Lining Pockets
February 05, 2022

Lining Pockets

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

Overall Satisfaction with SalesStreamliner

Sales Streamliner is aiding our business model by fast-tracking our sales automation, using the Lead-to-Cash feature we are able to track our sales, predict future business expectations, and model our goals all in one. The hustle of paperwork and using multiple bookkeeping software is entirely removed from our system and all our clients and leads are data is in one space using the integration with our CRM support.
  • It expedites our payments and we can see the data being streamlined.
  • Quotes are now automated.
  • Sales cycles or progression is shortened.
  • It is a bit stand alone, we could use with better integration and customization.
  • The software is a bit slow to update.
  • Improve on the format or structure of contact data.
  • Faster sales.
  • Easy to use.
  • Money back in the pocket.
Zoho is a bit clunky and not easy to manage data as it keeps duplicated data, however Sales Streamliner is stand alone and we can manage sales objectives on one platform. It is much more affordable and our team likes the ease of use and the structure it provides.

Do you think SalesStreamliner delivers good value for the price?

Yes

Are you happy with SalesStreamliner's feature set?

Yes

Did SalesStreamliner live up to sales and marketing promises?

Yes

Did implementation of SalesStreamliner go as expected?

Yes

Would you buy SalesStreamliner again?

Yes

Streamliner is easy to integrate into a start-up as things are constantly changing and we are always in need of new solutions. The client data is easy to store without manually creating quotes and pipelining sales, however with bigger data comes bugs and snags and the streamliner is slow at times to update and configure.