RelateIQ Sales Platform
Relationship Intelligence is not just the newest buzzword. It’s the most innovative way to grow your business and get ahead of competitors. RelateIQ is a salesforce relationship intelligence platform that empowers sales professionals to leverage data, engage their targets, and uncover trade secrets to win deals and exceed goals. Marketing a core service for enterprise companies for over two years now, RelateIQ has expanded its portfolio with smaller packages at different price points and partnerships with retail brands such as HP and KFC. For further information and pricing on phone systems, click here.
RelateIQ Company History
The company was launched in July 2011 by Adam Evans and Steve Loughlin, based in Palo Alto, California. The company was acquired in 2014 by salesforce and incorporated into their existing infrastructure. RelateIQ is currently at the forefront of salesforce’s expansion into social selling and engagement.
RelateIQ Infrastructure
The platform is data-centric and ties all data points together in one place. It allows users to access real-time information from Twitter, Facebook, Google+, LinkedIn, Instagram, blogs, and more. It automates processes for sales professionals to identify key prospects, build relationships with targeted accounts, and generate competitive advantage by analyzing competitors’ activity. The RelateIQ software has over 100 connectors built on the unified cloud-based platform that can be used without extensive programming or web development knowledge.
- The company has also launched ConnectWise, a tool that allows IT solutions providers to view data related to customers and opportunities.
- It also allows IT solution providers to access data related to potential clients and align their sales activities with the best opportunities.
- The platform relies on analytics to determine who should be contacted and how.
- It provides real-time social media activity information, allowing sales professionals to identify key prospects.
- It also allows users to create a pipeline, manage accounts and engage partners.
RelateIQ Information |
Location |
Palo Alto, California, United States
|
Number of Employees |
51-100 |
Last Funding Type |
Series C |
Website |
essentials.salesforce.com |
CB Rank |
12,938 |
IPO Status |
Private |
RelateIQ Products and Services
The company prides itself on connecting technology to real people and providing deep insights into relationships. Clients include HP, KFC, T-Mobile and Coca-Cola. The most popular product is an AI solution that helps sales professionals find the right contacts correctly engage with them to secure more business. It also offers a Salesforce package that integrates RelateIQ’s analytical and predictive capabilities into CRM plans. The data can be used to predict the likelihood of a specific account becoming a client or if it is even worth pursuing.
RelateIQ Features
- The platform’s CRM (Customer Relationship Management) is relationship intelligence software that provides sales and marketing teams real-time access to all their data.
- The platform provides an opportunity dashboard where users can interact with opportunities, create notes, and establish contact with each prospect. It offers access to internal notes and activity history for a comprehensive view of each opportunity.
- It analyses the data captured on each prospect to provide insights into their behaviour, engagement patterns and preferred communication channels. Without this information, salespeople have no idea how best to engage a prospect to maximize their chances of winning the deal.
- Users can easily keep track of their relationship with each prospect by creating notes, updating activity history or simply adding conversations to the account feed.
RelateIQ works with (and against) larger companies such as Salesforce, Adobe, KFC and HP as a salesforce consultant partner. However, RelateIQ has also expanded into the retail market since the sale to salesforce. Their first retail partner is KFC, which uses RelateIQ in their drive-through markets, such as Kentucky Fried Chicken.
RelateIQ Competitive Advantage
RelateIQ’s software helps companies increase sales leads from social networks by 80%. More than 3 million people across 21 industries rely on RelateIQ’s relationship intelligence software, enabling them to connect with prospects faster and more reliably than ever. RelateIQ’s data-driven sales intelligence software was the first of its kind in the B2B space and remain the most effective way to connect with executive decision-makers at target companies.
RelateIQ – To Conclude
RelateIQ is a salesforce relationship intelligence platform that empowers sales professionals to leverage data, engage their targets, and uncover trade secrets to win deals and exceed goals. The software comes with a suite of tools for sales reps to automate prospecting tasks, including contact management, email tracking and response analysis, social media monitoring, competitor analysis, and more. One of RelateIQ’s most powerful features is the ability for users to create custom workflows through the use of visual “drag-and-drop” mechanisms. This enables users to create workflows for each prospect and lets reps automate their tasks.
RelateIQ is a salesforce relationship intelligence platform that empowers sales professionals to leverage data, engage their targets, and uncover trade secrets to win deals and exceed goals. The software comes with a suite of tools for sales reps to automate prospecting tasks, including contact management, email tracking and response analysis, social media monitoring, competitor analysis, and more.
RelateIQ – Other Useful links:
Sugar CRM
Teamwox
Workbooks
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