Salesmate vs. InsideSales.com / XANT PowerDialer for Salesforce (discontinued)

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.

Outbound dialing is where it excels. It's especially good with larger teams of reps. Organizing through campaigns and seek lists is very powerful once you understand how to use it. There is definitely a learning curve with seek lists (I've spent tons of time on the phone with their support staff) but once you understand it the possibilities are endless. You can sort which leads show up by a variety of filters. Even with a list of 10,000+ leads and 5 reps calling on it, you can ensure no leads show up in two reps lists, the reps are calling specific territories, and even skipping leads that are likely on their lunch break! One my of favorite tricks with seek lists and only calling people with titles like Director/VP/C-Level before 8:30am or after 5pm their time, when those people are more willing to pick up the phone. They also appreciate a sales rep who is putting in the extra time to call during those blocks.

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.

• Creates competition between teammates, I have used several outreach tools and this one provides the best interaction with a points system to give that competitive edge to outreach
• Accurately tracks metrics, near realtime tracking of your own and team's metric attainment on a day-to-day basis
• Integrates with Salesforce, having click to dial and a widget embedded in Salesforce made using this tool very easy

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.

• No call parking features for inbound calls, if on a call through the dialer, one cannot place that call on hold to take the second call.
• All notes are lost when another inbound call comes in, whether or not you accept that call.

Incentivized

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 like that it is simple, functional and I can rely on it to help me get my work done everyday. My job became much harder without InsideSales.com. The new CRM I am using has confusing features and too much going on sometimes. There are so many fields and functions that I find unnecessary--what sucks is when I look at my screen at all these empty fields, it makes me feel incomplete. With InsideSales.com, I knew what to put in every box and why it would be important. I could put it in once and whether it was my manager, case admin or data analyst or me, we all knew where to find it. With our new system, I find myself having to do more input and data entry for other people to benefit--no longer a "one shot, one kill" deal.

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.

They are providing good support. We can contact any time to raise our query.

Incentivized

No - All very straightforward and simple.

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.

[PowerDialer for Salesforce, from XANT (formerly InsideSales.com) is] cost effective and can use it without any training that saves lot of time. It helps to connect more [clients] and getting more business. We can easily track inbound and outbound calling. We can check leads to call. Support team is also there for us to help.

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.

• Because it manages leads, we call the hottest leads first no matter what time of the day they come in.
• I am able to make more calls every day which helps me to contact more people and create more opportunities for our company.
• It keeps our company up to date with Salesforce helping us know better about what is happening with the lead and opportunity.

Incentivized