Likelihood to Recommend
Being out from the office, [Salesforce Mobile (formerly Salesforce1 Mobile App)] is a supporting tool to bring all the information with you without having the need of bringing the laptop. As I said before, I am a sales manager and it is much more comfortable for me to use the mobile app instead of bringing a bag or something similar only for the laptop. However, it wouldn't make any sense to use it in the office as you can enter into Salesforce from your computer and have a better experience with the SF product as it is much more comfortable to use. At the end it has a much larger screen than a phone or a tablet and it has many more possibilities as a whole
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For the most part when we have been curating our own swag and having it sent to the warehouse we have had great luck at keeping our costs minimal and then curating a holiday or themed swag box for our staff to be sent. The ease at which we can set up a build your own box and have it curated how we like is fantastic and super helpful. We love the touch of the "handwritten" notes as well! Our team always say they love these. There have been a few instances where we had issues with Sendoso and how something was handled. One example is when we created and ordered glass travel mugs from KeepCup to be sent to our team. Some of them arrived damaged and they were rejected before we could even do anything about it, we were told after the fact and not given any ability to work with the Vendor for replacements and Sendoso with a plan to use the cups that were still in tact. Through this we lost 4 boxes of inventory and hundreds of dollars of swag for our team and clients - which doesn't sound like a lot but w are a small company and this has a bit impact on us. Not to mention resolving this issue then took 5+ months of admin power and time. In the end we didn't get much resolve and being the customer in the situation felt like we were in between two companies and their policies, KeepCup did all they could to work with us for a resolution but Sendoso didn't. We felt like we got the short end of the stick in this instance
Read full review Pros The ability to construct lead list for various marketing channels and have our staff prioritize calls. It's simple to use, just has to be set up once, and it's safe. The most important aspect of this app is that all of its features are incredible, especially the reporting capabilities and the ability to quickly input customer information. The app allows sales reps to focus on opportunities while on the field. The app has a feature that allows you to set up quick action for a variety of tasks. Read full review The Custom Brand Shop has been a real game-changer. Easy to place curation requests and quick responses. The ability to send items through Amazon but also include inventoried items is great for higher value gift bundles and lets you avoid having to source items that you may not be 100% sure about the quantity needed. Read full review Cons Just like Salesforce, there's a lot you can do with the app. It can feel overwhelming if you don't know what you're looking for. This isn't necessarily a fault, but when you use Salesforce on a computer most of the time, when going to Mobile you do have to make an adjustment and be prepared for a different layout and navigation. Read full review Elements of the interface to setup Touches could be improved so there is not so much scrolling on pages It would be nice to have a reporting options that shows all "status" EXCEPT delivered; so you can review all of them (in the Analytics area) Allowing users to edit all inventory (even those setup by Sendoso on client's behalf) Read full review Likelihood to Renew
We have to have it !! We love the product and most of us use it everyday - many times daily !!
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We're very sticky with Sendoso and would prefer to not train the entire sales org on a new platform! That and we've already sent up a plethora of gifts the team can send out (eGifts, physical branded items, treats, plants, etc.).
Read full review Usability
Salesforce Mobile is very useful to our organization. This makes the job of an agent more convenient. We can easily access it on our mobile phones. When you need an update for a certain lead, you can simply check it using your phone, you don't need to spend more time opening it on your computer or laptop.
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The platform is continually being upgraded to make sure the platform is usable and prevents unnecessary errors. Once you get used to the platform you can get in there and build eGift touches, physical gifts, etc. quickly. You an also send quickly and in a variety of ways. The address confirmation feature makes sending when you don't know where your recipient lives is very helpful
Read full review Reliability and Availability
Sendoso occasionally has downtime, but it's usually isolated to a single feature and doesn't effect the entire platform. They are responsive when it comes to intaking these outages and are quick to work to resolve them
Read full review Performance
Their platform doesn't take a long time to load, and it typically isn't too buggy once a new feature has been out for a while. Reports are pretty quick to generate and are emailed to the user on file for use typically within ten minutes or so. I have not noticed Sendoso slowing down any of the software it integrates with at all
Read full review Support Rating
I haven't had the need to contact support, but the online community has a VAST knowledge of support if you're in need. For instance, I needed to know how I could set the dashboard up to automatically refresh and the online community helped me within minutes.
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They listened to the problem with delivery times but did not present a reasonable solution. Again, the shipping costs consumed too much budget. On one bulk send their support team agreed to take over a project for a few of the reps which is encouraging to see.
Read full review In-Person Training
Our in person trainings were on zoom, but they are not recordings which is why I listed them as in person. You get a live person to walk you through integrations, how to use the platform, sendings best practices, setting up other users, etc. The customer success team will help you training staff users too. Ours even ran a contest for them to encourage them to send to prospects and they provided the prize!
Read full review Online Training
These were CSM and Onboarding team zoom meetings where they hand-hold you, which is nice especially compared to other company onboardings. After that they have Zen desk articles and regular check-ins where you can get the training you need. I also am on a slack channel with Sendoso staff where I can ask additional questions or look for best practices.
Read full review Implementation Rating
It went great - need more discovery next time
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Get Sales and Marketing both involved in the implementation so you can strategize on how you'd want to use it across your organization. This will help your CSM roll it out the way you want instead of trying to piecemeal it after you've finished the onboarding process. Also I would recommend using a mix of Sendoso Direct, Inventory and eGift sends. Relying all on one or the other will not serve you well
Read full review Alternatives Considered
I have used HubSpot and
CRM at previous companies but both of them are fundamental CRMs. Salesforce can truly be implemented to meet your unique business attributes and can scale as your company grows. It's no wonder it's the #1 CRM in the world. Plus with 100s of integrations to other apps, Salesforce can achieve a lot more than just managing sales.
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Local vendors, including print & mail houses, are the only thing I can compare to Sendoso for similar services. Local vendors are good for ordering a bunch of swag to have at the office or [giving] away at conferences but if you are looking to send items to clients/prospects on-demand then a tool like Sendoso is a must.
Read full review Scalability
Sendoso has really improved here. Along with helping you train your staff, you can now clone gift touches, sync them with salesforce from the platform directly, and send out address confirmations using your own or their email sending platform - they also just released an option for you to white-label your own domain. helping you save time and get a lot off the ground quickly
Read full review Return on Investment Reduces the amount of times i need to get in the computer during weekends (to check stuff) Reduces the heaviness of my bag when im doing field sales no negatives, if it had i would just do it in the computer Read full review Hard to track ROI from gift giving and the true influence it had. Same feedback for current customers and tracking ROI from those who decided to not churn and if this product aided. Overall, folks are happy with receiving packages like the ones from Sendoso, but tough to say from an ROAS perspective whether this is worth it. Read full review ScreenShots