G2 Crowd builds the world's largest business commerce platform fueled by $100M in funding 🚀

Salesnet

4.5
(101)

Salesnet provides CRM that goes way beyond lead and contact management to give you true visibility into the sales pipeline and how it is changing over time.

Work for Salesnet?

Learning about Salesnet?

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

Salesnet Reviews

Chat with a G2 Advisor
Write a Review
Filter Reviews
Filter Reviews
  • Ratings
  • Company Size
  • User Role
  • Industry
Ratings
Company Size
User Role
Industry
Showing 110 Salesnet reviews
LinkedIn Connections
Salesnet review by Lisa S.
Lisa S.
Validated Reviewer
Verified Current User
Review Source

"It should be called OpsNet - it's how we run our business"

What do you like best?

The process builder is the best part. It allowed me to take everything I know about selling our services and build it in a logic manner. This makes it very easy for my team to be efficient and effective. Also, the API's have helped us move away from so much data entry.

What do you dislike?

The campaign manager really needs an upgrade, as does the message center. They are both "fine" now, but not nearly as good as the other areas.

Recommendations to others considering the product

If you are a process driven company (or want to be) there is no better product for you.

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

We've been using Salesnet for over 10 years. It's helped us grow our business, and it's grown with us.

Sign in to G2 Crowd to see what your connections have to say about Salesnet
Salesnet review by Tyler G.
Tyler G.
Validated Reviewer
Verified Current User
Review Source

"Great sales people, great customer service and fantastic software!"

What do you like best?

As a company we like how straight to the point the Salesnet tool is. It doesn't have all the unnecessary "bells and whistles", the Salesnet tool serves its purpose and makes your job easier. Very user friendly and can be easily picked up by any age range quickly.

What do you dislike?

so far we have not run into any dislikes. every question we have had gets answered in a timely manner. A representative calls or emails us at least once a month just to make sure we are doing OK and if we have any questions.

Recommendations to others considering the product

If your company is looking for a user friendly tool and at a very affordable price Salesnet is the software for you!

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

The Salesnet tool has given us the ability to record any leads/prospect that we may encounter, as well as any notes that we might have for a reference for other salesmen. Also, the tool has helped us our email campaigns. It is very easy to setup times for emails to go out and the specific participants you want to receive it.

What CRM All-in-One solution do you use?

Thanks for letting us know!
Salesnet review by Alexander F.
Alexander F.
Validated Reviewer
Verified Current User
Review Source

"Very versatile software at an affordable price per user"

What do you like best?

Salesnet is incredibly versatile allowing for any type of report or dashboard to be created. Also our firm is able to customize the sales process within the software rather than using rigid templates that force us into a generic sales cycle.

What do you dislike?

I use apple products so there isn't a great interface with outlook for mac. Also there are no mobile applications available. Many important fields are limited to 255 characters. There is a learning curve, but once you've overcome its great.

Recommendations to others considering the product

For the price and considering what you get, its a no brainer to use. While most gravitate to the big players out there, this software is just as good.

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

Not only are we tracking our leads, but we've custom built the application to allow us to conduct contract management and invoice tracking. Due to how easy it is to customize, with a little work, administrators can build the application perfectly to suit the needs of the organization.

Salesnet review by Dee S.
Dee S.
Validated Reviewer
Verified Current User
Review Source

"Amazing Beyond Expectations!!"

What do you like best?

The level of customer service is phenomenal.

What do you dislike?

The self help guides need some updating. (but the customer service when I reached out when something didn't fit was amazing)

Recommendations to others considering the product

Do it! From the start these people were honest and up front. The training was comprehensive and tailored to my needs. The support during implementation was absolutely amazing. Fast and accurate. The level of customer service was and continues to be above and beyond excellent.

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

Tracking of leads and sales. We switched from SalesForce (wow, expensive) to a horrid horrid service called SalesBoom (they should be boomed... right off the planet) and I was working six months with NO crm. Balls were dropped all over the place. I was floundering, drowning in trying to keep on top of everything. Salesnet has streamlined my processes again and put me in a place of confidence that I'm on track, allowing me to follow up in a timely manner.

Salesnet review by Chuck T.
Chuck T.
Validated Reviewer
Verified Current User
Review Source

"Easiest CRM I have found"

What do you like best?

Sales people are not typically excited about recording their activity, and Salesnet makes it quick and easy.

What do you dislike?

Mobile access is not the easiest to navigate and awaiting the mobile app

Recommendations to others considering the product

There are so many products to choose from today, but my number one criteria was the ease of use, particularly considering the push back from typical sales people. Also, the ease of setup and customization for our specific sales processes is key. It was relatively easy for me to customize without having to call for support.

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

For our high volume sales individuals, keeping track of so many sales opportunities has become simple. For our Sales Managers, sales reporting and accountability is easy. The time saved for both sales staff and sales managers in tracking daily activity and opportunities far exceeds the time spent with our old reporting methods.

Salesnet review by C M.
C M.
Validated Reviewer
Verified Current User
Review Source

"SalesNet allows me to quickly review past present and future account opportunities!"

What do you like best?

SalesNet has an excellent structure that gives a person with minimal time, and limited regular use of the software quick access to information and reports.

What do you dislike?

I regret that the account structure does not seem to allow for the parent - JV- or other type structure - but is basic with each site potentially being its own account. Many sites change hands multiple times in the chemical & O&G business, so there is a need to allow changes since from a sales perspective the activity is the site/local level, but the sales strategy may be much higher and can cross the corporation, (parent company) into JVs. Handling this well and in a way that allows for change and also for quick reporting would be very helpful in strategic sales planning.

Recommendations to others considering the product

The structure of SalesNet and organization of data is superior to some of the other CRM tools I have used. Reporting into excel also seems much better than what I have experienced with other tools in the past.

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

Identifying new opportunities based on previous history and uncovering potential project references from the same parent company to help build credibility at new accounts. Account transitions from fellow sales representatives is much easier with the information tracked in SalesNet.

Salesnet review by Linda D.
Linda D.
Validated Reviewer
Verified Current User
Review Source

"Salesnet, great product for a fraction of the price from other CRM systems. "

What do you like best?

Salesnet has assisted our company to be more streamlined in our customer service department. I can review where my sales staff are at with our customers/prospects and how they are doing with goals that I have set. Enables easy access to customer information should the sales representative be absent and the customer needs assistance. The graphs provide easy, quick reviews on how the sales team accomplish goals. User friendly and easy access. The price is also a bonus as more affordable than other CRM systems that I investigated.

What do you dislike?

I would like to see in the future a mobile app so smartphones and tablets could access information more easily. More guidance on developing reports. When adding any "add-in" have specific directions...to many options caused one of our users to have information in the data base become scrambled.

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

I believe that our sales team is staying connected with our customers and prospects with the usage of Salesnet. Salesnet is user friendly which makes training easy. I can run a report to see how we are gaining more business or losing business with the reporting system.

Salesnet review by Wes R.
Wes R.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"The best true cloud based CRM software product available for the price."

What do you like best?

User friendly with great customer support. Best import program there is in the CRM world. Easiest to use, create new reports and most complete report program I can find. The 'right click' feature gives you the simplicity of no more than two clicks to complete any and all activities but you still have the full many faceted power and permanent history available at all times.

What do you dislike?

The biggest thing is that it is now well known at this time. Hopefully this will change soon.

Recommendations to others considering the product

Run as fast as you can and make the switch to Salesnet. You will be very happy that you did. You will not only save money initially, but also as your business grows and you data gets larger. It is fully integrated with MS Office Word, Excel and Outlook. They are releasing new features and upgrades all the time.

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

It never allows you to forget that you have work to do on a given day so that nothing you need to do 'falls through the proverbial cracks'. Our business consistently increases every year because we are always 'on time' with all that we must follow up on with potential new customers and current customers.

Salesnet review by Rita C.
Rita C.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Salesnet user whose company has grown and become successful by using Salesnet."

What do you like best?

I am impressed with Salesnet's robust API and it Patented Opportunity System that is state of the art one of a kind. I am also extremely impressed with their powerful support program that makes their support the easiest and best of all the software products our company uses.

What do you dislike?

That is does not have its own accounting piece as part of its capability. We do have a very good live bi-directional link with QuickBooks but no link is as good as a single database flow with no links.

Recommendations to others considering the product

I highly recommend Salesnet as the best, most powerful CRM at the least cost that is available in the market place today. Every time I have recommended it and they took my advice to give Salesnet a chance to compete for their business, Salesnet always won after full consideration against all its competitors.

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

One of the most important to me is that Salesnet has solved the problem of our accounting department no longer forgetting to invoice a customer as the proscribed time as all of our software products are cloud based with subscription agreements where some are annual, some bi-annual, some quarterly and some monthly.

We have been able to increase our sales significantly year after year because of what Salesnet terms our 'best business practices' that they captured and placed in their unique, one of a kind patented Opportunity section. This has also dramatically shortened the time of training new sales people.

We have seen a major increase in up-selling and cross-selling existing customers and do so by having the capability within Salesnet to rate them using an ABC code system to determine how often to contact them. Again, the unique, one of a kind patented Opportunity system is the key to that capability.

Salesnet review by Brett Y.
Brett Y.
Validated Reviewer
Verified Current User
Review Source

""I'M A FIRST TIME USER AND VETERAN SALESMAN""

What do you like best?

The simple fact that as a seasoned road warrior, I no longer need to lug 50 lbs. of project folders and quotes with me when I travel. The fact that I have everything I need at my finger tips, and can instantly judge and assess my activity level.

What do you dislike?

There are a lot of buttons and drop-down boxes to get used to. But, like anything of quality, it takes some getting used to.

Recommendations to others considering the product

Do it, and take advantage of this priceless tool. I have reviewed many systems, and this is by far the best.

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

Lugging tons of paperwork with me whenever I travel and also committing everything to memory. I can access my sales leads at any time, manage my projects in development, and never miss a follow-up date.

Salesnet review by Jay H.
Jay H.
Validated Reviewer
Review Source

"Awsome For our Business Management"

What do you like best?

Keeping track of appointments and Poliy renewal date have been so easy as well as how easy it is to upload policies into our data base. We all live on it. Could not survive without.!

What do you dislike?

There really is nothing that we dont Like. I seem to always get answers answered in a timely manner. Support is always been Awesome

Recommendations to others considering the product

Easy communication.I like the fact that I can call and reach a real person in the US and get all the help I need

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

Keeping track of clients , Polices, Bdays all Data needed to run a Insurance agency.

Salesnet review by Administrator in Security and Investigations
Administrator in Security and Investigations
Validated Reviewer
Review Source

"Great value - Amazing Support"

What do you like best?

With Salesnet nothing is impossible, and the customer support team goes above and beyond to help us tailor make our Salesnet CRM. We have looked at many different CRM systems and came across Salesnet by chance, and we are so glad we did. We were looking for a system that allows our sales team to spend their time on actual sales rather than having to update an complex CRM system. Our outside sales associates have everything they need in one cohesive system and they love working with it. Salesnet is not the type of company that just "sells" you a system, and then leave you alone. Their after sales supports is amazing, they are always there for you, and they always have time.

What do you dislike?

Nothing. Absolutely nothing. Salesnet fully meets our requirements.

Recommendations to others considering the product

Just call them, and check it out. We are so happy that a friend of our company recommended Sales net to us.

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

Salesnet does EVERYTHING for our sales team. It is literally an office in a box, and our sales associates have easy online access to any data they can possibly need while on the road. The system is extremely user friendly, and after an initial introduction, you can start customizing the system yourself, and make it your own.

The system provides several different types of pipeline view, making it easy for sales management to keep track on past, present and future opportunities.

Salesnet review by Administrator in Management Consulting
Administrator in Management Consulting
Validated Reviewer
Verified Current User
Review Source

"Great CRM!!! Great Customer Support!"

What do you like best?

Easy to use, and it can be customized to meet your specific needs. The color coded system used to manage over due opportunities that need to be followed up on is awesome. The number of different views that you can have is great. I love the detailed reports that you can generate using all of you data in Salesnet. The bar graphs and pie charts are very cool features. Managing your users is also very easy to do. We looked into a lot of different CRMs and Salesnet ended up offering our company that most flexibility. Salesnet also just seemed to be the easiest to understand and us. A lot of the other CRMs that we explored seemed fancier but in the end they really didn't offer us as much as Salesnet could offer us. The team at Salesnet allow just seemed like a much better team to work with and fortunately for us we were right!!! We're extremely pleased with Salesnet and we'd highly recommend it to anyone that's looking to improve their CRM.

What do you dislike?

Not much....as far as CRM's it doesn't get much better than Salesnet. It's extremely user friendly and the Tech Support Team is awesome! Salesnet can be easily customized which is very helpful.

Recommendations to others considering the product

You need to look at what Salesnet has to offer. We researched a ton of other CRMs and Salesnet was the only one that had what we were looking for. Their customer support has also been amazing!

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

We're managing our sales leads better and supporting our existing clients more easily. Our productivity and overall communication increased significantly after we started using Salesnet. We're able to easily follow up with sales prospects which has helped us close more deals. We're also able to better manage our existing clients.

Salesnet review by Matt L.
Matt L.
Validated Reviewer
Review Source

"Actual People to Help You! At no extra cost!"

What do you like best?

I've been using the service for over a year now and can honestly say this was the best decision we've made! There is no wizard of oz scenario here where you can't talk to the wizard without paying an arm and a leg. You pick up the phone and speak to actual people who know you by name and help you until the issue is resolved. In this day and age this is unique and for a small business with no IT team this is essential to us. We truly view Salesnet and their team of people as an extension of our company.

The people that support and on-board you are what makes Salesnet unique. We tested several others and they were all more difficult to use and had less support.

What do you dislike?

I dislike that this is not more well known because going toe to toe with Salesforce this takes the cake all day for a small business owner.

Recommendations to others considering the product

GO FOR IT!!! It's unknown among the big players but is exactly what a SMB needs, you won't regret it! Other services offer very limited support and I can tell you from experience they go above and beyond.

It's been over a year now and this can't come more highly recommended for small businesses. I have friends in other businesses using Dynamics and Salesforce and every time they need to run a report it costs them an arm and a leg and they need to work with a third party to generate the reports. In Salesnet the reports are extremely self explanatory and if you do hit a snag.....wait for it.....you pick up the phone and talk to a person who will help you until the issue is resolved!!!! I know it sounds too good to be true...but it's not.

I honestly feel that the value they provide far outweighs the cost for the service which is why I'm so passionate about spreading the word. Anyone interested in speaking with me about it that is considering can connect and message me through LinkedIn. Honestly!

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

We've improved our note taking for prospects and tracking capabilities dramatically. We've also increased our dials by adding a free click to dial feature since it's web based. Now our reps can simply click on the telephone icon and it links to our VOIP to make the call. As a result we've seen our sales numbers and appointments increase since making the change

Salesnet review by Christopher K.
Christopher K.
Validated Reviewer
Verified Current User
Review Source

"Salesnet has been utilized by our sales/PM team for for 10+ years, and its customized features work!"

What do you like best?

The ability to customized the process/workflow and report options to fit our business. We work in a business that involves considerable sub-contracting and re-selling to go along with the project management requirement. So, managing contacts/projects on both sides is easy with Salesnet. Further, the ability to mine the Salesnet database for specific information is always a critical capability.

What do you dislike?

Depending on what needs to be created (new process workflow or report), the steps to do so can be "clunky". Additionally, there are some quirky attributes in terms of advanced searching procedures. While the dashboards can be customized, they do not seem intuitive/easy-to-use as they could be.

Recommendations to others considering the product

For the price point and given the multitude of features, this can be an excellent subscription license choice for your team. We are a small business that has its project managers possess a sales component to the job and with the client- because of this unique position, we have been able to customize the features of Salesnet to be highly compatible with what we want to do. And, that is what has been the best thing about it- there are a ton of options and customizable features- honestly, it takes a bit to wade through all of it to determine what works best, but you should be able to find it. More than anything, the clunkiness of dashboard and screenshot views presents the most annoying obstacles to optimal productivity. Relatively minor....

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

We have some regular process workflows we need to put new project opportunities through- SN helps us manage that workflow on a schedule that works for our clients, and allows a centralized information depot for managing/filling capacity at our affiliate vendor sites.

Salesnet review by Manny V.
Manny V.
Validated Reviewer
Verified Current User
Review Source

"An easy to use and very reliable sales managment tool."

What do you like best?

I enjoy the extremely sophisticated tailoring and report writing capabilities.

What do you dislike?

There is really not much that I dislike about SalesNet. However, if pressed, I would improve the text editing functionality in the template creation tool.

Recommendations to others considering the product

While with previous employers, I have had the opportunity to use various CRM applications, including tools from a few of the major software vendors. Without question, I find SalesNet to be at the top of the sales management software tools. I can access anything I need via simple Internet access, and from any of my devices (desktop, notebook, tablet, phone). SalesNet is easy to use, customizable, reliable, accessible, and integrated (MS Office),

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

SalesNet helps me to efficiently track my sales activities, from lead to close. Quick information is always within a few clicks away. This allows me to better manage my client information, and to better serve my client's needs. Additionally, my team has the same information available to them, helping me achieve my goals!

Salesnet review by Evelin A.
Evelin A.
Validated Reviewer
Verified Current User
Review Source

"Salesnet has been easy to navigate and easy to modify to suit our company's needs. "

What do you like best?

There are several things that I like about Salesnet but the best thing I like is their commitment to understanding their customer's needs and identifying areas where improvement is needed. We have used Salesnet for 10+ and although there are several other CRM tools we could be using we choose Salesnet for their quick responses to our needs and helping us identify areas where we could be maximizing the software. They always offer several solutions to our needs, when we might be on a schedule deadline or on a budget.

What do you dislike?

I would say the only thing that I wish I could change is a lot of the things we do in salesnet require customization. Of course when adapting any software to meet specific needs to a company it will require some work. Maybe some workshops that will allow the user to identify some areas where they can do some of the work themselves.

Recommendations to others considering the product

If you want a more personable experience with your CRM rep, Salesnet is the way to go. Always quick to set up a meeting and they ask several questions to understand what difficulties you are facing or what you are trying to accomplish.

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

Business processes have been streamlined and has minimized the amount of time keeping track of other spreadsheets and reports. We have also been able to create reports from the information already being kept in salesnet. It also has allowed us so keep track of our contacts and their owners, minimizing duplication of accounts. We are currently working on creating templates for proposals and output reports based on information already entered in our opportunities.

Salesnet review by Michael E. L.
Michael E. L.
Validated Reviewer
Verified Current User
Review Source

"Ongoing Satisfaction"

What do you like best?

Our account rep, Wes, at The Power of One, has gone above and beyond since day 1. Salesnet was recommended to us by another court reporting firm when we were researching the many available options for CRM software, and it definitely worked out in the end. There was a lot of customization involved so it was not an overnight transition by any means, but Wes was extremely helpful and patient in molding the software to best fit our needs. He continues to provide that same support to this day, whenever we need it.

What do you dislike?

We would like the software to be a bit more company focused instead of individual contact focused. In our industry, our objective is to retain Law Firms as clients, and therefore the contact may change periodically.

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

Managing our existing client base as well as selling to new prospects. Salesnet allows us to track and also analyze all of our account managers sales efforts in one organized place. We can now work with new leads way more efficiently than we ever could have in the past. Salesnet has definitely played a part in progressing our company to the next level.

Salesnet review by Chantell S.
Chantell S.
Validated Reviewer
Verified Current User
Review Source

"Customer Management at it's Finest! Thank you Salesnet"

What do you like best?

Salesnet is so easy to use and customize your your own procedures and processes that you can have a CRM in nothing flat that can keep you on track to managing your business.

What do you dislike?

Currently the only thing that needs some work is their email template/communication function. But I believe in the next release there will be some much needed and wanted improvements.

Recommendations to others considering the product

Reach out to their staff. They are helpful, welcoming and very informed. They can help you to make the right decisions for your organization.

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

My ability to not get behind with my customers needs are the best benefit of all. The way the deal tracking system works it keeps my clients that in need in front of me and my prospects where they need to be. It allows me to market to all the right places just from the data that we collect through our processes.

Salesnet review by Consultant in Management Consulting
Consultant in Management Consulting
Validated Reviewer
Verified Current User
Review Source

"A Great Tool"

What do you like best?

It keeps all our clients data clean and easy to find. We can put very information in our layout tab without having to search through files to find it. I rely on this feature on the daily.

What do you dislike?

I wish that in the opportunities you could have your own "Next Step" function. Example if my colleague and I both had a next step on the same account it would only allow one of us to use the next step feature. I think it would be more useful if I could have my own next step feature and one for my colleague so we can both make sure we get our own follow ups done in time.

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

Organization for sure. I am able to set up clients by locations which has been very convenient. The search features in the opportunity tabs are amazing. Sometimes I need to search by specific states, towns, address and it very easy to navigate,

Salesnet review by Lisa D.
Lisa D.
Validated Reviewer
Verified Current User
Review Source

"Sales Specialist"

What do you like best?

Functionality and ease switching between pages

What do you dislike?

There is nothing that I dislike about Salesnet

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

Problems solved: Relationship building with architects and construction managers.

Benefits: More approvals for our company, in turn produces more projects.

Salesnet review by Derek M.
Derek M.
Validated Reviewer
Verified Current User
Review Source

"80/20 Rule on Steroids"

What do you like best?

The customization and versatility of the application. From field name, to data type; layouts to processes. The versatility is unmatched to anything else we have compared or used previously. The application is truly 100% scalable to any vertical with our Civil Law Enforcement being one of the most critical. Time sensitivity and accuracy have no margin in our line of work and we could not meet these demands without Salesnet.

What do you dislike?

Would like to have the ability to link and interchange data between instances. We work with others using Salesnet and though we can expedite with export/import processing would like to have a more systematic means to grant access between tow organizations in a Read Only format.

Recommendations to others considering the product

If you are seeking an application that can scale to your needs, limited only by your creativity; coupled by an employee base that is second to none, you owe it to yourself to experience Salesnet. From the Sales staff to the Support staff every person we have interacted with has been nothing short of amazing. Customer centric as a methodology rather than a cheap slogan.

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

Uniformity and excelled on-boarding. Salesnet permits every user to truly become the top 20%. From the newest of hires to the most seasoned professional every user has the most accurate details and information at their fingertips. Users have been able to adopt the application so quickly that our new hires can complete the on-boarding process and move right into field operations.

The application is so "dummy proof" with minimal personal implementation.

Salesnet review by Nate G.
Nate G.
Validated Reviewer
Verified Current User
Review Source

" Flexibility to create a system and process that fits our unique needs"

What do you like best?

The ability to customize the process and layouts to fit our unique line of work

What do you dislike?

Would like to see some more partnerships/integration with associated members in the industry

Recommendations to others considering the product

With our industry there are very specific needs that many other companies may never have to deal with. When working with Salesnet to create our system their ability to problem solve and think outside the box allowed us to do everything we ever wanted and then some. Salesnets flexibility allows us to stay ahead of the industry and exceed our customers expectations.

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

One of the biggest dilemmas in the Civil Law Enforcement industry is juggling case load with dates that service needs to be completed by. Paperwork expires, Defendants need proper notifications to make service valid, steps need to move forward in a timely manner or else money is lost. Salesnet allows us to keep track of hundreds of cases from a single easily managed interface so no case falls through the cracks. It allows us to always be in contact with our clients to ensure timely, proper service with the same quality every time.

Salesnet review by User
User
Validated Reviewer
Verified Current User
Review Source

"SalesNet is very easy to use and organizes everything effortlessly!"

What do you like best?

I love the way there are levels that leads can be passed through.

What do you dislike?

I hate that setup is so complicated and so expensive if you have them do it. I opted to set it up myself when we first got it. At that time, they offered no guidance. We have had it for years now, and they at least have some training videos.

Recommendations to others considering the product

Be very sure that you have someone with the knowledge to set it up accurately or are willing to pay for it to be set up.

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

Cold calling can be a nightmare. Keeping track of who you have called and where you left off when them is worse. This is all compounded when you try to also schedule future call backs. Being able to have it all organized, is so helpful.

Salesnet review by Peter Y.
Peter Y.
Validated Reviewer
Verified Current User
Review Source

"Salesnet for 4 years"

What do you like best?

The interface is very intuitive and consistent. It's easy to maneuver around. I like the reporting tools too. I can always extract everything I need from the database.

What do you dislike?

I wish I could put the reports I develop on the dashboard. The dashboard reporting tool is restricted to some templates that aren't very useful to us.

Recommendations to others considering the product

Take time and work with the Salesnet consultants to carefully define your processes and data requirements. The time /money you spend on the front end will save you immeasurably over years of use. Of course, this goes for any SFA. The Salesnet team, however, are particularly adept and quickly matching the product configuration to your requirements.

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

We are a small but fast growing software company and needed a way to tack leads through to closing and keep all our account/contact data in one place. It has helped us to grow 3X over the past four years.

Salesnet review by Josh Y.
Josh Y.
Validated Reviewer
Verified Current User
Review Source

"Getting better with time and training..."

What do you like best?

The best feature in my opinion is the personalized dashboard.

What do you dislike?

The site as a whole feels a bit antiquated in its usability. It's not very intuitive and it can be very repetitive and difficult to learn.

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

It has been nice to track sales, it seems as though our management team is pulling useful information from the tool. However, it's only as good as the information that is provided from the sales force. It has been hard to get everyone on board with using it regularly because it can be time consuming.

Salesnet review by Administrator in Financial Services
Administrator in Financial Services
Validated Reviewer
Verified Current User
Review Source

"User friendly interface that easily fits our current business model."

What do you like best?

It's hard to say which is the best feature of Salesnet but the easy customization of the platform and the wonderful customer service are high on the list.

What do you dislike?

We are simple in the way we track prospects and therefore don't really need the process builder but we need to employ it due something having to do with the design of Salesnet. It's creating more work for us.

Recommendations to others considering the product

Be sure to see if the process building tool is a fit for you before committing because you can't not use that component of the program

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

We are replacing our current CRM program.

Salesnet review by Jamsey S.
Jamsey S.
Validated Reviewer
Review Source

"SalesNet users review"

What do you like best?

The ability to email, add notes, interlink Linked In as well as the new mass import/export abilities. this CRM assist me with daily tasks which help since I'm new to sales. The ability to build your dashboards to assist with pipeline movement. Helps with process management. The filtering ability, setting multiple perimeters cutting down on search time. The linked email cuts down on bouncing back and forth between two applications.

What do you dislike?

Some tabs are confusing. I'm very new at the sales process so knowing how to move through the opportunity and other tabs to add leads, contacts, opportunity's frustrates me sometimes.

Recommendations to others considering the product

Daily tasks assist any users new or old to sales. the process of taking a lead all the way through the sales process, adding tasks , The calendar keeping you on track as well and showing individual company sales process specifics. The added documents are visible to our sales coordinator so she can update our Executive team which cuts down on time she has to waste tracking each person in our team down for the information. The available tabs that keep help with organization and cuts down on input time.

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

Daily task reminders, Email through Salesnet adds it automatically so you don't have to import later. Keeping Leads straight and optimizing movement through the sales process, The reports are extremely helpful so I can visualize exactly what I need to take care of and what notes need updating.

Salesnet review by Phyllis C.
Phyllis C.
Validated Reviewer
Verified Current User
Review Source

"Easy to Use, Confusing to Learn"

What do you like best?

Adding accounts and contacts is easy, as well as opening deals and marketing. I like that the marketing basically schedules itself.

What do you dislike?

It's not really self learning. You definitely have to have some training before even digging in. I've been using it for 2 1/2 years and am still learning new things. Reports are difficult to set up. I wish it was just cut and dry.... these are the accounts I want, this is the info I want, boom.

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

This is helpful to keep our accounts organized. Marketing is

Salesnet review by Ashley S.
Ashley S.
Validated Reviewer
Review Source

"Salesnet is an extremely user friendly CRM platform "

What do you like best?

It is user friendly for both user and administrator, is customizable to our sales model, and the customer support is superb. Salesnet has become a pertinent part of our sales and marketing management.

What do you dislike?

provinces are mandatory but only include Canada/USA and we have international customers.

Recommendations to others considering the product

If you are looking for an easy to implement and easy to use CRM, I highly recommend this. It is so easy for the administrator to make small and large changes, and the customer support is fantastic. We have never had a problem that they couldn't solve for us.

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

As a growing company with significant increases in leads each year, Salesnet has helped our sales team to be able to organize, and stay on top of their leads. From a manager's perspectives I can quickly run reports to track information pertaining to new leads, open opportunities, how the sales team are managing their leads, and track how our marketing initiatives are doing and the quality of leads they are bringing to us. Additionally, we use Salesnet to forecast sales and compare year over year.

Salesnet review by Seneca A.
Seneca A.
Validated Reviewer
Verified Current User
Review Source

"Feature Loaded, Fully Customizable, All at a glance"

What do you like best?

I like the ease of use after the initial training. I have been an admin in the software for about a year now, and it is pretty much everything it's cracked up to be.

What do you dislike?

No integration with outside calendars. This is literally my only complaint about the system.

Recommendations to others considering the product

Do your homework on other software first, and then compare the features of both the large mass marketed solutions, and the smaller boutique choices, and you will find that Salesnet gives you the best of both worlds.

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

Metrics! Tracking! Record access for those outside of our firewall! Automated lead distribution!!! Document Control! Putting marketing capabilities into the hands of my nationally distributed sales force!

Salesnet review by Michael M.
Michael M.
Validated Reviewer
Review Source

"New to Salesnet "

What do you like best?

This product is completely customizable. I can customize fields, and create processes that fit in with my workflow instead of having to set up my work flow to better fit how I interact with the CRM. The customer service support is outstanding. The package has all the functionality that we need at a very competitive price.

What do you dislike?

It did take several hours for me to customize the product to how I want to work with in it, but with a very limited understanding of the system, I was able to stumble through it without additional IT help, and this got easier as I got a better understanding of the framework. I am not very tech savvy. So I am not sure I would lean on this as a negative. All things considered it was far better than expected.

Recommendations to others considering the product

If you are considering sales force, I highly recommend you take a trial of both products, and interact with the service team on both. I think you will find Salesnet to be the clear choice if you need more than the shelf product.

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

Integrating Email responses in out look with CRM. Tracking referral sources. Building a pipeline tracking system for follow up. Scheduling contact points for in force clients, and building a sales process for renewal tracking. I am new to the system, but feel very comfortable that in a short time I will be able to have workflows created within the system to create the efficiency needed in the sales and renewal process.

Salesnet review by Anthony K.
Anthony K.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"12+ Years of Experiences Using SalesNet "

What do you like best?

I have used SalesNet to manage my own company's sales and marketing activities for over 12 years. I have also successfully implemented SalesNet at several of my company's clients, during the past 8 years, to help them improve the management of their sales and marketing activities.

SalesNet offers very strong application functionality, particularly related to defining and managing sales and marketing processes. It also offers the functionality to easily define and manage custom data fields.

SalesNet has had an excellent long term track record of providing excellent up time, It can be operated without requiring any meaningful amount of internal IT support.

SalesNet has continually released improvements to its product offering, particularly during the post 4 years. These improvements are rolled out in a very effective manner, with minimum impact on the current users.

SalesNet, and The Power of One, provides excellent, and responsive, technical support and consultative services, when required.

What do you dislike?

SalesNet does not currently support 2 sets of addresses, using standard functionality, for all accounts (Physical Address and Mailing Address)

SalesNet needs to improve the functionality that it offers for the sales management role.

SalesNet needs to improve the standard fields, and related tables of values, and sample reports that are made available with the software. They are not strong enough for new clients to use on their own.

I have found SalesNet to be very easy to implement because I have an extensive amount of sales management experiences, and an extensive amount of experiences implementing and using other CRM systems. I have had to develop my own extended set of data fields, and table values, sales processes, and custom reports that support a good sales management system.

Recommendations to others considering the product

Yes I have recommended using it to many other companies, and clients

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

SalesNet has allowed me to implement, and monitor, the sales management system that I have implemented for each applicable client

Planning and managing marketing campaigns. One of our clients uses it to generates over 300 marketing campaigns that are sent out via US mail, faxing, and/or email.

Improve the Management of the Sales Process for New Customers

Improve the Sales Coverage, and Account Development, for Existing Customers

Improve the planning and management of all sales and marketing activities for all Sales Reps, and Customer Service Reps

Enable Sales Reps and Customer Service Reps to develop effective Weekly Time Plans

Capture all of the sales and marketing activities by Contact, within each Account

Salesnet review by Aaron B.
Aaron B.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Salesnet. CRM for Sales/Marketing and Customer Service process."

What do you like best?

Salesnet is not complicated to learn or use.

It has a very flexible Process Builder tool/editor (for Sales Opportunities), Personally have used the workflow tool for a call center script automation, calls results capture, and displayed real time results using the Dashboard. This is something hard to find on other systems "out of the box".

Also, it can be customized at many levels: Dashboard graphics, custom fields, custom forms, security and reports,

You may create custom tabs, and create integration points with your existing web applications.

Compared to similar solutions, it has a good balance between features/price. With this CRM , most likely, you will use all the features, but as any other system don't try to do it all by yourself, Find a Salesnet business partner at least to have you up and running in a short period of time, and have them to analyze your business needs to cover the key points for a successful implementation.

Integration capabilities: Salesnet provides a well documented API that allows the integration with external systems, web sites, phone services (voip), practically no limits (just your imagination or technical skills, but their service department or a Business partner may provide the required skills to complete your project.

What do you dislike?

In general terms, there are just a few things you may say "dislike". Probably I would like to see the Process Builder extended to other parts of the system, since this feature is really useful and currently works for specific modules, but it may not be an issue based on your business needs.

Recommendations to others considering the product

The usual:

- Register for a trial, and a guided demo.

- Make sure you ask questions related to how Salesnet solves specific needs of your business. (each business has unique key points).

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

Leads management, Deals/Opportunities life cycle tracking.

Customer Service and Marketing.

CRM Integration with existing internal systems to extend the business capabilities.

Benefits: Usually users learn how to use it in a short period of time. Can be applied to a variety of business processes and industries.

The set of features are just right, not a humongous system.

Salesnet review by Timothy K.
Timothy K.
Validated Reviewer
Review Source

"Salenet hits the target!"

What do you like best?

Our entire team (sales, operations and management) can use a single stream sales platform! Customer information readily available, easy to access; helping to deliver simplified internal communications while complimenting our customer's experience.

What do you dislike?

Most of the time if we have any issues with Salesnet the problem is self inflicted. Although there are many video training sessions in the help area with today's ever changing technology there could always be more training support tools.

Recommendations to others considering the product

Get it, try it, engage the Salesnet team. You will get results.

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

We have a centralized support center with field reps across the country. We needed up to the minute access and information sharing to shorten the sales process and close more business. With Salesnet we can distribute information faster across multiple channels and touch points affording our sales reps more face to face selling time.

Salesnet review by John T.
John T.
Validated Reviewer
Verified Current User
Review Source

"SalesNet"

What do you like best?

SalesNet has become my all-in-one tool to manage my business activities. I am Territory Manager for an architectural cladding systems manager and cover the entire state of FL. Depending on the season, I must manage 50-100 opportunities. SalesNet has exponentially improved my ability to be organized and efficient.

What do you dislike?

I do have any specific items to identify.

Recommendations to others considering the product

n/a

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

In the construction business, the sales cycle can literally be years. Having a CRM software that is user friendly (quickly moves as you move through tabs and input information) absolutely increases my ability to follow up efficient and track feedback/information I attain through out the life an opportunity.

Salesnet review by Angie O.
Angie O.
Validated Reviewer
Review Source

"Salesnet Provides Incredible Support and Valuable CRM Product"

What do you like best?

I have been using Salesnet for more than 4 years. Salesnet Support and Professional Services teams have always been immediately available to assist with any questions or issues we might have. Not only have I used this as a commercial customer, but I am also using it with a non-profit organization I belong to. For the non-profit, I was able to quickly configure processes and custom pages for us to track our donors and projects. We went from spreadsheets and Outlook to the Salesnet online system in no-time. From a feature standpoint, I like the Email area and the ability to send mass email communications based on a dynamic list of customers and contacts. And, I am looking forward to the Email Marketing enhancements that are coming out soon.

What do you dislike?

Some of the administration screens can be a little cumbersome when creating a new process and etc. However, these are not things are done very often so it is not really a big deal for me.

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

We have really benefited from the process in both my commercial account and the non-profit account. We are much better organized in both of those environments. The use of emails for communications inside the CRM has been huge. We are able to send them out of the CRM and we can see the individual communications from an account, contact or lead view. This has helped us stay coordinated with not just the mass, but the individual touch points as well.

Salesnet review by User in Building Materials
User in Building Materials
Validated Reviewer
Verified Current User
Review Source

"The Best Tool "

What do you like best?

What I like the best of Salesnet is how easy it makes for me as administrator to custom each one of the process to adapt to my day by day operation. That is really important because I don't need to adapt to the software the software adapts to my needs.

I also like how easy makes my work as a sales manager working with my sales team. I have easy access to their appointments, task and most important everything related to new leads, accounts and opportunities.

What do you dislike?

I dislike that I need Outlook Express to be able to set up my email account with salesnet email services.

I dont like the mobile website. on my ipad or cellphone is almost impossible to review the information. I rather call my office and ask someone to log in and give me the information I need

Recommendations to others considering the product

It is a great tool and it will give you as much as you want to take from it.

I recommend everyone to have a team leader working with salesnet team at the time to design how to custom each process.. SALESNET team wont make it right if you are not there.

if you need this tool to work on tablets or smart phones.. you need to keep looking.

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

We are company that needs a very clear pipeline of opportunities, our sales process takes an average of 3 months, using salesnet we have been able to develop our day by day task on the urgent matters (closing sales) but also to concentrate on the important matters (find new customer to create new opportunities).

It's is an excellent tool to measure your salesteam work not only by closing deals but also how much are they doing to generate new business.

Salesnet review by Administrator in Defense & Space
Administrator in Defense & Space
Validated Reviewer
Verified Current User
Review Source

"Support is great, tool is a bit clunky "

What do you like best?

Responsive and helpful support, with almost every question responded to within one day.

You can tailor views, fields and processes quite easily.

What do you dislike?

Not easy to generate concise reports showing next steps and recent action.

Some things like peer permission levels are a bit tricky (you need to make sure you've got the right settings in Permission Levels, Teams and Org Charts, to ensure users can edit appropriately).

Recommendations to others considering the product

It doesn't have a modern look or feel, but it is reliable. Once people are used to it they are generally ok with it, but new users often don't like it. It's quite flexible in how it can be configured and tailored for different users.

Note: If you don't give everyone admin rights, then you need to make sure you've got the right settings across Permission Levels, Teams plus Org Chart, to ensure users can see and edit the right things.

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

Management of sales funnel.

Salesnet review by User in Financial Services
User in Financial Services
Validated Reviewer
Verified Current User
Review Source

"SalesNet vs. SalesForce"

What do you like best?

Tab features allow visual location for information needed

What do you dislike?

#1. Opportunities are not well organized/clustered. I have to select a "Status" for an opportunity before I can add a NOTE. This is simply just an extra, unnecessary step if there is not update to the opportunity. I may want to simply note that the decision maker is going to be out of the office or on vacation for the next couple of days/weeks/months without updating the status (status really hasn't changed in this example).

#2 I would like to see a quick reference for opportunity NOTES so that I can quickly reference the progress of an opportunity. I don't know how to do this and would like additional training. Perhaps it is already a feature that is readily available and I'm simply ignorant.

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

Sales Pipeline progression and lead/source tracking. To date, my company was completely manual and there was no way to track leads/prospects/sales. Now, using this CRM everyone has access to the same records regardless of whether we have had personnel changes.

Salesnet review by Consultant in Insurance
Consultant in Insurance
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Salesnet"

What do you like best?

I like the ability to access prospect history and sort by contact type or campaign types.

What do you dislike?

The program is a bit clunky to use when compared with other contact management tools in the sales arena. I would like to be able to manipulate data more easily and have a program that integrates with the rest of the company.

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

We're trying to understand the most effective prospecting campaigns for our target audience. Salesnet allows us to determine which campaigns generated the most responses so that we can focus on those types of campaign. It has also helped us make enhancement to the campaigns that are not performing optimally, in order to improve the response rates.

Salesnet review by Cid T.
Cid T.
Validated Reviewer
Verified Current User
Review Source

"For every problem, there is a solution."

What do you like best?

For everything, there is a place! And if there isn't one, they'll make one for you. Seriously! We've ran into a series of issues and at every turn, the SalesNet team has been able to find a solution for us.

What do you dislike?

At times the processes in place aren't as flexible as I'd like them to be. That said--there's always a solution and their team has been able and willing to help us find it.

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

We are able to organize, maintain and grow our database with their set of tools. It really makes the whole management system easier to handle.

Salesnet review by Kim C.
Kim C.
Validated Reviewer
Review Source

"Helpful, organized, and excellent support"

What do you like best?

We looked at a lot of similar CRM's and this one is by far the most customizable. Other products say they are but this is truly the most flexible.

What do you dislike?

It doesn't have the prettiest interface compared to the others but that really is not a huge sacrifice

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

This is basically used to organize the data we were using on Excel spreadsheets. It is much easier to search for what you need and have access to it immediately. We also like that you have the Linked Email feature which shows the emails that have been sent to any given prospect.

Salesnet review by User in Management Consulting
User in Management Consulting
Validated Reviewer
Verified Current User
Review Source

"Lots of limitations, time consuming and too many windows"

What do you like best?

The organization of customers, their history, behaviors and account managers and the visibility to others in the organization.

What do you dislike?

I dislike that the email application takes a lifetime to load when you open outlook each day, which is why I disabled this feature. I do not like the seemingly hundreds of small pop-up boxes you have to deal with when making a simple update or creating a deal.

Recommendations to others considering the product

If you can find a different solution that easily can link to other applications such as outlook or even include a phone app with the ability to make quick updates instead of using Salesnet's time consuming multi-pop-up-box process, you will be much happier in the long run.

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

We have created problems as we've solved some. The main problem which it should solve is to make every customer our account managers have had any contact with are recorded. The problem it creates is the time it takes to do this. Creating a contact is very time consuming and the notes page isn't quite as helpful as keeping the notes in tasks, but having to create and recreate tasks just to take notes is very time consuming and seems wasteful.

Salesnet review by Dawn J.
Dawn J.
Validated Reviewer
Review Source

"Salesnet was the perfect fit for Liberty Enterprises"

What do you like best?

The training was exactly what we needed to successfully implement the program. The process from start to finish was well thought out and addressed the needs of all of our users with varying abilities. It was a great fit for our business. I recommend it to other agencies as a easy to use CRM.

What do you dislike?

We havent found any issues yet. It is very easy to use.

Recommendations to others considering the product

Ask all of the questions during the sales process. Salesnet does a great job explaining the benefits and limitations of the product.

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

The agency did not have a CRM before Salesnet.

Salesnet review by Jane D.
Jane D.
Validated Reviewer
Verified Current User
Review Source

"Love Salesnet for Productivity"

What do you like best?

Ease of use; total solution for our company for sharing prospect info.

What do you dislike?

Haven't found anything yet. If you like I can make something up....

Recommendations to others considering the product

try it and see how easy it is to set up, implement and get moving.

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

How to share info easily--one place to house sales/prospect data.

Salesnet review by Administrator in Real Estate
Administrator in Real Estate
Validated Reviewer
Review Source

"Chosen after looking at 20 CRM programs"

What do you like best?

Easy to ready dashboard, customizable fields, ease of use and the BEST CUSTOMER SERVICE out of any company I called or worked with. We test drove several CRM programs before choosing Salesnet. The customer service team is based in Georgia and they always answer their phones and emails. So nice to understand their answers and not be on hold forever. Works well with Outlook, GMAIL, Macs and PC's.

Very impressed with them and their system is working incredibly well in action. Highly recommend this company. Mass email is easy to configure and we loves to be able to track who is opening emails right within the system.

What do you dislike?

Ability to sync incoming emails. They are working on that.

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

Communication with interested clients inquired on our website. Quick lead conversion and ability to track and communicate.

Salesnet review by LAURIE R.
LAURIE R.
Validated Reviewer
Review Source

"Great Company"

What do you like best?

This company put together a plan for a our small Insurance company knowing that price was an issue with just starting out. It helps keep my partner and I up on all of our clients. I am in Louisiana and she is in Maryland so we can work together much better. We contacted other CRM companies but no one would work with us like Salesnet did.

I also like the simplicity of using their system.

What do you dislike?

I don't dislike anything about this program

Recommendations to others considering the product

Great company to work with. Customer service is A+

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

Keeping my self and my partner connect being in two different states.

Salesnet review by User in Information Technology and Services
User in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"I have been a SalesNet user for 9 years. "

What do you like best?

SaleNet allows me to do multiple things while following our internal processes. I couldn't do my job as effectively without SalesNet. SalesNet allows me to meet and in most cases exceed my SLA's to both my external and internal customers.

What do you dislike?

I would have to think hard to find a dislike. In my experience with SalesNet their support and development teams have been very responsive to our needs. They work with us to understand our needs and incorporate them into future enhancements when they make sense.

Recommendations to others considering the product

I highly recommend SalesNet! I couldn't imagine doing my job without it.

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

I run my business with SalesNet. In our quick response culture SalesNet allows me to meet the needs of my customers, be proactive, respond promptly, and provide the best service possible.

Salesnet review by Adam Y.
Adam Y.
Validated Reviewer
Verified Current User
Review Source

"Excellent Customer Service and Support"

What do you like best?

The customer service and support I received from Salesnet was fantastic. From day 1, they worked with me to ensure proper configuration to match my business process. Even after the initial launch, Salesnet was there for me and my team to help us most effectively use their software

What do you dislike?

We had no dislikes. One thing e are looking forward to is their rollout a full-service integrated email marketing platform

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

Our company was still using excel spreadsheets and guessing to generate pipeline and forecast reports.

Salesnet review by Tony I.
Tony I.
Validated Reviewer
Review Source

"Best suited CRM tool for us"

What do you like best?

First, support by Salesnet sales team is great from the beginning. I like this software because of easy to understand, use. Customizing is also great for us because of not necessary that original template works on our case. Custom quotation form with word plug in is working great, and made easy to track each customer and project. Mobile version is also helpful on the road.

What do you dislike?

Wish to have app version for mobile Salesnet. there is not many things we do not like so far. Report creation can be a little easier for some of our employee.

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

There was no CRM in our company in past, so could not track customer relationship. This was main concern and this software solved this problem immediately. Also as I was another CRM user, this one is much easier to use, this makes less training time, and more productivity.

Salesnet review by Jerry G.
Jerry G.
Validated Reviewer
Review Source

"Salesnet Customer Experience"

What do you like best?

Having access to my data no matter where I am. It's fairly easy to train new staff in the use.

What do you dislike?

Data mining. They have made a lot of changes to make it easier to data mine, but I don't have a lot of time to create new queries/reports. I would like to see an affordable option to contact someone who is a Pro with the system I can lean on to do these things for me. With that said, Customer Service is always Johnny on the Spot for us.

Recommendations to others considering the product

I wouldn't hesitate referring someone to use this product.

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

We have three different types of customers in our business and it makes it really easy to differentiate between them and access all their info easily.

Salesnet review by Danielle O.
Danielle O.
Validated Reviewer
Verified Current User
Review Source

"Great CRM that provides plenty of options. Great customer service too! "

What do you like best?

Once you understand how the system operates, its very easy to use. So many customization features to fit our specific needs.

What do you dislike?

I haven't found anything that I dislike about it.

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

Were able to increase sales and track our sales reps progress throughout the month, knowing an estimate of what we will do per quarter. The benefits are endless, if you have your goals set, and met.

Salesnet review by Craig B.
Craig B.
Validated Reviewer
Review Source

"Salesnet is just right"

What do you like best?

I am not much of a computer wiz my no means, but working with salesnet has helped me become a better Salesman and it is very easy to comprehend. It keeps me organized and up to date with leads/opportunites that I need to keep in my pipeline to stay competitive.

What do you dislike?

I cant really think of anything bad to say about the system.

Recommendations to others considering the product

I recommend Salesnet to all Sales people who want to be able to stay organized and never lose any opportunities to succeed.

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

it solves all my problems who/what/where and when, I alway's know exactly where I stand in the Sales process. I never have to guess what or who I spoke with and what we are discussing.

Salesnet review by Administrator in Marketing and Advertising
Administrator in Marketing and Advertising
Validated Reviewer
Review Source

"Easiest CRM solution we have ever implemented"

What do you like best?

Functionality is very straight forward and intuitive. Our users are able to get up to speed using the product in a very short amount of time without a large learning curve.

What do you dislike?

Graphically the product could use some polish to put it in line with competitors in the marketplace but that is really a minor draw back

Recommendations to others considering the product

The marketplace is full of CRM tools that, for the most part, do the same functions. Salesnet is large enough to handle any size company's needs while still small enough to offer personalized support. Their flexible pricing options meet or beat their competitors and are continuously listening to their customer base to improve the product and add new features.

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

We needed a solution to provide comprehensive customer level interaction history and preferences to integrate with our existing ERP. We are now able to get a holistic view of our business and customers.

Salesnet review by Administrator in Internet
Administrator in Internet
Validated Reviewer
Verified Current User
Review Source

"Salesnet has exceeded our expectations in both capability and most of all customer service"

What do you like best?

The system is extremely user friendly. The overflow from lead to sale is well laid out for measurement and delivery.

What do you dislike?

I can honestly say there has been nothing I dislike about Salesnet or ANY of my interactions with their team.

Recommendations to others considering the product

The customer support is hands down the best I have seen through out the CRM industry. I know because I'm an implementer.

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

Automating a sales force. Results in a real time fashion

Salesnet review by Tracy H.
Tracy H.
Validated Reviewer
Verified Current User
Review Source

"Outstanding tool for publication media management"

What do you like best?

We're able to see our magazine placements in real-time which helps to identify sales targets and production needs.

What do you dislike?

Not having enough time to create more useful dashboards and data points, but that's not Salesnet's fault.

Recommendations to others considering the product

Work with the Salesnet implementation team to get the right data points. It helps to build out your future ease of use.

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

I have six sales people selling into 17 magazines so it's nice to know that everyone has immediate, real-time access to media that's been placed, including the prized, and finite, premium placement pages.

Salesnet review by User in Construction
User in Construction
Validated Reviewer
Verified Current User
Review Source

"I have been working with this for a little while now it has some great possibilitys."

What do you like best?

For the most part this program does a great job for me it is nice since i can enter my informatin in and have my supervisor, who is 4 states away be able to look at it any time they need.

What do you dislike?

Navigation can be a little cumbersome to start out but once you get used to it it works fine.

Recommendations to others considering the product

Works well just needs to be customized to your needs

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

Sharing of information with out having to email or call is a great benifit since mine and my boss's scheduel dont always line up.

Salesnet review by Administrator in Plastics
Administrator in Plastics
Validated Reviewer
Verified Current User
Review Source

"Easy to use CRM helps manage sales leads effectively"

What do you like best?

I really enjoy the reporting feature. It is quick and painless experience to crate custom reports in minutes.

What do you dislike?

Sales Net has addressed our biggest concern and has made it easier for us to forward sales leads to our customers with one click. I'd like to see some type of database cleaning tool that automatically deletes contacts with invalid email addresses after a validation report has been run.

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

We mostly manage our sales leads with Sale Net. As a marketer it allows be to monitor my entire sales teams activity regarding following up leads.

Salesnet review by David S.
David S.
Validated Reviewer
Review Source

"Simple effective organization "

What do you like best?

Although I have only been using the CRM for a short while now, the thing I like best about it is how well I have been able to keep organized with my leads and contacts.

What do you dislike?

So far there really isn't anything I dislike about the program.

Recommendations to others considering the product

I would recommend Salesnet to other people

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

Being able to keep up with my follow up on leads and contacts.

Salesnet review by Ruth V.
Ruth V.
Validated Reviewer
Review Source

"I use Salesnet Daily for my leads and contact history"

What do you like best?

The filters help me target certain companies when I am visiting clients

What do you dislike?

Too many steps to close a deal. When I am able to close a deal I have to go through to many steps to get to "WON"

Recommendations to others considering the product

Salesnet is a cost effective tool for Sales People wanting to stay on top of the game.

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

By using a filter by city I don't waste time or miss out on possible opportunities to schedule additional appointments that are close by when I am visiting clients

Salesnet review by User in Computer Software
User in Computer Software
Validated Reviewer
Review Source

"Sales User for the last two years"

What do you like best?

Customization: I like that I can create as many custom fields as I want and report on those fields. I also like the outlook sync. Being able to have all my contacts and phone number linked with my phone is so great. Saves so much time.

What do you dislike?

I'm glad you can pull any report that you want. However, I wish you could view your data without having to export every time. It would be nice to be able to sort and view information without having it to be in excel all the time.

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

I do like that its easy to use once you understand and train on all the features. The mobile app still has some room to grow, but having access to my clients anytime is helpful when your in Sales and travel often.

Salesnet review by Jeff L.
Jeff L.
Validated Reviewer
Verified Current User
Review Source

"Exactly what I needed!"

What do you like best?

The interface is very user friendly. Even if we decide to create my own templates, it's not complicated. It's great being able to specify at which stage a lead or job might be.

What do you dislike?

I don't believe there's anything I dislike. Everything was as described so as expected.

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

We were having difficulty keeping track of notes, and certain types of information, like pricing, that can be different for every customer. We were also looking to improve our relationship with current customers. It was a big organizational mess knowing who they were, and having all their information available.

Salesnet review by Administrator in Construction
Administrator in Construction
Validated Reviewer
Review Source

"Salesnet - Streamlining our entire operation!"

What do you like best?

I am most impressed with the Salesnet philosophy of building the system to fit out needs. The program has really streamlined our processes and we finally have everyone in the company on the same page. With offices all over the country, Salesnet has made a world of difference in our daily operations as well as state of the art reports that have already proven to be invaluable.

What do you dislike?

I don't really have any dislikes....I've enjoyed the training and using the system.

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

We have solved a lot of our communication problems by having all key players using one system and everyone on the same page. We had Salesnet 'build' a system that fits our needs and we are benefiting from the reports and real time data that allow us to forecast months ahead.

Salesnet review by Consultant in Package/Freight Delivery
Consultant in Package/Freight Delivery
Validated Reviewer
Review Source

"Salesnet Software review"

What do you like best?

I like the simplicity the best, before choosing salesnet I looked at five or six different software packages, and the one common issue I had was they were all very hard to understand and I couldn't see me training my staff on how to use it. with salesnet after a 10 min into I was getting it! it was easy to understand it made sense and although some bits are a little more complex that others the main work area is well set out and clear to understand what you are looking at.

What do you dislike?

I am not quite sure what I dislike so far? I am still in the setup stage and have not really found areas that I dislike, yes there is parts that are more complex than others but it is still simpler that all other software on the market. if I was pushed for a dislike I guess I would say that it is cloud based? but I am paranoid about security and having my clients details floating around up there dosent give me the easiest feeling but I guess it is the future and we have to trust that the company will protect our information.

Recommendations to others considering the product

so far I have had a very positive experience with salesnet, although I have not been using it for very long I like what I have seen so far. I spent a lot of time searching for a package that was simple and straigt forward and I eventually settled on salesnet. so would I recommend them? so far yes I would! very nice people to deal with and good software!

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

our customer service staff do not have a universal platform to work from so using sales net will allow them this link between all aspects of our business and the customer, we hope to use it for e-mail marketing and tracking the results of this, so we are quite excited to get it all up and running and start using it day to day.

Salesnet review by Emily C.
Emily C.
Validated Reviewer
Review Source

"Great Tool for Business Development!"

What do you like best?

SalesNet is a fantastic tool for managing existing and prospective client information. The program is user-friendly, well-laid out and reliable. The support team is quick to respond to an issue or to answer questions.

What do you dislike?

In my short time using SalesNet, I have not had any complaints or issues.

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

Maintaining updated, correct contact information for decision makers is key for us. To be able to edit, add or delete a contact and send emails through SalesNet has been beneficial.

Salesnet review by User in Mining & Metals
User in Mining & Metals
Validated Reviewer
Verified Current User
Review Source

"Salesnet has been a great planning tool helping me to keep my call cycles current with all accounts "

What do you like best?

Visibility to upcoming required sales calls and being linked to our business objects to see up to date performance of any particular account. Also posting my schedule allows management to know where I am spending my time each week.

What do you dislike?

the removal iof the over/under performing dashboard and the inability to delete accounts when needed

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

Hitting sales targets and being able to see where I am in relation to those goals each day. Ease of planning my week would be my biggest benefit

Salesnet review by Nikolaus J.
Nikolaus J.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Manager Of Professional Services"

What do you like best?

Salesnet is extremely user friendly and easy to work with.

What do you dislike?

I do not have any dislikes for Salesnet.

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

I am able to filter information in way that allows me to get the data I want.

Salesnet review by Joseph G.
Joseph G.
Validated Reviewer
Verified Current User
Review Source

"Awesome customizable product"

What do you like best?

The degree to which you could customize to fit your business

What do you dislike?

Some of the user interface is more difficult than other CRMs

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

Bid tracking

Salesnet review by Jon W.
Jon W.
Validated Reviewer
Review Source

"Salesnet is a great to to gather and keep information for sales people and management to review."

What do you like best?

I like how you can enter information on a new customer and current customers.

What do you dislike?

Hard to enter prospects in the system since we do not know D&B number we have to get accounting involved each time.

Recommendations to others considering the product

Make it easier to enter customers not in the system so you can add call reports easier.

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

I am able to be better at time mananagement and give current daily real time pricing to many people in our management group.

Salesnet review by User in Renewables & Environment
User in Renewables & Environment
Validated Reviewer
Verified Current User
Review Source

"Awesome!"

What do you like best?

I like the ease of use the best. It is very user friendly and helpful if you need to figure something out. Also, this service is exceptionally helpful with organizational skills.

What do you dislike?

Screen jumping up and down. It seems that when you "Record Activity" the screen jumps up and down when it reloads. This is very annoying. Not only does this waste time it also starts to give me a headache at the end of the day.

Recommendations to others considering the product

Do it!

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

Organization and simplicity.

Salesnet review by User in Management Consulting
User in Management Consulting
Validated Reviewer
Verified Current User
Review Source

"I love Sales Net!"

What do you like best?

All my client information is right there!

What do you dislike?

There is nothing i dislike. Everything is right where you need it.

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

I solve internet and phone line issues for business owners. When they call in with an issue i can easily access their account and all the information i need to get them the assistance they need to resolve the issue the first time. Everything is right there in Sales Net.

Salesnet review by Lane F.
Lane F.
Validated Reviewer
Review Source

"Team Leader / Business Consultant"

What do you like best?

Results. The training was excellent and helped my team and myself accomplish more in less time.

What do you dislike?

I don't have anything negative to say. I don't utilize 100% of the capabilities but all that we do use is very efficient.

Recommendations to others considering the product

Highly recommended for any sales or management team that's looking to take their business to the next level.

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

I have a large number of customers in my data base and add to it daily. Huge benefit in data management and follow up, etc.

Salesnet review by TAMI M.
TAMI M.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Easy to use"

What do you like best?

Easy to use with very little or no training

What do you dislike?

lacks ability to create tasks in Outlook and can't direct feed emails into Salesnet.

Recommendations to others considering the product

It needs to be able to direct feed emails into Salesnet and be more interactive with Outlook tasks and activities.

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

Keeps track of client, properties, next steps all under 1 umbrella

Salesnet review by Mike F.
Mike F.
Validated Reviewer
Review Source

"Cost effective and high quality"

What do you like best?

The ease of use and utility of client management

What do you dislike?

I have no problem with software - it met my needs

Recommendations to others considering the product

I highly recommend the product -- I used it several years ago, then had a change in business - now I'll be using it again and it's even better than before

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

Time management and follow up with my agents. This software has increase productivity and efficiency -- I've realized closings that were slipping through cracks before

Salesnet review by Administrator in Wholesale
Administrator in Wholesale
Validated Reviewer
Verified Current User
Review Source

"Easy to Use, Keeps us on track with contacting customers and prospects."

What do you like best?

Ease of use. It allows me to concentrate on others areas of work instead of trying to remember which customers and prospects I need to call on each day.

What do you dislike?

Difficulty/Cost of Integrating our ERP system to CRM.

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

Increasing contacts to customers and prospects which directly affects our sales in a positive manner.

Salesnet review by Consultant in Professional Training & Coaching
Consultant in Professional Training & Coaching
Validated Reviewer
Review Source

"SaleNet"

What do you like best?

easy to input customer data - nothing more to add

What do you dislike?

WE have not set ip dashboards, so I can not gather any real insights/intelligence with data in SN.

We do not have useful sales tracking system , so again can't see or manage sales funnel/ sales successes or lost deals.

Recommendations to others considering the product

FDo not have a recommendation

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

We are solving human capital problems. I have not realized any benefits to threse problems in SN. We are taking steps to reengineer our use of SN to improve the data input and output.

Salesnet review by Internal Consultant in Construction
Internal Consultant in Construction
Validated Reviewer
Verified Current User
Review Source

"2015 Cornerstones Salesnet G2 Crowd Survey"

What do you like best?

I like the customizable reports (screens) you can use

What do you dislike?

No dislikes. Just some particulars that would benefit me as a user. Were working on those.

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

1) Efforts being doubled up on job quoting. No communication.

2) Now its clear on who's working on what.

Salesnet review by Patti P.
Patti P.
Validated Reviewer
Review Source

"Staying Organized with Salesnet"

What do you like best?

Salesnet keeps me organized. I track my calls, contacts, sales history, follow up calls and important account information at my fingertips. Salesnet keeps me focused on my top accounts and keeps me on track.

What do you dislike?

Nothing comes to mind but If i have to pick something - Salesnet Mobile could be better a Salesnet APP would be even better.

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

Account tracking and communication

Salesnet review by User in Oil & Energy
User in Oil & Energy
Validated Reviewer
Verified Current User
Review Source

"Great product, easy to use and configure for your needs, excellent support!"

What do you like best?

This product is easy to use and technical support is excellent

What do you dislike?

Nothing to complain about for this product.

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

Keeping track of sales opportunities, sales cycle, pipeline, and forecasting.

Salesnet review by Dave B.
Dave B.
Validated Reviewer
Review Source

"SalesNet is extremely valuable"

What do you like best?

flexible tracking page layouts. And especially the color coded lines.

What do you dislike?

Historical tracking of different ID's. Moving accounts from rep to rep loses all tracking.

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

tracking sales progress from quote to order. Keeping track of a large number of opportunities.

Salesnet review by Administrator in Computer Software
Administrator in Computer Software
Validated Reviewer
Review Source

"Best transition from Salesforce for small company"

What do you like best?

After doing quite a bit of research, we landed on Salesnet as the most cost-effective and productive tool for our company. Having transitioned from the robust Salesforce platform, we now have a CRM that is actually utilized by our sales team.

What do you dislike?

The interface takes some getting used to, but all the capabilities are there.

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

Salesnet allowed us to consolidate all of our data into one location and involve all key members in the business process. Our new theory is: if it's not in Salesnet, it doesn't exist.

Salesnet review by User in Construction
User in Construction
Validated Reviewer
Verified Current User
Review Source

"helpfull"

What do you like best?

they let me work with my clients assignment

What do you dislike?

everything is accord to my prospective use in this software,

Recommendations to others considering the product

i recommend all the companies this because you can catch all your record in one place.

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

sales

Salesnet review by Brandy S.
Brandy S.
Validated Reviewer
Review Source

"Excellent"

What do you like best?

The Ease of use and the flexibility to customize to my process.

What do you dislike?

Taking time to enter the information needed to maintain a valid database

Recommendations to others considering the product

take the time to set up correctly and follow a process.

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

keeping track of what is in the pipeline and what is next using the Sandler System

Salesnet review by Administrator in Human Resources
Administrator in Human Resources
Validated Reviewer
Review Source

"A must-have for process-oriented sales people"

What do you like best?

Salesnet has a very intuitive user interface which is easy to use and navigate. It is completely configurable to include data fields, sales process steps and step results, dashboards and reports. Very powerful tool for sales pros.

What do you dislike?

There isn't anything that I do not like about Salesnet.

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

My original reason for implementing Salesnet was to employ a sales force automation system to complement a company-wide initiative around the CustomerCentric Sales Process. Through that experience I realized great peace-of-mind of knowing that sales process supported by a configurable SFA system de-mystifies pipeline management.

Salesnet review by User in Wholesale
User in Wholesale
Validated Reviewer
Verified Current User
Review Source

"Very useful tool once we learn how to access all of its features."

What do you like best?

The ability to see my customers performance and access all of their info.

What do you dislike?

It is not directly linked to our system so their is a lag in numbers.

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

Tracking customers

Salesnet review by Administrator in Telecommunications
Administrator in Telecommunications
Validated Reviewer
Verified Current User
Review Source

"Excellent Program to use for daily operation"

What do you like best?

I could custom the program for my business

What do you dislike?

Not being able to change fields on the fly.

Recommendations to others considering the product

Great Data basic and follow up files

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

Great Data basic and followup fields

Salesnet review by Robby H.
Robby H.
Validated Reviewer
Review Source

"Salesnet Review"

What do you like best?

Salesnet is an amazing, organized, and essential tool for my companies day to day business.

What do you dislike?

Notifications are not a part of the program.

Recommendations to others considering the product

Do it.

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

Lead organization and project progression.

Salesnet review by User in Professional Training & Coaching
User in Professional Training & Coaching
Validated Reviewer
Review Source

"We have been using Salesnet for over one year, and it has been easy and productive"

What do you like best?

The green/yellow/red is great for prioritizing tasks, and the ability to quickly customize fields has made it great because it is perfect for our selling methodology. We also like the graphical dashboard, the ease of adding leads, and the ease of managing opportunities.

What do you dislike?

I still can't get it to work right on my smart phone

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

managing the pipeline from the perspective of our sales methodology

Salesnet review by User in Electrical/Electronic Manufacturing
User in Electrical/Electronic Manufacturing
Validated Reviewer
Review Source

"Salesnet user review"

What do you like best?

Salesnet is a good CRM tool. It is good to track the opportunities from initiation to handover for execution.

What do you dislike?

There is room for improvement in terms of attaching documents and notes.

Recommendations to others considering the product

Good tool, and less cumbersome than other tools I have a used in past.

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

It is a good tracking tool. It provides an easy way to get a snap shot of full pipeline.

Salesnet review by Terry P.
Terry P.
Validated Reviewer
Verified Current User
Review Source

"Salesnet has Great Support"

What do you like best?

I like the expediency and thoroughness of the online support that is provided.

What do you dislike?

NEEDS to have MAC support.

Needs to add Lead Scoring and other Marketing Lead Nuturing functions added.

I also had some users with Firefox -v- IE visibility issues.

Recommendations to others considering the product

Understand & outline your lead to sales opportunity process thoroughly. The Marketing Lead Nuturing processes for Informed B-2-B buyers is very different from the traditional B-2-B sales process.

I just had to perform application gymnastics to attach a screen shot to this survey. The form did not recognize the MAC screen capture format. It did not recognize the .pdf format. I had to cut/n/paste MAC image into .pptx and save as a jpeg. Really!?

Salesnet review by Kristin H.
Kristin H.
Validated Reviewer
Review Source

"Excellent CRM tool"

What do you like best?

As a Sales Manager, implementing Salesnet has helped me to streamline our deparment processes. Our sales staff is more focused and productive. They have clearly defined steps and are able to view their pipline and highest opportunities at a glance. From both a management and a marketing research perspective, the data and reporting capabilities are limitless.

What do you dislike?

I gather quite a bit of data and research based on reporting capabilities in Salesnet. While it is virtually limitless, the company could spend some time in developing the ability to merge reporting between leads and opportunitites. This would enhance the data gathering capability and make Salesnet an even stronger tool for our organization.

Recommendations to others considering the product

If you are searching for a user friendly CRM this is it. The ease of use makes Salesnet the logical choice for training and implementation for a staff of any size.

Salesnet review by Frans C.
Frans C.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"The best process based CRM tool in the market"

What do you like best?

The best of Salesnet is its process capability which enables us to efficiently work and ensures actions get follow up on schedule. The easy to set up process builder helps you to quickly define your personal process and detail every step on the way you think is needed. All in all is has streamlined our sales processes tremendously, we’re more focused and productive as with the clearly defined steps we are able to view our pipeline and highest opportunities at a glance. Special remark on the great snapshot reports. Functionality is very straight forward and intuitive, it really requires little training.

What do you dislike?

I really would like to see an integration with the Sales Methodology tools (like Strategic Selling, Conceptual Selling and LAMP) from Miller Heiman.

Recommendations to others considering the product

If you read my comments on "what do you like best" it must have enough recommendations already.

Salesnet review by User in Management Consulting
User in Management Consulting
Validated Reviewer
Review Source

"Salesnet is an easy to use CRM that gives me everything I need to keep my leads organized."

What do you like best?

Be able to link email as well as upload documents has been a great feature.

What do you dislike?

There is nothing comes to mind that I dislike

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

Getting back to clients in an orderly fashion is made easier by setting call back dates for a specific length of time but also being able to change those dates as needed.

Salesnet review by Doug D.
Doug D.
Validated Reviewer
Review Source

"We have had great success tracking and monitoring sales leads using Salesnet."

What do you like best?

It's easy to use and easy to customize for our specific sales process. The process flow is logical and it can be modified quickly so the flow meets our specific needs. We continue to customize the software as we find better ways for our sales process to work. The software has yet to provide a barrier. In fact there have been a few processes built into the software that have helped us to better define our sales flow.

What do you dislike?

E-mail integration and document editing. Seems like it should be easier to get a document created in Salesnet so others have access and can use it. Using the e-mail feature doesn't allow any custom formatting, so the text looks like it's a canned e-mail.

Recommendations to others considering the product

This is a very easy to use sales tool that has all of the logical functions you need to manage your sales efforts. Support is responsive and very helpful.

Salesnet review by User in Textiles
User in Textiles
Validated Reviewer
Review Source

"Reviwe of Salesnet"

What do you like best?

It has more than enough categories, it is great for keeping track of business, employees, notes and tasks

What do you dislike?

I dislike that you have to delete some areas from body when you cut and paste from an email. I I dont like that when you make a search, it only pullls up 20 records.

Recommendations to others considering the product

use it often

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

Keeping track of people, places, notes, samples

Salesnet review by Michelle G.
Michelle G.
Validated Reviewer
Review Source

"Salesnet has been instrumental in the growth of our business!"

What do you like best?

We appreciate the ability to customize Salesnet for our company's unique needs - and had affordable help from the Salesnet team for the custom design. As a small growing company we have appreciated not having to have servers of our own, worry about losing data, and the ability of our team to access Salesnet from anywhere. After presentations from three different companies we decided on Salesnet in 2012 and have not been disappointed. The customer service/support has been great and it is affordable.

What do you dislike?

Anything that we have wanted to change with how Salesnet works for our company's specific needs we have been able to do with the quick support of the Salesnet team. We love that we can continue to customize and create additional tracking mechanisms as we grow.

Recommendations to others considering the product

There are other companies out there that provide a more integrated program for doing email marketing campaigns, etc. You may find it much more affordable to utilize a program such as Constant Contact in conjunction with Salesnet. We sure did! In the meantime, Salesnet continues to upgrade their product and meet our needs.

Salesnet review by Shelley C.
Shelley C.
Validated Reviewer
Review Source

"Salesnet is an invaluable sales tool for Schwank"

What do you like best?

While searching for CRM software for our company, I tried out many different programs. As soon as I found Salesnet, there was no question that it was the perfect fit. I needed a system that had the ability link accounts, contacts and opportunities together in order to track complex construction projects. Salesnet fit this need and then some. The customization capabilities make it easy to meet the unique needs of our business while remaining easy to deploy and use, and the extensive reporting functions are invaluable to our sales and management team. Our company depends on Salesnet to keep us on track and focused on opportunities throughout the entire sales process and most importantly, it helps us sell more!

What do you dislike?

The only issue I have is with editing emails that are sent through the communication manager - a very minor issue.

Recommendations to others considering the product

Salesnet is user friendly, highly customizable, and easy to deploy. Tech support and customer service is top notch. Take advantage of a free trial!

Salesnet review by Norm S.
Norm S.
Validated Reviewer