OptifiNow Software


 

OptifiNow is a modular Sales Automation platform that streamlines the day to day activities of sales professionals. By offering the system on a modular basis, clients can adapt the solution to meet their specific needs. The system is a fit for mid-size and enterprise sales organizations.

The OptifiNow platform includes solutions for Lead Management, Sales Process Automation, Web Content Management, Marketing Collateral Management, Social Publishing, Social Collaboration and Business Intelligence. All of these can be used independently or as a solution suite, and are available both in a standalone or Salesforce.com environment.

The system allows members of the sales team to keep in touch with prospects via email, direct mail, SMS, print, and social channels. Businesses can also create templates and personalized marketing collateral, allowing them to maintain their brand’s messaging throughout the sales process.

 

Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

5 Reviews of OptifiNow

Showing 1-5 of 5

 

from Luminance Recovery Centers
Specialty: Healthcare / Medicine
Number of employees: 51 to 100 employees Employees number: 51 to 100 employees

Addiction Recovery Call Center

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Likes Best

OptifiNow built out the exact platform we needed for our addiction/recovery business. Before we had this software, we were paper based and lost business because of this.

Likes Least

I wish they have active customer support phone number. They have a dedicated rep you can email, but I guess this is the way most SAAS companies are going.

Recommendations

Make sure that whatever software you are looking at that it is flexible around your business processes. If it is not flexible, you may not realize the true potential of the value the system can bring.

 
 

from InfLux
Specialty: Software / IT
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Worked with our program manager at OptifiNow to help automate.

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Likes Best

Automation, automation, automation - lead management, customization.

Likes Least

From time to time we need more templates and have no marketing department.

Recommendations

Ask about triggers and customization - we only learned that OptifiNow has everything we need and flexibility after speaking with them. Other vendors were good, but, none had such capabilities.

 
 

from Datamyx
Specialty: Banking
Number of employees: 51 to 100 employees Employees number: 51 to 100 employees

We have mutual clients. My clients are very happy with the CRM.

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N/A

Likes Best

Easy to work with and smooth integration. Our clients are very happy with them.

Likes Least

Nothing bad to report. They are great to work with.

Recommendations

You should try it out. They are great to work with!

 
 

from Sooth
Specialty: Consulting
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

Implemented this Lead Management solution at several client locations

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Likes Best

What I like most about this solution is that the sales people love to use this product because it drives more sales for them. Client after client that I implement this in becomes a raving fan of the system - in part because it is so flexible. The software team that deploys the solution not only customizes it to your workflow but gives you their years of experience with respect to best practices across industries.

Likes Least

Honestly, in each of our implementations we have had nothing but a great experience.

Recommendations

The issue I see with so many systems out there is that they do one thing well and you need to add additional platforms that do not talk to each other and start to make your sales process more complicated that it needs to be. Honestly, salepeople just need to be selling, not learning software or filling our reports. So when looking for a system, really look at what the core functionality delivers for the salesperson using it. Just like Microsoft Word, it has lots and lots of features, buy 99% of us only use the core 10% of the features. You should apply the same logic to when you are shopping for a Lead Management or Sales Process Automation software platform.

 
 

from Incap
Specialty: Software / IT
Number of employees: 101 to 500 employees Employees number: 101 to 500 employees

Great Lead Management platform with one stop marketing compliance

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Likes Best

The modules are unlike like most CRMs where your configuration takes a long time. It's the easiest plugin for SFDC.

Likes Least

Minor overlap in automation tools we use with SFDC.

Recommendations

I recommend you walk through it first hand and try the on Demand modules.

 
 
 
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