ConnectAndSell vs. Salesmate

ConnectAndSell is incredibly helpful when it comes to getting people on the phone. In the world of sales, dials and connects are king and connect and sell works great to hit these two points. The ability to create lists is great, however, I would like to see more customizable options available for end-users to play around with.

Incentivized

Salesmate gives us everything we need as a small business, with a clear interface, and can adapt to any business. If I was being ultra picky, I would perhaps suggest the ability to remove or hide certain modules not applicable to our niche, e.g., we are a B2C business, so the company module is not really useable for us, but this is not a negative by any means.

• The amazing piece is that you can leave a voicemail with each of those calls and really only need to focus in on the calls that patch through.
• One thing that has been absolutely amazing about Connect and Sell is the amount of call volume you can get in a single day. We used to start out by having 40 calls a day to now exceeding 200 calls going out.
• It's been a product that we weren't sure of the business impact but we've already seen results from producing more conversations and being able to follow up with greater ease.

Incentivized

• For each client, it tracks emails, text messages, activities, files, calendar events, phone calls, to-do items.
• Customization is quite good -- you add fields you need. Like was discovery received, full payment, partial payment, etc. You can later run reports.
• Integration with other apps is good; I use QuickBooks and DocuSign.
• Customer service is very good.

• ConnectAndSell sounds way too robotic when the prospect answers the phone
• The implementation team is terrible. Donny was a horrible leader and did a terrible job of getting us going
• They have way too many bugs they need to fix at this point

Incentivized

• The search feature can be buggy and does not allow for highlighted text to be typed on. You must clear the box or hit backspace before typing. The only app in my life that does this.
• The dashboard button is pointless if it still makes you choose between legacy or classic.

For the right reps who are good at talking to prospects who aren't expecting their call, this is a no brainer.

Very happy with the customer service and the overall functionality of the program. With new features always being launched and discussed I'm looking fwd to growing with them

Incentivized

The platform is incredibly robust while maintaining a clean appearance. This allows you to see exactly what you need at any given time without being overwhelmed. The ability to customize your dashboard easily allows you to see the information that is most relevant to your operations and needs.

I have had a few support calls with their people. They are totally reachable and helpful, sharing screens, controlling my screen, showing why things happened, not just correcting it. If you have an issue with the software, let them help. They are there for you, and they are friendly, accessible, and happy to do their job.

Incentivized

Fantastic - always reply in a reasonable amount of time, usually with a simple fix. The support website is very handy, but often you will likely have 'niche' questions - to which the team are all to happy to help with. For larger issues, we have had to lodge tickets with tech, but to date, every issue we have had has been resolved. Very happy with the support and service.

No - All very straightforward and simple.

Lightning has a better success rate for connecting (in terms of it takes less time to connect using Lightning) but Lightning was definitely using shadier connecting tactics and also required the user to be focused intently when it connected you with a prospect. When using lightning, you needed to immediately speak and know your talking points while ConnectAndSell gives you better time to prepare.

Incentivized

I was using the free version of Hubspot, which was extremely limiting. If I wanted to go ahead and unlock a simple feature, which every other CRM offered, my price would shoot up to hundreds of dollars a month for no reason, as they force you to unlock “all the features” not just the ones you need. Salesmate is much better, as you can choose which features you want, and don’t want.

• It is a little expensive.
• It does require management to keep lead lists lean and workable.
• It is tough to keep sales people motivated on it.
• It can feel overwhelming.

Incentivized

• It saved me so much time following up with leads. I move them to the next stage, and Salesmate does the rest.
• It does a whole load of outreach for me. It's seamless.
• I get a lot more responses from people in my pipeline - especially using SMS to follow up.