Salesbook - an indispensable sales tool
Rating: 9 out of 10
Use Cases and Deployment Scope
A great tool for sales reps. Thanks to Salesbook, we automated activities that were pointlessly taking a lot of time (such as filling in data in CRM manually). It integrates efficiently with external tools and has a very useful phone app.
Pros
- The detailed reports help a lot in analyzing sales.
- Thanks to the tablet app, I don't have to enter the data into another system after the meeting with the client. I can do it during the meeting.
- Smooth integration with external tools.
Cons
- The speed of applications and file uploads could be worked on.
Likelihood to Recommend
The most important thing is definitely the tablet app. It has the entire sales process built into it - from making a presentation, preparing an offer (and even comparing competitors' offers) to signing a contract and sending a follow up to the customer. The implementation went very smoothly, but you also have to put some effort into it. For what it's worth afterwards, the savings in time and money are invaluable.
Vetted Review
2 years of experience