Sales Sumo

(1)
3.0 out of 5 stars

We serve annuity and life insurance professionals.

Work for Sales Sumo?
Oracleepmcloud logo  other finance admin  2x

Learning about Sales Sumo?

We can help you find the solution that fits you best.

Sales Sumo Reviews

Write a Review
Filter Reviews
Filter Reviews
Ratings
Company Size
User Role
User Industry
Showing 1 Sales Sumo review
LinkedIn Connections
Sales Sumo review by Agency in Marketing and Advertising
Agency in Marketing and Advertising
Validated Reviewer
Invitation from G2 Crowd
Reviewed On

I don't really use Sales Sumo that often

What do you like best?

It's not something that I use on a day to day basis but I can see it being helpful for an SDR team

What do you dislike?

No complaints here, the system seems very intuitive and user friendly

Recommendations to others considering the product

Keep up the good work !

What business problems are you solving with the product? What benefits have you realized?

getting leads to the right reps to follow up at the right time.

Sign in to G2 Crowd to see what your connections have to say about Sales Sumo
Headshots

What Other Finance & Admin. solution do you use?

Thanks for letting us know!

There are not enough reviews of Sales Sumo for G2 Crowd to provide buying insight. Below are some alternatives with more reviews:

1
CalendarBudget Logo
CalendarBudget
(26)
Maximize your wealth by tracking the past and planning the future
2
Square Invoices Logo
Square Invoices
(21)
Square Invoices is a software that offers sellers an easy and affordable way to get paid faster, send invoices from mobile device or computer.
3
TopNotepad Logo
TopNotepad
(18)
TopNotepad is an online software for small and growing businesses that create invoices, manage inventory, track & receive payments, manage expenses and leads.
4
Working Papers Logo
Working Papers
(16)
CaseWare Working Papers is highly flexible engagement software that provides you with everything you would expect from an assurance and reporting tool plus much, much more! Engagements are planned, performed and reviewed entirely on screen, completely eliminating paper.
5
Morningstar Advisor Workstation Logo
Morningstar Advisor Workstation
(15)
Built for productivity, Morningstar® Advisor Workstationsupports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.
6
Anytime Collect Logo
Anytime Collect
(14)
A global solution for accounts receivable automation that helps businesses get paid faster.
7
emX Logo
emX
(14)
Providing an interactive wealth management platform for advisors and their clients, emX features an intuitive interface, powerful integrations and multiple financial planning options to meet your clients' every need.
8
Hubdoc Logo
Hubdoc
(10)
Your key financial docs in one place. Automatically.
9
Junxure Logo
Junxure
(10)
Junxure works with financial advisors to build their dream firm - improved client service, streamlined practice management and increased profitability.
10
Vestd Logo
Vestd
(9)
Vestd is an FCA regulated platform that enables users to grow their business by distributing their equity. Vestd enables users to set up a share scheme easily, quickly and affordably.
Show more
Kate avatar
Kate from G2 Crowd

Learning about Sales Sumo?

I can help.
* We monitor all Sales Sumo reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.