Cavallo SalesPad Software

Cavallo SalesPad Software

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About Cavallo SalesPad

Brought to you by the designers of SalesPad, Cavallo offers distribution management software with all the power of a CRM and ERP solution, and all the functionality of the industry’s biggest tech powers, with none of the bottlenecks, frustrating interface, or difficult-to-access data. Distribution is in our DNA — Cavallo’s foundational software was designed by a distributor for his own business. In two decades since, we’ve expanded our software using the best research there is — our customer’s real world distribution scenarios. Leverage new and improved software to execute, optimize, and analyze your distribution processes. ...
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Cavallo SalesPad User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4

Customer support

4

Functionality

4

Showing 1 - 5 of 134 reviews

Ross

Company size: 1,001 - 5,000 employees

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

May 2021

Sr. Vice President

User Profile

J. Power

Verified reviewer

Company size: 51-200 employees

Industry: Medical Devices

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
4

Ease-of-use

out of 5
5

Value for money

out of 5
4

Customer support

out of 5
5

Functionality

out of 5

July 2019

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.

Reasons for switching to Cavallo SalesPad

We shifted to GP from SysPro, as we found the Syspro ERP difficult to customize and make work in our business processes, and didn't like the WMS options available to that platform. But the GP interface is, frankly, difficult to use for order entry. SalesPad Desktop was the key to making our decision to switch to a GP environment in the first place.

Wassim

Company size: 51-200 employees

Industry: Professional Training & Coaching

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

August 2020

The way forward for GP users

SalesPad offers the logical path for Dynamics GP users to become more efficient, take advantage of modern technology and grow their business with the least cost and effort

Pros

The software offers Microsoft Dynamics GP users an easy and natural evolution into modern technology. It spares GP users wishing to evolve their ERP the huge cost and disruption associated with changing from one ERP to another.

Cons

The software does not offer a start to end user experience. It still depends on the users performing sevarl back end processes directly in Dynamics GP

Reasons for choosing Cavallo SalesPad

SalesPad leverages the knowledge we have gathered on Dynamics GP over the last 20 years, and builds on top of it instead to replacing it

Reasons for switching to Cavallo SalesPad

SalesPad allows us to be much more productive

PAUL

Company size: 11-50 employees

Industry: Wholesale

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
4

Ease-of-use

out of 5
2

Value for money

out of 5
1

Customer support

out of 5
3

Functionality

out of 5

September 2018

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.

Response from SalesPad

Thank you for your review! It takes a lot of development time on both our side and our partners' sides when forming a seamless integration. We strive to partner with the best companies in their market, including SPS Commerce, who has the largest network of any provider. As far as the workflow batches, you can synchronize these between SalesPad and GP by naming them exactly the same in both systems, that way you won't have conflicting batches. We are happy to help work with your team!

Replied September 2018

Alan

Company size: 11-50 employees

Industry: Wholesale

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
4

Ease-of-use

out of 5
5

Value for money

out of 5
4

Customer support

out of 5
4

Functionality

out of 5

February 2020

Good for Disttibution

Pros

Ease of Use and adaptability Speed Level of Detail Good tutorial videos are available Minimal Training requires

Cons

Analysis and reporting is cumbersome to set up and repeat Inventory management could be more robust CRM functionality is weak Would enjoy stand alone RMA functionality

Reasons for choosing Cavallo SalesPad

Cost, ease of use, overall functionality and ability to easily pull details from GP

Response from SalesPad

Hey Alan, Thanks for the detailed feedback. The feedback you gave helps drive our product development to be the best that we can be. Thanks, SalesPad

Replied February 2020

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