Sofon Proposal Organizer vs. InsideSales.com / XANT PowerDialer for Salesforce (discontinued)

In my opinion, the most valuable characteristic of SPO is that by answering simple questions a very complex product can be configured; therefore the scope of delivery is defined very well. In addition, SPO has great flexibility to manage prices and costs. However, SPO is configurator of parts that allows incorporating basic design rules for their selection. SPO is not a optimised for developing complicated engineering design rules.

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.

Incentivized

• Top Down approach
• Drive sales representatives to their goal
• Clear final calculation

• 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.

Incentivized

• SQL servers may lead to unexpect failures
• Tables created in SPO could have better interface with the user
• Management of user licences could be easier

• 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.

Incentivized

Unfortunately I have no possibility to renew or not renew SPO so it is difficult to answer to this question

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.

Incentivized

They are providing good support. We can contact any time to raise our query.

Incentivized

The previous product we used was developed by ourselves so my experience is very limited. I can say that having a software like SPO we can configure the product without any programming experience and this makes things faster and better. Moreover, I can say that MS Office compatibility is a strong point.

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.

Incentivized

• Reduce quotation time at the proposal office,
• better definition and more organise project scope at project management level
• centralisation of knoweldeg: one problem, one solution

• 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.

Incentivized