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Salesvue

Sales automation software native to Salesforce

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Salesvue Pricing, Features, Reviews and Alternatives

Salesvue product overview

Price starts from

$

5000

/yryear

What is Salesvue?

The Salesvue CRM platform ensures you are kept fully up to date with reports and graphs by seamlessly integrating with your Salesforce account. You can choose what data and information you would like your Salesvue application to display from your Salesforce plan and also create bespoke data sheets and findings based on your needs. All Salesvue data can then be exported and downloaded for further assessment or fed into graphs and charts.

Key benefits of using Salesvue

  • Transparent data and sales techniques - Lead management, lead nurturing, sales automation, sales enablement, sales productivity. Salesvue is fully synced with your Salesforce platform giving you on-time transparent sales data and allows you to carry out sales campaigns and monitoring.

  • CRM analytics and Real-time reports - Salesvue presents you with a complete in depth insight into your customer relationship management's success and sales performances. These finds can be exported to customized charts and graphs as well as downloaded to PDF or stored for historical purposes.

  • Create customer notes and Client prospecting - Notes and entries that are created in Salesvue are synced with your Salesforce account, eradicating the need for double data entry. Salesvue lets you evaluate client leads and opportunities with accurate reports giving you more freedom for client prospecting.

  • Online support and guidance, demo - Based on your selected Salesvue package you will be allowed different levels of support, from email to telephone. Online Salesvue video tutorials and demos are in place to assist you further from the initial inception to ongoing enquiries.
  • Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    Email/Help Desk
    Phone Support
    Knowledge Base

    Training options

    In Person
    Webinars
    Live Online
    Videos
    Documentation

    Salesvue pricing information

    Value for money

    4.6

    /5

    17

    Price starts from

    $

    5000

    /yryear

    Pricing options

    Free plan
    Subscription
    Free trial
    Pricing range

    Value for money contenders

    Salesvue features

    Functionality

    4.2

    /5

    17
    Total Features31 4 categories

    Most valued features by users

    Contact Management
    Lead Management
    CRM
    Reporting/Analytics
    Collaboration Tools
    Performance Metrics
    Workflow Management
    Campaign Management

    Functionality contenders

    Salesvue users reviews

    Overall rating

    4.7

    /5

    17

    Positive reviews

    100%

    Write a review
    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8.53/10
    Rating distribution

    5

    4

    3

    2

    1

    12

    5

    0

    0

    0

    Pros
    Very positive overall, it is a good tool made by a good company. Has helped our org ensure that sales reps follow up on the leads marketing and sales managers want out reps to.

    NK

    Nick K.

    Everything with Salesvue as a daily user has been great. We enjoy the program and I'm happy we made the transition to take advantage of this software.

    KM

    Kelsey M.

    Salesvue has the BEST customer service. They are responsive, quick to remediate and are always willing to help.

    VP

    Vanessa P.

    Cons
    We had some trouble with one of our other software and Salesvue communicating.

    RB

    Rob B.

    There can be lag time between adding a contact/account to a plan and that contact/account showing up in the Tasks page.

    EK

    Ellie K.

    Many times if a follow up has been set with a customer, and I am deep into completing lists of calls, I will forget about a follow up call.

    RN

    Robert N.

    Overall rating contenders

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

    Share this review:

    SalesVue Review

    Reviewed a year ago

    I really appreciate that our reps have this tool. I know it has allowed us to prospect and stay on top of multiple leads across multiple campaigns.

    Pros

    It allows the reps to automatically manage their prospecting campaigns by creating follow up tasks for them. The reps benefit by using pre-made templates that they can select from. It especially helps the reps that are not good about creating tasks on their own and ensures everyone is doing multiple touches.

    Cons

    I think the issue is with my own company, but frequently there are issues between our Salesforce synching with Salesvue activities. Sometimes the activities that the reps do are not showing up in our Salesforce. We need to get both companies involved to fix this. I wish that there was not these synching issues.

    Vendor response

    Thank you for your review of our product. We are always looking for great feedback. Salesvue is a Native Salesforce.com application so no syncing is taking place. We do, however, rely on Salesforce Jobs to run in a timely manner. If you have examples of activities that are not being recorded, in real time, we would love to look at those and provide feedback and solutions.

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

    Share this review:

    Salesvue helps us stay organized

    Reviewed a year ago

    Salesvue has the BEST customer service. They are responsive, quick to remediate and are always willing to help.

    Pros

    Salesvue helps my SDRs stay organized with their tasks.

    Cons

    The plan building functionality is clunky.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend5/10

    Share this review:

    Works inside of popular CRM

    Reviewed a year ago
    Pros

    It works inside of Salesforce and provides detailed reporting.

    Cons

    Plan/cadence builder and end user UI isn't fluent

    Vendor response

    Thank you for your review. We value your feedback. Our development team has started our plan builder overhaul, expected to be released fall 2020. We are lucky to have a top notch client success team and we're thrilled you see their continuous efforts to help our clients, like you, succeed.

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

    Share this review:

    SB Review

    Reviewed a year ago

    Very good product overall, could use a couple of tweaks in specific places but nothing major.

    Pros

    Very easy to administer this product, can flip tasks easily, setup cadences, and workflows around it.

    Cons

    Involves some APEX code which Im not too familiar with but learning and will have to learn eventually.

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

    Share this review:

    Great product to help with efficiency!

    Reviewed a year ago

    Everything with Salesvue as a daily user has been great! We enjoy the program and I'm happy we made the transition to take advantage of this software.

    Pros

    This software allows for a streamlined process for individuals to efficiently get work done! It's great to help keep accounts and notes organized. As a daily user of this software, it's user-friendly and helpful to pull reports without going to administrators for those needs.

    Cons

    I do not feel as if any part of integration was difficult, as once we were trained in the program we were able to effectively work right away. I believe the program is overall easy to learn and has many benefits to launch campaigns and track needs for accounts.

    Salesvue FAQs and common questions

    Salesvue has the following pricing plans:
    Starting from: $5000.00/year
    Pricing model: Subscription


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


    Salesvue supports the following languages:
    English


    No, Salesvue does not have an API available.


    Salesvue integrates with the following applications:
    Formstack Forms, Formstack Documents, Seismic, Salesforce App Cloud


    Salesvue offers the following support options:
    Email/Help Desk, Phone Support, Knowledge Base

    Related categories