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HappSales has proven to be an effective solution for businesses looking to enhance their sales productivity and operational efficiency. …
Overview
What is HappSales?
HappSales is presented as an all-in-one Business Acceleration Platform and CRM software that aims to elevate key account management, accelerate sales velocity, automate field service operations, expedite accounts receivables, and boost customer success. According to the vendor, HappSales is suitable...
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Product Details
- About
- Tech Details
What is HappSales?
HappSales is presented as an all-in-one Business Acceleration Platform and CRM software that aims to elevate key account management, accelerate sales velocity, automate field service operations, expedite accounts receivables, and boost customer success. According to the vendor, HappSales is suitable for companies of all sizes, ranging from small businesses to large enterprises. Sales professionals, key account managers, field service technicians, finance and accounts receivable professionals, and customer success managers in various industries are said to rely on HappSales to streamline their operations and drive business growth.
Key Features
Key Account Management: According to the vendor, HappSales offers the ability to automate client-facing operations across Sales, Service, Receivables & Customer Success to potentially improve revenue, profitability, and cash flow. The product provides an integrated account management CRM and sales force automation.
Sales Velocity: According to the vendor, HappSales allows users to measure and potentially improve critical sales KPIs like average deal value, win rate, and sales cycle. The product offers a unique sales framework that is said to accelerate sales revenue. Sales productivity is said to be enhanced with a mobile app and digital assistant.
Field Service Management: The vendor claims that HappSales can streamline and automate field service operations, potentially leading to improved customer service through quicker response and improved turnaround time. The product is also said to help increase service profitability with efficient operations and reduced paperwork.
Accounts Receivables: HappSales is presented as a solution that can efficiently manage accounts receivable operations, potentially reducing outstanding and collection cycles, improving cash flow, and enhancing working capital position.
Customer Success: According to the vendor, HappSales can help users engage with customers to drive customer satisfaction and loyalty. The product enables measurement and improvement of customer satisfaction levels and aims to maximize customer lifetime value through continuous servicing.
Lead Management: The vendor claims that HappSales provides effective lead management capabilities to potentially convert more leads. The product offers automation of the lead management process to plug leakages and allows for capturing, scoring, nurturing, and converting leads in a centralized system.
Sales CRM: According to the vendor, HappSales provides a comprehensive sales CRM for account management, opportunity management, and sales execution. The product enables the measurement and potential improvement of sales velocity across critical KPIs. The mobile app with a digital assistant is presented as a unique feature that enhances sales productivity.
Field Service Automation: HappSales is said to automate field service operations, potentially leading to improved customer service through quicker response and prompt documentation. The product also aims to increase service profitability with efficient operations and reduced paperwork.
Activity Management: According to the vendor, HappSales offers easy planning, monitoring, and execution of sales activities and tasks. The product provides easy scheduling of tasks and activities along with a centralized activity repository for tracking and management.
Quotation Management: HappSales aims to provide a centralized system for managing and tracking quotations. The product streamlines the quotation creation, approval, and tracking process, potentially improving accuracy and efficiency in quotation management.
HappSales Features
- Supported: Activity Dashboard
- Supported: Alerts/Notifications
- Supported: Calendar/Reminder System
- Supported: Contact Database
- Supported: Contact Management
- Supported: Customizable Fields
- Supported: Data Import/Export
- Supported: Document Storage
- Supported: Email Management
- Supported: Forecasting
- Supported: Interaction Tracking
- Supported: Lead Capture
- Supported: Lead Generation
- Supported: Lead Management
- Supported: Lead Qualification
- Supported: Mobile Access
- Supported: Pipeline Management
- Supported: Quotes/Estimates
- Supported: Referral Tracking
- Supported: Reporting/Analytics
- Supported: Sales Pipeline Management
- Supported: Segmentation
- Supported: Task Management
- Supported: Territory Management
- Supported: Workflow Management
- Supported: Activity Tracking
- Supported: CRM
- Supported: Sales Reports
- Supported: Customer Database
- Supported: Opportunity Management
HappSales Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based, Mac, Windows, Linux, Chromebook, Android, iPhone, iPad |
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TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
HappSales has proven to be an effective solution for businesses looking to enhance their sales productivity and operational efficiency. Users have found that by storing and accessing all their leads in one place, HappSales makes it easy to keep track of them, streamlining the sales process. With the mobile version of the software, users can enter location maps and addresses, facilitating efficient data registration on the go. The voice talk feature further enhances communication and productivity by allowing users to give instructions over the phone.
One of the standout features of HappSales is its ability to provide centralized data management and ease of entering new data, making it convenient for users. This allows for effortless tracking of daily calls and easier management of sales activities. Additionally, users can efficiently manage leads, opportunities, and accounts using the software. They appreciate how HappSales allows for detailed opportunity management, including adding multiple contacts to a single account with a hierarchy. Strategic data can also be entered into the software, such as identifying contacts as influencers, neutral parties, or supporters.
Overall, users have found HappSales to be a valuable tool for salespeople and data management. It addresses business pain points and contributes to increased productivity and revenue. Its user-friendly interface and practicality make it a preferred choice compared to other well-known options in the market. While users appreciate the support provided by the HappSales team, they also note that there is room for improvement in terms of updating the software. Nonetheless, businesses find great benefit in using HappSales for accounts management, pipeline tracking, and effective communication between sales and operations teams.
Efficient Onboarding and Training: Users have praised the efficient onboarding and training process of HappSales, making it easy for their teams to quickly learn and adopt the software.
Valuable Information: Many users have mentioned that HappSales provides a lot of valuable information for their business, adding tremendous value.
Convenient and Easy to Use: Multiple reviewers have found HappSales to be very convenient and easy to use for tracking records, making it a user-friendly solution.
Confusing User Interface: Some users have found the user interface of HappSales to be confusing, with too many dashboards and features to navigate through. They feel that the dashboard representation and order structuring could be improved.
Inaccurate GPS Location Feature: According to some users, the GPS location feature in HappSales is not always accurate. This could be a drawback for those who rely on accurate location tracking.
Limited Customization Options: Some users have expressed that customization options in HappSales are limited. They desire more flexibility and industry-specific customization capabilities within the software.