Close CRM vs. SalesHood

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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[SalesHood] has been helpful during virtual onboarding when the team is not able to get together for in-person trainings. And the ability to test retention is helpful for the user and for management as well. However, it is one of those platforms that takes time out of what a rep does best, which is sell, so it may not be the most well received.

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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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• Sales-centric: the platform is literally built for salespeople and with salespeople in mind
• Collaborative Customer Success: the SalesHood team is SO responsive and always willing to collaborate and brainstorm ideas
• Easy to Use: They have a fantastic onboarding program to get new admins started and the platform is easy to use.

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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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• Finding a specific training path that I'm looking for can be difficult via browsing. Best way is to use the search bar.
• I wish there was a way to provide peer feedback. It might be a setting that our team just doesn't use, but it would be nice to see questions that peers have, or places they're struggling and to be able to comment or reach out directly to help.

Incentivized

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

IT has been useful and better than some of the other tools we have used.

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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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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

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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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

Our CSM at SalesHood is always responsive to us, we see the support team respond to our queries quickly, and even the CEO Elay Cohen is entirely plugged in. If an in-app NPS score is rendered that looks to be unfavorable, they reach out to understand why and to see if they can help turn the experience around if it's education or enhancement that's needed. It's a great team there to support you.

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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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Independently Invited by TrustRadius

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I chose SalesHood because I knew the team is amazing based on my past relationship with them, and because I knew the features met the needs my organization had. They may not have had all the frills that other vendors have, but we didn't need frills. We needed functionality and flexibility.

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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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• Provides proof to executive management and shareholders - the value that training and enablement brings to the organization
• Ability to quickly create trainings and roll them out to the target audience with deadlines
• Tracking also provides the ability of the enablement team to identify gaps and adjust accordingly

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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