Sale Tracking Software

I’ve found its complexity and steep learning curve a bit challenging, requiring significant training and time. Slow speeds and occasional downtime, have disrupted our operations, especially when dealing with large datasets. The user interface feels somewhat overwhelming, making it difficult to navigate and find what I need. Additionally, the standard reports and dashboards lack the customization needed for more advanced reporting in some cases. Review collected by and hosted on G2.com.

Salesforce has been very helpful for me as a Customer Success Manager at Okta. It helps me keep track of all my customer interactions and manage my sales opportunities efficiently. The automation features save me a lot of time by handling repetitive tasks. I take advantage of the customizable reports and dashboards that give me clear insights into my performance. Plus, the mobile app and integration with Okta make accessing my data secure and convenient, even when I’m on the go. Review collected by and hosted on G2.com.

The properties captured is limited to only a few fields. For example, you can't capture two phone numbers in one scan. You can however manually enter other data after; right from your phone in the same app. Review collected by and hosted on G2.com.

This makes it easy to capture business cards on the go and removes the need to save all those cards when you are networking. Review collected by and hosted on G2.com.

There are really only 2 things that I dislike about Clari. First, there is a limitation to only have 4 Groups per view. This is a bit annoying as there are quite a few different data points on our opportunities that I wish I could quickly group at a glance without changing views. Secondly, over the past year Clari has done several updates which has caused all of my views to reset. This is extremely frustrating to sit down and see that I have to rebuild all of my views again almost from scratch. Review collected by and hosted on G2.com.

We keep all of our CRM data in Salesforce, but Salesforce itself does not provide the neat, seamless views to track many opportunities at once and be able to quickly change the views and the data points to sort. Clari takes the data and becomes our one stop shop for opportunities and forecasting. Review collected by and hosted on G2.com.

Needs a better power dialer and a better reporting for organizing data on leads when it comes to dials and conversations for specific leads Review collected by and hosted on G2.com.

They are building out a better system for organizing leads to better suite my company's needs and also helping me be more organized with delegating certain leads to certain sales reps as my team expands Review collected by and hosted on G2.com.

I can't really think of anything I don't like about it. It would be nice to be able to search across others calls and isolate text strings or issues that have been mentioned by others (to understand how others have handled). More of a 'nice to have' though. Review collected by and hosted on G2.com.

It helps me capture my client interactions and helps me remember tehir issues. It saves me a lot of time in preparing for folow-up calls. It also helps me write great follow-up emails and capturing "Next Steps". Review collected by and hosted on G2.com.

Aufgrund der vielen Funktionen und Anpassungsmöglichkeiten kann ClickUp für mich manchmal überwältigend sein. Es braucht etwas Zeit, um sich mit all den Tools und Einstellungen vertraut zu machen, was zu einer steilen Lernkurve führen kann. Review collected by and hosted on G2.com.

Ich nutze ClickUp jetzt seit einiger Zeit und bin von den vielseitigen Anpassungsoptionen wirklich begeistert. Die Möglichkeit, Ansichten wie Listen, Gantt-Diagramme oder Kanban-Boards individuell zu gestalten, macht es einfach, meine Projekte genau so zu organisieren, wie ich es brauche. Besonders hilfreich finde ich die Option, Filter und Dashboards anzupassen, um einen klaren Überblick über alle Aufgaben zu behalten.

Ein weiteres großes Plus ist die Funktion, Teammitglieder und Gäste in den Workspace einzuladen. Diese Flexibilität erleichtert die Zusammenarbeit enorm, besonders bei externen Projekten, wo ich nur die notwendigen Informationen für jeden Benutzer freigeben kann. So behält jeder den Überblick, ohne mit zu vielen Details überladen zu werden.

Zusätzlich gefällt mir die Automatisierungsfunktion, die mir ermöglicht, wiederkehrende Aufgaben effizienter zu managen, was mir viel Zeit spart. Insgesamt bietet ClickUp eine beeindruckende Kombination aus Flexibilität und Benutzerfreundlichkeit – absolut empfehlenswert für jedes Team! Review collected by and hosted on G2.com.

I wish they had predictive sending in Campaigns, not just automation. I want to be able to send single emails easily with predictive send, or at least use "contacts time zone", you have to chose a specific time. Sometimes the email building feature is a little hard to navigate. I think they are improving the segmentation, but that also is sometimes hard to understand. We used to get free consultations twice a year with an Activecampaign team member to help us with questions and if we can improve anything, but now that has been revoked. We have to pay for it (despite our cost of use going UP), and its very difficult to connect with them. Review collected by and hosted on G2.com.

We recommend using for email. Review collected by and hosted on G2.com.

It is helping us solve the problem of having a reliable email system. Automation also helps us to keep our customers engaged without thinking about it. Review collected by and hosted on G2.com.

While the CRM software has many strengths, one disadvantage is that the initial setup can be time-consuming and may require some technical expertise to fully customize the templates and integrations according to specific business needs. But overall they have amazing customer support. Review collected by and hosted on G2.com.

Its is solving multiple issues such as tracking team members, easy to use websites including content with AI, workflow is superb and so on... 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.

Honestly, I haven't come up with anything that I dislike about the product. Everything works as I expect it to work. For my needs, I just don't see anything that needs to be improved based on what I use the tool for. Review collected by and hosted on G2.com.

Test it out for yourself and if you are using it with Salesforce, I can tell you that you will immediately see the time savings. Review collected by and hosted on G2.com.

Scratchpad is solving the productivity issues that I have when using Salesforce. Every click is so slow and it takes forever to update fields in Salesforce. Scratchpad eliminates that issue as I can make those updates and changes with a couple of fast clicks when I do them in Scratchpad and they automatically update Salesforce for me Review collected by and hosted on G2.com.

It would be great if more useful data from Transpond.io would display within the Capsule interface. Review collected by and hosted on G2.com.

We started using Capsule CRM 10 years ago. About 2 years ago we moved over to Active Campaign as they had email marketing automation built in. However, our team’s performance dropped significantly. We moved back to Capsule CRM recently as they now have Transpond.io natively integrated. Transpond is an email marketing automation system, and this native integration makes this an incredibly powerful tool. We can now manage our contacts, pipeline, tasks and email marketing all from one place.

The interface is laid out extremely well and is very intuitive. Our whole team has visibility on all projects, tasks and sales activities. We use the sales pipeline feature to forecast our sales. It is an invaluable part of Capsule CRM as we can see where the leads are within our pipeline, and we can forecast our sales accurately. The added bonus is that Capsule CRM with Transpond.io is more competitively priced than other solutions!

In conclusion, I highly recommend Capsule to new or established businesses. This was the first CRM I used a long time ago, and after trying out other solutions, I have come back and my team a really happy we have made this transition. The best part of Capsule CRM is the native integration with Transpond.io that allows us to manage all our email marketing automation from one place. Review collected by and hosted on G2.com.

I think what I don't like the most is integrating cold email campaigns with warm up email settings.

You have to go to campaign options to figure out how many emails a day you should use, but then you have to go to your email accounts and also change in the settings the number of daily warm-up emails. Hence, if you are a beginner you may have some issues with it. Review collected by and hosted on G2.com.

Is helping me with cold emails, and it's saving me so much time. Because I don't hold enough time of a day to send manually cold emails, I tend to reach out to less people, less people know about me, and thus less people buy from me Review collected by and hosted on G2.com.

The chat function looks useful, but I already have some pretty established lines of communication with my teammates. Review collected by and hosted on G2.com.

It makes our deal and lead tracking more efficient and simple than ever before. Review collected by and hosted on G2.com.

While it does integrate with Mail Chimp, I prefer to use Email Octopus so I had to download and then input my email list manually. Not a big deal! Review collected by and hosted on G2.com.

I wanted a way to catalog my clients and prospects and keep detailed notes (with files attached). I was able to note who referred each client to me, track my follow-ups and sales conversions. I can look at my dashboard and know exactly what needs to happen next. Visually and functionally it is simple and useful. Review collected by and hosted on G2.com.

There is no option to delete Workflows, just has option to disable them. Review collected by and hosted on G2.com.

- The ability to create multiple pipelines has allowed us to tailor the platform to fit the unique processes of each sales team. This level of customization was something we could only dream of before.

- Stage-specific tasks has been a game-changer for our agents. They now have a clear understanding of their next steps with each lead, which saves time and confusion compared to sifting through a long list of tasks.

- Setting up floww.ai for sales experiments is a matter of minutes, not hours, which means we can track them directly in the platform, eliminating the need for cumbersome spreadsheets.

- Integration with our existing tech platforms used to be a chore, involving downloading and uploading data between systems. Floww.ai has made this process seamless and straightforward.

- For our managers, the smart boards are a standout feature. They can quickly identify and prioritize leads for the agents, streamlining our focus and efforts.

With these and many other features, floww.ai has not only simplified our sales execution processes but has also empowered both our agents and managers to work more effectively. 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.

It's a great product backed by a great time. No worse than it's competitors. Review collected by and hosted on G2.com.

sales enagagement 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.

Because of the affiliation with USA Today, there was some restrictions on where we could advertise. It wasn't a big hurdle but I do remember a couple of places that were "nice to haves" not being available. Review collected by and hosted on G2.com.

Really be transparent with your ReachLocal partner about your goals-they may have ideas that you don't on how to optimize your campaign.

They want to see it succeed. Review collected by and hosted on G2.com.

We needed a targeted local digital advertising campaign that was cost effective and focused on our target. Reach Local, because of its affiliation with USA Today, had targeted local solutions with the experience & analysis of a large national network.

We were able to hyper focus and run a campaign based on our target demographic's interests and we drove a number of new customers into our grand opening.

It's a great tool for acquisition marketing. 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.