All The Things You Need, None of the Fluff You Don't.
March 03, 2021

All The Things You Need, None of the Fluff You Don't.

Morgan Hayes | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesmate

Salesmate is being used by the sales team track all activity including contacts, companies, leads, building a pipeline, and managing the sales cycle of perspective clients. Salesmate helped us solve the issue of being able to deliver our message to more people much faster. Previously, we used email templates that included our message that could only be sent out one person at a time which made reaching the masses near impossible. Now we can reach out to thousands of prospects in the time it took to reach out to only a few.
  • Service is Awesome! The people handling the Chat are REAL individuals who are responsive and strive to provide you with every insight and nugget possible to help make the user experience simple and pleasant.
  • I like the email sequence functionality where i can reach out to the masses quickly and be able to track their response rate, open rate and a few other stats that can tell us if our message is being received or ignored.
  • The simplicity of the program makes it very easy to log activity. Although I do wish the activity feature would include a dropdown option for sending an email, the rest of the system is easy to navigate and nothing is more than just a few clicks away.
  • If emails have failed to be sent out (because of server constraints) you can resend them to those people. However to do so, you have to click on each one individually to then select to re-enroll them in the email campaign. this is time consuming and I would recommend an option to "re-enroll ALL"
  • when sending out bulk emails it would be nice to have the stat of those emails that came back as undeliverable. With people changing roles so quickly nowadays, this stat is critical to understand why open and response rates may be so low if this is the case.
  • It has had a positive impact in helping us build our sales pipeline.
Salesmate gave us the tools we needed at this particular time for the best possible rates. It is not overly complicated, the service levels are great and it provides us with insight and features that we use most often. Others were too big, too complex, too expensive for our smaller group.

Do you think Salesmate delivers good value for the price?

Yes

Are you happy with Salesmate's feature set?

Yes

Did Salesmate live up to sales and marketing promises?

Yes

Did implementation of Salesmate go as expected?

Yes

Would you buy Salesmate again?

Yes

Again, it covers the basics very well and provides great opportunity management and email tracking capabilities.
Support has always been prompt, professional and willing to help. I have never had to wait longer than a few minutes to get an answer to my questions. They have even taken the time to jump on a Teams meeting to walk me through features and functionality. Very good team!!
I think Salesmate is really suited for the small and medium sized markets to manage and track sales activity. It provides you what you need and is not overloaded with all the extras you won't use, and you are charged appropriately for that. I would see Salesmate being a little too scaled down for say a larger enterprise organization where multiple organizations within the company need access to handle customer care, sales pricing like a CPQ, other more intricate processes that enterprise organizations have.

Salesmate Feature Ratings

Customer data management / contact management
8
Workflow management
7
Territory management
Not Rated
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
8
Quote & order management
Not Rated
Interaction tracking
9
Channel / partner relationship management
Not Rated
Lead management
7
Email marketing
9
Task management
Not Rated
Reporting
Not Rated
Forecasting
8
Pipeline visualization
8
Customizable reports
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
8
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
10
Marketing automation
Not Rated
Not Rated
Mobile access
Not Rated