About Salesdash
Salesdash is a CRM software from Salesdash designed specifically for freight sales teams. It provides features such as call and email capabilities for shippers directly within the platform, logging quotes and tracking lane-level activity, and profiling shippers by their shipping needs, modes, and equipment. This helps simplify the management of shipper leads and follow-ups effectively. Additionally, Salesdash includes a shot clock feature to automatically un-assign inactive shipper leads, as well as a system to capture shipper notes, ensuring no follow-ups are missed. Key capabilities: call and email integration lane-level activity logging shipper profiling inactive lead management note capturing Best for: freight sales teams that need to manage shipper relationships efficiently.
Salesdash emerges as a highly specialized CRM solution meticulously crafted to meet the distinct needs of sales professionals operating within the freight and logistics sector, setting itself apart from more generic CRM tools that often fall short in addressing industry-specific challenges. Its design reflects a deep understanding of the logistics sales cycle by distinctly segmenting functionalities for shipper and carrier sales teams, which streamlines workflows and enhances productivity. The interface, praised for its user-friendliness and enjoyable user experience, appears thoughtfully structured to reduce clutter and focus users on tasks pertinent to their role, whether managing shipper relationships or carrier networks. This dual-module approach not only helps in maintaining clarity but also facilitates targeted engagement strategies tailored to the unique sales processes within logistics. The functionality of Salesdash is robust and finely tuned to the operational realities of freight sales.
Pros & Cons
- +Fully customizable pipeline tailored to specific sales processes.
- +Task management allows for proactive outreach and clear daily actions.
- +Seamless contact management and straightforward pipeline viewing.
- +Regular updates introducing valuable new features like document storage and email integration.
- +Intuitive interface that enhances productivity.
- +Effortless onboarding experience similar to switching to a new phone.
- −Steeper learning curve for new users
- −Limited customization options for reports and dashboards
Features
Key features
- Specifically Built for Freight & Logistics
- Salesdash CRM is tailored to the unique workflows and needs of logistics sales representatives, unlike generic CRM systems.
- Shipper & Carrier Specific Modules
- The platform offers distinct features for both shipper sales (e.g., lane tracking, shipper profiling) and carrier sales (e.g., MC# duplicate prevention, preferred lane matching).
- Shot Clock for Inactive Leads
- This feature automatically un-assigns inactive leads for shipper sales, ensuring reps focus on engaged prospects.
- RingCentral Integration for Call Recording
- The integration with RingCentral allows for call recording, which can be valuable for coaching and improving sales techniques.
- Templated & Custom Reporting with Permission Controls
- Salesdash CRM provides pre-built dashboards and the ability to create custom, dynamic reports, with controls to manage team member visibility.
- Fast Importing of Carrier Spreadsheets
- For carrier sales, the system allows for quick import of carrier data from spreadsheets, saving time on manual entry.
Additional features
- CRM for Freight & Logistics Sales Reps
- Specifically designed for the logistics industry.
- Ditch the spreadsheets and generic CRMs that don't fit your freight sales process
- Addresses the limitations of non-industry-specific tools.
- Built specifically for logistics sales reps
- Tailored to the unique needs of freight sales.
- Call and email shippers from Salesdash CRM
- Enables direct communication with potential clients.
- Log quotes
- Ability to record pricing information provided to shippers.
- Track and report on activity for lanes
- Monitors sales efforts and outcomes for specific shipping routes.
- Profile shippers based on their shipping needs
- Allows for categorization and understanding of client requirements.
- Shot clock to automatically un-assign inactive leads
- Removes stagnant leads from rep focus.
- Store notes and prevent missed follow-ups
- Facilitates information retention and timely engagement.
- Import spreadsheets of carriers in minutes
- Quick data entry for carrier information.
- Prevent duplicates by MC#
- Avoids redundant carrier entries using their unique Motor Carrier number.
- Capture preferred lanes and find matching shippers
- Identifies optimal carrier-shipper pairings.
- Call recording with RingCentral for coaching
- Records phone conversations for training purposes.
- Track activity and outreach with reporting
- Monitors sales team engagement and results.
- Apollo.io for shipper leads
- Integrates with a platform for sourcing potential shipper clients.
- Gmail and Outlook for email and calendar
- Connects with common email and scheduling tools.
- RingCentral for click-to-dial
- Enables initiating calls directly from the CRM.
- Postmark for bulk email and email sequencing
- Facilitates sending mass emails and automated email follow-ups.
- Zapier for workflow automation
- Allows for connecting Salesdash CRM with other applications to automate tasks.
- Templated dashboards for sales reps and for managers
- Provides pre-built visual summaries of key data.
- Custom, dynamic reporting (leads, pipeline, activity)
- Enables creation of tailored reports on various sales aspects.
- Control permissions for what team members can see
- Manages data visibility based on user roles.
- Simplify pipeline and activity reviews for accountability
- Makes it easier to monitor sales progress and team engagement.
- Report on custom fields
- Allows for reporting on user-defined data points.
- Fast importing
- Quick data entry into the system.
- Phone and email support
- Offers customer assistance through multiple channels.
- Full access and no credit card required for free trial
- Provides a risk-free way to evaluate the software.
- Try risk free for 14 days
- Length of the free trial period.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Salesdash
Salesdash is a CRM software from Salesdash designed specifically for freight sales teams. It provides features such as call and email capabilities for shippers directly within the platform, logging quotes and tracking lane-level activity, and profiling shippers by their shipping needs, modes, and equipment. This helps simplify the management of shipper leads and follow-ups effectively. Additionally, Salesdash includes a shot clock feature to automatically un-assign inactive shipper leads, as well as a system to capture shipper notes, ensuring no follow-ups are missed. Key capabilities: call and email integration lane-level activity logging shipper profiling inactive lead management note capturing Best for: freight sales teams that need to manage shipper relationships efficiently.
Salesdash Details
Salesdash's In-App Market Place
Does Salesdash have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CHF (Fr), CNY (¥), SEK (kr), NOK (kr), DKK (kr), KRW (₩), INR (₹), RUB (₽)
Pros & Cons
- Fully customizable pipeline tailored to specific sales processes.
- Task management allows for proactive outreach and clear daily actions.
- Seamless contact management and straightforward pipeline viewing.
- Regular updates introducing valuable new features like document storage and email integration.
- Intuitive interface that enhances productivity.
- Effortless onboarding experience similar to switching to a new phone.
- Steeper learning curve for new users
- Limited customization options for reports and dashboards
Salesdash's Support Options
Email Address
info@salesdashcrm.comContact
+1 706-226-4114Salesdash's Alternatives
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