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Notesally

Notesally

Overview

What is Notesally?

NotesAlly is a sales enablement application that helps you automate routine tasks in Salesforce and save up to 8 hours per week. With NotesAlly, you can update Salesforce, log sales calls, and create follow-up tasks in one go. This enables you to focus on selling and engaging with prospects rather than...

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Recent Reviews

TrustRadius Insights

Notesally is a versatile software that has garnered positive feedback from users, reviewers, and customers due to its ability to solve …
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Pricing

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Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://notesally.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $20 per month per user
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Product Details

What is Notesally?

NotesAlly is a sales enablement application that helps you automate routine tasks in Salesforce and save up to 8 hours per week. With NotesAlly, you can update Salesforce, log sales calls, and create follow-up tasks in one go. This enables you to focus on selling and engaging with prospects rather than spending time on data entry.

NotesAlly also provides personalized sales battle cards for every call, allowing you to take the help of AVIAN (your sales ally) and prepare yourself better for each conversation. By associating reference points and battle cards with keywords, AVIAN makes it easier for you to remember important information during conversations.

In addition to saving time on data entry, NotesAlly also streamlines your pipeline management process by providing a single tab where you can update opportunities without opening Salesforce. As such, NotesAlly is an essential tool for anyone who wants to stay ahead of their competition and close more deals.

Notesally Features

  • Supported: Notes
  • Supported: AVIAN
  • Supported: Dashboard

Notesally Screenshots

Screenshot of Logs you write on NotesAlly get synced to your SalesforceScreenshot of Use AVIAN by NotesAlly and handle sales objections like a proScreenshot of Update your pipeline on Salesforce with 1-click actions on NotesAlly dashboard

Notesally Competitors

Notesally Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesGlobal
Supported LanguagesEnglish

Notesally Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)50%
Mid-Size Companies (51-500 employees)50%
Enterprises (more than 500 employees)0%
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Comparisons

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Reviews

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Notesally is a versatile software that has garnered positive feedback from users, reviewers, and customers due to its ability to solve various business problems. One key use case of Notesally is boosting sales and efficiently managing work processes. Users have reported a significant reduction in sales errors and manual mistakes, leading to a more streamlined sales process. By automating tasks and providing easy access to all features, the software saves valuable time for employees, allowing them to focus on generating more sales and devoting their efforts to more meaningful work.

Another business problem that Notesally addresses is helping teams adapt to changes and realize the benefits. Users have praised the software for its user-friendly interface, making it suitable for employees of all experience levels - from freshers to seasoned professionals. The intuitive nature of the software minimizes the learning curve and ensures a smooth transition for users when adopting new tools or processes. This has proven invaluable in today's fast-paced business environment where agility and adaptability are crucial.

Moreover, Notesally excels in maintaining valuable customer data and tracking it effectively in the CRM. Users have found it to be an excellent tool for lead generation, increasing productivity in this area by almost 40%. The automated sales features provided by Notesally also save time in planning new projects, freeing up resources for other important tasks within organizations.

Overall, Notesally has gained a reputation as an outstanding solution that caters to various business needs. Its ease of use, time-saving capabilities, and comprehensive automation features have led many users to abandon other tools once they started using Notesally for lead generation and streamlining their workflows.

Time-saving automation: Many users have stated that Notesally greatly helped their sales team by automating tasks and reducing their workload. This has allowed them to save a significant amount of time, estimated at 40-50%, enabling the team to focus on other important projects and goals.

Efficient organization: The scheduling tasks and contact management features of Notesally were highly appreciated by users. They found it easier to stay organized and keep track of their sales activities using these functionalities. This has resulted in improved efficiency for the sales team.

User-friendly design: Users have praised the clear and thoughtful design of Notesally. They found the software's features and functionalities well-organized and easy to navigate, which has reduced the effort required to maintain the system. The user-friendly interface has contributed to a positive user experience overall.

Challenging Initial Weeks: Some users have found the initial weeks with Notesally to be challenging, as they had difficulty understanding and adapting to the interface.

Non-User-Friendly Interface: The user interface of Notesally is not considered to be user-friendly by some users, who feel that it could be simpler and more intuitive.

Software Crashes: There have been instances where Notesally crashed shortly after launching, causing inconvenience for some users.

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