Name: Salesdash
Price: 26.4 USD
Author: Salesdash

Help Desk

Live Chat

Web and Video Conferencing

Customer Support

Academic Advising

Alumni Management

School Management

Education

Business Intelligence (BI)

Collaboration

Desktop Publishing

Enterprise Legal Management

Meeting Management

Workflow

Enterprise

Accounting

Crypto Asset Management

Merger and Acquisition

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Consulting and Advisory Services

Data Center Virtualization

Fraud Detection

Graph Database

IT Asset Disposal

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Managed Hosting

Mobile Device Management (MDM)

Network Behavior Analysis

Network Performance Monitoring

Network Traffic Analysis (NTA)

SaaS Management

Security Analytics

Software-Defined WAN

System Monitoring

Unified Endpoint Management (UEM)

Information Technology

A/B Testing

Ad Serving & Retargeting

Affiliate

All-in-One Marketing

App Store Optimization (ASO)

Computer-Assisted Translation

Content Management

Contest Management

Customer Journey Mapping

Digital Asset Management

Email Marketing

Headless CMS

Marketing Automation

Press Release Management

Product Information Management (PIM)

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Call Recording

Customer Communication Management

Customer Relationship Management (CRM)

Quote to Cash

eCommerce Analytics

Sales

Camp Management

Clinical Data Management

Dental

Financial Services CRM

Internet of Medical Things

Loan Servicing

Patient Engagement

Warranty Management

Vertical-Specific

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Salesdash CRM is a customer relationship management software designed specifically for freight brokerages and 3PL sales teams in the transportation and logistics industry. According to the vendor, this software aims to help users effectively manage their shipper and carrier relationships, increase load count, and drive revenue growth. It is suitable for businesses of all sizes, including freight brokerages, third-party logistics companies, sales teams, freight forwarders, and trucking companies.

**Key Features**

**Pipeline Management & Lead Nurturing**: According to the vendor, Salesdash CRM allows users to streamline their sales process by qualifying shippers and customizing stages to track deal progress and forecast sales. It also provides the ability to stay updated with newly won business and offers a free trial.

**Team Organization & Collaboration**: The vendor claims that Salesdash CRM eliminates the need to inquire about the status of a shipper by serving as the source of truth for real-time updates. Users can build custom reports for leads, deals, and activities, and schedule a demo.

**Sales Engagement & Follow-ups**: According to the vendor, Salesdash CRM enables users to contact shippers and carriers directly from the CRM. It also offers integration with Google or Outlook for seamless email integration, allowing users to create personalized bulk emails and email sequences. The system even suggests follow-ups for missed tasks.

**Simple Workflows & Design**: The vendor states that Salesdash CRM provides a user-friendly interface tailored to the needs of logistics companies. Users can keep all shipper notes and requirements in one place, progress sales without repetitive questions, and schedule a demo.

**Task Management**: According to the vendor, Salesdash CRM enhances salespeople's ability to secure decisions from prospects by efficiently tracking lead nurture status and progress. Users can manage tasks seamlessly within the CRM and schedule a demo.

**Lead Nurturing Status Tracking**: Salesdash CRM allows users to easily track deal stages, activity history, and notes for customers, according to the vendor. It aims to improve sales forecasting and provides visibility into pricing. Users can also work through the sales process with pipeline management.

**Custom Dashboards and Reports**: According to the vendor, Salesdash CRM enables users to build segmented reports with custom groups and fields, making data entry easier and enabling reporting based on specific business needs. Users can set custom statuses for leads and stages to facilitate effective pipeline management. A demo can be scheduled to learn more.

**Google and Outlook Integration for Email and Calendar**: Salesdash CRM offers integration with G-Suite or Outlook for efficient email and calendar management, according to the vendor. Users can send emails from the CRM using templates and track opens. The two-way sync with the calendar aims to improve scheduling. A demo can be scheduled to explore this feature.

**Email Templates**: According to the vendor, Salesdash CRM allows users to create and utilize email templates for efficient communication. Templates can be personalized to fit specific needs, saving time with pre-designed templates. A demo can be scheduled to learn more.

**Email Sequences**: Salesdash CRM offers the ability to build targeted email sequences for outreach, automate follow-ups, and nurture leads, according to the vendor. The aim is to improve engagement with personalized sequences. A demo can be scheduled to explore this feature.

Basic

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Basic - Paid Annually

Professional - Paid Annually

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Starter - Paid Annually

Copper

Salesdash

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.

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Salesdash

Overview

What is Salesdash?