EngageBay vs. mSalesApp

I would absolutely recommend EngageBay to any customer looking to switch from Marketo or Salesforce that wanted a cheaper solution while still highly effective. Those platforms require hands-on integration consultants and full-time employees that know how to handle those CRMs. This CRM is easy to use for any beginner marketer.

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

Very useful solution prior, during, and after meeting client

• Prior--Useful to know everything about the client prior to meet up, including buying patterns, credit history, last order, etc.
• During--Instant order undertaking, promote new or slow moving stock, collections on the go
• After--Advantage of not having to duplicate entries (such as handwritten orders) reduces followup activity

• Lead / customer tracking
• Automated emails
• Automations

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

• Realtime access to inventory, including promotions and help to sell more and sell better
• All customer information and history in the palm of your hand ensures better and more efficient service
• Totally eliminates paperwork; sales team does not have to carry paperwork or duplicate entries
• Immediate order undertaking with customer sign on glass confirmation

• Landing pages
• Livechat feature
• Lead/customer integration

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

• Would like it to expand in to a mini ERP with other modules such as CRM, WMS, TMS

EngageBay's incredibly easy to use. I was able to pick up the CRM and start using right away with little issues. Anyone with basic CRM knowledge should be able to get started on EngageBay easy. Their customer service team also makes onboarding very easy and will work with you on any issue.

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

Their support team is incredibly response, with a livechat option anytime during business hours. I was able to work with them on a variet of issues and they were extremely hands-on. The same reps are always there and friendly and ready to work with. There isn't a CRM that has better customer service.

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

Salesforce and Marketo are the strongest CRM products out there in the space. The drawback they have is that they are immensely expensive and complex to set-up / use. Salesforce is extremely complex, especially when using in conjunction with Pardot. EngageBay is simple, easy to use, and easy to build from. And their customer service is far more responsive than those platforms.

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

• Improved lead management and helped build lead data by 4-5x in size
• Helped improve investor base with 100-150% growth in investors by year 1
• Generated dozens of calendar invites to call potential investors in first year

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

• Very positive and instant impact with accuracy and efficiency
• Overall objective achieved with immediate increase in sales and revenue
• We experienced ROI with three months