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SalesManager Logo

Earn more high-value service agreements with SalesManager.

(0)

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SalesManager Pricing, Features, Reviews and Alternatives

SalesManager product overview

Price starts from

99

/user

Per month

What is SalesManager?

SalesManager helps commercial service contractors grow and scale their business by improving their sales engine. Collect equipment inventory, apply maintenance-based pricing, setup and organize complex project pricing, generate and win profitable proposals and service agreements.

Key benefits of using SalesManager

Build Profitable Proposals

- Apply pre-built or customizable pricing models to the customer’s equipment inventory to create contract pricing that meets your profit margin goals.
- Set different profit margin goals for different types of work including spot, add-on, replacement, plan/spec, design/build, etc.
- Perform sales audits with sellers or technicians with any experience level with the SalesManager mobile application to inventory equipment by model number.

Automate and Manage Sales

-Use the SalesManager CRM dashboard to track daily, weekly, and monthly progress towards sales goals.
- Streamline and measure the entire sales process with seller workflows that move accounts from prospect to survey to proposal to follow up to signature.
- Report on sales KPIs: Sales Volume, Labor Hours, Prospecting Activity, Sales Quotes and Bookings
Dials, Contacts and Appointments, Quota Attainment

Win With a Professional Pitch

- Secure more contracts by providing customers clear and professional proposals with electronic signature.
- Customize proposal templates any way you like and deliver them printed or electronically.
- Show the prospect the financial benefits of implementing your service program using their current owning and operating costs.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Knowledge Base
Phone Support
24/7 (Live rep)

Training options

In Person
Live Online
Webinars
Documentation
Videos

SalesManager pricing information

Value for money

4.7

/5

4

Starting from

99

/user

Per month

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

SalesManager features

Functionality

4.5

/5

4

Total features

26

4 categories

Most valued features by users

Reporting/Analytics
Activity Dashboard
Alerts/Notifications
Data Import/Export
Customizable Templates
Customizable Branding
Contact Management
Customer Database

SalesManager users reviews

Overall Rating

4.5

/5

4

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.25/10
Rating distribution

5

4

3

2

1

2

2

0

0

0

DB
AvatarImg

Dean B.

Construction, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Options to drive your business

Reviewed a year ago

The greatest benefits of North Boundary are speed and efficiency of preparing estimates, and writing proposals. Time is our greatest commodity and North Boundary software system is user friendly and very detailed.

Pros

My primary usage in North Boundary is project management. I do all my client information, estimating, proposal writing and job tracking. In my experience you can run everything through this one feature. My favorite part is the worksheet. You input all your critical company cost information (such as burden rates) which then allows you to set up sales margins to allow you to be profitable. Nothing more important than understanding your costs and creating the proper sales margins to run your business. There are so many reports you can run from Project Management that allow you to estimate sales, manpower requirements, and cashflow.

Cons

My only complaint is that I wish I knew more about all the features and benefits the system offers. Perhaps North Boundary could offer free or very cost effective online training specific to users needs.

JB
AvatarImg

Joseph B.

Facilities Services, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

When is Vince out of the picture?

Reviewed a year ago

I have been using this tool since Vince was with Linc in the early 2000's.....It's a great sales tool

Pros

easy to use and provides a sales process.

Cons

formatting of agreements is poor and need to be cleaned up in WORD

BB
AvatarImg

Bill B.

Construction, 201-500 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Value and Consistency

Reviewed a year ago

It works well for our organization

Pros

I like that i can see all the estimates from all the users and track daily sales number

Cons

We need to enter all take off information, would like to see more takeoff capability

DN
AvatarImg

Dennis N.

Construction, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Love North Boundary

Reviewed a year ago

Overall I love North Boundary and it makes my job much easier.

Pros

Easy way to manage contacts, proposal and bids all in one place.

Cons

The template feature is a bit difficult to manage.

SalesManager FAQs

Q. What type of pricing plans does SalesManager offer?

SalesManager has the following pricing plans:
Starting from: $99.00/month
Pricing model: Subscription


Q. Who are the typical users of SalesManager?

SalesManager has the following typical customers:
Large Enterprises, Mid Size Business, Small Business


Q. What languages does SalesManager support?

SalesManager supports the following languages:
English


Q. Does SalesManager offer an API?

No, SalesManager does not have an API available.


Q. What other apps does SalesManager integrate with?

SalesManager integrates with the following applications:
ServiceTrade, Salesforce Sales Cloud


Q. What level of support does SalesManager offer?

SalesManager offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support, 24/7 (Live rep)

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