SalesPad - Avis

GL/Sales Pad Application Support III

Commentaires : solving the ease of order entry for the sales reps and customizing using workflows and scripts to hlep the user make fewer mistakes, is great. The support team is fablous and always respond in a timely manner and help out whenever we enter a ticket. If the first level of support can't resolve the issue, they immediately bring in the second line of support so the issue is generally resolved qucikly.

Avantages :

Saels Pad is great to see everything about the order with one click on the document search. Sales Monitor is another great view of orders, that are in different batches. It's user friendly and we can do alot of customization with workflows and what I like the best is that is sits on top of Great Plains, so there is no 3rd party application talking back and forth, like some of the other application used. What is in GP you see immediately.

Inconvénients :

I've been supporting Sales Pad for a nunmber of years and though the years, they have made inprovement, that just make the ease of using Sales Pad better and better. I can't say that I do like anything the least on this application.

Excited!

Commentaires : We are still in the finishing stages of implementation, just ironing out the details, but they have been great to work with and if we had more time internally to work on it, it would have been done a long time ago. Just a few more things and we will be completely up and running! I am very excited to roll it out to our end users.

Avantages :

I like how we can customize the appearance for every user. The ability for each person to make it the most functional for them is a huge time saver.

Inconvénients :

I really can't think of anything off the top of my head that I haven't liked.

It's Okay...

Avantages :

I like that it is a competent CRM platform.

Inconvénients :

It is not user friendly. It could use a lot more customer friendly features. I wish it had a home screen with a snap shot of all that was going on with company or individual regions.

Using Salespad in the wholesale world

Avantages :

The ease of creating customer orders. I also process inventory transactions and the process of entering purchase orders right down to receiving is just as easy as it can get. Also having the ability to export information to excel is awesome.

Inconvénients :

The report writing unless you understand sequel report writing you will need assistance in writing reports.

Great add to GP

Commentaires : Its a great product without great support on the back end. If you do not have an inside computer techie/software editing person I wouldn't not recommend this product to a new user. SalesPad expects the user to just know how to use, edit and manipulate the data. SalesPad provide a few You Tube videos and updates in newsletters with the expectation the end user to just fully understand and implement. Their technical customer service support leaves a lot to be desired.

Avantages :

The ease of functionality of working SalesPad in real time and the data pulled from GP is accurate. Sales department likes the ease of putting in an order and search/look up options.

Inconvénients :

Customer service is challenged. They have a good product but, then to fully support it SalesPad have mostly fluff for customer service. You have a front person who has little to no knowledge as to how to solve the issues submitted. He/she then has to escalate an issue up the chain of commands until someone deeper inside SalesPad can figure it out. But, those individuals don't step forward to solve it - they feed the info back down the latter of command. And back and forth the project goes for every little step that doesn't fully work. It's time consuming, very repetitive and all on the users dime.

The Big Switch

Commentaires : We are very happy with Salespad, we use it as an interface to GP.

Avantages :

User friendly, lots of customizing options and user fields.

Inconvénients :

Not enough templates for dashboard usage - we work with salesguys and being able to have existing templates/reports to pick from would be nice. Also, one drawback is it seems when we do a big upgrade things get broken and we have to refix things. So, Salespad could benefit from recording better notes by customer and what they have setup special would be a good. Everytime we have to fix issues we have to start over and go back through our notes, when Salespad should have this information.

Perspective of SalesPad

Avantages :

I like how we can customize and script aspects of the software to fit our needs. We have done a significant amount of customizations and rely heavily on the workflow and smartprinting, as well. These features make it possible for us to function the way we do between our production facility and our distribution center. I also like the depth of the software in regards to features and overall functionality for our various departments.

Inconvénients :

I wish there was a way we could get users completely into SalesPad and not have to jump to GP for certain steps, I know this is difficult-to-impossible to do but it would be a dream come true if it ever happened. Beyond that, outside of miscellaneous bugs we've come across from time-to-time, nothing major that I dislike. On a side note, it would be nice if there was a security setup wizard or something to help streamline the process of creating a new security group for users. There are a LOT of options in security and it is easy to miss a single checkbox that makes the difference between working and not working. Once again, a luxury more than a major pitfall.

Salespad does just what we need.

Commentaires : Overall I have few problems and feel satisfied with the product.

Avantages :

It is a simple interface. It's very user friendly. I like the option to create many user defined fields and create quick reports.

Inconvénients :

Because we are connected to GP, it seems like it's pretty limited in integrating with our EDI software. We'd like to be able to more easily connect our EDI system to Salespad. It seems like there are fields that customers fill out that we can't easily integrate when we export from our EDI software to Salespad which makes it difficult to invoice a few orders.

SalesPad Desktop

Commentaires : We are able to make faster decisions using the data we have in SalesPad Desktop. It's ease of use and customization make entering orders a simple process.

Avantages :

I really enjoy the ability to customize this program. The desktop version is nice for those users/administrators who need to be able to make quick changes to our data without having a web developer on hand, or spending large amounts of money to do something as simple as add a field to a form. SalesPad seems very receptive to feedback, so the updates and functionality always seem to be improving the program overall. Keep doing what you are doing here!

Inconvénients :

It's kind of difficult to tell sometimes what is linked to GP tables. It would be nice to have something like the GP Table Finder feature. A lot of times we want to query both GP and SalesPad data together.

SalesPad Desktop + Dynamics GP = Winning Combo for Sales & Distribution

Commentaires : SalesPad Desktop is a great supplement to Dynamics GP. For order entry, customer management, and inventory handling, SalesPad leaves GP in the dust. Workflow, powerful 3rd party integrations and regular updates to the product make it a worthwhile investment for any business looking to enhance their ERP platform.

Avantages :

Modern, customizable user interface that employees can understand and tweak to their needs.

Inconvénients :

Some error messaging is unclear, and a "workflow visualizer" would be a great addition.

SapesPad brings ease of use to GP

Commentaires : I've found SalesPad's customer service to be far better than our GP re-seller and very good overall. Typically I wait no more than about a minute to get a live person and they almost always answer my question or resolve my issue on the first call.

Avantages :

SalesPad makes it much easier to accomplish routine tasks in GP. Order and payment processing, purchasing and inventory monitoring are pretty intuitive in SalesPad.

Inconvénients :

It doesn't have all the features I wish it did. There are some tasks that I still have to do it GP that I wish I could do it SalesPad. For example, receiving and applying invoices on drop-shipped orders. Currently SalesPad gives me the ability to receive on a lovely mass receipt screen, but not to apply the invoice including freight costs, to that invoice. Because of that limitation, I still have to receive each order individually in GP.

Salespad Review

Commentaires : We almost never have a problem with Salespad. It works and updates are flawless so far. With being able to customize almost everything it has been extremely helpful.

Avantages :

I like the functionality and the level of customization you have. You can write C# scripts to be run before and after work flows, which gives us a lot of flexibility. You can also write SQL Query between work flows to direct the order to different queues. You can also customize the layout and add User Defined fields, which we have used to get more information that just the defaults in Salespad.

Inconvénients :

Support could be a little more responsive. It takes a couple of days to get response sometimes and you can almost never get them to pick up phone. Salespad is also a little over whelming right out of the gate and takes little while to learn to the more advance stuff like writing C# scripts and Designing the Work Flow.

SalesPad is a must for all GP Dynamic users

Commentaires : Can't say enough about how spectacular the entire time with SalesPad has been. Installation and learning was a breeze and again support is out of this world. My new website integration is going to improve our customer support and cut costs for us in ways we can never imagine, thank you SalesPad

Avantages :

Functionality, ease of use, the custom aspects of your screens and also added features. The ability to create integrations with your website and the customer service is best in class. The support team can not be compared to anyone else out there; you have an issue they will work with you now, until it is resolved.

Inconvénients :

I can't think of a con except maybe that they would work with other accounting software programs or even better be stand alone.

Salespad Desktop, some thoughts

Commentaires : Allocating and pushing multiple orders at once to our warehouse has helped streamline some extremely tedious button pushing we used to do directly in GP. Salespad as a company still cares about their customers on an individual level, and the support we've gotten through various people in the organization reflects this. It would be nice if Microsoft had designed an ERP system in a more user friendly way that actually appears to understand how businesses operate...but they didn't, and here we are.

Avantages :

Salespad corrects the horrible UX design built into GP while solving other critical design/functionality problems along the way.

Inconvénients :

Workflows are quite unintuitive - these could be setup a lot easier.

SalesPad Desktop

Commentaires : Overall we are happy with our purchase and would do it again.

Avantages :

A great interface to Microsoft GP - much more intuitive for users entering in data. Robust ability to add user defined fields for custom tracking / reporting. Quick / short learning curve for new employees.

Inconvénients :

Getting specific reports unique to the company can be tricky at times. Though it is great that there are other add on features available from other companies it can be challenging to figure out an issue when both companies claim it is an issue with the other.

Great Product and Customer Service

Commentaires : First and foremost, as GP users, Salespad is a must for ease and speed of entering orders and quick access to information about anything in the sales process. GP just isn't built for speed.

Avantages :

Salespad has given us the ability to grow our business without growing staff. Workflow has been awesome. Very easy to use and train new employees on its use. Also very flexible. We have multiple pricing needs and Salespad handles them all.

Inconvénients :

Would like more flexibility and "power" in reporting.

Great for Sales Orders and History Search

Avantages :

Data! There is so much data compiled in here - I can drill back to invoices for PO's, to a specific serial number from purchase to receipt to sale. NUMEROUS search fields to find the data I need to find - searching for a customer, searching for an item sold , searching for an item purchased.

Inconvénients :

Overall appearance / format - I feel like it could be cleaned up a bit to have a better visual appearance for the user (color schemes and sizes of text boxes specifically.) Also, I wish there were more sales analysis tools available.

Love SalesPad

Commentaires : one problem solved was being able to generate specific reports for certain salesmen so they all didn't have to use the same report

Avantages :

I like the order entry screen and how easy it is to make changes to orders when necessary.

Inconvénients :

I don't like that inventory is not cumulative. We transfer inventory between warehouses and each transfer is listed by itself and not a cumulative total if the same lot is used.

SalesPad makes Finding stuff Easy

Commentaires : It made our lives / jobs easier.

Avantages :

All the info. you need is on 1 screen (no need to dig down & open 15 windows), Salespad remembers your choices (screens have the same features loaded next time), PS: Everyone that still runs with GP Dynamics here is upset they don't have Salespad.

Inconvénients :

Only the limitations set by certain inventory controls & posting. due to the fact that Salespad are not permitted to replace GP Dynamics.

Salespad Desktop

Avantages :

I appreciate the ease of use for my customer service team when it come to entering orders. The Salespad interface is far superior to the GP in regards to order entry.

Inconvénients :

Would like more ability on the custom side when we have special requests. My preference would be to have Salespad able to handle all of our custom work.

Functionalities

Avantages :

Salespad has a large variety of functionalities that are great for maintaining inventory.

Inconvénients :

It is difficult to use Salespad to keep a record of the additional information for a prolonged period of time that I sometimes need hard copies to look back on.

For any customers using GP. Salepad is like going on vacation

Avantages :

Ease of use, Quick no nonsense steps to get the information you need. You can give your customers fast response times

Inconvénients :

Need more depth in the vendor side to look more like the Customer cards. AP would be a handy addition to the view.

SalesPad

Avantages :

it ties in nicely with our accounting software making it easy to review customer numbers and items on the desktop verstion.

Inconvénients :

the mobile version isn't very user friendly. Adding prospects is cumbersome

Salespad

Commentaires : Good dependable software. Easy to use. We use it with Microsoft Dynamics, Great Plains.

Avantages :

Salespad is very easy to use. Dependable, efficient. Provides quick and easy to use reports. Can be customized for your needs.

Inconvénients :

Customizing this software can be expensive. It can sometimes, take quite a bit of time to get it customized.

Great Conference!

Commentaires : I have only positive things for this experience, it was also my first time attending.

Avantages :

I learned so many features we're not utilizing that are available to use. Well worth the time spent at the conference.

Inconvénients :

Some of the functions I need for purchasing is not able to be incorporated into Salespad.