TrustRadius: an HG Insights company

SalesSeek

Score8 out of 10

3 Reviews and Ratings

What is SalesSeek?

SalesSeek is a Sales CRM, Marketing, and Customer Success Platform designed for small to mid-size businesses. According to the vendor, this software solution caters to sales professionals, marketing professionals, customer success managers, small business owners, and startups across various industries.

Key Features

Visual Sales Funnel: The vendor claims that SalesSeek offers a unique visual sales funnel that provides a comprehensive view of deal value, activity, and momentum. This feature aims to help prioritize deals and increase productivity, potentially surpassing traditional Kanban card systems.

Smart Filtering: According to the vendor, SalesSeek provides powerful CRM and database filtering capabilities. This feature allows users to seamlessly analyze business data and offers endless possibilities for customized data analysis, empowering users to make informed decisions based on specific criteria.

Integrations: SalesSeek claims to seamlessly connect with favorite sales and customer success apps, ensuring that business data remains up-to-date and in sync. The vendor states that this platform offers seamless integration with other tools and platforms, potentially enhancing workflow efficiency.

Email Campaigns: SalesSeek allows users to design, send, and track sales, marketing, and automated email campaigns from a shared platform. According to the vendor, this feature provides insights into the success and effectiveness of email campaigns, enabling users to optimize their communication strategies.

Automations: According to the vendor, SalesSeek automates sales, marketing, and business workflows to create a seamless self-managing sales process. This feature aims to reduce manual tasks and increase efficiency, potentially freeing up time for more strategic activities.

Checklists: SalesSeek introduces a new Checklists feature, which the vendor claims ensures consistency and effectiveness in carrying out tasks and workflows. This feature aims to improve productivity and collaboration within teams.

Customization: SalesSeek offers enterprises unprecedented levels of control and customization, according to the vendor. This feature allows businesses to tailor the platform to their specific needs and requirements, potentially enabling personalized branding and user interface.

Team Management + Security: SalesSeek provides tailored permissions, roles, and visibility options for efficient team management, according to the vendor. The vendor also claims that Two-Factor Authentication (2FA) is offered as standard, ensuring data security and privacy.

Best-In-Class Support: According to the vendor, SalesSeek provides dedicated Customer Success Managers who offer responsive and personalized support. The vendor claims that these managers are available to assist at every step of the way.

Sales Funnel Management - Track your deals: SalesSeek offers a Sales Funnel feature that allows users to visualize their sales pipeline and gain a complete view of their deals and their progress. According to the vendor, this feature enables users to prioritize deals with the 'Sink or Swim' view and easily move them to the next phase using drag and drop functionality. The vendor states that users can customize their sales funnel to fit their specific sales processes.

Media

Email Campaigns
Deals
Team Dashboard
Marketing Dashboard
Deals section and Visual Sales Funnels
Mobile app
CRM Gmail and Inbox Plugin
Integrations preview
CRM GDPR - Data export
Permissions - Custom Fields
SalesSeek - CRM system
Powerful data management system
Unique Sink or Swim view. How many weeks has this deal been in this phase?
Email Campaigns stats and URL links tracking
Web stats and Country visitors
CRM - Archive emails
Permissions - Team hierarchy
Tasks management system

1 / 18