Salesflare Erfahrungen

Vorteile

Salesflare hat uns geholfen mehr Leads zu generieren und zeitgleich mehr Zeit für andere Aufgaben zu haben weil es so leicht zu bedienen ist.

Nachteile

Etwas teuer im Vergleich zu anderen Tools

Vorteile

Having all your former contacts and conversations available from the start of using Salesflare is really a time saver!

Nachteile

No integration (yet) with Messenger apps since a lot of client and prospect conversation is done with messenger apps nowadays

In Betracht gezogene Alternativen

Zoho Recruit, Pipedrive und Agile CRM

Warum Salesflare gewählt wurde

Funcionalities and mobile version

Zuvor genutzte Software

Salesforce Sales Cloud

Gründe für den Wechsel zu Salesflare

Price Value proposition

Vorteile

Automatically tracks your inbox so that you can easily convert any contact into an account. Then, you can start tracking opportunities.

Nachteile

Originally, I had to figure out how to import my existing contacts. That was not easily understood - apparently, they expect it to just happen over time with instant Gmail tracking. However, they did a manual import for me.

In Betracht gezogene Alternativen

Zoho CRM, Salesforce Sales Cloud und HubSpot CRM

Gründe für den Wechsel zu Salesflare

Ease of use - instant tracking and clean interface. Some of these tech products (Zoho especially) feel like they are designed by engineers with no clue to graphic user interface. I appreciate the minimalist interface with the high functionality.

Vorteile

I like the visualization the most. It's so easy to see your funnel and progress toward the goals which keeps motivation high. It integrates with a lot of other services and there is an iOS app which makes it useful on the go. I love the gmail integration and how it tracks the company and the other potential contacts.

Nachteile

It's still a bit difficult to use, they are ironing things out as they go but it's young company and some of the functionality is still a bit clunky. I use it in conjunction with other CRMs to add details to contacts and track emails.

Vorteile

The premise for Salesflare is that it reduces the need to enter data into the system, especially when you have to add new leads to your system. It does this by integrating with email systems and scanning emails for signatures that contain phone numbers, addresses, etc. It does this well. Other integrations with e.g. calendly and the calendar apps ensure that booked meetings are always logged. You can organise your pipeline visually in different stages which makes it easy to get an overview.

Nachteile

I also tried to use Salesflare in a B2C context but unfortunately it doesn't thrive there because the fields like company name are crucial for the working of the system. Salesflare also created a feature for email marketing a while ago but when I tested it, it was lacking features such as reply-detection so I stuck with my other tool.

Vorteile

I really love the workflow management feature in Salesflare that helps me automate 40% of my team's sales tasks. Overall its a highly customizable and robust tool for SaaS sales professionals.

Nachteile

Not anything worth mentioning just a couple of upgrades like email customisation etc would really make this fly

Vorteile

The workflow features and organizing different clients in specified pipelines allow us to streamline our target audience effortlessly

Nachteile

the reporting functions could be a bit more detailed.

In Betracht gezogene Alternativen

Trello, Salesforce Sales Cloud und Bitrix24

Gründe für den Wechsel zu Salesflare

The customer support was excellent and implementation was almost intuitive. The user interface was also much easier to manage.

Vorteile

It is easy to use, easy to customize, and accomplishes EXACTLY what I need it to. I like that it is a CRM that specializes in Sales, because if you don’t have sales you don’t have a business. I have a sales cadence that is critical to follow. In Salesflare I can customize it to meet my exact cadence. But wait, that’s not all!!!! I can easily send an email campaign to my contacts. And the email program in Salesflare is AWESOME, you can customize your emails with contact names or business names. You can then track your emails.

Nachteile

When a program does all that Salesflare does it is hard to complain. But, you want a negative and I’d have to say that I can’t create a true Drip Campaign in Salesflare (it was never meant to be an email marketing software). And I would like the Tasks in my task list to be emailed to me, but since I’m in the program already this is not that big of a deal.

Vorteile

Salesforce does a great job of providing a full suite of tools for managing your company's leads, contacts, and opportunities. The email tracker features are great for helping to keep track of sales-related communications. However, the user interface could be improved in terms of general usability. It also has a nice email tool that allows you to create accounts and send bulk emails. The email tools are great though, and most importantly, Salesforce is very reliable and stable. Salesforce is a very powerful software that can be used for all sorts of small business applications as it is very small to medium business-centric.

Nachteile

I think the interface could be better, but it does the job. Also, their pricing could be a bit cheaper. If you have a larger account with Salesforce, it will be more expensive than some other tools out there, but it is still relatively affordable.

In Betracht gezogene Alternativen

Zoho CRM und HubSpot CRM

Vorteile

The biggest reason why we use Basecamp is it's simplistic and streamline interface when working with clients. This is our Go To CRM we use for managing projects along with our clients.

Salesflare has made it so that we can track leads for each of the project types that we have then we integrate this information with other programs we use. At every stage of the sales process we know exactly where the client is in the sales cycle and how far along they are before we think they will make a purchase. It's great!

Nachteile

It can seem daunting at first because it is so feature rich. But they have a well built out FAQ and instructions page, so with a little bit of time, you can quickly get up to speed and start benefiting from all of the tools they offer.

Vorteile

Took me only 10-15 minutes to set Salesflare up for client and I liked how it supported sales workflows, brought clarity out of the normal sales “noise”, and added functional value to the salesperson’s day (a big deal for me). If a salesperson is paying attention they can learn the basics of Salesflare in half an hour.

I was so impressed I switched from another CRM and now use Salesflare for my own business.

Nachteile

This wasn’t a Salesflare thing exactly but hooking it up to sales folk’s calendars and emails requires them to know their passwords! Same for using the Salesflare app on their phone - which I highly suggest they do.

Vorteile

Salesflare is full-featured and easy to use. One of its key features is that it does the work for you. Between Salesflare and a couple of Zapier integrations, I can spend my time communicating with clients and potential clients, not entering their info in my CRM system. I like that it has a very visual interface, which makes it easy for me to see and track communications with clients and potential clients. I also like that it is easy to customize. Customer support has been great. They consistently reply to support requests quickly, with accurate answers that actually resolve my problem!

Nachteile

There's not much to not like... there was an outage a week or so ago, which hurt, but they did do a great job of keeping customers informed about the issue.

Vorteile

1) The integration with Gmail and Outlook so I can add my leads on the go
2) The campaign feature. I use this primarily to nurture my leads and keep my client informed about the latest updates in their industry
3) The excellent support team
4) Suggestions for new people to add to the contacts every time I add a new account to the pipeline
5) Reminders to prepare for my meetings. Also, the reminders to take notes after my meetings

Nachteile

1) Lack of online scheduling tool with my leads similar to Calendly
2) The tool only reports that an email was opened but it doesn't exactly tell you who opened the email. I use another tool for this purpose so I'd love to see them bridging this gap in the future

Vorteile

I like the support and constant updates to the software. The android app is great as well

Nachteile

I don't have any faults that I can think off because you can always want something new and lose sight of what a CRM is meant for which is to keep you organised.

Vorteile

It's incredibly easy to input a new client/account, click and drag them through the sales funnel, update notes, etc. My client relationships, service, account management, and financial records are running so much smoother.

Nachteile

I would like to be able to input contact information on the "create new opportunity" form.

Vorteile

Simplicity. It has enough functionality to manage your sales pipeline without it feeling overwhelming. This also makes it possible to easily get up to speed with the software and actually put it to use, rather than it gathering dust. I also like the fact that I can have it as an app on my iPad.

Nachteile

I think the how-to videos and knowledge database need to improve. It would also be great if Salesflare could use it's blog or Youtube to educate business owners on how to get the best out of it and use it effectively in one's business.

Vorteile

It's simply and logically laid out. Getting started is easy. I like the distinction they make between a contact and an account. They also pull some information on contacts from their social media which is useful. It allows you to create, track, and close opportunities. The most useful feature for me is to be able to customize the stages of a selling process. One of their strengths is an enthusiastic integration with a wide range of other tools and products that are relevant to selling and prospecting.

Nachteile

Seemingly simple at first, digging deeper and using the product effectively is more difficult than appears. The import can only be done from a file. I would be a tremendous help to be able to important contacts directly from Google Contacts, Mailchimp, or Active Campaign, for example.

Vorteile

I love how Salesflare automatically picks up information from my email and populates that into the deal, along with syncing with calendar. This means we don't have to log meetings/notes manually and that saves a ton of time.

Apart from that, their auto-enrichment of companies and people works like a charm. Once you get used to this new experience, there is no going back.

Nachteile

The search under "opportunities" can be made better from a UX perspective.

Vorteile

Clear and simple functionality, to do the basics right with additional features.

Nachteile

There is little to unlike about SalesFlare, and this CRM was the most intuitive.

Vorteile

I love how easy they make it to organize your contacts. It's simple and straight to the point. Not a ton of unnecessary options like other CRMS

Nachteile

I wish the email workflows could be a little better.

Vorteile

Eliminates a lot of manual work by automatically logging calls & emails. Very simple & easy to use. Can have leads automatically flow in from Zapier from my sources. Easy to log activity and updates to know who to follow up with. Swimlanes/stages give an excellent visual representation of pipeline.

Nachteile

Ran into a compatibility issue with Salesflare and a Gmail extension "MailTrack.io" I use to track email opens/clicks within Gmail. By using this at the same time I can't use Salesflare's mail & website tracking which would be more useful.

Vorteile

The system will automatically monitor your email, allowing you to rapidly convert any conversation into an account and begin following new prospects.

Nachteile

Filters make client organization more complex. I'd like it if this process could be simplified.

Vorteile

We starting using this software after switching from ACT! This software has a lot of moving parts and one of the features I like most is when we receive e-mails, it attaches it to the customer's file. I will say with all the communication we have via e-mail. That feature is key. It's on most CRM systems but I have found that it works very well on Salesflare.

Nachteile

The Mobile App can be hard to log in to at times, I'm not sure why but it can be glitchy. I'm sure they will work on a patch to fix that. It works but sometimes it will sign me out and take a while to get back in. This software like all CRM systems takes a while to get setup and working how you want it too. But, I will say it's easy to do just takes time.

Vorteile

It is very easy to use pipeline. With LinkedIn you can send emails and contact your customers. It is fully automated what you need to do is to add data and everything will be done by the software. It can i

Nachteile

The system has bugs, it is very slow and has infected my device but luckily i fixed it.

Vorteile

Salesflare is kind of an anti-CRM. It rocks so much internal automation (data enrichment, data input, tasks, follow-ups), seamlessly connects with your Gmail through a smart sidebar and is easy to integrate with whatever other sales tools you might be using that you end up spending a lot less time actually using it. It takes care of the tedious robot work so you have more time and mental space to focus on building better relationships. It's design and UI is everything you would expect from apps in this age: intuitive, visual and easy.

Nachteile

I would like to see Salesflare take some steps towards closer integration with LinkedIn, though that is more up to LinkedIn and them opening up their data infrastructure than it is about Salesflare.