TrustRadius: an HG Insights company

Sales Force Assistant

Score7.9 out of 10

19 Reviews and Ratings

Get a Demo

What is Sales Force Assistant?

Categories & Use Cases

Reviews

What users are saying about Sales Force Assistant.
View all reviews

Simple reliable and effective sales tool.

Juan LatorreView profile
Customer Service Specialist in Customer Service at Teleperformance (1001-5000 employees employees)

Use Cases and Deployment Scope

We use Sales force Assistant mainly to stay organized with leads and follow-ups. It helps our team keep track of conversations, tasks, and opportunities without things slipping through the cracks. The biggest problem it solves for us is losing time and potential deals because of poor tracking or messy communication. We use it daily for managing sales activity and keeping everyone aligned.

Pros

  • Lead Tracking.
  • Follow-up reminders.
  • Team coordination.
  • Pipeline visibility.

Cons

  • Faster load times.
  • UI improvements.
  • More integrations.

Return on Investment

  • Better team productivity.
  • Improved sales tracking.
  • More deals closed.

Usability

Alternatives Considered

HubSpot CRM

Other Software Used

HubSpot CRM, Trello, monday CRM, Pipedrive, Slack

I love this solution!

Incentivized
Verified User
Manager in Finance and Accounting (51-200 employees employees)

Use Cases and Deployment Scope

We use Sales Force Assistant to onboard our new hires and get them acclimated to process and procedures. It solves our need to rack prospects, clients, and former clients

Pros

  • Great technology that meets expectations
  • excellent customer service when we have a service need
  • Good security for peace of mind. We feel our data is protected securely

Cons

  • Could be more training modules
  • improve the landing page to be less overwhelming, but I am nitpicking here as it's great
  • Could be more mobile friendly.

Return on Investment

  • saves time and keeps us organized
  • improves employee experience when we onboard new hires
  • helps to get employees trained when we have process updates

Alternatives Considered

BenefitNet

Other Software Used

S4 for Salesforce, Benefitfocus, PlanSource