Salesmate Reviews & Pricing

Key Features

• Contact Management:  Store, organize, group and segment contacts centrally. Add tags and custom fields while using smart filters to search for contacts with similar attributes. Linear communication timelines make relevant information readily accessible. 
• Email Management:  Send personalized messages to contacts with included templates. Automated performance tracking for metrics like open rates, click rates and opening times can help continually improve engagement rates. 
• Text Messaging:  In-built text features lets salespersons engage their contacts with bulk messages about promotions, announcements, greetings and reminders. 
• Built-in Calling:  Single-click calling features help users connect with leads and customers. It also supports call recording, notes and reports to facilitate better communication training. A power-dialer, automatic call distribution and call transfer facilities provide seamless communication. 
• Team Inbox:  Shared team inboxes provide a collaborative space for teams with complete transparency to improve lead and client email response rates. Close deals, upsell and resolve customer queries faster. 
• Workflow Automation or Sequencing:  Automated data enrichment for contacts, email tracking, call tracking and task delegation lets sales teams focus on closing deals. Automated ‘sequences’ of activities can be created to ensure multiple touchpoints with contacts with pre-set rules and delays. 
• Sales Pipeline Management:  A complete visual overview of the sales pipeline lets users view, organize and prioritize follow-up actions to focus on the high-priority leads. Detailed breakdowns of pipeline stages are also provided to identify issues and course correct. 
• Product Catalog:  Users can manage a product catalog for easy access of prices and availability, as well as to manage deals and promotions. 
• Deal Management:  The deal management module offers real-time visibility into sales cycles and deal status for each stage of pipeline. Visual indicators help define each deal’s value, identify hot deals and improve profit margins. 
• Activity Tracking:  Plan, prioritize and track day-to-day activities while delegating tasks using the activity tracker. Managers can also use the activity tracker to measure team performance. 
• Goal Tracking:  Admin can set up and track quantifiable time-based goals at the user, team, and organization levels to stay on the right track and maintain performance. 
• Sales Forecasting:  Sales forecasting features with real-time visual representations of sales funnel help estimate revenue and optimize operations for maximum profitability. 
• Sales Reports:  Pre-built, customizable and interactive reports measure the entire sales funnel from lead to closure. Pipeline conversion, lead source analysis, team performance and individual deals provide valuable metrics and actionable insights. 

Limitations

•  Automated texting is hard to setup with coding 
•  Multichannel sequencing needs to be improved 
•  Custom field options need to be expanded 
•  Takes time to load 

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