Salesflare review

What is Salesflare?

Salesflare is a simple yet powerful customer relationship management system created to help sales teams accomplish more by doing less. Trusted by small B2B companies worldwide, this platform offers a slew of unique features ranging from contact management to pipeline management. With this at your disposal, you get access to all the tools you need to ensure a streamlined sales process.

In addition, Salesflare is built on top of salespeople’s existing data pools of their customers and doesn’t require them to input customer data, such as emails, phone numbers, and address books, into the software. The software automates the whole gathering and storing of customer information, reducing time spent on data entry by as much as 70%. That said, it allows salespeople to focus on what they do best. And that is to sell.

Another great thing about Salesforce is that it is built to play well with your existing software ecosystem. For starters, it can integrate seamlessly with Gmail, iCloud, Microsoft Office 365, PieSync, and Exchange. If these aren’t enough for you, you can also connect it with over a thousand other third-party applications via Zapier and the platform’s REST API capabilities.

Salesflare also allows you to oversee your CRM efforts as well as get access to all customer information while on-the-go. This is because it comes with native iOS and Android applications. This is especially useful for small business owners who want to keep a close eye on operations as well as remote workers who meet with clients outside of the office.

In case you are interested in investing in this platform, the vendor only offers one straightforward pricing plan that costs $35/user/month when billed monthly. This is inclusive of all the features that the platform has to offer. Of course, discounts apply if you choose to pay for the subscription annually.

Overview of Salesflare Benefits

Faster Data Organization

Salesflare gives your salespeople a huge boost in terms of productivity and effectiveness as this CRM software enables them to perform sales-related tasks instead of spending a significant amount of time on data entry. Many of today’s CRM systems require users to input customer information, such as phone numbers, emails, and phonebooks, into the system, which means hours are wasted.

With Salesflare, salespeople don’t have to slave away and spend precious hours entering information they have already collected and organized. The software automatically pulls data from their existing customer information pools instead of entering data manually. This results in users saving as much as of their time spent on a very redundant action.

Simplified Customer Data Capture 

Salesflare boasts of an intelligent approach not present or utilized by other CRM systems. It easily connects with your emails, phone calls, calendars, social media contacts, company databases, and the web. In addition, it comes with an automatic logging feature. So, whatever you did during the day, Salesflare connects to your smartphone and calendar to log your phone calls and meetings with clients so you won’t have to.

With these tools, all the customer data you need is automatically retrieved and saved in your digital address book. As a result, you and your sales teams can focus on selling and growing your business.

Better Document Management

Salesflare automatically organizes documents for users. Whenever you need to access a particular material, Salesflare makes it easy for you to locate your files so you can go on and do other things that matter. You won’t miss a follow-up as all your opportunities are brought to the surface. As you have more time to work on sales-related tasks, that means you and your team can collaborate more efficiently.

Improved Opportunity Tracking

It’s easy for leads to fall through the cracks if you are unable to pinpoint the most opportune time to engage them and close the deal. This is why Salesflare is built to give you a bird’s eye view of all your opportunities. It compiles all your strong leads in one dashboard and shows you which one requires your attention immediately. This way, you know exactly when to follow up with them and what actions you can take to move them along your sales pipeline.

Another great thing about Salesflare is that it comes with tools such as email tracking, link tracking, and analytics. These will give you in-depth insights as to how customers are interacting with your content and improve how you engage them in the future.

Tighter Team Collaboration

Teamwork is important when it comes to different aspects of managing a business. CRM is no exception. That’s why Salesflare is built for collaboration. For instance, it comes with a central address book where all members of your team can easily retrieve important client information. Using this, you can be sure that your marketers, sales personnel, and customer care representatives can pick up where another employee left off in a conversation with a client.

Moreover, it comes with a shared customer conversation feature. This way, team members can follow the customer conversations they have previously participated in without having to be involved in the direct messages.

More Efficient Workflow

Last but not least, Salesflare supports an extensive selection of native and third-party applications, allowing you to connect it to your existing business software. For starters, it comes with a Zapier integration that allows the software to seamlessly connect with over 1300 applications such as Slack and MailChimp. It also has REST API capabilities that will allow you to connect the platform to your CRM system, ERP platform, or other tools for easier importing and exporting of data. With this, you can streamline your workflow, optimize processes, and ensure your data is synced across your systems.

  • Data input automation
  • Predictive lead scoring
  • Email tracking
  • Website tracking
  • Lead management
  • Contact Management
  • Sales pipeline management
  • Custom fields
  • Sales intelligence
  • Opportunity prioritizing
  • Communication history
  • Opportunity assignment
  • Automated reminders
  • Automated to-do lists
  • Interaction tracking
  • Goals/quota management
  • Revenue insights
  • Funnel analysis
  • Team insights
  • Leaderboard


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