GleanView

GleanView

Sales and Marketing software stack

5/5 (7 avis)

GleanView - Présentation

GleanView is the only Account-Based, Sales and Marketing software stack that is completely configurable to fit your company’s unique needs. Our family of products addresses B2B sales and marketing challenges from top to bottom of the funnel by harnessing the power of automations and focusing on doing more with less. They can be used together to create a seamless platform, or can be plugged into your existing software to fill gaps and extend functionality.

Prix

À partir de
175,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Canada, États-Unis

Langues

anglais

GleanView - Avis

Note globale
5/5
100% d'avis positifs
7
Excellent
0
Très bien
0
Moyen
0
Médiocre
0
Horrible
Kristy H.
Traduire avec Google Translate

Everyone is on the same page 24/7/365 with where a potential customer is in our sales pipeline.

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 20/02/2019
Provenance de l'avis : Capterra

GleanView is a growing company that is focused on meeting & exceeding the needs of their customers. If there are any errors that are occurring, they are very driven to resolve the problems as quickly as possible. They are very invested in their customers and you never feel like you are just a number to them. They take customer experience to a whole new level.

Avantages

GleanView allows everyone in our company, from our Estimating Team, to Marketing, to our independent Sales Team, and everyone in-between, to be on the same page 24/7/365 with where a potential customer is in our sales pipeline. We can work potential customers through the sales funnel by segmenting them into drip marketing campaigns based on their interests. We are just scratching the surface of what GleanView can help us achieve and we are excited for what the future holds!

Inconvénients

The CRM is created for the masses. It doesn't fit everyone's needs across all business types, however the company is very flexible in creating the programming needed so that it does meet your needs if it will benefit their other customers.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Brenda W.
Traduire avec Google Translate

All of our customer interactions in one place

Publié le 09/02/2017
Provenance de l'avis : Capterra

GleanView is integrated with our online shopping cart, and all of our online orders/web quotes flow directly from our website into GleanView. These transactions are then routed to our sales and customer service team members using custom assignment rules, which were very easy to set up in GleanView. Web quotes are automatically entered as sales opportunities and assigned to sales and are tracked as pipeline.

I like the fact that all of our customer interactions are tracked in one central place that can be accessible anytime and from anyplace by all of our team. Every online order, offline order, phone call, web visit, and email for every single one of our accounts is tracked in one place. I also like the fact that GleanView is very customizable and was able match our workflow.

There were a few things along the way (some minor bugs and enhancements). The GleanView team has been great about fixing things like that quickly.

The integration capability really sold us. Being able to integrate all of our major systems phone, email, shopping cart, and website has really helped us understand our customers and their needs better.

We had a fairly manual process of lead and order follow up previously that relied on manual data entry and used several different systems. We wanted something that could put all of our customer data and interactions in one central place. We were able to reduce the administration and manual entry time of our team significantly, which allows them to focus more on following up with our customers.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Jynna B.
Traduire avec Google Translate

Gleanview has been an excellent tool to help keep my active projects organized in one place.

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 13/11/2017
Provenance de l'avis : Capterra

Project organization

Avantages

The option to customize the search fields for specific projects and or customers is the most helpful feature for my specific needs

Inconvénients

I wish there was an option to save your preferred search options so you didn't have to re-filter them each time you refreshed the page after an update or logging out.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Marc P.
Traduire avec Google Translate

Outstanding Service and Value - Complete Customer Relationship Solution

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 16/10/2017
Provenance de l'avis : Capterra

We are saving a ton of money and getting a better product and service that we had with our previous CRM.

Avantages

We switched from a competing CRM to GleanView and ended up saving alot per year without losing any functionality. The service has been top notch and has gone above and beyond to accommodate our needs. The team at GleanView has been able to really customize the integrations to match our sales and marketing process, and we now have a full solution that manages our customers and prospects from lead to repeat order.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Mark L.
Traduire avec Google Translate

Clearly designed for B2B - People running SMB designed this for others running SMB's.

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 19/02/2019
Provenance de l'avis : Capterra

Full-fledged CRM: Tracking leads, Opportunities, customers. Emailing DIRECTLY out of application using email follow-up templates - GREAT time saver. Follow-ups sync'ed to calendar. Easy to add user-defineable fields, importing is a breeze.
Have not yet tried the marketing automation, but very impressed that for the price, includes Hubspot/Marketo-like Marketing Automation functionality! Eager to get to that next.

Avantages

Easy, Intuitive, has all the features/functionality you'd expect all in one single application.

Inconvénients

Been on for 6 months, haven't found any.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10

GleanView - Prix

À partir de
175,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Prices start from $175 / month for up to 5 users for the Outreach product. Each of the other products start at $200 / month. Combine products to get a complete platform, or just get the pieces you need.

GleanView - Fonctionnalités

  • API
  • Base de données de contacts
  • Champs personnalisables
  • Gestion des calendriers
  • Importation et exportation de données
  • Intégration CRM
  • Intégration des e-mails
  • Intégration des médias sociaux
  • Notifications automatiques
  • Suivi des activités
  • Tableau de bord d'activités

  • Base de données de clients
  • Intégration de tiers
  • Intégration mobile
  • Modèles personnalisables
  • Paiements électroniques
  • Rappels automatiques
  • Rapports et statistiques
  • Rapports personnalisables
  • Stratégie de marque personnalisable

Plus d'informations sur GleanView

GleanView - Principales fonctionnalités

  • Account management
  • Activity dashboards
  • Activity summary
  • Advanced segmentation
  • Anonymous visitor identification
  • Appointment & task calendar
  • Behavior-based triggers
  • Call & email logging
  • Campaign automation
  • Custom landing pages
  • Custom routing rules
  • Customer lifecycle management
  • Customizable widgets
  • Drag-and-drop email designer
  • Drag-and-drop landing page designer
  • Dynamic content for email personalization
  • Email drip campaigns
  • Email marketing
  • Email open, click & bounce tracking
  • Follow-up scheduling
  • Lead routing
  • Lead tracking
  • Marketing analytics
  • Multi-step email nurture campaigns
  • Opportunity management
  • Pipeline management
  • Product & vendor database
  • Project management
  • Quote creation
  • Quote tracking
  • Real-time alerts
  • Sales analytics
  • Sales forecasting
  • Sales stage tracking
  • Web order & form submission tracking
  • Web, email & phone histories

Avantages

  • 4 Key Products. One Integrated Platform.

  • Scale sales engagement and top of the funnel outreach to new prospects

  • Manage full cycle sales from first touch to repeat customer

  • Transform the way you communicate with prospects and customers

  • Build targeted account and contact lists to fuel outreach

  • Turn anonymous website visitors into leads

  • GleanView - FAQ

    Voici quelques-unes des questions fréquentes sur GleanView.

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

    Types de licences disponibles pour GleanView :

    À partir de: 175,00 $US/mois

    Type de licence: Abonnement

    version d'essai gratuite: Disponible

    Prices start from $175 / month for up to 5 users for the Outreach product. Each of the other products start at $200 / month. Combine products to get a complete platform, or just get the pieces you need.

    Q. Quelles sont les principales fonctionnalités du logiciel GleanView ?

    Fonctionnalités du logiciel GleanView :

    • Account management
    • Activity dashboards
    • Activity summary
    • Advanced segmentation
    • Anonymous visitor identification
    • Appointment & task calendar
    • Behavior-based triggers
    • Call & email logging
    • Campaign automation
    • Custom landing pages
    • Custom routing rules
    • Customer lifecycle management
    • Customizable widgets
    • Drag-and-drop email designer
    • Drag-and-drop landing page designer
    • Dynamic content for email personalization
    • Email drip campaigns
    • Email marketing
    • Email open, click & bounce tracking
    • Follow-up scheduling
    • Lead routing
    • Lead tracking
    • Marketing analytics
    • Multi-step email nurture campaigns
    • Opportunity management
    • Pipeline management
    • Product & vendor database
    • Project management
    • Quote creation
    • Quote tracking
    • Real-time alerts
    • Sales analytics
    • Sales forecasting
    • Sales stage tracking
    • Web order & form submission tracking
    • Web, email & phone histories

    Q. Qui utilise GleanView ?

    Utilisateurs habituels du logiciel GleanView :

    Entreprises de taille moyenne, PME

    Q. Dans quelles langues GleanView est-il disponible ?

    Langues dans lesquelles GleanView est disponible :

    anglais

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

    Types de licences disponibles pour GleanView:

    Abonnement

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

    Nous n'avons pas d'informations sur les appareils pris en charge par GleanView.

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

    Applications s'intégrant à GleanView :

    Gmail, Google AdWords, Google Calendar, InsideView, Office 365, RingCentral, Unbounce, Zapier

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

    Ressources d'aide disponibles pour GleanView :

    Support en ligne, Support téléphonique