OptifiNow Sales Process Automation Features

OptifiNow Sales Process Automation

Sales process automation software

4.8/5 (5 reviews)

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OptifiNow Sales Process Automation Feature Reviews

4 reviewers had the following to say about OptifiNow Sales Process Automation's features:

Adria Liss

We have mutual clients. My clients are very happy with the CRM.

2015-06-10

Pros

Easy to work with and smooth integration. Our clients are very happy with them.

Cons

Nothing bad to report. They are great to work with.

Rating breakdown

Ease of use
Features

Likelihood to recommend

10/10

Recommendations to others considering OptifiNow Sales Process Automation

You should try it out. They are great to work with!

Source: Software Advice
Helpful?   Yes   No
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Michael Krause

Implemented this Lead Management solution at several client locations

2015-05-29

Pros

What I like most about this solution is that the sales people love to use this product because it drives more sales for them.

Cons

Honestly, in each of our implementations we have had nothing but a great experience.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10

Recommendations to others considering OptifiNow Sales Process Automation

The issue I see with so many systems out there is that they do one thing well and you need to add additional platforms that do not talk to each other and start to make your sales process more complicated that it needs to be. Honestly, salepeople just need to be selling, not learning software or filling our reports. So when looking for a system, really look at what the core functionality delivers for the salesperson using it. Just like Microsoft Word, it has lots and lots of features, buy 99% of us only use the core 10% of the features. You should apply the same logic to when you are shopping for a Lead Management or Sales Process Automation software platform.

Source: Software Advice
Helpful?   Yes   No
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John Loyola

Great Lead Management platform with one stop marketing compliance

2015-05-27

Pros

The modules are unlike like most CRMs where your configuration takes a long time.

Cons

Minor overlap in automation tools we use with SFDC.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

10/10

Recommendations to others considering OptifiNow Sales Process Automation

I recommend you walk through it first hand and try the on Demand modules.

Source: Software Advice
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michael castanon

Addiction Recovery Call Center

2016-05-17

Pros

OptifiNow built out the exact platform we needed for our addiction/recovery business. Before we had this software, we were paper based and lost business because of this.

Cons

They have a dedicated rep you can email, but I guess this is the way most SAAS companies are going.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Likelihood to recommend

10/10

Recommendations to others considering OptifiNow Sales Process Automation

Make sure that whatever software you are looking at that it is flexible around your business processes. If it is not flexible, you may not realize the true potential of the value the system can bring.

Source: Software Advice
Helpful?   Yes   No
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