Salesflare est une solution cloud de CRM destinée aux start-up et aux petites entreprises, conçue pour automatiser l'entrée des données et éliminer la saisie manuelle de coordonnées ou d'informations relatives à l'entreprise, aux réunions ou aux appels.
Salesflare rassemble automatiquement les informations et coordonnées de l'entreprise de sources telles que les profils de réseaux sociaux, les signatures d'e-mails et les messages, entre autres, en supprimant le besoin de rechercher et saisir les données manuellement. Les clients sont automatiquement identifiés par le téléphone de l'équipe et la liste de contacts par e-mail ; leurs coordonnées sont partagées au sein d'un répertoire centralisé tout en maintenant des contrôles d'accès sur les contacts privés. Les utilisateurs peuvent également afficher les réseaux de leurs collègues et consulter quelles informations de contact ils possèdent. Salesflare consigne également les réunions et les appels en les liant avec les applications d'agenda et les journaux téléphoniques mobiles des utilisateurs. La solution stocke également tous les fichiers et documents échangés avec les clients dans des dossiers individuels.
Salesflare présente les différentes options aux utilisateurs dans une vue d'ensemble qui couvre automatiquement les opportunités requérant des mesures. Celles-ci peuvent être affichées à la fois en affichage par étapes et en affichage chronologique, qui présente l'historique complet des contacts à tous les membres de l'équipe participants. Les utilisateurs peuvent choisir de prendre des mesures immédiatement, planifier un suivi ou affecter le lead à un autre membre de l'équipe. L'engagement client est suivi en envoyant des notifications en temps réel aux utilisateurs lorsqu'un client ouvre un e-mail, se rend sur le site web ou clique sur un lien afin de lui permettre d'obtenir des suivis personnalisés.
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.
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.
Managing Clients through email and spreadsheets was getting chaos at RTIwala Services. Whereas other CRMs are too complex to understand and use.
Avantages
It's simple and easily understandable UI & UX. Availability of many advanced features like tagging, lead enrichment and custom fields. The RTIwala Team is in love with Salesflare and their support.
Inconvénients
Nothing as such. Just looking for more native integrations particularly with WooCommerce, Weebly and Shopify.
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.
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
Voici quelques-unes des questions fréquentes sur Salesflare.
Types de licences disponibles pour Salesflare :
À partir de: 30,00 €/mois
Type de licence: Abonnement
version d'essai gratuite: Disponible
Nous n'avons pas d'informations sur les fonctionnalités de Salesflare.
Utilisateurs habituels du logiciel Salesflare :
Auto-entrepreneurs, PME
Langues dans lesquelles Salesflare est disponible :
anglais
Types de licences disponibles pour Salesflare:
Abonnement
Appareils pris en charge par Salesflare :
Android, iPhone, iPad
Applications s'intégrant à Salesflare :
Campaign Monitor, Constant Contact, GrooveJar, HubSpot CRM, HubSpot Marketing, Leadberry, LeadsBridge, PieSync, Robly, Teamwork Projects
Ressources d'aide disponibles pour Salesflare :
FAQ, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo
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.