Salesflare 사용 후기 및 리뷰

The CRM for the rest of us

주석: The visual overview, inetgration woth other systems is key in software nowadays: you all get this with SF!

장점:

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

단점:

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

Easiest to use CRM

주석: Support has always been so fast and helpful. I bought this through an AppSumo lifetime deal and have had conversations via chat with founders (I think). They really helped me understand how to use this software for my specific need - a music school with students as the accounts.

장점:

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

단점:

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.

On the right path

주석: Salesflare seems very promising and I believe they are on the right path. It might be just a little bit longer until it can compete with larger CRMs but they have done well with their integrations and some of the key features.

장점:

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.

단점:

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.

Less input, fairly easy to use

장점:

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.

단점:

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.

Seamless and robust

주석: Awesome

장점:

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.

단점:

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

Great for student management

주석: We manage a large intake of client information all with different attributes. Its hard to communicate effectively and simultaneously with so many moving parts. The platform has allowed us to track, communicate and ordinate efforts with great efficiency and minimize replication.

장점:

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

단점:

the reporting functions could be a bit more detailed.

CRM for Sales

주석: Overall I’m thrilled. No more lost leads. No more forgetting what happened or when it happened. It conforms to my exact sales cadence. I’m so happy with it I have tried to convert all my friends who are entrepreneurs over to Salesflare – and no I’m not an affiliate of them so I don’t get paid. Oh, and did I mention that it keeps on improving? Yes, it does and when they roll a new feature out it has good documentation on it.

장점:

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.

단점:

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.

A great platform for managing leads and opportunities

주석: Overall Salesforce is great. I am very happy with their email tools. The website is pretty easy to use and the email tools are pretty great. However, I found the User Interface to be quite complex and not the best. But overall, I am happy with it for now. I recommend Salesforce to people who are very comfortable doing basic tasks on a computer.

장점:

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.

단점:

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.

Powerful Software for managing clients and leads

주석: Highly recommended if you are looking for a sales CRM that can integrate into your other systems and can streamline your teams methods for getting and retaining clients.

장점:

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!

단점:

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.

Fast, easy and reliable. It does what it says really well with a really nice UI.

주석: It saves me a lot of time, keep track of email openings, that way I know when a lead or customer sees my emails, also, I can see when they go to my website, which is great. The pipelines are really visual and customizable so it should work for any kind of business. It integrates well with IMAP, Outlook, Gmail and others, so you can track your communications in almost every email account.

장점:

Automates the lead data gathering and task making process, saving a lot of time. Also, it has smart reminders which are great for people like me that keep forgetting to do follow-ups. The UI is well made so you don't need to take any tutorial to learn how to use it, also, it has a mobile app that will let you keep track of everything on the go.

단점:

Doesn't have in-app email and it lacks a lot of native integrations, even though that it has Zapier. It is really good, but these two points are what is left for it to be great!

Highly Recommended CRM

주석: I use Salesflare to track sales opportunities. It is easy to use and makes it easy to see what I need to do next for each potential client to keep the sales process moving. I also use Salesflare to track communications in my Book Yourself Solid® Network of 90 and List of 20. I'm perhaps using it in a bit of an unorthodox way for this, but it works, and it makes it easy to see who I need to contact this month.

장점:

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!

단점:

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.

It's a must for freelancers

주석: I'm a freelancer and always struggled to get my lead generation process organized. Salesflare is one of the tools that will pay for itself. I signed up a few clients on a retainer basis which is super awesome!

장점:

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

단점:

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

Salesflare: Already Great and Getting Better

주석: As someone looking for a CRM for a particular use in a particular field, I really like Salesflare’s look and feel, power and possibility. It is still a relative newcomer, but already feels accomplished and still on the rise.

장점:

Salesflare is a very capable CRM with a feel not unlike Salesforce, the behemoth that dominates this market segment. It started as a nimble, useful product, and keeps growing in its versatility and capability. It continues to add integrations—both direct connections as well as a host of other possibilities with Zapier functionality.

단점:

“With great power comes great responsibility”—somebody smart said that once, and they were right. Salesflare is like a veritable Swiss Army knife, with lots of tricks up its sleeve, but it takes a little bit of sweat equity to get it right. While you might be able to use that saw to trim your toenails, there are better options. All of those options are there in Salesflare, so give yourself a little time to grow into it.

Ease and Speed

장점:

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.

단점:

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

Simple to Use With Just The Right Features

주석: Fantastic!

장점:

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.

단점:

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.

A Simple CRM Software with Hidden Possibilities

주석: An easy to use CRM with a lot of possibilities once you get deeper into using it.

장점:

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.

단점:

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.

The Gmail integration is very powerful!

주석: At the beginning, it looks like any other CRM but as we started using it, Salesflare is far better than others we have tried. The way it populates information automatically is magical!

장점:

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.

단점:

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

Best value for money CRM.

주석: I'm still using SalesFlare and won't be moving, need I say more.

장점:

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

단점:

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

Easiest CRM to use

장점:

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

단점:

I wish the email workflows could be a little better.

Great "Smart" CRM

장점:

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.

단점:

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.

Great CRM software.

장점:

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

단점:

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

Really intuitive CRM system for both powerusers and occasional users

장점:

I guess the development team consists of the rare species that have mixed sales/technical skills. Salesflare really focusses on eliminating administration and spending more time with clients. The integration with linkedin enables me to qualify leads way faster.

단점:

In the early days of Salesflare, a few key features were missing but meanwhile they have been delivering everything I needed. An easier marketing automation integration might be of huge value for us.

Is Salesflare a reliable CRM?

주석: It is very easy to use and very affordable compared to other CRM software.

장점:

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

단점:

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

A CRM you don't actually have to use - and I mean that in a good way

장점:

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.

단점:

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.

Use it to control my customer pipeline and follow up, contacts automation

장점:

I love how easy it is to use and how automated the contact synchronization happens, social profiles auto population is another one of its nice features. Has all the features we need on a our CRM and also very affordable

단점:

Haven't encounter many cons for SalesFlare, though I have to admit this was our first experience with such tool, but over all we are pretty happy with it.