How Does Your Business IQ Stack Up?

The tech industry is complex - full of acronyms and written in language that even a seasoned business professional wouldn’t understand. So how on earth could a small business leader know what to invest in, and where to look first? The answer is simple - SalesforceIQ.

SalesforceIQ is an out of the box solution designed for small business. Easily customised and set up in a matter of minutes, you and your team will have the ability to capture and communicate on relevant data, as well as collaborate to effectively enhance customer experience.    

The one word that I hear day in day out when I speak to small businesses is, “Disjointed”. Often businesses will utilise multiple systems such as email, spreadsheets, accounting, mass email, social and customer relationship management, in order to maximize productivity, and limit overall spend. The issue with using different systems is that  the businesses loses its ability to streamline the many different facets of the customer interaction.

Sales reps work from spreadsheets, marketers work out of social channels and mass email systems and management rely on reports, email platforms and the word of mouth of their staff. So what's wrong with this? Lack of visibility.

How can an SMB ensure its customer receives the level of service required to ensure ongoing business. If Sales doesn’t effectively communicate with marketing, and management can only base decisions on the reporting they receive through one system, how can anyone work together to create a positive customer experience?

So how does SalesforceIQ fix “disjointedness”?

SalesforceIQ simplifies the complexities through artificial intelligence, think of IQ as an additional member of staff with a comprehensive memory of your business, customers and interactions.

·       IQ brings all members of the business into the same system and encourages internal communications.

·       Each and every customer becomes a profile and as the customer grows, so does the profile.

·       Sales reps can input products/ services purchased by the customer, interactions they have and relevant documentation that might be required by other members of the business.

·       Marketing can ensure all relevant campaigns are inputted into the profile, so all members of the business know how, when and where the customer has been engaged.

·       Management can look into the respective profile to ensure the customer is receiving the level of service required to remain happy and a long term opportunity to the business.  

Watch the SalesforceIQ video here:

So now that your team has the ability to enhance  customer’s experience, and nurture the journey a customer will go on with the business, let’s look at how SalesforceIQ helps manage the big picture.

As a manager or owner of the business, it’s vital to understand when and where revenue is being generated. Key factors such as, “when is that big deal due to close?”, did a long time customer renew their contract?, and “are we going to hit target this month?”- all important questions that can determine the success of a business.

With SalesforceIQ, you have the ability to generate simple but effective dashboards and reports that will  ensure you are always in the know.

Accurate forecasting, and relevant charts demonstrating key targets and performance metrics. Visibility is now not only your friend, but also your secret weapon. If that wasn’t enough, the SalesforceIQ mobile app ensures you’re able to access relevant data, contact information, email interactions and reports and dashboards anywhere, anytime.

With SalesforceIQ Mobile App you can manage your business from the palm of your hand.

If you’re already using multiple systems, SalesforceIQ can integrate and work with other systems.

Let’s say for instance, your business utilises an accounting package, and you would like data to flow seamlessly between the two systems in order to process sales and ensure all data is captured. All of this is possible! SalesforceIQ is a  platform to take your business into the growth stages you’ve been waiting for.

 Download the Everything You Need to Know About CRM and SalesforceIQ e-book to learn more: