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Enterprise territory management
Profiles and page layouts
Custom app development
Integration via web service API
Salesforce Private AppExchange
Report history tracking
Sales Cloud Engage
Unlimited custom apps
Additional data storage
24/7 toll-free support
Access to 100 admin services
Unlimited online training
Sales Cloud Engage
Quickbooks Online Integration
Google Contact and Calendar Sync
Microsoft Exchange Calendar Sync
100 GB Storage
50,000 Rows File Import Limit
400 Custom Fields
Priority Email Support
Personalized Onboarding Sessions
Salesforce has been a massive help with sales and organization. After working at a few companies that leverage SFDC (some well, some not so well), it's very easy to see how SFDC benefits the team as a whole. Everything from organization, tasks, events, and even communication between the team is seamless. Over the years, I've seen SFDC grow in cases of look and feel, ease of use and flexibility.Some of the apps off the app exchange have been great when needed to add to the customization needed for usage, as well as the ability to grow within the tool seamlessly. The new mobile apps have also made things easier when looking at what it can provide. Salesforce 1 is simple to use, but has some downfalls when it comes to value.
I first learned about Insightly in researching CRMs for the furniture company, I was heading up marketing and assisting training new sales reps. Teaching old dogs new tricks is no simple task in sales and furniture sales, it's even more apparent. Most seasoned sales reps are anti-computer, so I needed a CRM that was easy to use and simple to reference. Insightly did the trick. I tried several before landing on Insightly. Some have more features but added complications that frustrated my test subjects. Our sales team needed a simple solution to capture customer info and the products they were interested in. The integration with our Gmail powered email service was the biggest selling point. I added it to our account, and everyone was able to add emails sent to the customer directly into the captured customer info in Insightly, so if that rep was to leave, I could reassign that lead to another rep. This came in handy and keeping the customer happy and making the transition to another sales rep seamless. I do wish the follow-up process was more hands off but for the price, it's worth that step's absence. Plus, your sales team should be reviewing their leads on a daily basis anyways, right? You can even test out Insightly with three free accounts and most of the features for free. I think that's pretty awesome as most companies don't let you use it without harassing you mercilessly until you decide to keep it or pass. I used Insightly for 2 months before handing off to the team of 300+ sales reps. And they liked it As with any new procedure, there is some training involved. But sales reps who are organized can see the benefits and adapt rather quickly. I was really surprised at how easy it was to get them to use it. I normally had to fight everyone to get them to use it. But that Google App integration puts it just a click away when anyone within the company was browsing the corporate intranet page I built. Younger sales teams may pose a greater demand on more robust CRMs with all kinds of features. But if you're looking for simplicity and are using the Google Apps for Work platform, I recommend giving Insightly a shot.
Overall, the tool was just not a fit for a small business with one or two internal marketers/sales people. The software itself is a bit overwhelming and take A LOT of time to work through. When I first started in my current position, I lobbied to have Salesforce brought back as the backbone of our sales and marketing data. We had thousands of contacts just sitting there out of date and not doing us any good. So, we decided to purchase Data Clean as well. It started out alright as I spent hours cleaning up our data. But the more I went along, the more I realized that Clean was pretty much worthless for us. It did not have updated info for our current contacts, and I was never able to find the new lead contact info that I was looking for. It was just not a good fit for our company size and objectives.
For a large organization, I can see how it would make sense. It is a large-scale tool. My team really only just scratched the surface of how we could use the tool in our day to day activities. There seem to be some functions and tasks to help the hardcore sales person, but there was little offering in the way of training. (Maybe there is training, I just wasn't able to access it or find it). Another benefit, which would have been great if I could get it to work, is the overall integration with any tool out there. Obviously a perk of using one of the largest CRMs available is that other tools typically integrate first with Salesforce before any other tool. If these integrations had worked for me, I'd say it would have been one of the main benefits.
I must have spent hours reading their help boards and watching videos trying to figure out the most simple tasks. I had a premium LinkedIn account, and it was never able to integrate with Salesforce. When we first bought HubSpot, I tried integrating our Salesforce license to no avail. Same story with Sidekick. This could have been since I wasn't using Salesforce to its full capacity to begin with, but I couldn't even get them to connect period. The support staff was very unhelpful throughout the process as well. Simply shifted the blame to whatever another tool I was trying to connect it with. Also, in order to reactivate our license, we were forced to sign a 3-year contract. This was a decision we regretted after the first 6 months and are now stuck with a license we don't and can't really use.
Friday 17 October 2014
While the pay scale for its services is tricky to understand and it is hard to get a hold of live support, Salesforce has the most user-friendly interface, the best uses for contact management, and the most advanced sales and marketing strategies among the CRM software we reviewed.More about Salesforce Sales Cloud
Saturday 25 April 2015
I've been quite a happy Insightly user for the past few years. Lately, I had a growing amount of reminders that didn't get sent to my email. I've missed a few critical milestones and lost a few deals because of that. I just didn't get reminder for tasks I managed at Insightly. So I approached Insightly customer support. Never got them to reply sooner than 48 hours post sending the ticket message, and I keep getting replies saying (in short): we can't help you! CRM is such an important aspect of business management, and I can't live with such an attitude. Am now actively looking for an alternative, although I like Insightly approach to CRM and acknowledge the time and effort it will most likely take to make the transition. Even so, can't work that way anymore. Truly am sad to say, I Would not recommend Insightly to anyone.More about Insightly
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