, email, calendars and online professional social profiles, when gathering contact information. It does this by automatically pulling data from all these sources, including LinkedIn and Twitter, and associating them with your contact lists in RelateIQ. RelateIQ automatically updates all contact info as new emails come in, building an up-to-date address book and communication log of all professional contacts for your entire team to use.
RelateIQ uses a navy background and mint-green themed interface, with orange coloured buttons for calls-to-action. The app interface had a complete redesign in May 2014 based on extensive research and user feedback. The interface is self-explanatory and most features offer a walk-through guide. There are options to customize your experience, including user permissions, sharing options and 3rd party integrations. The REST API allows for further customization. There is also a mobile app and a Gmail Chrome extension. The Enterprise plan offers tailored training.
To sign-up for RelateIQ you need to click on the “Start Free Trial” link on the top right-hand corner of each page of the RelateIQ website. You will then be prompted to enter your name, email, phone number and country. You then click on the orage “Create Account” button to start your free 30-day trial. From here you can upgrade to a pricing plan that suits you.
RelateIQ have two set pricing plans, in addition to a customized pricing plan. The first plan is the “Small Team” plan and costs $49 per user/ month. The second plan, the “Business” plan costs $99 per user/ month. To get a customized quote for the Enterprise plan you need to contact RelateIQ through their online form.
RelateIQ is designed for professionals in any industry within small, medium and large businesses alike. Customers of the app include business with 10, 000 plus employees as well as those with less than 15 employees. The app is suitable for sales teams, community managers, customer success reps and account managers who need a better way to manage and track the communications and contact details of their professional relationships. The app can be used by an entire team or just one person.