Close CRM vs. Salesloft

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.

Incentivized

Organizations with budget and proper support resources will be able to best leverage the benefits of SalesLoft. Earlier stage organizations with bootstrap budgets would still benefit from SalesLoft, albeit, I personally feel that without the proper RevOp's resources, that SalesLoft potentially loses a bit compared to Outreach.io

Incentivized

• 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.

Incentivized

• The use of cadences allows my team to quickly process calls that have been prequalified by our filters in Salesforce
• The live call coaching with "drop in" capability has been useful for quality checking the calls, while allowing us to steer a call in a particular direction if necessary

Incentivized

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

Incentivized

• Calendaring -- specifically ensuring credit is properly aligned when trying to calendar for sellers as a BDR -- even when using a booking/ calendar availability link (a seller's link -- this is the trouble spot from what I recall and why we can't use some of the helpful link scheduling tools in our org).
• Would love to set up some report automation on the management side -- where specific things could be sent to me (e.g., I would love to set up a report that would auto-populate to show how many dials were completed during a power-hour/blitz period that would hit my alerts in the UI or be sent to email/Slack automatically).
• A manager-specific view/home screen would be nice but not essential.

Incentivized

The renewal really depends on who the client is. SalesLoft works for some clients better than others.

Incentivized

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.

Incentivized

SalesLoft is a fantastic product that will be extremely helpful to any Sales Rep looking to organize their information and stay one step ahead. While it has its shares of quirks and bugs it proves to be an awesome tool for anyone that is in the sales industry.

Incentivized

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.

Incentivized

great support team

Incentivized

must invest time and effort in define the best way to integration with Salesforce in order to get data visualization

Incentivized

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.

Incentivized

We switched from InsideSales Playbooks to SalesLoft. Salesloft is much easier to use and more intuitive. We had previously used Inside SalesPlaybooks before they changed their name just so we had the powerdialer plug in in Salesforce then tried implementing PlayBooks and it was a bit cumbersome and not intuitive. We evaluated a few others but SalesLoft was the best choice!

Incentivized

• 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.

Incentivized

• Our sales activities are very predictable and we know how much effort to focus on certain leads.
• SalesLoft also gives us supporting metrics for individual productivity - we use activity metrics to supplement attainment metrics.
• Our SDRs have a much wider reach and can process more leads which saves them time and keeps them targeted on the best leads.

Incentivized