Likelihood to Recommend It depends on the complexity of your selling process, the sales crediting and the number of associates. Small or large organizations who have a simple selling to incentive process; sell something and get paid will find Optymyze to be too much for them. Organizations who have multiple selling organizations who overlay each other and have complex selling will see benefits from a platform such as Optymyze
Read full review Outbound dialing is where it excels. It's especially good with larger teams of reps. Organizing through campaigns and seek lists is very powerful once you understand how to use it. There is definitely a learning curve with seek lists (I've spent tons of time on the phone with their support staff) but once you understand it the possibilities are endless. You can sort which leads show up by a variety of filters. Even with a list of 10,000+ leads and 5 reps calling on it, you can ensure no leads show up in two reps lists, the reps are calling specific territories, and even skipping leads that are likely on their lunch break! One my of favorite tricks with seek lists and only calling people with titles like Director/VP/C-Level before 8:30am or after 5pm their time, when those people are more willing to pick up the phone. They also appreciate a sales rep who is putting in the extra time to call during those blocks.
Read full review Pros Incentive Compensation - It is able to calculate complex plans with complex sales crediting rules Quota Setting / Management - It provides the ability to properly tie quotas to performance and provide the visibility at the lowest level all the way through to executive leadership. Read full review Organizes your leads based on the parameters you set so you call the hottest leads first. Connects with your phone so you can dial from your computer without having to enter the numbers every time. It also allows you to record the notes from the call right there and they get added to the completed task in Salesforce. Read full review Cons The front-end reporting functions were supported by a third-party platform at the time. It made it challenging to create reports on your own and relied on Optymyze to provide that type of work. The ability to map territories with similar function to a ZS Associates Territory Designer. Allowing to lasso areas and create "what-ifs" Read full review No call parking features for inbound calls, if on a call through the dialer, one cannot place that call on hold to take the second call. All notes are lost when another inbound call comes in, whether or not you accept that call. Read full review Usability I like that it is simple, functional and I can rely on it to help me get my work done everyday. My job became much harder without InsideSales.com. The new CRM I am using has confusing features and too much going on sometimes. There are so many fields and functions that I find unnecessary--what sucks is when I look at my screen at all these empty fields, it makes me feel incomplete. With InsideSales.com, I knew what to put in every box and why it would be important. I could put it in once and whether it was my manager, case admin or data analyst or me, we all knew where to find it. With our new system, I find myself having to do more input and data entry for other people to benefit--no longer a "one shot, one kill" deal.
Read full review Support Rating They are providing good support. We can contact any time to raise our query.
Read full review Alternatives Considered Optymyze is not the cheapest nor most expensive product out there. What I found with the firm was the ability to deliver on its promises and be able to adapt to the business without getting outside of their comfort zone. Other products have a box that is too rigid while others are so complex, and so open, you might as well develop a home grown system
Read full review I am actually not on the decision making side, but we used PowerDialer because of the easy to use integration with our CRM with
Salesforce . Having these two tools in tandem was a great platform for us to do prospecting.
Read full review Return on Investment Reduced the number of resources supporting the sales compensation, territory and quota setting processes. Reduced the time spent to finalize incentive payouts to associates at the close of each quarter by 25%. Reduced overall expense related to the sales operations function, Read full review Improved Connect Rates - Knowing when our team has the highest chance of success has helped us optimize our call blocks, leading to an improved connect rate. Dials - With dialer lists and click to call functionality, we are able to make more dials to the right people. Rep achievement - Though harder to quantify, the gamification has focused the team around the right KPIs. Read full review ScreenShots InsideSales.com / XANT PowerDialer for Salesforce (discontinued) Screenshots