xiQ for Microsoft Teams Review: Leverage EQ to Win Deals  

xiQ is an AI-powered marketing and sales intelligence platform

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xiQ for Microsoft Teams Review: Leverage EQ to Win Deals
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Published: February 1, 2023

UC Today Team

xiQ is an AI-powered marketing and sales intelligence platform. It was founded in 2017 and is based out of California, US. xiQ’s flagship platform is a comprehensive AI analytics tool that equips marketing and sales teams with real-time account intelligence, marketing engagement analytics, and intent data to help convert leads with maximum efficacy. Apart from this, xiQ has solutions for account-based marketing and content management systems. The company has raised $2.5 million in funding, with the latest round held in 2018 to raise equity via crowdfunding.  

In its short four years of existence, xiQ has rapidly strengthened its market positioning – it is trusted by large organisations like Accenture, LTI, Palo Alto Networks, AWS, Schneider Electric, and Symantec, among others.  

xiQ launched its integration for Microsoft Teams in June 2021, which makes the platform’s marketing and sales intelligence data easily accessible to Teams users. The app lets you peruse important industry content and zero in on specific account-related information. You can also look through your network of peers and professionals using xiQ to reinforce relationships and convert leads. In other words, xiQ acts as a powerful, 360-degree account-based marketing and sales enabler directly from Teams.  

Let us review the app in detail.  

Inside xiQ for Teams  

To start using xiQ, you’ll need an active xiQ account – the app is free and available for Android, iPhone/iPad, Salesforce, Teams, and Outlook, as well as a web app. To download the xiQ Teams app, you can visit Microsoft AppSource and search for xiQ. Here are its key features:  

  • AI-generated disc personality analysis – Disc is among the most popular methodologies for assessing human personality in a professional context. It maps a person’s fundamental values and traits against 4v parameters – dominance, influence, steadiness, and conscientiousness. The xiQ app analyses a customer’s profile data and tells you exactly which type of disc personality they bring to the table and, therefore, the recommended behaviour on your part to close the lead.  
  • Sales tips – Based on the customer’s personality insights, xiQ generates helpful tips for sales representative behaviour. For example, if someone has a dominant-leaning personality, xiQ will suggest that you project confidence and speak to them directly. The app also generates a confidence level score that tells you more about the person you will meet.  
  • xiQ Pulse – Pulse offers in-depth market intelligence on the accounts you are following. It is a dynamic news feed where you can analyse a company’s current financial state, latest announcements, weekly/monthly performance, and more.  
  • Interactive dossiers – The interactive dossier feature collates the insights from disc analysis, sales tips, and xiQ pulse to create a comprehensive document containing all the vital information about an account. The dossier also includes a summary of the latest news from the company and recent leadership activity. From the xiQ Teams app, you may download dossiers as a PDF document or a PowerPoint presentation.  
  • AI-based sales triggers – Sales triggers are important industry events that may spark off sales activities and merit attention from your sales & marketing team. For example, following the news of a new CXO hire, you may want to revisit an old account and explore their willingness to re-engage. xiQ leverages a unique AI algorithm to extract 21 actionable sales triggers from online news sources and social media. You can receive alerts on active triggers via Teams and Daily IQ emails.  
  • Sales leaderboard – The xiQ app for Teams enables a leaderboard describing sales activities, ranking top performers, and revealing valuable analytics insights. Sales representatives can also see a complete list of their accounts, newly added customers, and accounts requiring their attention.  

Why the xiQ App Makes a Difference  

xiQ’s biggest differentiator is that it mobilises the power of EQ to help connect with customers personally and increase your chances of closing a high-value deal. It is primarily intended for the B2B sector, where a single relationship can help re-energise an entire account. xiQ brings together all the information your sales team will likely require and introduces a further value-add in the form of disc personality insights. By recognising a customer’s unique personality traits, you can tailor your communication accordingly.  

What We Think  

For small to mid-sized companies starting with account-based marketing, xiQ is a compelling sales intelligence app. It combines scientific personality analysis with millions of datasets publicly available on the internet – it is available as a free download here 

 

 

Artificial IntelligenceMicrosoft Teams

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