What users are saying about
3 Ratings
20 Ratings
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Score 8.5 out of 100
3 Ratings
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Score 7.8 out of 100

Likelihood to Recommend

Conga Collaborate

We've found that closing deals through Ocitv is very efficient and effective in saving our team time. A small team at our company has been using the beta version to display multiple quotes and proposals through our customized templates. The customization of templates allows multiple teams to leverage the software with little resistance from the client. We work with many legacy companies that still require a formal legal agreement
Anonymous | TrustRadius Reviewer

Salesmate

Salesmate is an excellent pipeline tool and I've been very happy with making the switch from Pipedrive. The reporting tool is excellent when reviewing conversions, total sales, and average turn times per stage. I'm especially happy with the ability to download custom reports however I would like to also have the ability to do so with the pre-defined reporting.
Matthew Gehrman | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Conga Collaborate
Salesmate
9.8
Customer data management / contact management
Conga Collaborate
Salesmate
9.0
Workflow management
Conga Collaborate
Salesmate
10.0
Opportunity management
Conga Collaborate
Salesmate
10.0
Integration with email client (e.g., Outlook or Gmail)
Conga Collaborate
Salesmate
10.0
Interaction tracking
Conga Collaborate
Salesmate
10.0

Marketing Automation

Conga Collaborate
Salesmate
8.0
Lead management
Conga Collaborate
Salesmate
8.0

CRM Project Management

Conga Collaborate
Salesmate
10.0
Task management
Conga Collaborate
Salesmate
10.0
Reporting
Conga Collaborate
Salesmate
10.0

CRM Reporting & Analytics

Conga Collaborate
Salesmate
9.0
Pipeline visualization
Conga Collaborate
Salesmate
8.0
Customizable reports
Conga Collaborate
Salesmate
10.0

Customization

Conga Collaborate
Salesmate
9.5
Custom fields
Conga Collaborate
Salesmate
10.0
API for custom integration
Conga Collaborate
Salesmate
9.0

Security

Conga Collaborate
Salesmate
10.0
Single sign-on capability
Conga Collaborate
Salesmate
10.0
Role-based user permissions
Conga Collaborate
Salesmate
10.0

Integrations with 3rd-party Software

Conga Collaborate
Salesmate
9.0
Marketing automation
Conga Collaborate
Salesmate
9.0

Platform

Conga Collaborate
Salesmate
9.0
Mobile access
Conga Collaborate
Salesmate
9.0

Pros

Conga Collaborate

  • Simple to implement and use. If you're using Word to write proposals, distribute, redline and edit them... you're going to save time on the first proposal you write.
  • Impressive to our prospects. When we distribute our password-protected proposals, our prospects always comment on what a great experience it is.
  • A huge time-saver with its templating capabilities. We have standard engagements with our clients and we're able to control and update the messaging as needed, and still personalize it to each opportunity.
  • A company that listens and cares about their clients' usage. From day 1 at TinderBox, the team has been responsive to our needs.
  • Tracking and measurement show our success rates. We love the fact that we get notified when the prospect opens the proposal and that we can track our team's success.
Douglas Karr | TrustRadius Reviewer

Salesmate

  • Pipeline customization including custom fields
  • Two way email integration & click to call feature
  • Incredible customer service
  • Always looking to improve the product
  • Excellent price per user in comparison to some of the other tools available and other tools we've leveraged in the past.
Matthew Gehrman | TrustRadius Reviewer

Cons

Conga Collaborate

  • Formatting is weak. Sometimes the UX for bold, underline, etc. do not work well. Copy and paste functionality can be buggy at times.
  • At times, we have a difficulties with the connection between SFDC and the tool, and sometimes the SOW does not appear in the opportunity record in SFDC.
  • Takes a while to get it looking good in terms of a final SOW. It can be time consuming and not very easy to learn as a beginner.
Anonymous | TrustRadius Reviewer

Salesmate

  • The ability to switch between deals directly from within the deal itself
  • Load time could be improved however we have at any given time 180 + leads in the pipe
  • Ability to separate user rights per pipeline, i.e. having two separate team pipelines and each team can only see their leads.
Matthew Gehrman | TrustRadius Reviewer

Likelihood to Renew

Conga Collaborate

Conga Collaborate 4.8
Based on 2 answers
I don't see any use in my current org but If I see any use I'll propose it when I'm in position to recommand.
Sunil Parmar | TrustRadius Reviewer

Salesmate

Salesmate 10.0
Based on 1 answer
Very happy with the customer service and the overall functionality of the program. With new features always being launched and discussed I'm looking fwd to growing with them
Matthew Gehrman | TrustRadius Reviewer

Usability

Conga Collaborate

Conga Collaborate 8.0
Based on 1 answer
It's a fantastic platform as is, but there's always an opportunity to squeeze a little optimization into the fold. I am of the belief that the user should be looking left to go backwards, right to go forwards, up to the right for support, and hitting the menus for other commands. Sometimes I go to advance and I'm hit with the message that I have to save first... so I have to click a button up top to save, then back down to advance. I think a "Save and Continue" in places is appropriate.
Douglas Karr | TrustRadius Reviewer

Salesmate

No score
No answers yet
No answers on this topic

Support Rating

Conga Collaborate

Conga Collaborate 10.0
Based on 1 answer
Their support team is top-notch--very quick to reach out to help on any issues or questions we have.
Anonymous | TrustRadius Reviewer

Salesmate

No score
No answers yet
No answers on this topic

Alternatives Considered

Conga Collaborate

Conga Collaborate has pricing that worked for our small team. The Salesforce integration is better suited for our needs with Conga
Anonymous | TrustRadius Reviewer

Salesmate

Salesmate has a lot of similar features and functionality but where I feel they differ the most is the customer service, new feature integration, and a team that actually wants to develop the perfect pipeline management tool. Not only are they more competitive on the overpricing structure but I'm confident we'll be able to continue scaling with Salesmate as we grow the team
Matthew Gehrman | TrustRadius Reviewer

Return on Investment

Conga Collaborate

  • Positive: Time saving and proposal consistency.
  • Negative: Unreliable editor.
  • Positive: I appreciate the ability to track user's activity once a proposal is completed.
Anonymous | TrustRadius Reviewer

Salesmate

  • Making the switch to Salesmate has saved us a fair amount from our prior service where we had to pay for all the additional features we wanted, whereas Salesmate includes it right out the gate.
  • By utilizing this tool we're able to stay on top of the sales cycle and overall lead flow which directly impacts our bottom line.
  • In terms of ROI if you work the system and utilize the tool as it should then you will make sales.
Matthew Gehrman | TrustRadius Reviewer

Screenshots

Pricing Details

Conga Collaborate

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Salesmate

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Entry-level set up fee?
Optional

Rating Summary

Likelihood to Recommend

Conga Collaborate
8.7
Salesmate
10.0

Likelihood to Renew

Conga Collaborate
4.8
Salesmate
10.0

Usability

Conga Collaborate
8.0
Salesmate

Support Rating

Conga Collaborate
10.0
Salesmate

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