OptifiNow Sales Process Automation

OptifiNow Sales Process Automation

Sales process automation software

4.8/5 (5 reviews)

OptifiNow Sales Process Automation Overview

OptifiNow Sales Process Automation is a Web-based sales automation module for sales professionals that automates lead communication and contact management. Sales professionals can share structured and personalized communication with leads at every stage of the sales funnel.
The OptifiNow Sales Process Automation’s CRM Amplified feature enables sales professionals to automate sending email, manage tasks, monitor outbound calls, and create leads. In addition, the feature allows sales executives to monitor clients and prospects’ activities in their database. OptifiNow Sales Process Automation’s contact management system enables users to save unlimited contacts, create customized fields, and store client related documents.
OptifiNow Sales Process Automation assists monitoring of sales representatives performance at each stage of the sales funnel i.e. from prospecting to closing. Moreover, the software provides real-time analysis of sales executives performance with respect to key sales indicators.

Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

OptifiNow Sales Process Automation Reviews

Overall rating
4.8/5
100% positive reviews
5
Excellent
0
Very good
0
Average
0
Poor
0
Terrible
Michael K.

Implemented this Lead Management solution at several client locations

Reviewed on 2015/05/29
Review Source: SoftwareAdvice

Pros

What I like most about this solution is that the sales people love to use this product because it drives more sales for them. Client after client that I implement this in becomes a raving fan of the system - in part because it is so flexible. The software team that deploys the solution not only customizes it to your workflow but gives you their years of experience with respect to best practices across industries.

Cons

Honestly, in each of our implementations we have had nothing but a great experience.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Michael C.

Addiction Recovery Call Center

Reviewed on 2016/05/17
Review Source: SoftwareAdvice

Pros

OptifiNow built out the exact platform we needed for our addiction/recovery business. Before we had this software, we were paper based and lost business because of this.

Cons

I wish they have active customer support phone number. They have a dedicated rep you can email, but I guess this is the way most SAAS companies are going.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

10.0/10
John L.

Great Lead Management platform with one stop marketing compliance

Reviewed on 2015/05/27
Review Source: SoftwareAdvice

Pros

The modules are unlike like most CRMs where your configuration takes a long time. It's the easiest plugin for SFDC.

Cons

Minor overlap in automation tools we use with SFDC.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Adria L.

We have mutual clients. My clients are very happy with the CRM.

Reviewed on 2015/06/10
Review Source: SoftwareAdvice

Pros

Easy to work with and smooth integration. Our clients are very happy with them.

Cons

Nothing bad to report. They are great to work with.

Rating breakdown

Ease of Use

Likelihood to recommend

10.0/10
Alonzo dewayne M.

Rating only

Reviewed on 2017/11/28
Review Source: GetApp

OptifiNow Sales Process Automation Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription

Contact OptifiNow for a quote

OptifiNow Sales Process Automation Features

  • API
  • CRM Integration
  • Contact Database
  • Email Integration
  • Sales Reporting
  • Sales Tracking

  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Collaboration Tools
  • Contact Management
  • Customizable Templates
  • Data Import/Export
  • Lead Management
  • Monitoring
  • Real Time Data
  • Reporting & Statistics
  • Sales Analytics
  • Search Functionality
  • Third Party Integration

Additional information for OptifiNow Sales Process Automation

Key features of OptifiNow Sales Process Automation

Benefits

OptifiNow Sales Process Automation is a cloud-based sales automation module for sales executives that automates communication and contact management processes.
It allows better management of sales pipeline by sharing structured communication and enabling regular follow-ups.
The OptifiNow Sales Process Automation module drives email marketing campaigns by sending real-time email communication and assists in improving customer engagement and driving sales.
OptifiNow’s contact management system can store contacts, build customized contact fields, and store client related documents.
The module enables sales professionals to execute mobile marketing campaigns and publish posts on social media platforms such as Facebook and Twitter.
The module can also be integrated with Salesforce CRM and other software platforms for better contact and pipeline management.

OptifiNow Sales Process Automation FAQs

Below are some frequently asked questions for OptifiNow Sales Process Automation.

Q. What type of pricing plans does OptifiNow Sales Process Automation offer?

OptifiNow Sales Process Automation offers the following pricing plans:

Pricing model: Subscription

Free Trial: Not Available

Contact OptifiNow for a quote

Q. What are the main features of OptifiNow Sales Process Automation?

We do not have any information about OptifiNow Sales Process Automation features

Q. Who are the typical users of OptifiNow Sales Process Automation?

OptifiNow Sales Process Automation has the following typical customers:

Large Enterprises, Mid Size Business, Small Business

Q. What languages does OptifiNow Sales Process Automation support?

OptifiNow Sales Process Automation supports the following languages:

English

Q. What type of pricing plans does OptifiNow Sales Process Automation offer?

OptifiNow Sales Process Automation has the following pricing plans:

Subscription

Q. Does OptifiNow Sales Process Automation support mobile devices?

We do not have any information about what devices OptifiNow Sales Process Automation supports

Q. What other apps does OptifiNow Sales Process Automation integrate with?

We do not have any information about what integrations OptifiNow Sales Process Automation has

Q. What level of support does OptifiNow Sales Process Automation offer?

We do not have any information about what support options OptifiNow Sales Process Automation has