SalesDesk Features
What are the features of SalesDesk?
Sales Force Automation
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Quote & Order Management
- Customer Contract Management
Marketing Automation
- Email Marketing
- Campaign Management
Customer Support
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
Mobile & Social
- Social Collaboration Features
- Mobile User Support
Reporting & Analytics
- Reporting
- Dashboards
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SalesDesk Categories on G2
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Platform
Customization | Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. 12 reviewers of SalesDesk have provided feedback on this feature. | 92% (Based on 12 reviews) | |
User, Role, and Access Management | As reported in 13 SalesDesk reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 87% (Based on 13 reviews) | |
Internationalization | Based on 12 SalesDesk reviews. Enables users to view and transact business with the same content in multiple languages and currencies. | 90% (Based on 12 reviews) | |
Sandbox / Test Environments | Based on 12 SalesDesk reviews. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | 89% (Based on 12 reviews) | |
Document & Content Mgmt. | As reported in 13 SalesDesk reviews. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. | 94% (Based on 13 reviews) | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. This feature was mentioned in 13 SalesDesk reviews. | 91% (Based on 13 reviews) | |
Output Document Generation | Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. This feature was mentioned in 13 SalesDesk reviews. | 88% (Based on 13 reviews) |
Sales Force Automation
Contact & Account Management | Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. 17 reviewers of SalesDesk have provided feedback on this feature. | 92% (Based on 17 reviews) | |
Partner Relationship Mgmt. (PRM) | As reported in 17 SalesDesk reviews. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information | 85% (Based on 17 reviews) | |
Opportunity & Pipeline Mgmt. | Based on 18 SalesDesk reviews. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 94% (Based on 18 reviews) | |
Task / Activity Management | Based on 18 SalesDesk reviews. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | 83% (Based on 18 reviews) | |
Territory & Quota Management | Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. 17 reviewers of SalesDesk have provided feedback on this feature. | 87% (Based on 17 reviews) | |
Product & Price List Management | Based on 16 SalesDesk reviews. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. | 90% (Based on 16 reviews) | |
Quote & Order Management | Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. 18 reviewers of SalesDesk have provided feedback on this feature. | 85% (Based on 18 reviews) | |
Customer Contract Management | As reported in 18 SalesDesk reviews. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. | 90% (Based on 18 reviews) |
Marketing Automation
Email Marketing | Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. This feature was mentioned in 18 SalesDesk reviews. | 87% (Based on 18 reviews) | |
Campaign Management | Based on 17 SalesDesk reviews. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | 89% (Based on 17 reviews) | |
Marketing ROI Analytics | Enables analysis of effectiveness of an organizations various marketing activities 17 reviewers of SalesDesk have provided feedback on this feature. | 87% (Based on 17 reviews) |
Customer Support
Case Management | See feature definition | Tracks issues/help requests reported by customers through the resolution process. This feature was mentioned in 18 SalesDesk reviews. | 84% (Based on 18 reviews) |
Customer Support Portal | Based on 18 SalesDesk reviews. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. | 89% (Based on 18 reviews) | |
Knowledge Base | As reported in 18 SalesDesk reviews. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. | 91% (Based on 18 reviews) | |
Call Center Features | As reported in 17 SalesDesk reviews. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. | 86% (Based on 17 reviews) | |
Support Analytics | Based on 18 SalesDesk reviews. Enables analysis of customer support activities to optimize customer support professionals, processes and tools. | 85% (Based on 18 reviews) |
Integration
Data Import & Export Tools | Ability to input, modify and extract data from the application in bulk through a structured file. 13 reviewers of SalesDesk have provided feedback on this feature. | 88% (Based on 13 reviews) |
Mobile & Social
Social Collaboration Features | Based on 18 SalesDesk reviews. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone | 86% (Based on 18 reviews) | |
Social Network Integration | Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. This feature was mentioned in 17 SalesDesk reviews. | 87% (Based on 17 reviews) | |
Mobile User Support | Based on 18 SalesDesk reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 89% (Based on 18 reviews) |
Reporting & Analytics
Reporting | Based on 18 SalesDesk reviews. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 91% (Based on 18 reviews) | |
Dashboards | An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance 17 reviewers of SalesDesk have provided feedback on this feature. | 89% (Based on 17 reviews) | |
Forecasting | As reported in 16 SalesDesk reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 90% (Based on 16 reviews) |
