Good for Sales Pipelines
September 26, 2024

Good for Sales Pipelines

Luca Formenti | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Growth

Overall Satisfaction with Salesmate

We use Salesmate as our Sales CRM, to manage and control the Sales Process. We've been using Salesmate for a couple of year succesfully and we like the possibility to customize the Sales process for our different need (we have 2 business units with 2 differente process + many different activities going on).
We also use Salesmate for simple Marketing activities and Marketing automations

Pros

  • Managing Sales Pipelines
  • Customizing Sales Pipelines
  • Automating small processes

Cons

  • Newsletter management could be better
  • Marketing automation
  • Third-party integrations
  • Better manage Sales Forecasting
  • Auomate / manage opportunity tasks
  • Collect all customer interactions
Salesmate is simple to use. People fell comfortable in navigating the different screens and the system provide the correct informations, has easy-to-set filters and views to personalize your navigation and the look and feel.
Pipeline are easy to be read even for non-expert or non-sales.
Reports are easy (sometimes too easy)
Salesmate was a good trade-off in pricing, features and possibilites: we started with a very simple pipeline management and then we slowly added some new features that we were already paying for in the basic/pro level. No need to upgrade to higher cost solutions to have full functionalities. Support is super-quick in fixing and helping

Do you think Salesmate delivers good value for the price?

Yes

Are you happy with Salesmate's feature set?

Yes

Did Salesmate live up to sales and marketing promises?

Yes

Did implementation of Salesmate go as expected?

Yes

Would you buy Salesmate again?

Yes

Well suited for Sales Process and managing the sales pipeline, both in a product company or service-led sales process. Good to manage Customer Relationship in the Sales Process

Not as good in the Marketing automation and lead automation process or in the neswletter management. In case you have to go full-throttle in the Marketing automation, I will suggest different software

Salesmate Feature Ratings

7.4
Customer data management / contact management
9
Workflow management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
5
Quote & order management
5
Interaction tracking
7
Channel / partner relationship management
8
Not Rated
Case management
Not Rated
Call center management
Not Rated
5.5
Lead management
6
Email marketing
5
Not Rated
Task management
Not Rated
Reporting
Not Rated
7.3
Forecasting
8
Pipeline visualization
8
Customizable reports
6
8.7
Custom fields
9
Custom objects
9
Scripting environment
8
API for custom integration
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
Not Rated
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
7.0
Mobile access
7

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