Salesforce Revenue Cloud vs. Salestools.io (discontinued)

CPQ is great if you can devote the time to it to make it perfect for your sales team. It requires a lot of time and energy to build it out and customize, but once that's done it is one of the most powerful tools you will have. Having an expert in CPQ is really helpful as well.

Incentivized

Salestools really helped us set up a predictable pipeline and helped us scale our sales efforts. Before we did manually prospecting looking for customers using Stripe and then researched leads and build campaigns. With the Auto Prospector® I managed to do this 100% automated; we grew our business rapidly with Salestools. No data provider is 100% accurate neither is Linkedin and I must say Live Data® from Salestools is as good as Sales Navigator.

• Salesforce CPQ is great for being able to quickly and easily build product bundles in an intuitive and visually appealing way.
• The product catalog and ability to easily add fields to product records makes setting up products really simple and adds a lot of value to reporting within Salesforce.
• Basic product and configuration rules are very easy to understand and set up.

Incentivized

• Create automatic follow-up processes in Pipedrive based on deals created.
• Be able to add prospects along the way when creating deals in the CRM.
• Be able to integrate efficiently with CRM Pipedrive.

Incentivized

• Our Salesforce is very messy, which tells me it's not super easy to clean up.
• I always have a really hard time removing a contacts from an account - it seems like you can't simply remove the relationship so we have lots of people named DO NOT CONTACT or things of that nature.
• Sometimes when saving it doesn't seem like things actually save.

Incentivized

• The company has a global focus, their revenue numbers on companies at first was weak but recently I have seen an improvement that gets closer to D&B levels and if they can improve radically there it is a huge plus.
• I love IT Budgets, they started to roll it out, wish I had that earlier.

The company is very easy to work with and is growing by leaps and bounds. We do not anticipate switching vendors anytime in the near future

After the initial set up, end users who are not the most tech savy are generally finding it easy to navigate

There have been some issues with multi-year pricing of certain products and services which we have been assured will be resolved but I guess are still underway, the support team apart from this has not been needed much and in the rare scenarios, it has been needed the resolutions of conflicts has been prompt and quick, so the overall support would have my high regards for being so helpful and customer-oriented so as to assure good performance of their toolset and customer satisfaction.

Incentivized

This has better product capabilities like Manage Order, Mobile, pricing module, select product offers service channel. What I like best is the integration with Salesforce, the ability to create and connect opportunities and there is a lot of flexibility in this tool. It has a very user-friendly platform & navigation across pages is the best Also I like how fast I can create quotes. I also like how detailed you can get with reporting. Any possible metric we can think of can be tracked, measured, and integrated.

We have been trying KLENTY mainly, however, the Prospector of Salestools.io is quite superior. For both cases, the preparation of campaigns are not as easy as it sounds, but as soon as you do the first, it will be easier for your business. Salestools.io has a better and easier interface and the webpage is superb. If you are looking just for follow-up, PLENTLY with doing, but if you need to find a prospect, Salestools.io is the service you need.

Incentivized

• Easy access to reporting on closed-won, closed-lost, and open quotes.
• Accuracy in data referenced in a quote - it's typically accurate as it is pulled directly from opportunity, looking up to associated subscription start/end dates, etc..
• We lose valuable time in creating quotes ourselves. Quotes were requested and created through sales ops previously, sales did not have access to the excel templates used to generate quotes.

Incentivized

• Very negative ROI. We burned high-value contacts that were wasted on bugs, problems, and week-long delay in support responses.
• Management is dishonest. As a business owner and entrepreneur that wish was told this before becoming a Saesltools.io client: Stay away.