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SalesNOW has proven to be a valuable tool for sales teams, offering a range of use cases that have helped improve efficiency and …
Overview
What is SalesNOW?
SalesNOW is a mobile CRM (Customer Relationship Management) system designed to assist businesses in tracking and managing their sales activities, leads, and customer relationships. According to the vendor, SalesNOW is a fully customizable solution that allows users to tailor the system to their specific...
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Product Details
- About
- Tech Details
What is SalesNOW?
SalesNOW is a mobile CRM (Customer Relationship Management) system designed to assist businesses in tracking and managing their sales activities, leads, and customer relationships. According to the vendor, SalesNOW is a fully customizable solution that allows users to tailor the system to their specific needs. The product is intended for businesses of all sizes, from small startups to large enterprises. Sales professionals, marketing professionals, business development teams, account managers, and field sales representatives across various industries reportedly rely on SalesNOW to streamline their sales processes and enhance customer relationships.
Key Features
Customizable Sales Stages: According to the vendor, SalesNOW allows users to customize their sales stages to align with their unique sales process, potentially aiding in more effective sales activity tracking and management.
Unlimited Custom Fields: The vendor claims that SalesNOW enables users to add unlimited custom fields to capture and store specific information relevant to their business, giving users complete control over the data they want to track.
Track Sales Activities: SalesNOW reportedly provides real-time visibility into sales activities, allowing users to stay informed about their team's sales activities and know exactly what is happening.
Teams and Territories: According to the vendor, SalesNOW helps improve sales team performance by organizing sales information in one place. Users can easily share sales information with team members and collaborate on deals and customers.
Know Your Customers Inside and Out: SalesNOW enables users to manage customer relationships in one centralized system, allowing them to track and store all details of client interactions, potentially providing a comprehensive view of customer relationships.
Manage Your Customers Your Way: The vendor claims that SalesNOW links business accounts and individual contacts to provide a complete view of customer relationships. Users can reportedly customize the system to their specific needs using custom fields, advanced searches, and filters.
Win New Business Faster: SalesNOW offers a fully customizable lead tracking system, according to the vendor, which can help users shorten sales cycles. Users can efficiently follow up with leads using simple tools to organize and assign leads to the appropriate sales reps.
Mobile Leads: SalesNOW allows users to organize, track, and manage sales leads directly from their mobile devices, according to the vendor. Users can access lead information on the go, ensuring they never miss an opportunity.
Web-to-Lead: The vendor states that SalesNOW enables businesses to convert their website into a lead capture tool. Web leads are automatically created in SalesNOW for follow-up, saving time and ensuring leads are not overlooked.
SalesNOW Features
- Supported: Document Storage
- Supported: Email Marketing
- Supported: Marketing Automation
- Supported: Segmentation
- Supported: Social Media Integration
- Supported: Territory Management
- Supported: Workflow Management
- Supported: Contact Management
- Supported: Lead Management
- Supported: Calendar/Reminder System
- Supported: Interaction Tracking
- Supported: Internal Chat Integration
- Supported: Task Management
- Supported: Quotes/Estimates
- Supported: Self Service Portal
- Supported: Campaign Management
- Supported: Lead Capture
- Supported: Lead Distribution
- Supported: Lead Qualification
- Supported: Lead Segmentation
- Supported: Pipeline Management
- Supported: Source Tracking
- Supported: Customer Service Analytics
- Supported: Customer Support
- Supported: Performance Metrics
- Supported: Search/Filter
- Supported: Call Management
- Supported: Channel Management
- Supported: Commission Management
- Supported: Contract/License Management
- Supported: Customer Database
- Supported: Field Sales Management
- Supported: Opportunity Management
- Supported: Proposal Generation
- Supported: Referral Tracking
- Supported: Sales Forecasting
SalesNOW Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based, Windows, Linux, Android, iPhone, iPad |
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Community Insights
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
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SalesNOW has proven to be a valuable tool for sales teams, offering a range of use cases that have helped improve efficiency and streamline processes. Users have found SalesNOW to be an efficient CRM for forecasting sales and managing client lists, allowing them to stay organized and track their progress effectively. The customizable formatting options have also been beneficial, saving users significant time in preparing reports.
One major advantage of SalesNOW is its cost-effectiveness, providing first-class features at a fraction of the price compared to other CRM programs. This affordability has made it particularly attractive to businesses without their own IT staff. The ease of learning, setting up, and customizing the software has been praised by users, even those who are not highly tech-savvy. Additionally, the availability and responsiveness of the support staff have been exceptional, resolving any issues quickly and offering helpful guidance.
SalesNOW has had a positive impact on B2B lead follow-up, improving sales efficiency and allowing for better tracking of bid pipelines and sales activities. It enables seamless integration with lead generators, streamlining the entry of lead information into the system. Users also appreciate the ability to attach bids and other documents to each contact, facilitating collaboration across different departments. The software's comprehensive information for scheduling, installing, and billing benefits both operations and administrative departments. Furthermore, Sales teams can design systems, present proposals and agreements, and work remotely using various devices, even without Wi-Fi.
Overall, SalesNOW has received positive feedback from users who value its customization options, ease of implementation and utilization, good tech support, and competitive price point. The product's ability to cater to diverse user needs while staying budget-friendly has made it a popular choice among sales teams looking for an efficient CRM solution.
Outstanding Customer Support: Reviewers have consistently praised the outstanding customer support provided by SalesNOW. Many users have expressed their satisfaction with the prompt and helpful assistance they received from the support team.
Easy to Use and Understand: The software's user-friendly interface has been commended by a majority of reviewers. Users, even those who are not technically savvy, have found it easy to understand and navigate through SalesNOW.
Customizable for Specific Business Needs: A significant number of users appreciate the ability to customize SalesNOW according to their specific business requirements. This flexibility allows them to tailor the software to suit their unique workflows and processes.
Clunky and Inflexible Dashboard: Some users have found the dashboard for project management to be clunky and in need of additional customization. They feel that it could be more user-friendly and allow for easier customization of layouts.
Difficulty in Finding Edit and Modify Buttons: Users have mentioned that the edit and modify buttons in SalesNOW can be difficult to locate and use when making entries. This has caused frustration for some users who find it time-consuming to navigate through the software to perform simple editing tasks.
Steep Customization Fees: One common complaint from users is that customization fees can be steep when making changes after the initial setup. This has deterred some users from fully customizing SalesNOW to their specific needs, as they are concerned about the additional costs associated with modifications.