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Salesbox CRM Review

Salesbox CRM
Our score: 8.2 User satisfaction: N/A

What is Salesbox CRM?

Salesbox CRM is a mobile first cloud-based customer relationship management (CRM) system designed specifically for small to midsize enterprises. It optimized for mobile use, particularly with devices that run on iOS (iPhones and iPads). That said, it is also designed to function on tablets, PCs, and laptops.  A version for Android is currently in the works and is slated for September 2016 launch.

As it is a mobile-first CRM solution hosted in the cloud, Salesbox integrates seamlessly with mobile-based applications and tools for smartphones, including auto-dialers, calendars, image apps, cameras, and more. The system automatically documents call statistics and other information via these integrations.

Salesbox features a sales automation functionality that is very customizable. Users can use this feature to tailor their sales work flows. They can use the software to help them identify and engage new sales targets. Based on completed sales activities, Salesbox can generate forecasts for sales and tracks the progress for each opportunity.

Salesbox comes with a pipeline view that allows users to see sales forecasts and monitor the progress of the activities from start to completion. Whenever changes and updates are entered into an account, it is automatically shared across the whole team.

Overview of Salesbox CRM Benefits

Salesbox predicts what is required by you to reach your sales target and also gives automatic tasks when you fall behind. Salesbox is the only CRM provider to give you the entire package on all mobile devices. The system is a mobile-first application that you can use on any iOS or Android unit, boasting of full functionality as it is built with 100% native technology. Aside from smartphones, and tablets, Salesbox also runs on computers/laptops.

Users enjoy multi-sales process and pipeline support. Its versatility makes Salesbox work like it suits each specific customer. With it, you can share tasks, leads or ask for help. You are never left uninformed as Salesbox notifies you on any relevant changes on your accounts, contacts or opportunities. You can also retrieve high quality leads from campaigns, LinkedIn, emails, phones or any website.

Improve productivity and output by using gamification elements and set up activities that let you compete against yourself or your colleagues. You also benfit from 2-way sync of Contacts, calendar, and Tasks in Office365/Google/iCloud as well as integrated with emails clients for Outlook desktop, Outlook365, Google mail and iMail for Mac.

With Salesbox, tracking and saving e-mails is a smooth and quick process. You can also work with Salesbox from within your email client and take a look at who opens your e-emails and attachments and when. Adding new contacts to Salesbox from e-mails you receive is also a painless process.

Overview of Salesbox CRM Features

  • Guidance to reach your target
  • Adaptive task generation
  • Adaptive reminders
  • Get questions after calls
  • Integrated with iOS
  • Built for iPhone, iPad, iPad Pro
  • Take notes with Apple pencil
  • Click, swipe & Voice-to-text
  • Call with Salesbox
  • Track communication
  • Facetime
  • iMessage
  • Email
  • Adaptive & dynamic sales processes
  • Multiple sales processes
  • Missing opportunities prediction
  • Real-time insights
  • Customisable standard reports
  • Collaborate on opportunities, accounts and contacts
  • Share tasks, leads & reports
  • Get notified in real-time
  • Share meeting notes in real-time
  • Search LinkedIn for accounts
  • Search Facebook for contacts
  • Post on Facebook to get leads
  • Post on LinkedIn to get leads
  • MailChimp emails to get leads
  • See your personal records
  • Compete with colleagues
  • Encourages to reach targets
  • Task & lead management
  • Pipline management
  • Account & contact management
  • Appointment management
  • Document management

What Problems Will Salesbox CRM Solve?

POOR CRM USAGE

Sales reps don’t like/use their current CRM. This is mainly because of the fact they don’t see the personal value in a CRM. The reason is that most CRMs are built as reporting systems where you report what you have done, but you’re nor using them as offensive tools that help you, and guide you towards the growth and improvement of your business. Most sales reps don’t even like administration. Many companies are asking for an easier way  to use software. To be completely honest, software’s made easy, but that’s not enough. Users need support and reminders on what to focus on, especially when they have many parallel things to manage. Many sales reps, directors, and companies actually don’t know what is required to reach their sales targets. With a smart CRM that can predict what activity levels are needed, how many opportunities that are missing before a specific date in the period or just to remind them when they fall behind on their regular performance on opportunities, they will get both that knowledge and that extra push.

Salesbox way: Salesbox is smart and adapts to each user’s behavior and performance. With Salesbox, you get action plans for how many dials, calls, appointments, and hours needed to reach the selected period’s sales target. Salesbox lets you know if you have enough opportunities in the pipeline. If you are missing opportunities, Salesbox lets you know how many and before what date they need to be added to reach the period’s target. Salesbox also knows when you fall behind your regular performance and automatically generates tasks for you. On top of this, Salesbox is a really easy-to-use software that looks very different compared to most CRMs.

POOR MOBILE SUPPORT AND SLOW DECISION-MAKING 

Most companies want to grow. In most scenarios, that means they need to beat a competitor. The most successful sales teams in the world share relevant info in real time and can, therefore, make quick decisions. That puts them ahead of their competitors. To be able to do that you need access to your full CRM package and be able to collaborate with colleagues wherever you are (in the office, in the car, on the metro etc.). It’s also about becoming notified in real-time so you can be on top of any relevant change you colleagues do on the accounts, contacts, and opportunities that you participate in. Since CRMs are constructed primarily for web usage, they only provide cut down extensions of their CRMs, and in many cases lack collaboration features on mobile devices. This is a big problem for many companies that have a mobile workforce: It slows down the decision making process in these companies, and they risk falling behind their competitors. In a world where the speed of change has accelerated significantly, this is not a sustainable situation.

Salesbox way: Salesbox is all about making it possible to replicate the behavior of the most successful sales teams. Therefore Salesbox provides the entire CRM package on all iOS and Android devices in parallel to computers. Salesbox also has many built-in collaboration features like share tasks, share leads, and Open ticket lists where you can assign/assign to me on Tasks/Leads, and you can always ask for help. Salesbox also keeps you and your team members up to date by automatically sharing any change on the accounts, contacts, and opportunities you participate in.

GAPS BETWEEN PROCESSES AND REALITY

 If sales reps don’t like CRM, many don’t like processes either. The reason is, again, that they don’t see the personal value. The view and usage of Sales processes have not changed for many years. The main issue is that the power over the process has shifted from the sales rep to the customer (at least during the last 10-15 years). Historically, the sales rep has been the single source of information to the customer. Nowadays, the main source is the Internet. This forces the sales reps to adjust the way they work to each specific customer and their needs and purchase process. In that environment, it is not good enough to have a process support more fit for a production line in a car factory where you move something forward in a predefined order between stages; and the further down the process you go, the more complete it becomes. A modern sales rep needs a dynamic and agile process that can be applied in the way it suits specific customers, that reduces the GAP between process and reality, and gives the sales rep support instead of being an administrative burden. The way most sales reps and departments work also generates very inaccurate sales forecasts, which forces sales reps and C-level people to work intensely to produce accurate monthly reports. Last, but not least, what and to whom you are selling affects the way you need to work. Therefore, many CRMs are limited to their users’ way of working, thus they only provide the possibility to have one sales process.

Salesbox way: Salesbox lets you add as many processes as you need. In the pipeline view, you see your opportunities grouped by this process. This could be per product, per customer type, per geography etc. When adding a new opportunity, you just select what process that suits your’s and your customer’s needs. When working with the process in Salesbox you don’t move the opportunity from stage to stage, you simply check the done independent activities in the order it suits you and your specific customer. Since each opportunity has a set percentage Salesbox automatically generate the overall weight for the opportunity. This dynamic and automatic way of working with processes reduce the GAP to reality, and also generates far more accurate forecasts since the users don’t need to guess how far they have come in the process.

Salesbox CRM Position In Our Categories

Knowing that businesses have particular business wants, it is sensible they steer clear of adopting an all-in-one, “perfect” software product. Still, it would be hard to pinpoint such an app even among sought-after software systems. The best step to do would be to write down the numerous essential factors that entail examination like crucial features, price plans, skill capability of the users, business size, etc. Thereafter, you must do the research comprehensively. Browse through some Salesbox CRM evaluations and check out each of the software programs in your list in detail. Such well-rounded research guarantees you stay away from unfit apps and buy the one which has all the features your business requires.

Position of Salesbox CRM in our main categories:

TOP 200

Salesbox CRM is one of the top 200 CRM Software products

Salesbox CRM is also listed in the following subcategories:

Since each organization has unique business requirements, it is prudent for them to refrain from searching for a one-size-fits-all ideal software application. Needless to say, it would be useless to try to find such a platform even among popular software solutions. The smart thing to do would be to catalog the various essential aspects that need consideration such as key features, finances, skill levels of staff members, company size etc. Then, you should do your groundwork thoroughly. Read some Salesbox CRM CRM Software reviews and look into each of the other solutions in your shortlist in detail. Such comprehensive research can make sure you reject ill-fitting systems and zero in on the app that offers all the aspects you require for business success.

How Much Does Salesbox CRM Cost?

Salesbox CRM Pricing Plans:

Free Trial

SUPER

$35/user/month

ULTRA

$70/user/month

ULTIMATE

$100/user/month

Salesbox offers three enterprise pricing packages for users to choose from. Give the details a look, and select the best plan for your business:

SUPER – $35/user/month ($30 when billed annually)

  • Full Sales Feature Suite
  • Free Support
  • Free Training

ULTRA – $70/user/month ($60 when billed annually)

  • All features from the SUPER package
  • Custom Fields
  • Multi Relations
  • Advanced Search
  • Personal Dashboards
  • Outlook & Gmail Email Plugins
  • Salesbox API Access

ULTIMATE – $100/user/month ($90 when billed annually)

  • All features from the ULTRA package
  • Marketing Atomation to get Automatic Leads
  • Account & Contact Call Lists
  • LeadBoxer Integration
  • MailChimp Integration
  • LinkedIn Integration
  • Facebook Integration

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Salesbox CRM reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Salesbox CRM. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment

Customer Types

  • Small Business
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are Salesbox CRM pricing details?

Salesbox CRM Pricing Plans:

Free Trial

SUPER

$35/user/month

ULTRA

$70/user/month

ULTIMATE

$100/user/month

Salesbox offers three enterprise pricing packages for users to choose from. Give the details a look, and select the best plan for your business:

SUPER – $35/user/month ($30 when billed annually)

  • Full Sales Feature Suite
  • Free Support
  • Free Training

ULTRA – $70/user/month ($60 when billed annually)

  • All features from the SUPER package
  • Custom Fields
  • Multi Relations
  • Advanced Search
  • Personal Dashboards
  • Outlook & Gmail Email Plugins
  • Salesbox API Access

ULTIMATE – $100/user/month ($90 when billed annually)

  • All features from the ULTRA package
  • Marketing Atomation to get Automatic Leads
  • Account & Contact Call Lists
  • LeadBoxer Integration
  • MailChimp Integration
  • LinkedIn Integration
  • Facebook Integration

What integrations are available for Salesbox CRM?

Salesbox CRM integrates with the following business tools and applications:

  • Google Contacts
  • Google Tasks
  • Google Calendar
  • Google Drive
  • Google Docs
  • Google Mail
  • MS Contacts
  • MS Tasks
  • MS Calendar
  • OneDrive
  • OneDrive for Business
  • Office365
  • Outlook
  • Office365 Mail
  • Dropbox
  • MailChimp
  • LinkedIn
  • Facebook
  • Maestrano.com
  • Leadboxer
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Reviewed By Nestor Gilbert
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