TrustRadius: an HG Insights company

Octopus CRM

Score8.3 out of 10

2 Reviews and Ratings

Top Performing Features

  • Form templates

    Pre-built or customizable form and landing page templates.

    Category average: 6.9

  • Lead nurturing automation

    Users can set up targeted drip email campaigns based on time intervals or prospect behavior, to automate the lead nurturing process and move them further down the sales funnel.

    Category average: 8.6

  • Data quality management

    The software helps store, manage, and organize data around each lead, and avoid data problems such as duplicate contacts or non-standard formats.

    Category average: 8.6

Areas for Improvement

  • Lead segmentation and distribution

    Facilitates the distribution and assignment of leads to sales representatives or teams, ensuring a fair and efficient allocation of leads for follow-up and conversion.

    Category average: 8.3

Who Buys & Uses Octopus CRM

Octopus Review from a Sales Perspective

Use Cases and Deployment Scope

I use Octopus to automatically send connection requests with a generalized connection message to individuals in my field of work. I work in sales, so LinkedIn prospecting is a good alternative avenue to emails. Once people connect with me I then customize further messages in hopes of getting a meeting with them to discuss the service I'm selling.

Pros

  • Automates connection requests
  • Allows you to work while connection requests are being sent
  • Tells you when you've already connected with someone

Cons

  • Could make functionality of LinkedIn Sales Nav to Octopus easier

Return on Investment

  • I've been able to book some meetings from people I've connected with on Octopus, positively impacting my sales metrics and my companies bottom line.
  • Also good to grow my LinkedIn connections to show people I am a face in my industry.

Alternatives Considered

LinkedIn Sales Navigator

Other Software Used

LinkedIn Sales Navigator