Salesforce Software

They still dont have a way to show how much your pipeline has increased or decreased over time. For example, if I just wanted to see how many dollars were added in a single month, this tool cant do that. There are a lot of clunky work-arounds but they still wont give you the exact data you are looking for. Review collected by and hosted on G2.com.

A one stop shop that gives me almost everything that I need to run my sales organization. I can track overall sales pipeline and the individual metrics for each of my sales reps. Review collected by and hosted on G2.com.

I'm using this sales cloud for the past 2 years and i havent seen any lag or defect in this product. Review collected by and hosted on G2.com.

Day by day sales cloud helps our customers in increasing sales efficiency and sales growth. Through sales analytics it helps us to customize/enhance our business products to get reach in high level. Eventhough its providing a path to provide a support for those products as well via work order creation and assigning immediate technician to get that fixed. Sles cloud really helps our ORG to increase productivity and better relationship among customers. Review collected by and hosted on G2.com.

I would love some more native integration with other common sales channels, for example LinkedIn. Review collected by and hosted on G2.com.

Our sales team relies heavily on using the phone in our sales funnel, and the auto dialer feature of Close really added some quality of life. Together with the smart views we are able to call exactly the leads we want to reach without much effort. Review collected by and hosted on G2.com.

Took me a few days to get the hang of all the features but once I did I wondered how I ever managed without it. Review collected by and hosted on G2.com.

Without CrmOne I’d be missing follow ups left and right losing potential customers and probably pulling my hair out trying to keep track of everything manually. Review collected by and hosted on G2.com.

The down sides that we encounter lie within in the advanced inventory management. There is a need within our organization to exlude specific locations or customers settings from reorder point auto-calculate functions. We are very location specific and would like more options available regarding inventory management. Review collected by and hosted on G2.com.

NetSuite has allowed our company to grow and evolve. We are able to streamline process and ensure that we are staying ahead of the competition. Review collected by and hosted on G2.com.

Customer support was much faster when I first joined - they used to have a great chat widget and respond within a few hours, now it can take days although I haven't tested it recently. It's also expensive. I'm still a mid 6-figure subscription business and the annual cost does hit hard on the cashflow. I also really wish they had an easy to configure, pretty unsubscribe page where people could just have toggle switches for what they want/don't want and I didn't have to build a whole logic automation to make it work. Their optin forms are very old school and ugly - we use convertbox instead. Review collected by and hosted on G2.com.

Marketing automation, email funnels and campaigns. Review collected by and hosted on G2.com.

Sometimes, the customer support team seems less trained and cannot understand the query in detail. Review collected by and hosted on G2.com.

Zoho CRM is a tool to monitor all your Sales team and inside sales team performance at one place. For any organisation its essential to store all kind of leads at one place, bifercate these leads into different categories like lead lost, future reach out, not product fit or many more. Zoho CRM not only helps in doing it but also help in running email campaign for right fit leads to nurture to boost sales.

We are here also able to track all sales numbers, month on month basis or quarter on quarter basis and understand which source of leads is giving more business like is it networking, is it referral or is it inbound. This all is only able to possible with the help of ZOHO CRM and its integration with hubspot sales hub. Review collected by and hosted on G2.com.

The only thing I dislike about Pipedrive is my dislike for many other similar applications. Pipedrive, like everyone else, has no unique ability to help the prospecting efforts of B2B relationship building. Our sales people get paid on profit dollars. Which Pipedrive tracks, easily and effortlessly, but what tracks visits or customer that aren't generating quotes? Of course there are workarounds that clutter they system with "Deals" and "Pipedrives" but that's the problem... its just more clutter that salespeople don't manage... ugh... this is an everybody problem... not just Pipedirve. Review collected by and hosted on G2.com.

Pipedrive is allowing our team to have a better understanding of our close ratio's and the reality behind each individual account and sales person within the account. Our current industry ERP software don't even get that granual. As a sales leader I want to always support winning accounts and push for new and better business. This absolutely helps with that. Review collected by and hosted on G2.com.

With the basic plan, I would like to see more email templates included. Review collected by and hosted on G2.com.

Keeping my customer lists organized so I can keep in contact with them. Also, tracking my leads and by using the pipeline, and can see where every lead is in the slaes process. The next task feature is easy to customize and I always know what I need to be doing every day in my business. Review collected by and hosted on G2.com.

The pricing is a bit high. I started with the Growth plan, which included 5,000 emails and 1,000 lead uploads, and I'm currently using the Hyper Growth plan with 125,000 emails and 25,000 lead uploads.

However, my current requirements fall somewhere between these two packages.

A pay-per-lead upload model would be better suited to my needs. That said, it's great that if you explain your situation and request a coupon, they provide a 10% discount code on your billing. Review collected by and hosted on G2.com.

As an India-based small agency owner, Instantly has helped me connect with potential clients in the US and grow my business virtually. Review collected by and hosted on G2.com.

Lack of customization options in the dashboard can be a hassle for some users. All-in-all a great tool for all your business needs. Review collected by and hosted on G2.com.

I highly recommend using this business management platform. We were able to increase team collaboration and communication with its smart reporting and advanced analytics functionalities. Review collected by and hosted on G2.com.

Creates precise and comprehensive financial reports as per the accounting standards.

Reduces paperwork, manual errors and instances of data duplicity.

Allows better control through improved financial management and forecasting.

Streamlines the accounts payable process and ensures payment compliance with the end-to-end invoice management system. Review collected by and hosted on G2.com.

- Sometimes, you need to refresh the page for the latest updates to be visible.

- Board view has been slow to update more recently, but issue gets fixed with a refresh

- ClickUp does have some out-of-the-box templates you can use to start right away, if you are part of a larger team or if your use cases are a bit more complex, implementation on your own can be quite tricky.

- If you are an Enterprise company like us and have very strict IT security policies, you might have trouble leveraging some of the integrations that ClickUp offers with other products, however that can vary depending on the company's internal policies. Review collected by and hosted on G2.com.

- Improved cross-team collaboration and productivity

- Single source of truth for our projects and activities, no longer distributing the communication on multiple platforms, making it easier to keep track of updates.

- Transparent ticketing system and ticket management for marketing teams

- More visibility over marketing planning which decreases likelihood of cross-overs in terms of activities that are targeting similar audiences. Review collected by and hosted on G2.com.

Nothing for now. The app is great and user friendly. Review collected by and hosted on G2.com.

It helps integrate the tax engine with the ERP. Review collected by and hosted on G2.com.

Some learning curve shifting from QBO to Xoro Review collected by and hosted on G2.com.

Helping us tie together our entire operation, from purchase to manufacturing to shipping to accounting and reporting. Review collected by and hosted on G2.com.

Overall, we do have significant complaints about Acumatica. I would say we would like to see more low-code/no-code workflow capabilities across the platform. Also, the security setup is complex (albeit powerful), so continuing to enhance the ease-of-use of the application security would be desirable. Review collected by and hosted on G2.com.

We are leveraging Acumatica to be our primary accounting system as well as a basis for our operational client billing and management sytem in the Home Care industry. We are using the Field Service components along side of the project accounting aspects plus we are significantly extending the product with the Acumatica development platform. This is all to replace our heavily customized Dynamics SL system that we need to migrate away from. Review collected by and hosted on G2.com.

The UI is very basic. It's neat but hard to use. No draging stuff from one place to the other...etc. You have to click and go to differnt pages to change things. The sidebar doesn't extend so as a new user I had to hover over to see what I'm clicking.

No virtual phone system inbuilt, have to use an integration for that. Review collected by and hosted on G2.com.

It's just a basic CRM. It does help remind remind of follow up tasks and all. And provides a place to keep track of everything like notes of sales call. Review collected by and hosted on G2.com.

Onboarding could be improved with more interactive tutorials or in-app guidance. Review collected by and hosted on G2.com.

EngageBay helps me automate lead capture and scoring, making it easier to prioritize high-value prospects. The intelligent scoring system helps me focus on leads that are more likely to convert, saving time and increasing efficiency.

The visual sales pipeline is a standout feature for monitoring deal progress. It allows you to track deals at every stage, identiffy bottlenecks and forecast revenue accurately. Review collected by and hosted on G2.com.

For some business, there are too many options which maybe complex or too powerful for smaller company. Ths tool with help you company grw=p Review collected by and hosted on G2.com.

Having Accounting, CRM, website, third party channel management and more all integrated into one system to easy and awesome to deal with on a dailly basis. Review collected by and hosted on G2.com.

- There was one (minor) feature that was missing - the ability to @ my colleagues; I mentioned it in a feedback form and got a response from the team acknowledging the gap and giving me a work-around (this is more of a positive I guess!) Review collected by and hosted on G2.com.

- Tracking business contacts and making sure that we're joined up in our communications

- Tracking our sales pipeline (we're a professional services consultancy business)

- Keeping a pipeline of potential recruits. 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.