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NotesAlly Review
What is NotesAlly?
NotesAlly is a sales enablement application that gives sales professionals of various organizations a more efficient way to record and update Salesforce CRM data and work on their tasks. The app permits them to automatically record calls and notes, update data fields, and create contacts and follow-up tasks in Salesforce without doing time-consuming data entries.
NotesAlly also comes with an AI virtual assistant that provides salespeople with answers and information from personalized sales battlecards as they interact with customers and take notes. The sales enablement app has a dashboard to view and update pipeline and opportunity data fields in their CRM system at once without switching between multiple tabs.
All their communications and data are secured as well. NotesAlly uses SSL and TLS encryption protocols to prevent critical and sensitive information from being compromised. Moreover, the notes, logs, and data they created in NotesAlly won’t be stored on Salesforce.
Show MoreOverview of NotesAlly Benefits
Work Efficiency & Productivity
NotesAlly is built to help sales teams and professionals work more efficiently and productively. With this app, they don’t waste their time entering and updating data in their CRM system. NotesAlly integrates with Salesforce to remove the hassles of manual data entries.
They can interact with prospects and customers via call, create notes in NotesAlly, and automatically log their notes in Salesforce. As users record and review notes, NotesAlly instantly generates new contacts or recommends data field updates or changes in Salesforce. They can also create automated Salesforce follow-up tasks on selected schedules. With these features, your salespeople will spend more of their time on generating prospects and closing deals.
Prospect & Customer Engagement
The sales enablement app allows users to engage with prospects and customers more efficiently and intelligently. Avian, an AI-powered digital assistant, can seamlessly handle inquiries and objections from prospects and customers. They can even build their own personalized sales battle cards.
These documents contain vital information they can use to create successful conversations and close more deals, such as the company’s value propositions, product pricing, and competitive advantages. The AI assistant identifies keywords in notes and maps them to the specific information found in the sales battle cards. As a result, users can instantly provide prospects and customers with the best responses during calls.
Single Centralized Dashboard
NotesAlly consolidates information about sales pipelines and opportunities from Salesforce in one centralized dashboard. Salespersons can view and edit multiple data fields of their pipelines and opportunities in Salesforce in one place with just a single click.
They can change opportunity stages, edit amounts, and set closing dates without logging into Salesforce and navigating multiple tabs/windows. Furthermore, NotesAlly automatically synchronizes CRM data between the dashboard and Salesforce in real-time.
Show MoreOverview of NotesAlly Features
- Salesforce Solution
- Calls & Notes Logging
- 1-Click Data Field Updates
- Automated Follow-Ups
- AVIAN Virtual Assistant
- Sales Battlecards
- Notes Analysis
- Dashboard
- Unified Pipeline Management
- Security
Awards & Quality Certificates
NotesAlly Position In Our Categories
Keeping in mind companies have distinct business requirements, it is only sensible that they steer clear of preferring a one-size-fits-all, ”best” software product. At any rate, it is almost impossible to pinpoint such application even among well-known software solutions. The better thing to do should be to spell out the different essential aspects that entail scrutiny such as major features, price terms, technical skill capability of staff members, organizational size, etc. Thereafter, you should conduct your product research through and through. Read these NotesAlly review articles and scrutinize each of the applications in your shortlist more closely. Such all-encompassing research guarantees you stay away from mismatched applications and pay for the system that meets all the benefits your company requires.
Position of NotesAlly in our main categories:
TOP
500
NotesAlly is one of the top 500 Sales Tools products
Companies have diverse needs and requirements and no software application can be just right in such a scenario. It is futile to try to find a perfect out-of-the-box software system that meets all your business requirements. The intelligent thing to do would be to customize the application for your unique wants, staff member skill levels, finances, and other factors. For these reasons, do not hasten and pay for well-publicized popular solutions. Though these may be widely used, they may not be the ideal fit for your specific wants. Do your homework, investigate each short-listed application in detail, read a few NotesAlly Sales Tools reviews, speak to the vendor for clarifications, and finally settle for the application that provides what you require.
How Much Does NotesAlly Cost?
NotesAlly Pricing Plans:
Free Trial
NotesAlly
$20/user/month
What are NotesAlly pricing details?
NotesAlly Pricing Plans:
Free Trial
NotesAlly
$20/user/month
NotesAlly provides a single enterprise plan with a price of $20 per user each month. The subscription has the following inclusions:
- Unlimited Notes
- Action Recommendations
- Live Digtial Assistant (AVIAN)
- Personalized Sales Battlecards
- Customized Dashboard
- Single-Tab Data Field Updates
- Support via Email
User Satisfaction
Positive Social Media Mentions
119
Negative Social Media Mentions
1
We are aware that when you make a decision to buy a Sales Tools it’s vital not only to see how professionals evaluate it in their reviews, but also to discover whether the actual people and enterprises that use it are actually content with the product. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and NotesAlly reviews across a wide array of social media sites. The data is then displayed in a simple to understand format revealing how many clients had positive and negative experience with NotesAlly. With that information available you should be prepared to make an informed buying decision that you won’t regret.
Video
Technical details
Devices Supported
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- Monthly payment
Customer Types
- Small Business
- Large Enterprises
- Medium Business
- Freelancers
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for NotesAlly?
NotesAlly integrates with the Salesforce Platform.
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