Easy to use and effective
July 15, 2024

Easy to use and effective

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

Software Version

Starter

Overall Satisfaction with Salesmate

Salesmate is used as the CRM for our food production company. The use currently ranges from sales, customer service and finance departments. For my role, it is mainly used as a sales aid tool.

Pros

  • Pipeline organization
  • Contact information
  • Logging end user visits
  • Adding relevant contacts to relevant activities

Cons

  • Missing features on phone app
  • Ease of use when inputting end user data
  • Adding numerical values to leads
  • Visualization of pipeline numbers
Relatively easy to use but app features could be enhanced.
Salesmate is more individualised and significantly more impactful for the individual user whereas Salesforce is better at reporting and more applicable for upper management rather than daily use and workflow management.

Do you think Salesmate delivers good value for the price?

Not sure

Are you happy with Salesmate's feature set?

Yes

Did Salesmate live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Salesmate go as expected?

I wasn't involved with the implementation phase

Would you buy Salesmate again?

Yes

Managing and organizing sales data. Less appropriate on the road use.

Salesmate Feature Ratings

7.8
Customer data management / contact management
8
Workflow management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
9
Quote & order management
6
Interaction tracking
6
Channel / partner relationship management
6
9.0
Case management
10
Call center management
8
8.5
Lead management
8
Email marketing
9
8.5
Task management
9
Reporting
8
8.0
Forecasting
Not Rated
Pipeline visualization
9
Customizable reports
7
7.0
Custom fields
7
Custom objects
7
Scripting environment
Not Rated
API for custom integration
Not Rated
7.5
Role-based user permissions
8
Single sign-on capability
7
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
3.0
Mobile access
3

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