Name: SalesNOW
Author: Interchange Solutions

Help Desk

Web and Video Conferencing

Customer Support

AI Chatbot

Development

Attendance Tracking

Career Center

Education

Association Management

Business Intelligence (BI)

Case Management

Collaboration

File Sharing

File Sync

Objectives and Key Results (OKR)

Office Suites

Unified Communications as a Service (UCaaS)

Enterprise

Accounting

FinTech

Online Trading

SaaS Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Performance Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Asset Tokenization

Business Internet Service Providers (ISPs)

Cloud Storage

Container Management

Debugging

Disaster Recovery as a Service (DRaaS)

Dynamic Application Security Testing (DAST)

Fraud Detection

In-Memory Databases

Incident Response

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Intranet

Managed Private Cloud

Managed Security Service

Modular Storage Area Network (SAN)

Network Function Virtualization (NFV)

Network Performance Monitoring

Runtime Application Self-Protection

SSL Certificate

Secure Web Gateway

Threat Hunting

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Marketing Automation

Personalization Engines

Product Management

Sales and Marketing Automation

Social Media Management

Survey & Forms Building

Technology Review

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Forecasting

Sales Pipeline

Sales

Microsegmentation

Security Information and Event Management (SIEM)

Security

Automotive

Building Information Modeling (BIM)

Catering

Law Practice Management

Legal Research

Tour Operator

Vertical-Specific

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SalesNOW is a mobile CRM (Customer Relationship Management) system designed to assist businesses in tracking and managing their sales activities, leads, and customer relationships. According to the vendor, SalesNOW is a fully customizable solution that allows users to tailor the system to their specific needs. The product is intended for businesses of all sizes, from small startups to large enterprises. Sales professionals, marketing professionals, business development teams, account managers, and field sales representatives across various industries reportedly rely on SalesNOW to streamline their sales processes and enhance customer relationships.

## Key Features

**Customizable Sales Stages**: According to the vendor, SalesNOW allows users to customize their sales stages to align with their unique sales process, potentially aiding in more effective sales activity tracking and management.

**Unlimited Custom Fields**: The vendor claims that SalesNOW enables users to add unlimited custom fields to capture and store specific information relevant to their business, giving users complete control over the data they want to track.

**Track Sales Activities**: SalesNOW reportedly provides real-time visibility into sales activities, allowing users to stay informed about their team's sales activities and know exactly what is happening.

**Teams and Territories**: According to the vendor, SalesNOW helps improve sales team performance by organizing sales information in one place. Users can easily share sales information with team members and collaborate on deals and customers.

**Know Your Customers Inside and Out**: SalesNOW enables users to manage customer relationships in one centralized system, allowing them to track and store all details of client interactions, potentially providing a comprehensive view of customer relationships.

**Manage Your Customers Your Way**: The vendor claims that SalesNOW links business accounts and individual contacts to provide a complete view of customer relationships. Users can reportedly customize the system to their specific needs using custom fields, advanced searches, and filters.

**Win New Business Faster**: SalesNOW offers a fully customizable lead tracking system, according to the vendor, which can help users shorten sales cycles. Users can efficiently follow up with leads using simple tools to organize and assign leads to the appropriate sales reps.

**Mobile Leads**: SalesNOW allows users to organize, track, and manage sales leads directly from their mobile devices, according to the vendor. Users can access lead information on the go, ensuring they never miss an opportunity.

**Web-to-Lead**: The vendor states that SalesNOW enables businesses to convert their website into a lead capture tool. Web leads are automatically created in SalesNOW for follow-up, saving time and ensuring leads are not overlooked.

Outstanding Customer Support: Reviewers have consistently praised the outstanding customer support provided by SalesNOW. Many users have expressed their satisfaction with the prompt and helpful assistance they received from the support team.

Easy to Use and Understand: The software's user-friendly interface has been commended by a majority of reviewers. Users, even those who are not technically savvy, have found it easy to understand and navigate through SalesNOW. 

Customizable for Specific Business Needs: A significant number of users appreciate the ability to customize SalesNOW according to their specific business requirements. This flexibility allows them to tailor the software to suit their unique workflows and processes.

Clunky and Inflexible Dashboard: Some users have found the dashboard for project management to be clunky and in need of additional customization. They feel that it could be more user-friendly and allow for easier customization of layouts.

Difficulty in Finding Edit and Modify Buttons: Users have mentioned that the edit and modify buttons in SalesNOW can be difficult to locate and use when making entries. This has caused frustration for some users who find it time-consuming to navigate through the software to perform simple editing tasks.

Steep Customization Fees: One common complaint from users is that customization fees can be steep when making changes after the initial setup. This has deterred some users from fully customizing SalesNOW to their specific needs, as they are concerned about the additional costs associated with modifications.

SalesNOW has proven to be a valuable tool for sales teams, offering a range of use cases that have helped improve efficiency and streamline processes. Users have found SalesNOW to be an efficient CRM for forecasting sales and managing client lists, allowing them to stay organized and track their progress effectively. The customizable formatting options have also been beneficial, saving users significant time in preparing reports. 

One major advantage of SalesNOW is its cost-effectiveness, providing first-class features at a fraction of the price compared to other CRM programs. This affordability has made it particularly attractive to businesses without their own IT staff. The ease of learning, setting up, and customizing the software has been praised by users, even those who are not highly tech-savvy. Additionally, the availability and responsiveness of the support staff have been exceptional, resolving any issues quickly and offering helpful guidance. 

SalesNOW has had a positive impact on B2B lead follow-up, improving sales efficiency and allowing for better tracking of bid pipelines and sales activities. It enables seamless integration with lead generators, streamlining the entry of lead information into the system. Users also appreciate the ability to attach bids and other documents to each contact, facilitating collaboration across different departments. The software's comprehensive information for scheduling, installing, and billing benefits both operations and administrative departments. Furthermore, Sales teams can design systems, present proposals and agreements, and work remotely using various devices, even without Wi-Fi.

Overall, SalesNOW has received positive feedback from users who value its customization options, ease of implementation and utilization, good tech support, and competitive price point. The product's ability to cater to diverse user needs while staying budget-friendly has made it a popular choice among sales teams looking for an efficient CRM solution.

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

SalesNOW

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.

Interchange Solutions

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.

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.

SalesNOW

Overview

What is SalesNOW?