How to Set Up Your Salesforce IQ Account for Optimal CRM Use

(gentle music) - Okay, let's set up your Salesforce IQ account. Now IQ is a web based application,

so you can technically use any web browser, but there are a lot of integrations with the Google Chrome browser.

So I suggest if you don't already have a copy of it, go to google.com/chrome and download and install a copy for your operating system.

Then after you have Chrome installed, go to Salesforceiq.com and click on Pricing. Next you'll need to choose

what CRM license you need for your business and how many licenses you need to purchase for your organization.

The starter license limits you to managing and sharing one list among up to five users in your organization.

And it offers only a limited number of the basic business intelligence reports. The growth license allows you to manage and share

an unlimited number of lists to as many users as you need to purchase licenses for, as well as access a bunch of prebuilt

and customizable reports. It allows you to integrate your IQ account with up to three other outside services,

and it allows you to create and send mass emails to your customers. The business license adds some additional reports,

an unlimited number of integrations with outside services, and to provide you access to the Salesforce IQ API, which can be used by your developers

to create custom integrations between your IQ data and your own internal apps and web services. Now keep in mind

that no matter which of the IQ CRM licenses that you choose, you will need to purchase a separate license for each individual that will be using the system

from within your company and all the licenses are billed annually. Off to the right is an optional add-on license

for Salesforce inbox, which lets you tie the Salesforce inbox mobile App on your iOS or Android device to your account.

This is incredibly helpful, especially if you're on the road and you need to manage your customer relationships

from a mobile device. If you're unsure of which license that you need, or you simply want to follow along with this course,

then click the button for Free CRM Trial at the top. This will give you 14 days to try out all of the features of the IQ CRM product.

Then to create your account, you'll need to sign in with your Google account, a Microsoft Exchange account or an Office 365 account.

While all three types of accounts will work, I found that the Google account tends to work the best with some of the integrations with Chrome.

I'd also strongly advise you to only use a dedicated business address to sign in with rather than using a personal account.

Now, the reason is, that by signing in, you'll be giving the Salesforce IQ app access to your email to better integrate with capturing customer data

and communications automatically. After you sign in and authorize IQ to access your account, you'll need to set up your business IQ account,

choose a log-in email address. I'll use my same email address and set a custom IQ password for this account.

Then enter your business or organization's name and your business phone number. You'll then need to check the box

agreeing to the master subscription agreement and the additional terms. Then click the Sign Up button.

Now after a few minutes, your account should be set up and you're presented with a brief on-screen tutorial

that you can click through or click the Skip Tutorial button in the upper right. Now congratulations,

your Salesforce IQ account is now set up and ready to go. (upbeat music)