Let me just start out by saying that I’ve tried quite a few CRM solutions over the past few years, and I’ve hated every single one for one reason or another (usually a combination of being too expensive & clunky). I’ll probably make some posts about them in the future. But since I’ve started using Salesflare, my productivity has gone WAY up, and it’s so painless to use that there’s really no reason not to utilize it. In this Salesflare review I’m going to take a look at the pros & cons of Salesflare, and give my honest opinion about the platform.
While Salesflare lacks a few features I would love to see, they make up for it with the ease of use, automation, and the integrations their CRM brings to the table.
The Salesflare Interface
Let’s start this Salesflare review by taking a look at the interface. When you log into the Salesflare dashboard, you’re greeted by a beautiful interface that shows you important information at a glance. There are 5 key areas of the dashboard, each in its own tab, so we’ll take a look at them in order:
The Home Area
You can quickly see what actions you need to take next for various contacts. In that same panel, you can see who you’re awaiting a response from, and you can see upcoming reminders.
There are a few quick-action buttons available for each contact in this panel, a Remind Me button where you can quickly set up a reminder to follow up on a specific date/time, an Assign button that allows you to assign following up to a team member, and edit and close buttons.
When you click on a contact, the timeline in the center populates with your interaction history, which is great for quickly reviewing where things stand before following up.
In the right-hand pane on the dashboard, you have a quick overview of important data, such as links to social networks (LinkedIn, Facebook, Twitter, etc.), the website, current opportunities, suggested contacts, contacts, and people in your network associated with the account (great way to get a foot in the door with decision-makers).
The Opportunities Area
Here’s where the magic starts to happen. After you interact with an account, you can move them through the stages of your pipelines. With one click you can switch between different pipelines. As you close opportunities (win or loss), Salesflare keeps track of revenue made from opportunities, which you can see important metrics in the Insights area.
The Insights Area
The Insights area shows key metrics and data from activities, and you can quickly see at a glance how much revenue has been generated, average sales cycle (days), average value, number of opportunities won, number of new opportunities, expected revenue vs revenue goals, revenue vs. previous year, top earning accounts, top reasons for losing out on opportunities (VERY useful to find trends – price too high, quality of lead, losing momentum, etc.).
Salesflare Automation Features
Most CRMs require a lot of manual input. Salesflare is different because it attempts to find key data intelligently, and it does a pretty dang good job. For example, Salesflare can parse your email account and auto-suggest contacts from recent emails and other conversations, so you don’t have to waste a lot of time inputting data manually.
Once Salesflare knows what contacts to look for, its automated system can search LinkedIn profiles, try and find contact information from emails & email signatures, along with social profiles, which frees up a lot of time.
All this automation means that Salesflare can quickly gather and organize your opportunities, and nudge you along to ensure you follow up with the most important contacts in a timely manner, which translates to more sales… which is the whole point of a CRM, amiright?
One thing I’ve noticed is that whenever I get an email where someone is looking to connect, Salesflare automatically adds the email to my Contacts tab, where I can follow up and have them in the CRM with just a few clicks. If that’s not a time-saver, I don’t know what is. Speaking of email, Salesflare automatically adds tracking if you add their plugin to Chrome or use the Outlook plugin (my preferred choice), so you can tell when people have read your emails – it’s nice to be able to see if people are dodging you or if they really didn’t get your email, so you can follow up appropriately.[WORK THIS IN AND REWRITE] Did they visit your website? Which pages were they interested in? Invaluable tracking information is stored per customer and is revealed to you as real-time notifications, so you can follow up in an informed way.
Another awesome feature is that Salesflare can automatically track phone calls if you install the Salesflare app on your phone. No more hunting through call logs to figure out when you last phoned a contact. Which is great, because I’m lazy when it comes to that sort of thing. It’s almost like having an assistant who’s got your back, without you even having to ask.
And, last but not least, Salesflare connects to your calendar so it can log your meetings. Salesflare has pretty much every form of communication handled, unless you use Skype or some other chat application to interact with your contacts.
Team Collaboration Features
I’m a one-man show when it comes to following up with leads, so I can’t attest to the team collaboration features, but from what I’ve heard from others, the collaboration Salesflare allows is fantastic.[REWRITE] Who talks to whom? What is being discussed? Your team members can follow the customer conversations they participate in, without having to be involved in all email communication, phone calls and meetings. Just share an account with them to start collaborating. [REWRITE] Salesflare automatically identifies which of your team’s email and phone contacts are customers. Contact details are shared in one central address book, so the whole team can rely on complete information. Private contacts always stay private.
Other Features[REWRITE] A handy document folder per customer. It’s blazingly quick to find documents back. Salesflare automatically organizes the documents (and other files) you and your team exchange with customers. [REWRITE] Know your customers inside out. When was your last contact? What did your customer tweet? What other social profiles does he or she have? [REWRITE] Ever wonder whether your colleagues are already in contact with a company? Or whether one of them can introduce you? Salesflare shows the network of your team at each company.
I only needed to contact support a few times when I got started, and it was just for silly questions that I could have easily answered myself if I had bothered going through the help documentation (oops). I love chat support, and they were always extremely quick to get back with me, and were very friendly every time.
Salesflare pricing strategy is as refreshingly simple as the software itself. It runs $35/mo if you pay monthly, or $30/mo if you pay yearly (per user). This is a fairly standard price among the more popular CRMs… the difference is, this has ALL features unlocked. A lot of the more popular CRMs charge extra, especially for automation. While Salesflare may lack a few features that larger CRMs offer, it covers all of the key bases, adds in some awesome automation & integration, and doesn’t cost an arm & a leg.
Even better, Salesflare offers a very generous 30-day free trial, so you don’t even have to invest money to try it out.
Salesflare Review Wrap-Up
Overall, if you couldn’t tell already, I’m a huge fan of what the Saleflare team has cooked up so far. It has a beautiful interface, all the automation you could hope for, and is customizable enough to work for just about any person, team, or business. It’s still a young platform, so it holds a lot of promise for future growth, and I can’t wait to watch as they add more features and make it even better.
If you (and/or your team) need a CRM that allows for maximum productivity and cuts down on wasted time with manual tracking, Salesflare may be the perfect fit for you. As mentioned before, they offer a 30-day trial, so there’s really no reason NOT to at least test it out and see if it meets your CRM needs. Thanks to the automation, once you hook up your email and apps, you should be able to quickly determine how good of a fit it is for your needs without wasting much time getting data entered into the system before you can even start using it.