Sale Tracking Software

Even the main aspects are easy to find, it may be complicated to find some pieces of info because it depends on the implementation that the company did.

There are aspect of the sales process that are not really into sales cloud as quoting and you may lost the feeling of working on the same platform once that you reach that point. Review collected by and hosted on G2.com.

I have worked with Salesforce for over 10 years and it is the solution that allows me to track my sales activities. I register all the activities that I do with my partners in customers while I can keep working on the opportunities. From Salesforce, I track and create new pipeline and I manage the new leads coming from the marketing team. Review collected by and hosted on G2.com.

if we require more feqtures like automation, it comes with additional cost. It gets expensive too quickly Review collected by and hosted on G2.com.

It was easy for sales team to do email follow-ups through automated emails and sequences. It was easier to build better conversations due to tracking of email and how many times the emails are being opened as well as if the links on thye emails were cliecked. This gives good indication to the sales team whether the procpects are interedted in the products and servoces Review collected by and hosted on G2.com.

At first, the price tag seemed pretty high. But considering the calue, close delivers, im ok with that after all.

I Would have wished for maybe a call to set up everything, getting some tips and best pracises.

Maybe an integrated AI, trained specially for cold mails would be great, i am using Chat GPT for that part. The integrated AI is okay, but not as capable as for example Chat GPT. Review collected by and hosted on G2.com.

Keeping track of our current opportunities; automating our mail marketing; being able to work together on leads Review collected by and hosted on G2.com.

I don't like how hard it is to sometimes search all of my conversations when looking for keywords or topics to report out on. Review collected by and hosted on G2.com.

It's helping me to stay on track with all the topics discussed during a phone call and keeping me engaged in the conversation at hand instead of trying to write down a bunch of notes. I am participate in conversations and be an active listener while the system records and documents for me. Review collected by and hosted on G2.com.

I guess when you scale a company it comes with a set of challenges. Clari has a support portal where you can raise tickets. I thinks it would be even more helpful if we could receive a call from Clari support team if needed instead of strict email communications. Review collected by and hosted on G2.com.

Clari helps us save hours of time since we do not have to listen to an entire call to find out what actually happened on a call. It has helped us scale our quality process and also given tools to widen our visibility on calls that are in a foreign (non-English) language. Review collected by and hosted on G2.com.

I started on AC with a small company. I would have loved to get more included traning or personlized deals pipelines to help get the ball rolling. Integration was incredible easy, but I would have loved more help with getting started. Review collected by and hosted on G2.com.

AC is helping us make sense of our data. Thousands of contacts are now being cared for intentionally thanks to this SaaS. Beyond that, however, it's given us insights to our customer's activities and helps us create beautiful emails. Review collected by and hosted on G2.com.

The CrmOne software is easy to use and works really well for small to medium-sized teams who need a centralized platform to manage customer data. While the interface could be a little more intuitive, once you get the hang of it, navigating the system becomes much easier. The features of system are flawless. Review collected by and hosted on G2.com.

For companies dealing with multi-step sales processes, keeping track of tasks, stages, and timelines becomes chaotic without the organizational capabilities of a Crm Software. Review collected by and hosted on G2.com.

As all features are built-in, customers were flooded with features that affected the ease of use for customers and needed enough time to start using it. Review collected by and hosted on G2.com.

Currenlty we are using the different products for Product Develoment and planning, kanban board, Team Collaboration, Task Management. Where now click up brought all the features built in one place where all these things sync together and help the user to have better experience. New AI feature eases us many work which we usually do with other products. Review collected by and hosted on G2.com.

It took a little getting used to, there is a pretty steep learning curve. There is a lot going on, it monitors a lot of data, and it's a little daunting at first glance. Review collected by and hosted on G2.com.

Find someone you work with to show you the ropes of how to use it. Be patient with yourself, it will take some getting used to, but you'll get there! Keeping an accurate record of your sales is imperative, and using this to check against it is key to ensuring you don't leave any orders on the table. Review collected by and hosted on G2.com.

Being able to see how my commission is about to be calculated allows me to catch errors before they affect me directly. Often times, when things don't look the way they should, I still have plenty of time to make corrections and not have a problem that I would have experienced otherwise. Review collected by and hosted on G2.com.

Nothing - it has everything I need with ease of use to complement. Review collected by and hosted on G2.com.

Client data management, time logging and calendar - it gives me asy access to client data at the touch of a button and periodic reminders on client website hosting expiry dates. It also allows me to log the time spent on a job for accurate invoicing. Review collected by and hosted on G2.com.

One thing that I feel could be added is a mid-plan for startups like me. The growth plan allows only 1000 leads at a time in your system. Initially, It was fine for me, but as I wanted to scale up some more, the next available option was the Hyper plan for 25,000 contacts or 87usd addon for 26,000 contacts. Both of them were way above my requirements. A mid-plan with 5000 contacts would help a business like mine. And one more thing was some options like A/B testing, Replying directly from Unibox are available only in the Hyper plan. Would have been nice if it came in the growth plan itself as anyway, the contact number is limited. Review collected by and hosted on G2.com.

I use Instantly to my entire outreach system for my startup. Currently I use Cold email outreach as my only source of lead gen. And Instantly's reliable platform help in sending, tracking, segmenting email in good quanitiy. The easy to use platform and seamless setup would benefit anyone who is looking to try cold emails. Review collected by and hosted on G2.com.

1) It faces slight technical glitches sometimes. Review collected by and hosted on G2.com.

In the past my organisation used to suffer a lot on lead management , which was a constraint to upscale the business. With implementation of Kylas I believe we will be able to grow our business a lot more easier and faster.

Furthermore, it has enhanced a lot of productivity of the team. Review collected by and hosted on G2.com.

I have a complex SalesForce instance, and some of my workflows (such as opportunity creation) cannot be accomplished in Scratchpad. The support team was wonderful and worked with me to trouble shoot. Review collected by and hosted on G2.com.

Scratchpad allows me to take the data and organize it in ways that are meaningful to me without needing to explain the need for a new report or dashboard to our internal SalesForce Administration. I can quickly analyze and adjust my book of buisness keeping me organized, saving me time, and keeping touch points on key accounts. Review collected by and hosted on G2.com.

I wish Pipedrive had more detailed tracking features, like timestamps for when emails were viewed or links were clicked, directly visible in the table view. It would make understanding customer engagement much faster without jumping between tabs. Adding these enhancements would elevate Pipedrive’s CRM to the next level, making it more actionable for decision-making. Review collected by and hosted on G2.com.

1. Disorganized Sales Processes: By offering a visual pipeline, Pipedrive streamlines deal tracking, ensuring no opportunity is overlooked.

2. Time-Consuming Administrative Tasks: Its automation features handle repetitive tasks, freeing up time for more strategic activities.

3. Lack of Insight into Sales Performance: With robust reporting and analytics, Pipedrive provides clear visibility into team performance and sales metrics. Review collected by and hosted on G2.com.

Redundancy in notifications. I almost always have the portal open, so I don't need the emails as much as maybe someone else would, but the info is clear and shared numerous ways. Review collected by and hosted on G2.com.

Keeping track of leads and opportunities with my sales team leader and the rest of our team. Review collected by and hosted on G2.com.

It doesn't sync with up with mailerlite, Review collected by and hosted on G2.com.

It's a cost efficient Customer Relation Mangerment tool, nothing complicated very straightforward and easy to use Review collected by and hosted on G2.com.

I dont see any downsides of using Smartwinnr Review collected by and hosted on G2.com.

SmartWinnr is a multi-faceted platform. Its designed keeping in mind the requirements of sales people. Its mobile-friendly so our field sales team is able to access their learning very easily and quickly. Adoption has been consistently high for SmartWinnr.

What I personally love is, the ability to share learning material with other trainers. I dont have to create everthing from scratch. I can build on material created by otehr trainers. It saves a lot of time.

The reporting is good. We can generate reports for learning activities across a quarter, year, mnth, as the need is. The report downloads in a single click

Overall, a fantastic platform. Review collected by and hosted on G2.com.

Very rarely it is happening that due to server issues from others the workflows might run slowly but after 10 min it will get back to normal. Review collected by and hosted on G2.com.

In my team we have involved multiple entities. With floww.ai we could able to get that entire flow smooth.

Custom records made entirely smooth entire our sales journey.

And also instant dashboards building very helpful. Review collected by and hosted on G2.com.

The mobile app could use some improvement in terms of functionality. Sometimes, I find myself limited when trying to manage workflows on the go, and a more comprehensive mobile interface would be a great addition. Review collected by and hosted on G2.com.

EngageBay helps me streamline my marketing efforts by integrating email marketing, CRM, and automation into a single platform. This saves me both time and money, as I no longer need multiple tools for different tasks. It’s helping me stay organized, nurture leads more effectively, and improve customer engagement, which has led to better conversions and overall growth in my business. The all-in-one suite also simplifies workflow automation, making my marketing efforts more efficient and scalable. Review collected by and hosted on G2.com.

The only thing I dislike about GeoRep is that they never approached us sooner! Other than that, the tool itself and the customer service from their staff is amazing and only adds value. Review collected by and hosted on G2.com.

Georep ensures that all sites are visited and our customners are kept happy by auto scheduling site visits into the calendar of our sales force. Review collected by and hosted on G2.com.