how to upload contacts to salesforce IQ

"I Honestly recall I would choose my adjacent chore on whether or not they use salesforceIQ"

"SalesforceIQ helps me remember who I should be following upwards with and when"

"Intelligent email functionality that reminds you to follow up based on the context of emails"

These are simply some of the testimonials that are being given by users of SalesforceIQ, an electronic mail centric, context based CRM system, that volition have you lot jumping off your seat to go and try this product out right at present. OK no demand to jump, y'all tin can merely go to this link.

Formerly chosen RelateIQ, acquired by Salesforce and rebranded as SalesforceIQ, it'due south perfect for minor to mid-sized teams who ship out a lot of emails.

It'southward a make new take on CRM and a new approach on how you interact with your customers and their data.  When y'all get to the login page of SalesforceIQ, you will see the option to login via either your Gmail account or Microsoft Substitution Account. With traditional CRM software, you need to migrate all your data into the CRM before you tin can do annihilation with information technology. But SalesforceIQ does this for you. Awesomely user-friendly.

Now don't start sipping on that java only yet, SalesforceIQ walks you through the basic aspects of the application while the contacts are being imported in the background.

Moreover, SalesforceIQ can bear witness you what they call"Suggested Follow-ups", which are automatically suggested to yous via SalesforceIQ's information-driven human relationship intelligence engine…aye that's what they are calling it!

This is kind of an Artificial Intelligence Engine that learns your behaviour overtime, and suggests relevant data to you based on your usage and information. Especially helpful and then you don't miss that  demo to the $100,000 deal client!

This tight integration and a perfect sync with your email accounts(Gmail, Microsoft Exchange or Office365) is the most innovative aspect of this awarding. Although extensions for Gmail already be like Cirrus Insight and Ebsta, the level of automation that SalesforceIQ provides goes to some other level

Let's really dive into all SalesforceIQ can provide by looking at 7 means it can help you sell smarter.

1. Everything starts with your E-mail Account

Yes not only contacts are imported from your email account only the company names, emails between those contacts, agenda events and activities are also imported into SalesforceIQ.

This is an innovative approach taken by SalesforceIQ. Usually CRM systems expects yous to migrate all your data into it showtime, and so the awarding tin can be of whatever utilise to you. But hither the application takes care of this headache.

Signup for the awarding is as smooth equally it can go. You only need to go to https://app.salesforceiq.com/ and sign in with either your Gmail business relationship or Microsoft Exchange account and all your data will offset syncing into SalesforceIQ.

This syncing is not a one time activity, once yous link an email account, it will always be in sync with SalesforceIQ and vice versa. What this means is, if you lot send an electronic mail to a contact via your email account, that email volition automatically sync into SalesforceIQ as well and will show up as an email in the Contact's stream view.

You will also detect that all your calendar meetings and followups have also been synced. SalesforceIQ intelligently recognizes your contacts and their companies which ultimately form the Accounts in the application.

Contacts and Accounts are actually stored as different lists. Here you come across another awesome example of the intelligent engine backside SalesforceIQ. It makes sure that yous as a Sales person concentrate on selling and not on the application that should be helping yous.

All the contacts imported become office of theMy Contacts list in the Contact Menu.

You tin can share the Contacts that are role of My Contacts list to the whole organization by turning on Sharing of all contacts in Settings.

You tin too import Contacts and Accounts manually via a .vcf/.vcard file. This file can be easily created for your Gmail Contacts and your LinkedIn Contacts. At present simply drag and drop this file into the following section in SalesforceIQ and all your Contacts and their Account data will get uploaded.

Yous tin can meet the full detail of a contact past clicking the Contact name. Here you can see all the information about the Contact that could be imported from you e-mail account. If any data is missing, you can hands fill information technology up.

On this page, you can create followups with the Contact, put in any notes or you can add this Contact to a Listing(I volition tell yous about this in the side by side betoken).

2. Lists, List and more Lists

SalesforceIQ maintains data and your professional person relationships in the form of Contact-based and Account-based Lists. So sympathize ane affair, all the data in SalesforceIQ is either Contact based or Account based, exist it Leads, be information technology Opportunities, be it Prospects, after all its your Contacts and Accounts merely that will get one of these.

That said, you can add together any Contact or Business relationship to any of these lists. A list is a sales process in itself. You can modify the condition of a particular row, lets say a Lead, to betoken its position in the Sales bicycle. This gives yous the ability to create a sales pipeline.

When y'all click on a List you will run into the Grid view. This gives you a view of all the rows that are there equally part of the list you are seeing and you have added either Contacts or Accounts to this list.

The columns(also called the fields) you come across hither can be moved left or right, data can be filtered and ordered by these fields. You tin add more standard fields, intelligent fields to the list to encounter more relevant data.

three. Capture Everything

On the listing you will see a pocket-sized chat similar icon, when you click on this icon you country on the Stream view of the list you are viewing. This is the folio that I simply absolutely loved, this is where the activity is.

This is the page that will show yous all the emails that has gone back and forth between you and a particular contact. No, not just since you started using SalesforceIQ but since you lot started exchanging emails with a Contact in your e-mail account. Aye like I said everything is captured and synced from your email business relationship.

You tin log comments, phone calls or meetings hither. Reply to emails, add together comments to comments, emails, phone calls. In a nutshell, nothing is missed, track everything and shut the deals faster.

Not but you, simply your teammates can also collaborate with you on this particular detail, if you have shared this. You lot can generate a notification for your teammates by @referencing them.

The crawly matter is, any emails or meetings that you log in SalesforceIQ, gets synced with your Gmail and Google Calendar as well. Now it can't get improve than this.

4. Reports and Insights

I'm i of those who believe to clasp out the last juice out of your data, every detail, every insight. SalesforceIQ shows you the insights that will help you and your team sell smarter than ever.

Reports are of 3 types:

• Activity— View insights based on all outbound activities(emails, calls, meetings, tasks). These kind of reports give you deep insight into the performance of your team and other people in the organization.
• Pipeline—Come across how your deals are doing and their stage corresponding to each other. Rail the percentage of deals that finally get closed, performance of your team members and why are some deals getting delayed or existence lost.
• Sales— You can bank check the Sales figures when the deals are finally closed. Track revenue generated by each team member on each deal. Create sales leadership board.

Reports are attainable via Reports tab in the header. They tin be viewed for each Listthat you create in your organization. You tin can drill downwardly on reports on the basis of fields available in your list.

5. The Task at hand

Let us come to the Home Screen now and you will detect The Task Master……..no literally SalesforceIQ calls this folio the task principal and I say its pretty apt. This screen gathers your meetings, tasks, and deal activity all in one place.

Tasks are the reminders that remind you lot of that important coming together with that crucial client. Equally you go along on using SalesforceIQ and it gathers more of your data, it intelligently shows yous reminders in the task master panel.

You can create tasks for yourself and your team members. The tasks assigned to your team members volition testify up on their screens at the right time to make sure that nothing is missed past them.

Yous can typhoon emails and transport them from this folio only. You can draft an email and send it right away or you can save it as a draft. You tin can later come back and complete the email with necessary details and send it out.

You can meet all your meetings in the meetings tab, this way you don't need to get back and forth between your CRM system and calendar to check your meetings. For me this is a big headache sorted.

The right mitt console shows your Feeds likewise as all the Feeds of your team members. You tin can meet the read receipts of the emails you sent out, comments on Contacts/Accounts yous ain or anyone referencing you lot past '@' sign. You lot can likewise see any status updates for the deals you lot ain.

6. The Chrome Extension

I only love this thing, nowadays whatever awarding I apply, I have a Chrome extension for it as well. SalesforceIQ imports all your email account data and segregates information technology intelligently, just if you are like me and don't want to go away from your Inbox and so this is for you.

This extension seamlessly puts a sidebar in your email account's interface. I've merely checked this out for Chrome as of at present. Information technology volition prove you lot the SalesforceIQ profile of the user when y'all run across the email you lot received or you sent to that user. You can see and create tasks, switch organization, add contacts to a list, all from yous email account.

It doesn't end here, when you etch an e-mail, you run into this dainty little bar to the left of the compose box. Here you can choose whether you desire a read receipt for the e-mail or not, automatically create task if the recipient does not reply within a ready menses of time.

You can schedule the email to exist send out afterward(as per the schedule you choose). If the purpose of the email is to fix a meeting, you lot tin send out available times from your calendar to requite your recipient options to choose from.

You tin can create Text Shortcutsand save them equally well, these will help you lot in apace sending out emails with repeated responses.

seven. SalesforceIQ on the go

There is a mobile app besides for both Android and iPhone. With the mobile application yous tin can do nearly everything that you lot can do in the Desktop application. Plus you lot will be able log telephone calls and save their telephone numbers also. This gives you even more information and data you churn your reports on and make smarter decisions. After all its all about making you a smart salesman.

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Source: https://www.salesforceben.com/an-in-depth-introduction-to-salesforceiq/

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