Salesflare

Salesflare

Intelligent CRM for small B2B businesses and startups

4.6/5 (93 avis)

Salesflare - Présentation

Salesflare is a cloud-based customer relationship management (CRM) solution aimed at startups and small businesses, which is designed to automate data entry and remove the need for users to enter company, contact, meeting, and call data manually.

Salesflare automatically gathers company and contact details from within email body text, email signatures, social media profiles, and other sources, removing the need for users to manually seek out and enter contact information. Customers are automatically identified from team phone and email contacts, and their details shared in a centralized address book, while maintaining access controls on private contacts. Users can also view their colleagues’ networks, and see which individuals they have contact details for. Salesflare also logs meetings and calls through interfacing with users’ calendar applications and mobile phone logs, and stores all files and documents exchanged with customers in individual folders.

Salesflare presents opportunities to users in an overview which automatically surfaces the opportunities requiring action. Opportunities can be viewed both in the stages view and in a timeline view, which presents the full contact history to all participating team members. Users can choose to take action immediately, schedule a follow-up for later, or assign the lead to another team member. Customers’ engagement is tracked, sending users real-time notifications when a customer opens an email, visits the website, or clicks a link, with this insight allowing customers to tailor their follow-ups.

Prix

À partir de
30,00 €/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Asie, Australie, Brésil, Canada, Chine et 5 autres, Europe, Allemagne, Inde, Japon, Amérique latine

Langues

anglais

Salesflare - Avis

Note globale
4.6/5
97% d'avis positifs
63
Excellent
27
Très bien
3
Moyen
0
Médiocre
0
Horrible
Cal T.
Traduire avec Google Translate

CRM for Sales

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 26/09/2018
Provenance de l'avis : Capterra

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.

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Don D.
Traduire avec Google Translate

Highly Recommended CRM

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 21/10/2018
Provenance de l'avis : Capterra

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.

Avantages

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!

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Nate R.
Traduire avec Google Translate

Powerful Software for managing clients and leads

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 12/09/2018
Provenance de l'avis : Capterra

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.

Avantages

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!

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Ayman A.
Traduire avec Google Translate

It's a must for freelancers

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 17/09/2018
Provenance de l'avis : Capterra

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!

Avantages

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

Inconvénients

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

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Carlos D.
Traduire avec Google Translate

Bare Bones But Dense With Features

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 13/09/2018
Provenance de l'avis : Capterra

Avantages

What I like the most about Salesflare is the direct integration into Gmail. While other CRMs offer amazing functionality and features, more often than not they require you to use their integrated email service. As a small business, we use Gmail for our communication, file management, and scheduling. Having a light-weight CRM directly integrated into Gmail makes client managment easier and that's the most important feature for us.

Inconvénients

Salesflare does suffer from a lack of compatibility with other sales based software. For example, we use Leadworx for our outbound lead generation. Leadworx integrates with CRMs such as Salesforce and Zendesk but Salesflare is not compatible which means we need to go back and forth between platforms to manage our lead generation and account management. The point of using Salesflare, for us, is to limit the need to switch between platforms.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10

Salesflare - Prix

À partir de
30,00 €/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

14-day free trial, no credit card required.

Annual billing: €30 per user, per month

Monthly billing: €35 per user, per month

Salesflare - Fonctionnalités

  • API
  • Base de données de contacts
  • Champs personnalisables
  • Gestion des calendriers
  • Intégration des e-mails
  • Intégration des médias sociaux
  • Notifications automatiques
  • Rappels automatiques
  • Suivi des activités

  • Base de données de clients
  • Importation et exportation de données
  • Intégration CRM
  • Intégration de tiers
  • Intégration mobile
  • Modèles personnalisables
  • Paiements électroniques
  • Rapports et statistiques
  • Rapports personnalisables
  • Stratégie de marque personnalisable
  • Tableau de bord d'activités

Plus d'informations sur Salesflare

Salesflare - Principales fonctionnalités

  • Automated contact & company info recording
  • Automated reminders
  • Automated to-do lists
  • Automatic meeting & call logging
  • Communication history
  • Contact management
  • Custom fields
  • Customer engagement tracking
  • Data input automation
  • Document management
  • Document storage
  • Email tracking
  • Funnel analysis
  • Goals / quota management
  • Interaction tracking
  • Lead management
  • Leaderboard
  • Link tracking
  • Network mapping
  • Opportunity assignment
  • Opportunity prioritizing
  • Opportunity stages & timeline views
  • Predictive lead scoring
  • Real-time notifications
  • Revenue insights
  • Sales intelligence
  • Sales pipeline management
  • Shared contact database
  • Team insights
  • Website tracking

Avantages

  • Company and contact information is aggregated from social profiles, email content, email signatures, and other sources, reducing the need for manual data entry.

  • Phone calls and meetings are automatically logged by Salesflare through integration with calendars and mobile phone logs, and creates individual document folders to store files exchanged with each customer.

  • Opportunities are presented in a smart overview that displays to users which opportunities require attention and what action is required, and customer reactions to outreach is presented to users in real-time notifications.

  • Shared accounts allow team members to follow communication with clients, including phone calls, emails, and meetings, without needing to be directly involved.

  • Customers are automatically identified from users’ phone and email contacts, and details are shared between team members in a central address book.

  • Salesflare - FAQ

    Voici quelques-unes des questions fréquentes sur Salesflare.

    Q. Quels sont les types de licence disponibles pour Salesflare ?

    Types de licences disponibles pour Salesflare :

    À partir de: 30,00 €/mois

    Type de licence: Abonnement

    version d'essai gratuite: Disponible

    14-day free trial, no credit card required.

    Annual billing: €30 per user, per month

    Monthly billing: €35 per user, per month

    Q. Quelles sont les principales fonctionnalités du logiciel Salesflare ?

    Fonctionnalités du logiciel Salesflare :

    • Automated contact & company info recording
    • Automated reminders
    • Automated to-do lists
    • Automatic meeting & call logging
    • Communication history
    • Contact management
    • Custom fields
    • Customer engagement tracking
    • Data input automation
    • Document management
    • Document storage
    • Email tracking
    • Funnel analysis
    • Goals / quota management
    • Interaction tracking
    • Lead management
    • Leaderboard
    • Link tracking
    • Network mapping
    • Opportunity assignment
    • Opportunity prioritizing
    • Opportunity stages & timeline views
    • Predictive lead scoring
    • Real-time notifications
    • Revenue insights
    • Sales intelligence
    • Sales pipeline management
    • Shared contact database
    • Team insights
    • Website tracking

    Q. Qui utilise Salesflare ?

    Utilisateurs habituels du logiciel Salesflare :

    Auto-entrepreneurs, PME

    Q. Dans quelles langues Salesflare est-il disponible ?

    Langues dans lesquelles Salesflare est disponible :

    anglais

    Q. Quels sont les types de licence disponibles pour Salesflare ?

    Types de licences disponibles pour Salesflare:

    Abonnement

    Q. Salesflare prend-il en charge les appareils mobiles ?

    Appareils pris en charge par Salesflare :

    Android, iPhone, iPad

    Q. Avec quelles applications Salesflare peut-il s'intégrer ?

    Applications s'intégrant à Salesflare :

    Campaign Monitor, Constant Contact, GrooveJar, HubSpot CRM, HubSpot Marketing, Leadberry, LeadsBridge, PieSync, Robly, Teamwork Projects

    Q. Quelles sont les ressources d'aide disponibles pour Salesflare ?

    Ressources d'aide disponibles pour Salesflare :

    FAQ, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo

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