Salesmate Features

Based on 38 Salesmate 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.

Based on 35 Salesmate reviews and verified by the G2 Product R&D team. 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.

Based on 33 Salesmate 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 29 Salesmate 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.

Based on 28 Salesmate reviews and verified by the G2 Product R&D team. 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.

Based on 30 Salesmate 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 35 Salesmate 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.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. 29 reviewers of Salesmate have provided feedback on this feature.

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Allows users to customize chat colors, text, logos, and branding.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Integrates with other customer service software to improve support and enhance functionality

Provides analytics tools that reveal important business metrics and track progress

Displays important metrics relating to performance

Based on 52 Salesmate 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.

Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information 28 reviewers of Salesmate have provided feedback on this feature.

Based on 54 Salesmate 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 49 Salesmate 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.

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. 41 reviewers of Salesmate have provided feedback on this feature.

Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. This feature was mentioned in 45 Salesmate reviews.

Based on 41 Salesmate reviews and verified by the G2 Product R&D team. 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.

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. 38 reviewers of Salesmate have provided feedback on this feature.

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. 40 reviewers of Salesmate have provided feedback on this feature.

Based on 49 Salesmate 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.

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. This feature was mentioned in 43 Salesmate reviews.

Based on 51 Salesmate 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.

Enables analysis of effectiveness of an organizations various marketing activities This feature was mentioned in 40 Salesmate reviews.

Tracks issues/help requests reported by customers through the resolution process. This feature was mentioned in 44 Salesmate reviews.

Based on 43 Salesmate 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 43 Salesmate 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 44 Salesmate 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 41 Salesmate 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 32 Salesmate 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 31 Salesmate 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 29 Salesmate 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 37 Salesmate 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

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. 21 reviewers of Salesmate have provided feedback on this feature.

Based on 44 Salesmate 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 47 Salesmate 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 52 Salesmate 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 41 Salesmate 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.

User Experience of creating and submitting a ticket

User Experience of responding and receiving a response

Route tickets based on values of fields, changes to ticket status and time based conditions

Respond to common requests with standard reply

Offers tools for managing and tracking service-level agreements (SLAs)

Documents and files can be attached to the ticket to communicate with customer issues/resolutions

Share and collaborate on tickets with multiple customer service representatives

Central repository for account and contact information

Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents

Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket

Ability for customer service agents to communicate with customers via live chat to solve problems live

Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks

Make and receive calls directly in the application. Track and record calls for analysis.

Compiles data from a breadth of either internal or external sources.

Enables user to communicate data by securely exporting and sharing it.

Allows users to view data visualizations on several devices.

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.

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.

Warns sales teams of accounts that may be at risk of being lost.

Provides live customer data so that sales organizations forecasts stay current.

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.

Provides insightful data at the account level to arm salespeople with the most relevant information possible.

Enables sales managers to stay on top of their team activities by providing visibility into customer communication.

Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.

Delivers notifications to both sides of the conversation.

Sends automated emails to further engage clients and potential clients.

Allows for live chat to be enabled within the app for customer help.

Allows agents to join a customer's browser session and navigate through the website with them.

Allows users to customize chat colors, text, logos, and branding.

Archives conversations in a separate location for later reference.

Enables employees to denote potential customers.

Establishes a knowledge base for employee reference during conversations.

Provides a central location for help requests, helping employees respond sooner.

Allows for the creation of profiles for contacts and customers.

Records calls for future reference. 21 reviewers of Salesmate have provided feedback on this feature.

As reported in 19 Salesmate reviews. Generates an area code local to where the user is calling to increase likelihood of pick-up.

Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise. 21 reviewers of Salesmate have provided feedback on this feature.

Based on 20 Salesmate reviews. Gathers contacts from integrated tools, allowing users to call with one click.

Has auto-dialing or predictive dialing functionality.

Retains a log of extraneous contact information such as timezone and contact engagement. 22 reviewers of Salesmate have provided feedback on this feature.

As reported in 21 Salesmate reviews. Finds and opens saved contact information for reference at the time of a new call.

Allows users to denote which contacts they believe are prospective customers. This feature was mentioned in 22 Salesmate reviews.

Allows users to take notes during or after the call for future reference. This feature was mentioned in 22 Salesmate reviews.

Delivers users a daily summary of activity. This feature was mentioned in 21 Salesmate reviews.

As reported in 20 Salesmate reviews. Sends automated voicemails to prospective clients who fail to answer.

As reported in 21 Salesmate reviews. Sends automated emails to increase engagement with prospective clients.

As reported in 22 Salesmate reviews. Organizes contacts based on probability of success.

Automatically transcribes and summarizes meeting discussions.

Records the rate at which emails are opened. This feature was mentioned in 19 Salesmate reviews.

Records the rate at which links in emails are followed. This feature was mentioned in 21 Salesmate reviews.

Syncs information from other software such as contacts, emails and calls to reduce manual data entry. This feature was mentioned in 22 Salesmate reviews.

Based on 21 Salesmate reviews. Allows administrators to schedule out emails in advance.

Based on 22 Salesmate reviews. Reminds administrators to follow-up on emails based on pre-set reminders.

Based on 21 Salesmate reviews. Allows for the categorization of emails.

Allows for the creation of templates for frequently-sent emails. This feature was mentioned in 22 Salesmate reviews.

Helps users determine sales goals by calculating potential commission rates. 14 reviewers of Salesmate have provided feedback on this feature.

Based on 20 Salesmate reviews. Highlights top-performing employees to publicly reward their achievements.

Based on 20 Salesmate reviews. Creates user profiles similar to social media pages that display private or public statuses and updates.

Based on 22 Salesmate 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 23 Salesmate reviews.

Allows teams to set trackable goals within the tool. 20 reviewers of Salesmate have provided feedback on this feature.

Integrates with CRM and financial systems to help determine goals This feature was mentioned in 22 Salesmate reviews.

Organizes team members by roles, activities and objectives and weighs tasks by importance. 20 reviewers of Salesmate have provided feedback on this feature.

Allows managers and administrators to peruse profiles and monitor employee behavior and performance. 20 reviewers of Salesmate have provided feedback on this feature.

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

Automatically calculates which leads are the most likely to become a customer.

Automatically contacts all leads.

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.

Automates the entry of collected data.

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.

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.

Based on 22 Salesmate reviews. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.

As reported in 24 Salesmate reviews. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.

Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. This feature was mentioned in 23 Salesmate reviews.

As reported in 20 Salesmate reviews. Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.

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. 24 reviewers of Salesmate have provided feedback on this feature.

Integrates with calendar software so users can seamlessly schedule calls. This feature was mentioned in 20 Salesmate reviews.

Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. This feature was mentioned in 19 Salesmate reviews.

Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. 21 reviewers of Salesmate have provided feedback on this feature.

As reported in 21 Salesmate reviews. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.

Based on 20 Salesmate reviews. Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.

As reported in 21 Salesmate reviews. Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers.

As reported in 21 Salesmate reviews. Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage

As reported in 13 Salesmate reviews. Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations

As reported in 12 Salesmate reviews. Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls.

Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior. 12 reviewers of Salesmate have provided feedback on this feature.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt. This feature was mentioned in 20 Salesmate reviews.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Simulates human-like speech from text inputs.

As reported in 12 Salesmate reviews. Allows users to generate text based on a text prompt.

As reported in 11 Salesmate reviews. Allows users to generate text based on a text prompt.

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

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

Engages in human-like conversation for task delegation

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

Connects clients to their policies, monitors renewal dates and automates reminders.

Enables automated communication through email, calls or messages.

Manages leads from initial inquiry through the sales pipeline to conversion.

Stores and organizes client and prospect details.

Recycles unconverted leads and opportunities for you to win back the next renewal cycle.

Keeps a centralized record of emails, calls, and notes for every client.

Schedules and tracks calls, meetings and follow-ups.

Collects and manages client reviews and feedback.

Triggers reminders and personalized communications for renewals, quotes and client check-ins.

Sends targeted, scheduled messages to nurture prospects and retain clients.

Stores documents linked to customers, policies, and related records.

Connects seamlessly with third-party tools like Office 365, Google Workspace, AMS and carrier portals.

Delivers insights into sales performance, agent productivity and client retention.