OptifiNow

OptifiNow

5 / 5 4 reviews


Average Ratings

4 Reviews
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Deployment
    Cloud, SaaS, Web
  • Training
    No
  • Support
    Online
    Business Hours

Vendor Details

  • OptifiNow
  • optifinow.com/

About OptifiNow

Streamline your sales opportunities using this solution. Close deals faster!


OptifiNow Features

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

OptifiNow Reviews

Addiction Recovery Call Center

May 17, 2016
5/5
Overall
4.5 / 5
Ease of Use
4.5 / 5
Features & Functionality
4.5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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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.

Recommendations to other buyers: Make sure that whatever software you are looking at that it is flexible around your business processes. If it is not flexible, you may not realize the true potential of the value the system can bring.

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

Jun 10, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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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.

Recommendations to other buyers: You should try it out. They are great to work with!

Implemented this Lead Management solution at several client locations

May 28, 2015
5/5
Overall
4.5 / 5
Ease of Use
4.5 / 5
Features & Functionality
4.5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Extremely
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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.

Recommendations to other buyers: The issue I see with so many systems out there is that they do one thing well and you need to add additional platforms that do not talk to each other and start to make your sales process more complicated that it needs to be. Honestly, salepeople just need to be selling, not learning software or filling our reports. So when looking for a system, really look at what the core functionality delivers for the salesperson using it. Just like Microsoft Word, it has lots and lots of features, buy 99% of us only use the core 10% of the features. You should apply the same logic to when you are shopping for a Lead Management or Sales Process Automation software platform.

Great Lead Management platform with one stop marketing compliance

May 27, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Extremely
Likely

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.

Recommendations to other buyers: I recommend you walk through it first hand and try the on Demand modules.