Set up SalesforceIQ in minutes, and the Relationship Intelligence technology will help you close more deals faster from the very first click.


SalesforceIQ allows you to stop entering data and start building relationships.


Data is automatically captured and synced from your inbound and outbound emails, your calendar, and your smartphone calls. And all your communication is instantly analyzed to serve up powerful Relationship Intelligence so that you can sell smarter.

Need a teammate to help move a deal forward? Tag them directly on any record to communicate efficiently with complete information.

Gain full visibility into the activities of every opportunity, customer, and contact — and never ask them the same question twice. Keep deals moving faster by seamlessly picking up the conversation where other team members left off.

SalesforceIQ intelligently filters your opportunities and surfaces the deals that need your attention most.


Your communications are automatically captured to surface important relationship insights that prepare you for your next opportunity. Intelligence Fields like Inactive Days and Days In Current Status are used to alert you when an opportunity needs attention.

The Relationship Intelligence technology in SalesforceIQ shows you if other team members already interacted with a contact, when, and how often. Just like that, you can turn what would have been a cold call into a warm introduction.

SalesforceIQ’s reports automatically surface the insights your team needs to sell smarter. Intelligent reminders — for tasks like following up on customer questions and keeping conversations from growing cold — make sure nobody ever drops the ball.

The SalesforceIQ mobile app and Chrome extension provide instant access to all of your CRM data, right from your inbox.


Get all the information you need to sell smarter without ever leaving your inbox. For every email you receive, SalesforceIQ surfaces the relevant customer data so you can craft the perfect response. Prepare for your next meeting from your phone, tablet, or laptop by reviewing a stream view of all past communication and activity history.

With SalesforceIQ, it’s easy to keep all of your deals moving forward, from anywhere. Predictive notifications surface important emails in need of immediate reply. And email shortcuts and dynamic scheduling eliminate the busywork, so you focus on what’s important: your customers.

Stay productive from your phone with smart send tools that streamline email on the go. Use email templates for commonly sent messages, easily attach files, and even schedule a meeting with no back and forth. Smart send tools and dynamic scheduling eliminate the busywork so you can focus on your customers.

Connect SalesforceIQ to your email account and you’re up and running. It’s really that simple.


SalesforceIQ makes it easy for your CRM to work the way you do and change with you as you grow. It’s a snap to make SalesforceIQ match your existing workflow or to update what you track in your sales pipeline.

As your business grows, we have the perfect CRM for every stage of your evolution. When you’re ready, you can seamlessly migrate from SalesforceIQ to Sales Cloud to take advantage of advanced workflows and integrations.

Prebuilt integrations to, Pardot, Google Apps, and MailChimp get you up and running in a couple of clicks. Or use Zapier to connect SalesforceIQ to over 300 other apps you already use to run your business.