Close CRM vs. Qstream

Excellent software to increase sales and follow up with existing and new customers. Email and SMS handling are really easy for the sales team, managing leads is really great, and Close merges duplicate leads to help our Data Leads avoid repetitive and unnecessary calls. As mentioned in some comments before, must improve in reports, Close is not appropriate to handle or track agents' hours making it necessary to implement additional software to cover this area.

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Qstream is great when used for reinforcement of training conducted. Especially when that training is detailed or complex, Qstream will help to embed key concepts and drive adoption while ensuring reps are interacting.

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• Email sequences. Create and send a sequence of emails until the sequence finishes or the contact replies to your email. You can also pause the sequence manually.
• Email sync. Syncs in real time with your email account, which is huge.
• Zapier integration. We've automated a lot of our pipeline management through the Zapier integration. This saves us soooo much time.

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• Gamification: gets reps involved in ways that keep it interesting while bringing in elements of competition.
• Mobile: ease of use and direct access to reps while on the move. The interface is intuitive and able to be interacted with in quick increments rather than lengthy elearning.
• Coaching: provides direct insights into who is coping and who is not so that enablement efforts can be focused.

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• Make it so one can set the time at which the emails go out.
• Make it easier to set up my workflow.

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• Reporting: we only had access to some of the reports so would have liked to see more detail and have the ability to create custom reports.
• Licensing: we accessed qstream via Growthplay so only had access to limited features. Would like to see this extended so that we could truly experience all of the qstream benefits.
• Content Creation: we were not able to create our own questions and streams but had to rely on the external team. Self-creation and self-directed streams would have been preferable.

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Qstream is good in terms of gamification and driving adoption. However we are looking for a platform that supports content creation, ILT training as well as gamification. Qstream would meet only one of those criteria. We may still use them again if we are unable to find a compete platform in future

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It's my favorite CRM to recommend to sales organizations. Robust Telephony options including a Power Dialer, SMS, and Voice Drop, are completely integrated into the CRM. The kicker is you can have "Unlimited" contacts where many platforms charge based on the number of users. This can make a huge difference in monthly billing.

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Qstream was easy for us to use and gain insights from. Feedback from sales leaders and reps was generally positive. Having greater flexibility about creating custom reports and streams would have increased the rating

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I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email.

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Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.

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Qstream was selected by default because it was offered by Growthplay as their preferred gamification and adoption tool. We have subsequently looked at acquiring Qstream for other initiatives and are in the process of evaluating options

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• Positive - It's much easier now with Close.io to make sure that no deal falls through the cracks. Therefore helping us recover lost revenue.

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• Reps have adopted our new sales methodology quicker and with more rigour meaning we are more successful in the field.
• We’ve been able to create scale to drive adoption. Without technologies like Qstream, we would never be able to meet our enablement and growth targets.
• More reps talking a consistent message means our customer experience has improved at the sales front. This allows us to differentiate versus the competition and ensures we win more often.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info