SalesNOW

SalesNOW

Interchange Solutions
5.0 out of 5 stars
AgentCubed SalesNOW

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AgentCubed:

About

Founded on the principle of simplifying the overwhelming, AgentCubed is a popular cloud-based software for organizations that need a robust but simple answer to what is essential when working in the insurance space. The company's tailored solution does this by bringing together a three-in-one solution that combines - Lead Management & Distribution, Agency & Policy Management, and Customer Relationship Management. Cutting down on the need to incorporate any third party software that often does not adequately communicate or automate, delaying an agent's ability to take a customer from A to Z. AgentCubed provides an easy to navigate online dashboard to give an agent the flexibility of managing leads by opportunity status, date, or disposition. The built-in calculator allows for a smooth quotation process that walks both the agent and prospect through the entire operation. Maximizing the efficiency of your business while increasing compliance adherence, client retention, and more.
SalesNOW:

About

SalesNOW CRM is your all-in-one solution to streamline sales and customer management. Track contacts, leads, deals, and performance with ease, all while staying connected via mobile or web. Create beautiful proposals and complex quotes to impress clients and win more business. Unlike other platforms, SalesNOW is committed to ensuring your success. Our Business Analysts help tailor the CRM to your business needs, while Account Managers train your team to maximize every feature. The result? A CRM that works for you, not the other way around. Empower your team, boost productivity, and achieve lasting results with SalesNOW CRM—the platform built for your success.
AgentCubed:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
SalesNOW:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported
AgentCubed:

Audience

Proven to work best for Medium to Large size organizations in the P&C, Health, Life, and Medicare spectrum.
SalesNOW:

Audience

SalesNOW is an affordable solution for any size business, that wants to streamline their sales process while gaining more reporting visibility. It is also compatible to work in any industry.
AgentCubed:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
SalesNOW:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
AgentCubed:

API

Offers API Not Supported
SalesNOW:

API

Offers API Supported
AgentCubed:

Screenshots and Videos

SalesNOW:

Screenshots and Videos

AgentCubed:

Pricing

No information available.
Free Version Not Supported
Free Trial Supported
SalesNOW:

Pricing

$24.95/month/user
Free Version Not Supported
Free Trial Supported
AgentCubed:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
SalesNOW:

Reviews/Ratings

Overall 5.0 / 5
ease 4.8 / 5
features 4.8 / 5
design 4.5 / 5
support 5.0 / 5
SalesNOW:

Pros & Cons from Real Users

Pros

  • The format is somewhat simplistic, but very effective and user friendly. While I was not involved in the implementation process, the support team is top notch in being readily available for either questions or training.
  • The SalesNOW application is the best way to track all of Sales opportunities. I've personally used this tool the last 14 plus years and appreciate the ease of creating new content as some tools like Salesforce takes much longer like 45/60 minutes upload each opportunity. Most Sales Executives are not willing to spend that much time and with SalesNOW within Five minutes or less you can create a new company and Project details within minutes!!
  • SalesNOW is the most intuitive and user-friendly CRM we've ever used. Entering data is a simple process. Searching records is a relatively fast process.
  • We have had the pleasure of working with SalesNOW for many years, and it has truly transformed the way our team manages client relationships and sales processes. Their CRM is by far the most user-friendly and easily customizable solution we've encountered. From day one, SalesNOW has consistently exceeded our expectations, making it an invaluable tool for our business. Pros User-Friendly Interface: The platform is incredibly intuitive, even for those who aren't tech-savvy. Navigating through the CRM is seamless, and we’ve noticed increased efficiency within our team due to how easy it is to use. Customizability: SalesNOW allows for deep customization to meet our unique business needs. Whether it's modifying workflows, reporting, or integrating with other tools, it’s a breeze to tailor the CRM to our specific requirements. Top-Notch Customer Support: SalesNOW’s customer support is second to none. Every time we’ve reached out for assistance, the support team has been responsive, knowledgeable, and incredibly helpful. It’s clear that the team truly cares about their clients’ success. Value for Money: In terms of cost, SalesNOW offers incredible value. The platform provides so many features at an affordable price point, and it's far more cost-effective than many other CRMs on the market. The ROI we've seen from using this CRM has been well worth it.

Cons

  • Data input sometimes has to be replicated due to "timing out" issue.
  • Nothing I can think of currently, we've had a lot of success with the SalesNOW application and will continue to use it for all Three of our companies Executives and Project Managers.
  • Would love to have a time-saving voice-enabled data entry option.
  • None: Honestly, there are no cons to speak of. SalesNOW has consistently met and exceeded our expectations in every area, from usability to customer support. It truly stands out in every aspect. I've been working with the Team at SalesNOW for over a decade!
AgentCubed:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
SalesNOW:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
AgentCubed:

Company Information

AgentCubed
Founded: 2010
United States
www.agentcubed.com
SalesNOW:

Company Information

Interchange Solutions
Founded: 1991
Canada
getstarted.salesnow.com
AgentCubed:

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AgentCubed:

Categories

SalesNOW:

Categories

CRM Supported
Insurance CRM Supported
Lead Management Supported
Marketing Supported
Sales Supported
Sales Tracking Supported
AgentCubed:

Lead Management Features

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

Insurance Agency Management Features

Claims Management Not Supported
Commission Management Supported
Contact Management Supported
Document Management Supported
Insurance Rating Supported
Life & Health Supported
Policy Management Supported
Property & Casualty Supported
Quote Management Supported

Policy Management Features

Approval Process Control Supported
Attestation Supported
Audit Trails Supported
Policy Creation Supported
Policy Library Not Supported
Policy Metadata Management Supported
Policy Training Supported
Reporting / Analytics Supported
Version Control Supported
Workflow Management Supported
SalesNOW:

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Not Supported
Lead Scoring Not Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

CRM Features

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

Sales Force Automation Features

Call Management Supported
Campaign Management Supported
Channel Management Supported
Commission Management Supported
Contact Management Supported
Contract Management Not Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Supported
Referral Tracking Supported
Sales Forecasting Supported
Territory Management Supported
AgentCubed:

Integrations

Constant Contact Not Supported
Gmail Not Supported
Mailchimp Not Supported
Microsoft Outlook Not Supported
SalesNOW:

Integrations

Constant Contact Supported
Gmail Supported
Mailchimp Supported
Microsoft Outlook Supported
AgentCubed:
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SalesNOW:
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