Salesflare Features

Based on 76 Salesflare reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. This feature was mentioned in 78 Salesflare reviews.

Based on 79 Salesflare reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 57 Salesflare reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. 43 reviewers of Salesflare have provided feedback on this feature.

Based on 54 Salesflare reviews and verified by the G2 Product R&D team. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.

Based on 76 Salesflare reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

As reported in 46 Salesflare reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Based on 152 Salesflare reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Based on 157 Salesflare reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Based on 146 Salesflare reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Based on 85 Salesflare reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Based on 124 Salesflare reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

As reported in 78 Salesflare reviews. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Based on 79 Salesflare reviews. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

As reported in 90 Salesflare reviews. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Based on 108 Salesflare reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

Based on 137 Salesflare reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Based on 76 Salesflare reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process.

Based on 82 Salesflare reviews and verified by the G2 Product R&D team. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

Based on 82 Salesflare reviews and verified by the G2 Product R&D team. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

Based on 65 Salesflare reviews and verified by the G2 Product R&D team. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.

Based on 69 Salesflare reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

Based on 68 Salesflare reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.

Based on 65 Salesflare reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Based on 50 Salesflare reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Based on 91 Salesflare reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

Based on 91 Salesflare reviews and verified by the G2 Product R&D team. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

Based on 109 Salesflare reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Based on 109 Salesflare reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Based on 137 Salesflare reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Based on 94 Salesflare reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Compiles data from a breadth of either internal or external sources. This feature was mentioned in 18 Salesflare reviews.

Enables user to communicate data by securely exporting and sharing it. This feature was mentioned in 18 Salesflare reviews.

Based on 19 Salesflare reviews. Allows users to view data visualizations on several devices.

Based on 21 Salesflare reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.

Enables user to segment customer or prospect data in meaningful ways such as by industry or region. This feature was mentioned in 20 Salesflare reviews.

Based on 15 Salesflare reviews. Provides scores or rankings of each prospect based on the data provided.

Provides insights to determine which deals already in the pipeline have the best chance of closing. This feature was mentioned in 20 Salesflare reviews.

Based on 17 Salesflare reviews. Warns sales teams of accounts that may be at risk of being lost.

Provides live customer data so that sales organizations forecasts stay current. This feature was mentioned in 18 Salesflare reviews.

Based on 23 Salesflare reviews. Updates every time a change is made enabling users to trace a deal through the pipeline.

Enables competition between a sales team by providing things like challenges and scoreboards. This feature was mentioned in 18 Salesflare reviews.

Provides insightful data at the account level to arm salespeople with the most relevant information possible. This feature was mentioned in 20 Salesflare reviews.

Enables sales managers to stay on top of their team activities by providing visibility into customer communication. This feature was mentioned in 22 Salesflare reviews.

Records the rate at which emails are opened. 22 reviewers of Salesflare have provided feedback on this feature.

Based on 21 Salesflare reviews. Records the rate at which links in emails are followed.

Records the rate at which email attachments are opened or downloaded. 22 reviewers of Salesflare have provided feedback on this feature.

As reported in 27 Salesflare reviews. Syncs information from other software such as contacts, emails and calls to reduce manual data entry.

Allows administrators to schedule out emails in advance. This feature was mentioned in 22 Salesflare reviews.

Reminds administrators to follow-up on emails based on pre-set reminders. This feature was mentioned in 26 Salesflare reviews.

As reported in 20 Salesflare reviews. Allows for the categorization of emails.

Allows for the creation of templates for frequently-sent emails. 21 reviewers of Salesflare have provided feedback on this feature.

Assigns achievement badges to high-performing employees based on pre-determined standards. 14 reviewers of Salesflare have provided feedback on this feature.

As reported in 17 Salesflare reviews. Automatically recognizes achievements that should be added to the leaderboard.

Helps users determine sales goals by calculating potential commission rates. This feature was mentioned in 15 Salesflare reviews.

Based on 14 Salesflare reviews. Highlights top-performing employees to publicly reward their achievements.

Based on 18 Salesflare reviews. Creates user profiles similar to social media pages that display private or public statuses and updates.

Based on 18 Salesflare reviews. Generates reports with customizable fields to further understand employee performance.

Visualizes individual and team insights such as new leads and outbound calls. This feature was mentioned in 21 Salesflare reviews.

Based on 18 Salesflare reviews. Allows teams to set trackable goals within the tool.

Based on 18 Salesflare reviews. Integrates with CRM and financial systems to help determine goals

As reported in 18 Salesflare reviews. Organizes team members by roles, activities and objectives and weighs tasks by importance.

Based on 17 Salesflare reviews. Allows managers and administrators to peruse profiles and monitor employee behavior and performance.

Offers a chatbot to initiate and carryout inital conversations with prospects and leads.

As reported in 11 Salesflare reviews. Automatically calculates which leads are the most likely to become a customer.

Automatically contacts all leads. This feature was mentioned in 11 Salesflare reviews.

Based on 10 Salesflare reviews. Utilizes natural language processing to set up meetings.

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. 12 reviewers of Salesflare have provided feedback on this feature.

Based on 12 Salesflare reviews. Automates the entry of collected data.

As reported in 10 Salesflare reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Provides real-time coaching to sales representatives. This feature was mentioned in 11 Salesflare reviews.

As reported in 12 Salesflare reviews. Tracks and analyzes sales representative performance.

Measure return on investment and leverage data to predict profitability of future projects.

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. 11 reviewers of Salesflare have provided feedback on this feature.

As reported in 42 Salesflare reviews. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.

As reported in 48 Salesflare reviews. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.

As reported in 31 Salesflare reviews. Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.

Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. This feature was mentioned in 26 Salesflare reviews.

As reported in 39 Salesflare reviews. Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.

Integrates with calendar software so users can seamlessly schedule calls. 28 reviewers of Salesflare have provided feedback on this feature.

As reported in 21 Salesflare reviews. Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on.

Based on 29 Salesflare reviews. Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.

Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. 40 reviewers of Salesflare have provided feedback on this feature.

Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. This feature was mentioned in 35 Salesflare reviews.

As reported in 29 Salesflare reviews. Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.

Provides gamifaction features to rank sales reps on performance This feature was mentioned in 21 Salesflare reviews.

As reported in 27 Salesflare reviews. Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers.

Based on 27 Salesflare reviews. Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage

Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations 24 reviewers of Salesflare have provided feedback on this feature.

Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. 22 reviewers of Salesflare have provided feedback on this feature.

Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior. This feature was mentioned in 20 Salesflare reviews.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Based on 21 Salesflare reviews. Allows users to generate text based on a text prompt.

Allows users to generate text based on a text prompt. 10 reviewers of Salesflare have provided feedback on this feature.

Based on 11 Salesflare reviews. Allows users to generate text based on a text prompt.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives