Salesnet CRM is a sales and marketing automation tool for businesses of any size with a focus on Sales Force Automation. It offers a high level of configurability to ensure the product meets the unique needs of each company. Salesnet relies on dashboards, pipelines, forecasts, and reports to ensure that each member of the team has access to the most up-to-date and accurate data.
Salesnet’s Marketing Automation tool designed for marketing departments and organizations to more effectively market on multiple channels and automate repetitive tasks. Users are able to identify, manage, engage and track lead sources while managing campaigns with tools including email marketing, document libraries, and reporting capabilities. The Salesnet Process Builder is a patented workflow engine that adapts to an organization’s way of doing business regardless of their industry or sales methodology. The program also offers advanced customization resources including XML Web Services APIs and a flexible infrastructure.
Chad from Liberty Enterprises
Simplicity. Great to use and pretty self explanatory. Great system to purchase by both the everyday users and the every so often users.
Importing lists compatibility. Difficult for people who only do it every so often.
Take the time and do the research. Make sure this software is for your needs. Do the live demo's.
Josh from IMETCO
Going from no CRM to having CRM is a drastic improvement. We are happy to be able to access all of this information in one place.
I think the overall feel of the website is dated, it doesn't seem intuitive to me as a regular user. I've learned some tricks to get around some of the bugs while they're being hashed out. I'm hoping it will improve
Be patient, it takes time to see results from implementing the software.
Phyllis from Klochko Equipment Rental Company
It's very easy to look up clients and their point of contact.
Too difficult to create new reports. I want to just easily click what I want to see in a report.
It is helpful to the company to be very honest and open in your evaluation. Play around with all the features. Call customer service with any questions you have. Try to run some reports, look up clients and contacts, try to use a handful of features. This will help you create a better understanding of the software and you'll be able to give a more helpful evaluation.
Danielle from A-Check Global
Specialty: Other services
Easy to use once you receive training and the customer service is always fast efficient, effective and friendly!
That you do not have the options to change a few fields around and a few reports can not be tailored to our companies needs.
Don't be afraid to call customer service for help, they saved me time and time again when I was just starting out a few months back.
Emily from Innovative Cost Solutions
Specialty: Other services
SalesNet is streamlined to make it user-friendly and efficient. It's customizable tabs, sort-by features and numerous contact categories are all functions I find very helpful.
It is somewhat of a tedious process to import new leads, having to format the excel spreadsheet just right. However, if there are any errors or kick-outs, it is easy to go back and make said changes.
Explore all of its features including next step reminder, status and contact categories.
Suzanne from Suffolk County Consytables Office
Date: June 2011
My husband handles most of the heavy lifting when it comes to this software but when I saw this opportunity I wanted to comment from an user perspective.
I need to say that Salesnet is really easy to use. I am not the most computer savvy person around. Email, Facebook, Excel and Word are probably the extent of my "professional' experience/knowledge. "Simple" and "easy" are key and Salesnet is pretty straightforward.
I can say that I have seen some of the reports my husband can run using Salesnet and it is awesome. I have created some reports and Dashboards myself for things I need to keep an eye on, but for some really major items I leave it to the expert. I can honestly say when I request a report to see X, Y, Z from whatever perspective he can always produce those numbers for me, right from Salesnet, in a concise Excel report.
In the past we were using Excel and Word documents and it quickly became a headache. It was tough ensuring that all individuals had the most updated information, you were unable to edit from the server if someone else was editing, there was a variance in document wording sometimes, what have you. We were not uniform and it was costing us time, effort and money.
It took me some time to feel confident with the software, the merges and such. But once I started using the software I quickly discovered how archaic our previous routine truly was. I went from taking upwards of 4 hours to put together documents for services completed that day, print documents, mail and file. Now I run a report for all services that day, complete a Communication for the template and out comes Returns for the services. I then attach all that to mailing and it's out the door. All done within 1 hour. I have so much time now I feel like I am cheating.
I do like the application. I would like to see some reminder pop-up of some sort for calendar or task items like I have in Outlook since we use Salesnet for everything now.
Derek from Suffolk County Constable's Office
Date: June 2011
I have been using Salesnet since 1993 and have seen the application grow exponentially. From the Legacy version to the New Salesnet I am continuously impressed by the developments implemented within the application.
I can not rave enough about the versatility the application provides. We utilize every aspect except API capability and that is only per our business model. From the ability to create unlimited fields, regulation of field exposure among users, layouts, processes, merge capability, linked email, reports, dashboards, what have you. You are essentially limited only by your imagination.
Our vertical is Civil Law Enforcement. The ability to operate on the fly, from the remotes of our vehicle, being able to see, update and complete actions as needed in a single database that is web-based, is night and day above the boxed applications that we had reviewed out there. Ability to have images or documents uploaded from admins in the office, then made available to officers in the field to retrieve, at will, is so key to the dynamics of our business. I can honestly say we would be less profitable and less functionally sound if not for Salesnet and the capabilities it provides.
Coupled with the application is the Support team Salesnet has on staff. Response is so quick and spot-on, that any questions or issues you have are addressed with extreme diligence. I have gotten the Support Rep Jerry most of the time. Jerry does not just answer a question then move along. He addresses the question, then provides other insight and possibilities. He asks questions so as to provide not only the single answer but proactively addresses the second or third question that could arise from said implementation that you may not have even thought about. This foresight is key to a great support team.
I can say from experience that there is usually a disconnect from the Sales team to the Support team in many organizations. Sales team looks for the revenue and Support is sometimes an afterthought at best. From my personal experience with Salenset, that is not the case. From the Sales team down to the Support team Salesnet wants to understand your business so they can help you be successful.
If you are looking for a single system that can fit your needs across many verticals then Salesnet should be your first choice.