Salesnet CRM: Review

What is Salesnet?

Founded in 1997, Salesnet CRM is a U.S.-based customer relationship management software with a focus in sales and marketing automation for businesses of nearly any size. With Sales Force Automation, a full CRM, and a Marketing Automation tool, this software has what most businesses need with regards to a CRM software and the added extras of sales and marketing automation features.

Intended Users

This CRM delivers on-demand tools that will allow salespersons and managers to close more sales and improve the value of customer interactions. This software is ideal for salespeople, marketers, managers, customer service companies, and a range of other industries to take control over the sales process and use reliable analytics and communication to gain a greater insight into one’s pipeline, performance trends, and forecasting.

Deployment

  • Cloud, SaaS, Web
  • Supported Operating Systems:
    • Windows XP, Vista, 7, 8, 10
    • Web Browser (OS agnostic)
  • Mobile App

Mobile

  • Native App
  • Android
  • iOS

Features at a Glance

  • Campaign Management
  • Contact Management
  • Document Management
  • Interaction Tracking
  • Email Marketing
  • Landing Pages / Web Forms
  • Lead Scoring
  • Lead Management
  • List Management
  • Project Management
  • Product Catalog
  • Referral Tracking
  • Quotes / Proposals
  • Territory Management

Data Security

Salesnet uses SSL Encryption to ensure privacy and security of your data. Access to company data is tightly controlled via a multi-tenant architecture, source IP restriction options, and additional data and application isolation options for companies with specific industry requirements. Role-based security is also included in order to maintain control and define access to teams and individual users.

  • User and Data Configuration
  • Multi-Tenant, Keyed Data Architecture
  • Isolation Options
  • Session Timeout and Tracking
  • Facility and Personnel Security
  • Compliance

Features

Salesnet CRM offers a high level of configuration and customization to make sure that the software will meet the unique requirements of any given company. This CRM relies on pipelines, dashboards, forecast, reports, and customer management tools to make sure team members and administrators have access to the most up-to-date information and accurate data.

The Marketing Automation Tool is designed for marketing departments in particular and companies that are in this industry can market on multiple channels more effectively as well as automate repetitive tasks.

Users can manage, identify, engage, and track lead sources while managing their campaigns with a variety of tools such as:

  • Document libraries
  • Email marketing
  • Reporting capabilities

Salesnet Process Builder is a patented workflow engine that will adapt an organization’s standard operating procedure with regards to doing business, regardless of industry type or sales methodology. This program also gives users an advanced customization resource which includes: XML Web Services APIS and a flexible infrastructure.

Sales

Sales Force Automation lies at the core of Salesnet CRM. This product has tools that will turn leads into opportunities and opportunities into new customers. The CRM tools will then help you retain your customers and communicate with them. Collaboration, pipelines, dashboards, and forecasting are included.

  • Leads

Leads are the place that capture and nurture your leads before they become opportunities. Regardless of whether a lead filled out a form on your website or you met someone at a trade show, this is the area where you will put your prospects.

  • Opportunities

Opportunities is where you will track all of the information that you will need to know about active deals such as: stage of sales cycle, when it is expected to close, and how much it is worth.

  • Contacts

Contacts will help you keep tabs on your customer and even potential customers. “Contacts” will be people that will be associated to “Accounts.” You can easily create, locate, or edit contacts at any time and receive details in a click, by using filter, or by sorting.

  • Accounts

Accounts keeps the information about businesses that you deal with up-to-date. Associate Contact to Accounts and easily cross-reference all projects. Admins and teams can stay on top of orders, have information needed to keep customers happy, and can address potential issues.

  • Dashboards

This software comes with Dashboards in order to visually represent the key data that is being managed. You will get dozens of pre-built dashes and a wizard-driven solution to build custom dashboards. Salesnet also allows you to drill down in real time into details of every dash. You don’t need to pass along documents between your managers and salespersons — your whole team (with the proper permissions) can see the same data.

  • Reports

This software has many out-of-the-box forecast reports that can be used as-is, or modified, to meet your company needs.

Marketing

Marketing Automation is when technology and software platforms that are designed for marketing departments make things more effective for users and automate repetitive tasks. With this product, you can manage campaigns, utilize email marketing, document library, and gain unlimited reporting capability to support your sales plan.

  • Email Marketing

Salesnet CRM offers a powerful email marketing platform. You can design, draft, deliver, and track all email communications with your contacts. You can send 1 email or 1,000 emails.

  • Mobile CRM

You know how critical accessibility is in business. Salesnet can become a very successful CRM for your department or company if you use it — Salesnet delivers desktop, mobile browser, and mobile app solutions.

  • Document Library

Store unlimited numbers of easily-shared files, documents, and more with co-workers, teams, managers, and customers — all from the CRM.

  • Microsoft Office Integration

Microsoft Office is something most of us use on a day-to-day basis. Word, Outlook, Excel — these are program that are key to most companies operations. This software has an easy-to-implement add-on for Office integration with Salesnet CRM in order to use the functions such as running reports, synchronizing emails, and producing merge documents.

  • Campaign Management

To generate leads, you have to spend some money. The CRM software will help you track lead sources and help to determine the success of each of your marketing campaigns. This is a great tool for marketing managers and execs — being able to measure the effectiveness of your campaign can mean the difference between wasting money and investing in a great ROI (return on investment).

  • Social Media Integration

Social media communication and availability is more important than ever — keep in touch with customers and clients and know: where they are, what they are sharing, what they are doing, what they are saying, and what they are seeking.

Configuration and Customization

Salesnet CRM is very configurable — being able to customize it to your company or department is important. This customization includes everything from your reports, API, to adopting your department/company’s nomenclature.

Smart Forms, Salesnet Process Builder, and XML Web Services APIs are just a few examples. Take a look below to see the integrations, configurations, and customization options you have.

  • Process Builder with Smart Forms

Process Builder is a patented workflow engine and is completely adaptable to your organization’s way of doing business. It doesn’t matter what sales methodology you follow or what your industry is. You can create unlimited processes and give users access to only the ones they actually need. Inside of the Process Builder is something called Smart Forms — these are custom screens used to collect data at any step inside of the sales process.

  • Configurable Nomenclature

Salesnet allows you to customize the application of the CRM to reflect your business. You can use your own terminology, store data in fields that you create, and display your company logo. You can configure without using code, so you don’t need any technical background to do it.

  • Data Import

The CRM offers a built-in functionality to import data into the Customer Relationship Management software including: leads, accounts, opportunities, and contacts. Data from any source can be imported. You can assign incoming records or distribute them automatically. Duplicate checking is already built in.

  • XML Web Services API

Web Services API allows you to integrate your CRM data with other databases, applications, or websites. The fully functional code samples are available in a variety of different programming languages and are free.

  • Configurable HTML for Web Forms

With this tool, you can capture leads from your website and the application will route it automatically to your team/co-workers. This is also known as external data capture — and Salesnet CRM uses intelligence to route leads from any corporate intranet site, call center, or website into the application and then to your team. You can report on campaign effectiveness and get rid of tedious data entry.

  • Integration Links

Salesnet allows you to quickly input/import and export data into the CRM as well as integrate with other applications via URL parameters to perform a specific action. Some uses of integration links includes: passing deal information to billing systems or receiving specific product inventory levels from ERP systems.

Training and Support

  • On-Site training with Salesnet professional
  • Online Webinar training with Salesnet professional
  • Pre-Recorded training sessions (on-demand)
  • Help Center
  • Searchable FAQs
  • Documentation
  • Webinars
  • In Person Training
  • Live Online Training
  • Online Support
  • Support During Business Hours (Phone, Email)

Contact

Form: https://www.salesnet.com/contact/

Phone: 1-866-732-8632

Plans and Pricing

There are three plans you can choose from depending on your needs: Express, Professional, and Enterprise.

Salesnet CRM Express (also simply called Salesnet CRM)

Price: Must call for a quote

  • Configurable Nomenclature
  • Contacts and Accounts Management
  • Custom Fields
  • Data Import Wizard
  • Dashboards and Reports
  • Email Marketing Platform
  • Help Desk
  • Leads and Opportunity Management
  • Mobile CRM
  • Process Builder with Smart Forms
  • Real-Time Pipeline and Accurate Forecasting

Salesnet CRM Professional

Price: Must call for a quote

  • Enhanced Email Marketing Platform
  • Microsoft Office Add-Ins (Outlook, Excel, and Word)
  • Web Services API
  • Configurable HTML for Web Forms
  • Integration Links
  • Help Desk Phone Support
  • Configurable Nomenclature
  • Contacts and Accounts Management
  • Custom Fields
  • Data Import Wizard
  • Dashboards and Reports
  • Email Marketing Platform
  • Help Desk
  • Leads and Opportunity Management
  • Mobile CRM
  • Process Builder with Smart Forms
  • Real-Time Pipeline and Accurate Forecasting

Salesnet CRM Enterprise

Price: Must call for a quote

  • Configurable Nomenclature
  • Contacts and Accounts Management
  • Custom Fields
  • Data Import Wizard
  • Dashboards and Reports
  • Email Marketing Platform
  • Help Desk
  • Leads and Opportunity Management
  • Mobile CRM
  • Process Builder with Smart Forms
  • Real-Time Pipeline and Accurate Forecasting
  • Enhanced Email Marketing Platform
  • Microsoft Office Add-Ins (Outlook, Excel, and Word)
  • Web Services API
  • Configurable HTML for Web Forms
  • Integration Links
  • Help Desk Phone Support

Options:

  • Hosted Applications
  • Dedicated Support
  • Custom Functionality
  • Enhanced Security Options, including Data Isolation

Professional Services

 

Free Trial

Salesforce offers a free trial of their CRM software for 30 days. You will receive all features, all benefits, and support without restrictions.

Free Trial Link: https://www.salesnet.com/free-trial-demonstration/

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