Salesforce Agentforce Revenue Management vs. Salestools.io (discontinued)

What I like best is the ease of use to be able to track all opportunities and quotes in my daily sales tracker I also like the fact that you can reorganize the view for your opportunities. For instance, it is very similar to a spreadsheet where you can filter them by date, dollar amount, name, and several other ways. I found this to be less appropriate when we have to do multiple roles while assigning one task to multiple users. Column resizing within the Quote Line Editor is not supported in the Salesforce mobile app.

Salestools.io works perfectly for companies using a CRM or whatever other CRM software involving customer data. Also, Salestools.io is perfect to deal with the creation of an outreach campaign in an automatic way. You won't need to do follow-up yourself. However, it needs some training to work with it perfectly. In general is a great outbound sales tool.

Incentivized

Independently Invited by TrustRadius

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• It does a lot of pricing models really well. So like tiered pricing when you're selling a product has tiered pricing.
• The out of the box approval functionalities is really good. It can trigger approvals based on a ton of different custom criteria.
• The data it creates and tracks is really accurate and robust.

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

• Generating new opportunities
• Automating our Sales process
• Accurate and up to date data!

• Our Salesforce is very messy, which tells me it's not super easy to clean up.
• I always have a really hard time removing a contacts from an account - it seems like you can't simply remove the relationship so we have lots of people named DO NOT CONTACT or things of that nature.
• Sometimes when saving it doesn't seem like things actually save.

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

• You can't have custom fields, so forget about having customized emails other than the basic Name, Title, Company.
• Salestools is plenty of super cool features, all (at least all the ones we used) are buggy and unusable in the end.
• Can't have blacklisted addresses and domains.
• Support will take days to respond, especially if you report a bug (it seems they will work extra hard to fix the bug, and then tell you that it didn't exist in the first place)
• Virtually every other feature has bugs.

The company is very easy to work with and is growing by leaps and bounds. We do not anticipate switching vendors anytime in the near future

Because it looked almost impossible to integrate it with Zoho CRM while our Sales Operations team was working on it. But thankfully it worked at last but at the expense of a month's time. However, it has made every possible Revenue operations task simpler now. And that has ultimately made our team more efficient in terms of work hours spent on manual work.

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

There have been some issues with multi-year pricing of certain products and services which we have been assured will be resolved but I guess are still underway, the support team apart from this has not been needed much and in the rare scenarios, it has been needed the resolutions of conflicts has been prompt and quick, so the overall support would have my high regards for being so helpful and customer-oriented so as to assure good performance of their toolset and customer satisfaction.

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

There is no comparison to a fully functional instance of CPQ. Nothing comes close due to the amount of customization and ease of use that CPQ offers once it's fully built out. Other solutions may be easier to build or administer, but for the users and business needs, CPQ is the best solution possible.

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

We have been trying KLENTY mainly, however, the Prospector of Salestools.io is quite superior. For both cases, the preparation of campaigns are not as easy as it sounds, but as soon as you do the first, it will be easier for your business. Salestools.io has a better and easier interface and the webpage is superb. If you are looking just for follow-up, PLENTLY with doing, but if you need to find a prospect, Salestools.io is the service you need.

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

• Easy access to reporting on closed-won, closed-lost, and open quotes.
• Accuracy in data referenced in a quote - it's typically accurate as it is pulled directly from opportunity, looking up to associated subscription start/end dates, etc..
• We lose valuable time in creating quotes ourselves. Quotes were requested and created through sales ops previously, sales did not have access to the excel templates used to generate quotes.

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

• ROI has been very high!
• Time saved
• Predictable pipeline, meaning i know what we can achieve next month!