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What is Salesmate?

Salesmate is an all-in-one web-based CRM solution designed to streamline your business's sales, marketing, and customer service teams, enabling them to collaborate effectively and drive revenue growth. Serving as a single source of truth, it offers a comprehensive view of all contacts, empowering your marketing team to design targeted campaigns aligned with company objectives. Meanwhile, your sales team can efficiently oversee their sales pipeline, equipped with tools to enhance communication, increase outreach speed, and eliminate missed opportunities due to disorganization. Additionally, your customer service team can nurture key client relationships and identify upsell prospects, contributing to overall revenue enhancement. By utilizing Salesmate, all departments can align their efforts towards common goals, fostering a collaborative environment. To experience its benefits firsthand, sign up for their 15-day free trial and discover how Salesmate can transform your business operations!

What is OpPlan?

Improve the accuracy of your forecasts, increase win rates, and reduce turnover in your sales force. The ideal solution for your sales team combines CRM, benchmarking, analytics, competitive SWOT analysis, sales tactics, action plans, and much more! You can efficiently evaluate your opportunities and contacts using a simple scoring system. This enables you to quickly assess the status of your opportunities, the buying committee, the performance of your sales staff, and your win/loss statistics. Furthermore, you can conveniently monitor the strengths, weaknesses, opportunities, and threats (SWOT) of your competitors. By responding to a series of focused questions related to the current opportunity, you'll reveal a suitable strategy along with valuable coaching insights. Additionally, you can create a detailed list of actions to take with your prospects and ensure their commitment to the steps required to close the deal. This effective methodology not only helps to move stalled deals forward but also gauges the level of interest from your prospects, ultimately driving more successful results. With these powerful tools at your fingertips, your sales team can foster a more efficient and effective process for securing deals, paving the way for sustained success in your sales endeavors.

Media

Media

Integrations Supported

Cognito Forms
Dialpad Connect
Formstack Documents
Google Drive
HubSpot CRM
HubSpot Operations Hub
Livestorm
MPZMail
Mailshake
PandaDoc
QEval
QuickBooks Online
QuickBooks Online Advanced
RingCentral RingCX
Slybroadcast
Visual Visitor
VoiceDrop.ai
WiserNotify
Wufoo
Zapier

Integrations Supported

Cognito Forms
Dialpad Connect
Formstack Documents
Google Drive
HubSpot CRM
HubSpot Operations Hub
Livestorm
MPZMail
Mailshake
PandaDoc
QEval
QuickBooks Online
QuickBooks Online Advanced
RingCentral RingCX
Slybroadcast
Visual Visitor
VoiceDrop.ai
WiserNotify
Wufoo
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$12/month/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Salesmate

Date Founded

2016

Company Location

United States

Company Website

www.salesmate.io

Company Facts

Organization Name

Winning Sales Plan

Date Founded

2009

Company Location

United States

Company Website

www.winningsalesplan.com

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Categories and Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Coaching

Assessments
Audio / Video Conferencing
Built-In Course Authoring
Call Recording
Gamification
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Intelligence

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

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