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SalesIn Review

SalesIn
Our score: 8.0 User satisfaction: 100%

What is SalesIn?

SalesIn is a powerful sales management application designed and developed to help salespeople in the field graduate from the old practice of getting orders and invoices using pen and paper or calling orders through to the office. This software is built to greatly improve the sway business take control over their sales orders and invoicing workflows, streamlining these processes so that your sales teams are able to improve their efficiency and productivity and accomplish more.

With SalesIn, sales representatives can leverage the iPad, iPhone or iPod Touch, turning these devices into powerful tools for creating sales orders and invoices on site while in front of your customers. Reps also have access to real-time information like customer details, account history, product images, catalogs, stock levels, and more. This enables them to provide top class service to their customers by creating a more unique approach that their clients can easily relate with and in turn, encourage them to make and close more sales.

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Overview of SalesIn Benefits

SalesIn is a robust sales management software that is built to capture all types of sales. Whether you are out there making deliveries or pickups, providing service, and more, SalesIn equips you with all the tools to capture any type of sales orders. The software grants you the capability to set definitions on sales types and the possibilities are endless. You control the elements displayed on the screen as well as other behaviors associated to these elements.

Reps will love the fact that they can create multiple templates per customers or per system and use that templates over and over for similar orders and repeat clients. This saves them time and effort as compared to creating templates every time a repeat customer makes the same order.

Having access to account history allows reps to instantly view a customer’s previous purchases while in the middle of a new transaction. This feature provides them with an idea into a customer’s purchasing tendencies, schedule, and more. Access to previous purchases also helps sales reps formulate a unique, personalized approach to market new products or introduce a new service their customers might like.

Customers can easily affix their digital signatures on mobile devices as proof of purchase or delivery without worrying about security. SalesIn makes it easy for reps to process payments, capture data, and store all information made against sale. Payment details can be viewed via a web portal or exported to Excel or automatically entered into your existing accounting systems.

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Overview of SalesIn Features

  • Capture All Types Of Sales
  • Using Templates For Fast Ordering
  • Instant Access To Sales History
  • Accepting A Signature
  • Payment Processing
  • Barcode Scanning
  • Printing
  • Automatically Email The Office
  • Advanced Pricing Rules
  • Personalize Your Experience
  • Offline Access
  • Customer Surveys
  • Activity Notes
  • Multiple Stock Locations
  • Stocktake
  • Reporting
  • Appointment

What Problems Will SalesIn Solve?

1. SalesIn was founded to help small businesses improve their sales orders and invoicing processes, saving them valuable time and money.

2. SalesIn started with a focus on helping sales reps in the field move away from capturing orders and invoices with a pen and paper, or calling orders through to the office. Reps wanted more information at their finger tips, such as real-time stock levels, product photos, account history and contract pricing.

3. With the incredible explosion of eCommerce, they knew that clients needed to be competitive in this space too. This lead to the creation of SalesIn B2B, a customer ordering platform, where customers can login and place orders for themselves.

SalesIn Position In Our Categories

Knowing that companies have unique business requirements, it is sensible they abstain from selecting a one-size-fits-all, ”best” software system. However, it would be futile to chance on such application even among sought-after software systems. The best thing to undertake should be to make a list of the numerous major functions which entail deliberation such as crucial features, price terms, technical skill competence of staff members, organizational size, etc. Then, you should do the research exhaustively. Read some of these SalesIn evaluations and look into the other software systems in your shortlist more closely. Such detailed product research ascertain you steer clear of mismatched applications and choose the one which has all the features your company requires for success.

Position of SalesIn in our main categories:

TOP 500

SalesIn is one of the top 500 Sales Tools products

It's important to note that almost no service in the Sales Management Software category is an ideal solution able to meet all the goals of various company types, sizes and industries. It may be a good idea to read a few SalesIn Sales Management Software reviews first as certain services can dominate only in a really small group of applications or be prepared with a really specific type of industry in mind. Others might function with an intention of being simple and intuitive and as a result lack advanced functionalities needed by more experienced users. There are also apps that support a wide group of customers and give you a complex feature base, however this usually comes at a more expensive cost of such a software. Make sure you're aware of your needs so that you purchase a software that offers all the elements you search for.

How Much Does SalesIn Cost?

SalesIn Pricing Plans:

Free Trial

Starter

$35/user/month

Pro

$45/user/month

Complete

$55/user/month

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What are SalesIn pricing details?

SalesIn Pricing Plans:

Free Trial

Starter

$35/user/month

Pro

$45/user/month

Complete

$55/user/month

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

Starter – $35/user/month or $25/user/month (annual billing)

  • Create and manage sales on iPhone, iPad, and The Web
  • Email branded PDF copies to customers and the office
  • Advanced pricing tiers, volume discounts, promotions
  • Sales templates for quick
  • Item photos, visibility of stock levels
  • Take on-screen signature
  • Record payment transactions
  • CRM
  • Appointments
  • Customisable on-screen
  • Import and export data (Excel format)

Pro – $45/user/month or $35/user/month (annual billing)

  • All Starter features
  • Multi-warehouse/locations for stock
  • Perform stocktake
  • Transfer stock between locations
  • Full traceability of stock movement
  • Manage rep appointments across the web and devices
  • Advanced appointment allocation
  • Setup recurring schedules for appointments
  • Link appointments to sales
  • Classify appointments to suit your workflow
  • Report on users that have not attended appointments

Complete – $55/user/month or $45/user/month (annual billing)

  • All Pro features
  • Real-time payments processing with Square Reader
  • Real-time credit card payments using Square Ecommerce
  • MYOB AccountRight Live and Premier integration
  • Xero Integration
  • Intuit Quickbooks Online and Quickbooks Premier
  • Reckon Accounts integration
  • Fishbowl Inventory integration
  • Square integration for real-time payments

User Satisfaction

Positive Social Media Mentions 5
Negative Social Media Mentions 0

We know that when you decide to get a Sales Management Software it’s vital not only to find out how experts rank it in their reviews, but also to find out whether the real users and enterprises that purchased it are genuinely satisfied with the product. That’s why we’ve designer our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and SalesIn reviews across a vast array of social media sites. The data is then featured in an easy to digest way indicating how many users had positive and negative experience with SalesIn. With that information available you will be prepared 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
  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for SalesIn?

SalesIn integrates with the following business systems and applications:

  • Fishbowl Inventory
  • MYOB AccountRight Classic
  • MYOB AccountRight Live
  • QuickBooks Online
  • QuickBooks Premier
  • Reckon Accounts
  • Xero
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Louie Andre

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate. His advice to vendors and users alike? "Think of benefits, not features."

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