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What are the Limitations of Salesmate CRM?
No CRM might be good for each enterprise, and Salesmate is not any exception.
- For starters, there’s no free model of Salesmate – This implies if your enterprise is simply beginning out, you would possibly need to have a look at different CRMs that provide a free plan.
- Salesmate lacks extra superior advertising and marketing options – When you’ve got a marketing-focused enterprise, you’ll shortly discover that there are some superior options lacking from Salesmate (equivalent to touchdown web page or advert marketing campaign creation). Nevertheless, regardless of this limitation, we nonetheless suppose it’s nice for primary advertising and marketing wants.
Salesmate CRM Integrations
Having your whole favourite purposes in a single place is crucial relating to selecting a CRM.
So, we’re completely satisfied to say that Salesmate has a sturdy providing of suitable integrations.
A few of our favourite native integrations embody the next:
- Slack
- QuickBooks
- Xero
- Zoom
- Zapier
Right here’s the app market to present you an concept of the way it appears.
As we’ve talked about, we use Slack for almost all of our communication inside our groups at SBB. So, we had been thrilled to be taught that they provide a improbable integration with Slack.
A variety of the platforms we check solely supply primary integration with Slack by means of Zapier, however with Salesmate, it’s particularly designed to work together with your CRM.
Talking of Zapier, it’s potential to combine 1000’s extra apps utilizing the platform along with Salesmate.
Because of this the probabilities are basically limitless.
How one can Get Began with Salesmate CRM
Getting began with Salesmate CRM is about as simple as taking sweet from a child (don’t fear, we didn’t do this).
Whether or not you’re a brand new enterprise proprietor or a seasoned skilled, signing up and establishing your account is a breeze.
For this part of the Salesmate evaluation, we’ll stroll you thru the way it went for us at Small Enterprise Bonfire.
To begin with, we navigated to their homepage (pictured under), the place we had been greeted with a glossy structure, a cool-looking picture, and a brilliant red-colored call-to-action button.
Naturally, we clicked the button labeled “get began” (and, not surprisingly, we acquired began).
We entered our Small Enterprise Bonfire e mail and took benefit of a 15-day free trial earlier than upgrading throughout our three months of testing.
Then, we had been prompted to enter the next info:
- First and final identify
- Firm
- Nation
- Telephone quantity
- Password
Right here’s the way it appeared on our finish.
From there, we created a website identify and chosen an trade. For the needs of our testing, we chosen enterprise providers—as a consequence of our give attention to serving to companies scale their practices by offering helpful suggestions and insights.
We had been then prompted to pick what number of customers we would wish, our firm position, and what we’re utilizing Salesmate for.
For this part, we selected lead technology, as we sometimes hunt down new purchasers concerning online marketing at SBB.
After that, we had been requested what instruments we use inside our group.
We sometimes use the next (along with a ton extra):
Lastly, we verified our e mail, and we had been in!
We had been handled to a complete setup information that basically held our hand and led us by means of the platform step-by-step with useful movies.
Our takeaway from the onboarding course of was that it was superior. 10/10—would do it once more!
Is Salesmate CRM Simple to Use?
Salesmate CRM is extremely simple to make use of! The truth is, we expect it’s probably the greatest elements of the platform.
I’d go as far as to say that even these new to CRM can successfully be taught on and use Salesmate.
They make difficult processes equivalent to automation really feel like a stroll within the park (with no coding data wanted).
Mainly, when you’re on the lookout for a user-friendly CRM resolution, Salesmate is well probably the greatest choices on the market.
Salesmate CRM Buyer Service Evaluation
Salesmate presents 24/7 reside chat to deal with any questions you may need whereas utilizing the platform.
Plus, they’ve a assist portal and useful group that will let you resolve your personal points earlier than ever speaking to somebody.
We reached out to their assist staff to check the responsiveness of their customer support.
Since we didn’t have any points with the platform itself, we requested a easy query concerning native Slack integration.
We weren’t anticipating a lot based mostly on opinions we had learn on-line about Salesmate, so we had been pleasantly shocked after we acquired a response inside seconds.
I’ve personally used a ton of CRMs over time, each with my company and with SBB, for testing, and I can safely say Salesmate is among the many finest. They’ve wonderful buyer assist (based mostly on our expertise).
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