Name: HappSales
Author: HappSales

Digital Adoption

Help Desk

Web and Video Conferencing

Customer Support

Software Configuration Management

WebOps

Development

Higher Education

Education

Business Intelligence (BI)

Collaboration

File Sharing

Streaming Analytics

Visual Collaboration

VoIP

Enterprise

Accounting

Payment Orchestration

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Engagement

HR Management

Payroll

Recruitment Agency

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Bug Bounty

C/C++ Integrated Development Environments

Cloud Storage

Data Recovery Service

Database Management

Enterprise Architecture Management

Fraud Detection

Hadoop-Related

High Availability Cluster

Identity Governance and Administration

Integration Platform as a Service (iPaaS)

IoT Security

MLOps

Network Performance Monitoring

Network Virtualization

Non-Relational Databases

Process Mining

Session Border Controllers

Threat Hunting

Web Access Management

Web Portal

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Consumer Ratings & Reviews

Content Management

Customer Reference Management

Demand Generation

Email Marketing

Email Testing

Local Listing Management

Marketing Automation

Personalization Engines

Retail Media Advertising

SMS Marketing

Social Media Management

Survey & Forms Building

Video

Web Analytics

Marketing

Project Management

Prototyping

Professional Services

Conversation Intelligence

Customer Relationship Management (CRM)

Multichannel Retail

Sales

Insurance Underwriting and Rating

Library Management

Medical Billing

Military and Defense

Moving Software

OSS/BSS (Operations Support/Business Support)

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Priority Matrix

Appfluence

eMeetingsOnline

ReportsNow

Crowdtap

FastPIPE

FastEST, Inc.

AspenOne Supply Chain Management

Aspen Technology

Azurepath

Azurepath, LLC.

Screenful

Screenful Oy

Aras PLM

Aras Corporation

Frosmo

Frosmo Ltd

### User Experience
Users appreciate HappSales for its intuitive and user-friendly interface, making it easy to navigate and learn. The mobile version of the app is particularly praised for its convenience and accessibility across different platforms. Additionally, users find the voice-enabled features to be innovative and beneficial for streamlining tasks. The overall consensus is that HappSales provides a positive user experience with its user-friendly design and functionality.

### User Interface and Navigation
Reviewers consistently highlight HappSales's user-friendly mobile interface, which allows for easy sales stage tracking and updates by field sales representatives. The composite dashboard feature for managers is also commended for its effectiveness in providing a comprehensive overview of sales activities. However, some users express concerns about the need for improvements in the dashboard layout and the presentation of relevant information. Despite these mixed opinions, HappSales seems to excel in providing a smooth user experience through its interface and navigation functionalities.

### Mobile Accessibility
Users consistently highlight HappSales's mobile accessibility as a standout feature, emphasizing its ease of use and convenience. The ability to update reports effortlessly and receive prompt support for any issues that arise further enhances the user experience. The voice-enabled mobile version is particularly appreciated for streamlining data entry and enabling on-the-go instructions. Additionally, the mobile interface allows for the capture of sales stages with ease, making it simple for field sales representatives to stay updated. The composite dashboard feature for managers adds another layer of convenience, enabling strategic decision-making based on real-time data.

### Accounts Management
Users consistently praise HappSales for its comprehensive accounts management capabilities. They highlight the software's efficiency in managing opportunities, handling client accounts, and facilitating database building. The ability to add multiple contacts to a single account with a hierarchy and enter strategic data has been particularly beneficial for users in managing large and major accounts effectively. Additionally, the provision for BANT Analysis within the solution has proven to be a valuable asset for users in strategizing and closing deals successfully. The positive feedback regarding the software's accounts management functionality underscores its importance in streamlining sales activities and enhancing overall business operations.

### Opportunity Management
Some users appreciate HappSales's ability to manage leads and accounts efficiently, finding value in the platform's recording of daily activities and providing a concise view of the sales pipeline. However, others express concerns about missing features such as heat maps and lead prioritization, indicating room for improvement in optimizing opportunity management within the system.

HappSales is presented as an all-in-one Business Acceleration Platform and CRM software that aims to elevate key account management, accelerate sales velocity, automate field service operations, expedite accounts receivables, and boost customer success. According to the vendor, HappSales is suitable for companies of all sizes, ranging from small businesses to large enterprises. Sales professionals, key account managers, field service technicians, finance and accounts receivable professionals, and customer success managers in various industries are said to rely on HappSales to streamline their operations and drive business growth.

## Key Features

**Key Account Management**: According to the vendor, HappSales offers the ability to automate client-facing operations across Sales, Service, Receivables & Customer Success to potentially improve revenue, profitability, and cash flow. The product provides an integrated account management CRM and sales force automation.

**Sales Velocity**: According to the vendor, HappSales allows users to measure and potentially improve critical sales KPIs like average deal value, win rate, and sales cycle. The product offers a unique sales framework that is said to accelerate sales revenue. Sales productivity is said to be enhanced with a mobile app and digital assistant.

**Field Service Management**: The vendor claims that HappSales can streamline and automate field service operations, potentially leading to improved customer service through quicker response and improved turnaround time. The product is also said to help increase service profitability with efficient operations and reduced paperwork.

**Accounts Receivables**: HappSales is presented as a solution that can efficiently manage accounts receivable operations, potentially reducing outstanding and collection cycles, improving cash flow, and enhancing working capital position.

**Customer Success**: According to the vendor, HappSales can help users engage with customers to drive customer satisfaction and loyalty. The product enables measurement and improvement of customer satisfaction levels and aims to maximize customer lifetime value through continuous servicing.

**Lead Management**: The vendor claims that HappSales provides effective lead management capabilities to potentially convert more leads. The product offers automation of the lead management process to plug leakages and allows for capturing, scoring, nurturing, and converting leads in a centralized system.

**Sales CRM**: According to the vendor, HappSales provides a comprehensive sales CRM for account management, opportunity management, and sales execution. The product enables the measurement and potential improvement of sales velocity across critical KPIs. The mobile app with a digital assistant is presented as a unique feature that enhances sales productivity.

**Field Service Automation**: HappSales is said to automate field service operations, potentially leading to improved customer service through quicker response and prompt documentation. The product also aims to increase service profitability with efficient operations and reduced paperwork.

**Activity Management**: According to the vendor, HappSales offers easy planning, monitoring, and execution of sales activities and tasks. The product provides easy scheduling of tasks and activities along with a centralized activity repository for tracking and management.

**Quotation Management**: HappSales aims to provide a centralized system for managing and tracking quotations. The product streamlines the quotation creation, approval, and tracking process, potentially improving accuracy and efficiency in quotation management.

Efficient Onboarding and Training: Users have praised the efficient onboarding and training process of HappSales, making it easy for their teams to quickly learn and adopt the software. 

Valuable Information: Many users have mentioned that HappSales provides a lot of valuable information for their business, adding tremendous value. 

Convenient and Easy to Use: Multiple reviewers have found HappSales to be very convenient and easy to use for tracking records, making it a user-friendly solution.

Confusing User Interface: Some users have found the user interface of HappSales to be confusing, with too many dashboards and features to navigate through. They feel that the dashboard representation and order structuring could be improved.

Inaccurate GPS Location Feature: According to some users, the GPS location feature in HappSales is not always accurate. This could be a drawback for those who rely on accurate location tracking.

Limited Customization Options: Some users have expressed that customization options in HappSales are limited. They desire more flexibility and industry-specific customization capabilities within the software.

HappSales has proven to be an effective solution for businesses looking to enhance their sales productivity and operational efficiency. Users have found that by storing and accessing all their leads in one place, HappSales makes it easy to keep track of them, streamlining the sales process. With the mobile version of the software, users can enter location maps and addresses, facilitating efficient data registration on the go. The voice talk feature further enhances communication and productivity by allowing users to give instructions over the phone.

One of the standout features of HappSales is its ability to provide centralized data management and ease of entering new data, making it convenient for users. This allows for effortless tracking of daily calls and easier management of sales activities. Additionally, users can efficiently manage leads, opportunities, and accounts using the software. They appreciate how HappSales allows for detailed opportunity management, including adding multiple contacts to a single account with a hierarchy. Strategic data can also be entered into the software, such as identifying contacts as influencers, neutral parties, or supporters.

Overall, users have found HappSales to be a valuable tool for salespeople and data management. It addresses business pain points and contributes to increased productivity and revenue. Its user-friendly interface and practicality make it a preferred choice compared to other well-known options in the market. While users appreciate the support provided by the HappSales team, they also note that there is room for improvement in terms of updating the software. Nonetheless, businesses find great benefit in using HappSales for accounts management, pipeline tracking, and effective communication between sales and operations teams.

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

HappSales

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

HappSales

Overview

What is HappSales?