Customer Management Articles

End the Paperwork Madness With CRM — Review of Salestrakr

by Stephanie Watson
Published on 20 August 2012

salestrakr review Salestrakr is a Customer Relationship Management ( CRM) software company that gives small businesses a way to escape the monotony of manual processes and instead develop automated processes. In addition, they help small businesses get away from paper processes and databases which can be time consuming and risky. With Salestrakr, business owners and administrators are able to actually visualize their sales opportunities which makes business more cost-effective and makes everything else run more smoothly. The software developed by Salestrakr offers businesses a variety of features that make it worthwhile for any type of business.

Innovative CRM Technology

Salestrakr was developed in 2008 by a group of businessmen who were looking for a way to give businesses technology to be used for tracking sales digitally, along with a variety of other features. They originally wrote the code for Salestrakr in 2007 and released it in May of 2008. The product was then as it is now; a user-friendly and entirely web-based program for managing sales, business operations, future opportunities and more.

Small Businesses Improve Processes With Salestrakr

If you have a small, medium, or large sizes business you will find benefits to using Salestrakr. It was originally created for small businesses that were getting frustrated with outdated paper and manual processes, but more companies are finding it to be extremely useful. Salestrakr includes the ability to import existing CRM data such as email software and contacts, edit on a single screen, manage your sales pipeline, organize users, a simple ask-for-help box, search customers and prospects from an easy field box, customize data, a team calendar, track activity, and use email for communicating with contacts.

User-Friendly Software For People Of All Skill Levels

Aside from being completely web-based which makes Salestrakr even more effective, it is also incredibly easy to use. Even professionals who aren't comfortable with most technology-based systems will find the simple full-featured software a breeze to learn. Not only can you track sales quickly and easily with Salestrakr, but you will also be able to easily track your customers and clients, vendors, and prospects along with improving the tracking management of your sales teams. You'll be able to close more sales than if you didn't use the software. It is a great way to organize your business, increase your closed sales, and be more productive in the long run.

The Basics: What Does It Look Like?

Salestrakr includes an easy sign up form with a 15-day risk-free trial so that you can try out the software before committing to a subscription plan. Once you sign up for the free trial, you will be given a link that gives you immediate access. Upon signing into your new account, you will be directed to the Salestrakr software's main page. From this page, you have easy access to everything you will need in order to use its features. This includes searching for companies or recent notes, your recent activity, sales pipeline, adding contacts, report builder, reports, and more.

salestrakr review

If you scroll down the main page of Salestrakr, you will find all of your recent activity and other important notices. There are organized sections of the page with your calendar entries, tasks, notes, meetings, sales opportunities, company files, tags, files, and photos.

salestrakr crm review

You can import contacts at any time to Salestrakr with a click of a button. Simply click on "Import Contacts" on the top-left side of the page and click on any email service or program you have contacts in. Salestrakr can walk you through how to import from those applications. And if you want to import more than just contacts from another CRM, the team at Salestrakr charges a small fee to convert you completely (roughly $500.)

salestrakr crm review

Some Great Features

If you use Skype as your phone (complete with a Skype in telephone number), then Salestrakr has something unique for you. Click on a number and Salestrakr brings up a call log box containing a Skype link to your number. Then just click and dial. This is definitely the new way of telephony for small to medium size businesses (and for executives who want all their communications in one place.)

Salestrakr also provides a nice level of Marketing Automation. Whether based on a campaign or based on sales opportunity pipeline stages, Salestrakr can automatically send out emails, in either text form or based on a HTML template, keeping prospects and leads warm. These two features alone keep you from having to immediately buy lots of more expensive but necessary automation technology.

Pros And Cons Of Salestrakr

Salestrakr has many benefits that make it worth the money you spend on it. If any, the main disadvantage to the software program is the price, but with the features you get from it, this is a very small disadvantage if you can even call it that. Some of the most popular features offered by Salestrakr are importing, adding, and editing contacts, detailed calendar, a web-based program with no installation, high level of safety and security, customization, search options, web forms, change log, photos, reports, data export, emailing, and more.

Will It Fit Your Budget?

Salestrakr makes it easy to choose a paid membership plan by offering three different plans to choose from. Each plan is offered at monthly or yearly membership prices with a varied amount of features offered. The least expensive plan is called the Contact Manager, which includes unlimited contacts, notes, tasks, workflow, calendar, reports and report builder. The next plan is the CRM plan with the previously listed features plus a sales pipeline, custom data fields, files, change log, roles, group email, email Dropbox and company logo. The last and most comprehensive plan is the CRM Plus which includes the previously listed features plus sales organization, marketing automation, web forms, and API access.

Is It For You?

If you run a small business and are frustrated with manual processes and dealing with heaps of paperwork, then Salestrakr can simplify the process for you. With Salestraker you will find that your sales, level of organization, and your production are increased. It doesn't hurt to try the free trial for 15 days and decide for yourself if it's worth it.

Ratings: ease of use 4.5/5, features 4/5, value 4/5 and ease of deployment 5/5


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