Name: Salestrail
Price: 20 USD
Author: LiiD

Digital Adoption

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Bug  Tracking

Development

Business Intelligence (BI)

Collaboration

Environmental Health and Safety (EHS)

Visual Collaboration

Enterprise

Accounting

Anti-Money Laundering (AML)

Investor Relations

Revenue Management

Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

On-Demand Payment

Payroll

Resume Parsing

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Component Content Management

Data Pipeline

Electronic Data Interchange (EDI)

Fraud Detection

Hosted Virtual Desktop

Identity Governance and Administration

Industrial IoT

Integration Platform as a Service (iPaaS)

Interoperability

Managed File Transfer (MFT)

Managed Hosting

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Relational Database Management Systems

Security Awareness Training

Vulnerability Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Journey Mapping

Digital Analytics

Email Marketing

Intent Data

Marketing Automation

Marketing Resource Management

Search Marketing Intelligence

Social Media Management

Survey & Forms Building

Tag Management

Web Analytics

Webinar

Marketing

Business Caller ID

Project Management

Prototyping

Professional Services

Call Recording

Customer Relationship Management (CRM)

Sales Email Tracking

Sales Intelligence

eCommerce

Sales

Operational Technology (OT) Security

Security

Computer-Aided Design (CAD)

Construction Accounting

Loan Servicing

Nonprofit Fundraising

Patient Engagement

Revenue Cycle Management (RCM)

Utilities

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.

Salesmate

Rapidops, Inc.

Insightly

Unbounce

HubSpot CRM

HubSpot

Salesforce Sales Cloud

Salesforce

Zoho CRM

Zoho

Microsoft Dynamics 365

Microsoft

Pipedrive

Pipedrive Inc.

SAP Sales Cloud

Sugar Sell (SugarCRM)

SugarCRM

Bigin by Zoho CRM

Aktana

Spiro.ai

Zero Keyboard

Easy-to-use UI: Reviewers have praised Salestrail's user interface, stating that it is easy to navigate and has a stylish design. Multiple users have found the app to be user-friendly, making it simple to manage contacts and create leads on-the-go.

Efficient lead management: Several reviewers have appreciated Salestrail's ability to assign leads to campaigns, which makes planning the next steps in the sales process more manageable. Users also mentioned that Salestrail's mobile app makes logging sales activities using a smartphone quick and straightforward.

Convenient business card scanner: The convenience of scanning business cards using the app while on-the-go has been highly valued by some reviewers. They noted that this feature accurately captures scans and is one of the quickest scanners they had tried so far.

Call Recording Issue: Some users have reported that the call recording feature in Salestrail is not working at all, which may be a major setback for those who rely on this functionality.

App Bugs: Several users have mentioned facing frequent bugs while using the software, causing inconvenience and impacting their overall experience with Salestrail negatively.

Notification Issues: The app doesn't open properly when tapping on the notification, making it difficult for some users to access their messages or calls. This could cause frustration among users and lead them to seek alternative solutions.

Salestrail is a smartphone app designed to enhance sales team productivity and performance. It provides an efficient solution for remote sales teams who rely on mobile phones for making calls by automatically tracking and logging call statistics, including the time spent on phone calls, number of calls made, and unique numbers called. The data captured can be effortlessly analyzed in the analytics dashboard or integrated with Salesforce and other CRMs via APIs.

Setting up Salestrail takes only five minutes without any technical work required, ensuring that your workflow remains uninterrupted. Sales managers can use the accurate call statistics generated by the app to drive better employee performance through incentive systems. With Salestrail's flexible settings, you have complete control over which calls are tracked giving you more flexibility as you monitor progress towards meeting your goals. To get started with Salestrail all you need do is download the app onto your mobile device, invite colleagues, set preferences according to guidelines provided in-app and begin monitoring call activity immediately effectively enhancing overall revenue generation process!

Solo

Team

Starter

Growth

Boost

Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.

Plus

Professional

Salestrail

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.

Live Demo of Salestrail - The No1 solution for monitoring and recording mobile calls

LiiD provides a solution for logging calls and emails to Salesforce and Microsoft Dynamics CRM.

LiiD

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.

Salestrail

Overview

What is Salestrail?