A solid front-end tool for companies using Dynamics GP

We use SalesPad as our primary interface for our Customer Service department, order entering, and on-the-fly sales and inventory analysis. We have made numerous customizations to aid our business processes, and SalesPad support (along with healthy support from our VAR) has made this pretty easy and inexpensive. We have rarely had issues that caused work-stoppages or other serious reductions in workflow. Rather, I would say the SalesPad interface has been a boon to increasing productivity and reducing errors.

Pros

Much easier interface than the default GP one. License costs are half what a GP seat takes, which is an added plus. SalesPad windows are based around grids that are easily editable and export straight to Excel format. Excellent high-end features like item restrictions, complex pricing down to address card and/or item levels, automated item and customer notes, workflows, etc. Solid CRM functionality for Customer Service and Accounts Receivable activities. Unlimited user-defined fields fixes a long-term issue with the GP ERP.

Cons

SalesPad tries to be THE primary interface for GP users. By taking on such a large task, there are certain things it does excellently, and others it does, well, less so. For example, it's inventory analysis is fantastic for items that you SELL. But since it draws this analysis solely from the sales history, components for finished products end up with no analysis regarding usage. It's salesperson level CRM is substantially slower than that provided for Customer Service and AR, and seems frankly to be an afterthought. We've also found its CRM to be poorly-suited for tracking sales leads and opportunities.

Sun Bum SalesPad Desktop Review

My overall experience has been great. For the most part I remain in the Application or Inventory portion of the program. Upon filling out this survey it has given me the idea to browse around and explore more of the program. Customizable themes allow you to setup a personal layout which may seem small but can be very nice to change views up every now and then.

Pros

The software flows very well and is easy to learn your way around. The customization is very helpful to setup windows best suited to your needs. Organization is key and easy to manage with customizable tabs and folders.

Cons

There are fields that can be easily changed by accidentally scrolling over them with a mouse and can be hard to detect until too late i.e. payment terms, ship method or sales rep and territory. I have made it a habit to triple check these fields as in the past I was finding while moving the mouse I would occasionally make changes to some of these fields unknowingly.

Great interface, good to write reports, but poor, yet expensive support,

Pros

Good interface, easy-to-use, easy to write reports and templates and quick queries.

Cons

Salespad inability to "Stick" with supporting 3rd party options, then wanting you to pay for them to develop updates to something you paid for when you bought it. Salespad use of 3rd party "partners' which rip people off (SPS Commerce). Salespad use of batches is in conflict with GP, which makes it a Salespad or GP option, hard to work with both.

Salespad - Great Product

we are putting the orders much faster by using the Salespad. Customer information , history and their payment history is all under one tab, which makes the order processing very smooth and efficient. Also the inventory check during the order entry is integrated, so you know exactly what is in stock while entering the order. making notes on the sales order right on the same screen is very helpful as well.

Pros

It is very easy and user friendly. My Customer service team uses the sales pad exclusively for all order entry, inventory , customer data look up. Our warehouse also uses it for warehouse solutions

Cons

Back orders are not supported in the current Salespad version. That would be very useful if we could also access the backorders directly from Salespad.

Great functionality. We miss SalesPad!

We really miss having everything in one system. Now we're back to using OMS with two separate systems and it's not as simple to use.

Pros

The ease of navigating between sales orders, invoices, and customer information. The simplicity and functionality of the layout was easy to look at, understand, and there wasn't really a lag that we had to deal with.

Cons

Not being able to speak with tech support without paying to upgrade our software. A big reason why we switched back to OMS after three years was because we couldn't clearly see what was "physically in stock" versus "not available for orders" after sales reps would type up orders.