GleanView

GleanView

Sales and Marketing software stack

5/5 (7 Bewertungen)

GleanView Übersicht

Was ist GleanView?

GleanView is the only Account-Based, Sales and Marketing software stack that is completely configurable to fit your company’s unique needs. Our family of products addresses B2B sales and marketing challenges from top to bottom of the funnel by harnessing the power of automations and focusing on doing more with less. They can be used together to create a seamless platform, or can be plugged into your existing software to fill gaps and extend functionality.

GleanView Übersicht

Kosten

Beginnt ab
175,00 $/Monat

Preisoptionen

Gratis Testen
Abonnement
Preis-Leistungs-Verhältnis

Prices start from $175 / month for up to 5 users for the Outreach product. Each of the other products start at $200 / month. Combine products to get a complete platform, or just get the pieces you need.


GleanView Funktionen

Geräte
Unternehmensgröße
K M G
Märkte
Kanada, Vereinigte Staaten von Amerika
Unterstützte Sprachen
Englisch

Screenshots

GleanView Screenshot:
GleanView Screenshot: GleanView Screenshot: GleanView Screenshot: GleanView Screenshot: GleanView Screenshot:

GleanView Bewertungen

GleanView Bewertungen

Gesamtbewertung
5
/
5
Ausgezeichnet
7

Sehr gut
0

Durchschnitt
0

Gering
0

Schlecht
0

Preis-Leistungs-Verhältnis
4,8
Funktionen
5
Bedienkomfort
5
Kundenbetreuung
5
100% haben diese Anwendung empfohlen
Kristy H.

Everyone is on the same page 24/7/365 with where a potential customer is in our sales pipeline.

GleanView is a growing company that is focused on meeting & exceeding the needs of their customers. If there are any errors that are occurring, they are very driven to resolve the problems as quickly as possible. They are very invested in their customers and you never feel like you are just a number to them. They take customer experience to a whole new level.


Mit Google übersetzen
Brenda W.

All of our customer interactions in one place

GleanView is integrated with our online shopping cart, and all of our online orders/web quotes flow directly from our website into GleanView. These transactions are then routed to our sales and customer service team members using custom assignment rules, which were very easy to set up in GleanView. Web quotes are automatically entered as sales opportunities and assigned to sales and are tracked as pipeline.

I like the fact that all of our customer interactions are tracked in one central place that can be accessible anytime and from anyplace by all of our team. Every online order, offline order, phone call, web visit, and email for every single one of our accounts is tracked in one place. I also like the fact that GleanView is very customizable and was able match our workflow.

There were a few things along the way (some minor bugs and enhancements). The GleanView team has been great about fixing things like that quickly.

The integration capability really sold us. Being able to integrate all of our major systems phone, email, shopping cart, and website has really helped us understand our customers and their needs better.

We had a fairly manual process of lead and order follow up previously that relied on manual data entry and used several different systems. We wanted something that could put all of our customer data and interactions in one central place. We were able to reduce the administration and manual entry time of our team significantly, which allows them to focus more on following up with our customers.


Mit Google übersetzen
Jynna B.

Gleanview has been an excellent tool to help keep my active projects organized in one place.

Project organization


Mit Google übersetzen
Marc P.

Outstanding Service and Value - Complete Customer Relationship Solution

We are saving a ton of money and getting a better product and service that we had with our previous CRM.


Mit Google übersetzen
Mark L.

Clearly designed for B2B - People running SMB designed this for others running SMB's.

Full-fledged CRM: Tracking leads, Opportunities, customers. Emailing DIRECTLY out of application using email follow-up templates - GREAT time saver. Follow-ups sync'ed to calendar. Easy to add user-defineable fields, importing is a breeze.
Have not yet tried the marketing automation, but very impressed that for the price, includes Hubspot/Marketo-like Marketing Automation functionality! Eager to get to that next.


Mit Google übersetzen
Kristy H.
Branche: Maschinerie
Untern. Größe: 51-200 Mitarbeiter
Übersetzen auf: Deutsch

Everyone is on the same page 24/7/365 with where a potential customer is in our sales pipeline.

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 20.2.2019
Quelle der Bewertung: Capterra

GleanView is a growing company that is focused on meeting & exceeding the needs of their customers. If there are any errors that are occurring, they are very driven to resolve the problems as quickly as possible. They are very invested in their customers and you never feel like you are just a number to them. They take customer experience to a whole new level.

Vorteile

GleanView allows everyone in our company, from our Estimating Team, to Marketing, to our independent Sales Team, and everyone in-between, to be on the same page 24/7/365 with where a potential customer is in our sales pipeline. We can work potential customers through the sales funnel by segmenting them into drip marketing campaigns based on their interests. We are just scratching the surface of what GleanView can help us achieve and we are excited for what the future holds!

Nachteile

The CRM is created for the masses. It doesn't fit everyone's needs across all business types, however the company is very flexible in creating the programming needed so that it does meet your needs if it will benefit their other customers.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote: 9.0/10

Brenda W.
Untern. Größe: 13-50 Mitarbeiter
Übersetzen auf: Deutsch

All of our customer interactions in one place

Bewertet am 9.2.2017
Quelle der Bewertung: Capterra

GleanView is integrated with our online shopping cart, and all of our online orders/web quotes flow directly from our website into GleanView. These transactions are then routed to our sales and customer service team members using custom assignment rules, which were very easy to set up in GleanView. Web quotes are automatically entered as sales opportunities and assigned to sales and are tracked as pipeline.

I like the fact that all of our customer interactions are tracked in one central place that can be accessible anytime and from anyplace by all of our team. Every online order, offline order, phone call, web visit, and email for every single one of our accounts is tracked in one place. I also like the fact that GleanView is very customizable and was able match our workflow.

There were a few things along the way (some minor bugs and enhancements). The GleanView team has been great about fixing things like that quickly.

The integration capability really sold us. Being able to integrate all of our major systems phone, email, shopping cart, and website has really helped us understand our customers and their needs better.

We had a fairly manual process of lead and order follow up previously that relied on manual data entry and used several different systems. We wanted something that could put all of our customer data and interactions in one central place. We were able to reduce the administration and manual entry time of our team significantly, which allows them to focus more on following up with our customers.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote: 10.0/10

Jynna B.
Branche: Bau
Untern. Größe: 13-50 Mitarbeiter
Übersetzen auf: Deutsch

Gleanview has been an excellent tool to help keep my active projects organized in one place.

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 13.11.2017
Quelle der Bewertung: Capterra

Project organization

Vorteile

The option to customize the search fields for specific projects and or customers is the most helpful feature for my specific needs

Nachteile

I wish there was an option to save your preferred search options so you didn't have to re-filter them each time you refreshed the page after an update or logging out.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote: 10.0/10

Marc P.
Untern. Größe: 13-50 Mitarbeiter
Übersetzen auf: Deutsch

Outstanding Service and Value - Complete Customer Relationship Solution

Täglich für 6-12 Monate genutzt
Bewertet am 16.10.2017
Quelle der Bewertung: Capterra

We are saving a ton of money and getting a better product and service that we had with our previous CRM.

Vorteile

We switched from a competing CRM to GleanView and ended up saving alot per year without losing any functionality. The service has been top notch and has gone above and beyond to accommodate our needs. The team at GleanView has been able to really customize the integrations to match our sales and marketing process, and we now have a full solution that manages our customers and prospects from lead to repeat order.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Mark L.
Branche: Computer-Software
Untern. Größe: 13-50 Mitarbeiter
Übersetzen auf: Deutsch

Clearly designed for B2B - People running SMB designed this for others running SMB's.

Täglich für 6-12 Monate genutzt
Bewertet am 19.2.2019
Quelle der Bewertung: Capterra

Full-fledged CRM: Tracking leads, Opportunities, customers. Emailing DIRECTLY out of application using email follow-up templates - GREAT time saver. Follow-ups sync'ed to calendar. Easy to add user-defineable fields, importing is a breeze.
Have not yet tried the marketing automation, but very impressed that for the price, includes Hubspot/Marketo-like Marketing Automation functionality! Eager to get to that next.

Vorteile

Easy, Intuitive, has all the features/functionality you'd expect all in one single application.

Nachteile

Been on for 6 months, haven't found any.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote: 10.0/10

Nutzerempfehlung
9,8/10
Basierend auf 7 Benutzerbewertungen
Vergleiche Nutzerempfehlungen mit Alternativen
Mit Alternativen vergleichen

GleanView Preis

GleanView Preis

Beginnt ab
175,00 $/Monat
Gratis Testen
Abonnement
Preis-Leistungs-Verhältnis

Prices start from $175 / month for up to 5 users for the Outreach product. Each of the other products start at $200 / month. Combine products to get a complete platform, or just get the pieces you need.

Prices start from $175 / month for up to 5 users for the Outreach product. Each of the other products start at $200 / month. Combine products to get a complete platform, or just get the pieces you need.

Preis-Leistungs-Verhältnis
4,8/5
Basierend auf 7 Benutzerbewertungen
Vergleiche das Preis-Leistungs-Verhältnis mit Alternativen
Mit Alternativen vergleichen

GleanView Funktionen

GleanView Funktionen

API
Aktivitäts-Dashboard
Aktivitäts-Verfolgung
Anpassbare Berichterstellung
Anpassbare Vorlagen
Automatische Benachrichtigungen
Benutzerdefinierte Felder
Berichterstattung und Statistik
CRM-Integration
Daten-Import / -Export
E-Mail-Integration
Echtzeit-Daten
Elektronische Zahlungen
Erinnerungen
Integration von Dritten
Kalenderverwaltung
Kundendatenbank
Kundenspezifisches Branding
Social-Media-Integration
Umfragen & Feedback
Funktionen
5/5
Basierend auf 7 Benutzerbewertungen
Vergleiche Funktionen mit Alternativen
Mit Alternativen vergleichen

Kategorien

Zusätzliche Informationen für GleanView

Zusätzliche Informationen für GleanView

Schlüssel-Features von GleanView

  • Account management
  • Activity dashboards
  • Activity summary
  • Advanced segmentation
  • Anonymous visitor identification
  • Appointment & task calendar
  • Behavior-based triggers
  • Call & email logging
  • Campaign automation
  • Custom landing pages
  • Custom routing rules
  • Customer lifecycle management
  • Customizable widgets
  • Drag-and-drop email designer
  • Drag-and-drop landing page designer
  • Dynamic content for email personalization
  • Email drip campaigns
  • Email marketing
  • Email open, click & bounce tracking
  • Follow-up scheduling
  • Lead routing
  • Lead tracking
  • Marketing analytics
  • Multi-step email nurture campaigns
  • Opportunity management
  • Pipeline management
  • Product & vendor database
  • Project management
  • Quote creation
  • Quote tracking
  • Real-time alerts
  • Sales analytics
  • Sales forecasting
  • Sales stage tracking
  • Web order & form submission tracking
  • Web, email & phone histories

Vorteile

  • 4 Key Products. One Integrated Platform.

  • Scale sales engagement and top of the funnel outreach to new prospects

  • Manage full cycle sales from first touch to repeat customer

  • Transform the way you communicate with prospects and customers

  • Build targeted account and contact lists to fuel outreach

  • Turn anonymous website visitors into leads

  • GleanView Häufig gestellte Fragen

    GleanView Häufig gestellte Fragen

    Weiter unter folgen häufig gestellte Fragen über GleanView.

    F. Welche Preispläne bietet GleanView an?

    GleanView bietet folgende Kostenpläne an:

    Beginnt ab: 175,00 $/Monat

    Preismodell: Abonnement

    Gratis Testen: Verfügbar

    Prices start from $175 / month for up to 5 users for the Outreach product. Each of the other products start at $200 / month. Combine products to get a complete platform, or just get the pieces you need.

    F. Was sind die Hauptfunktionen von GleanView?

    GleanView bietet die folgenden Funktionen:

    • Account management
    • Activity dashboards
    • Activity summary
    • Advanced segmentation
    • Anonymous visitor identification
    • Appointment & task calendar
    • Behavior-based triggers
    • Call & email logging
    • Campaign automation
    • Custom landing pages
    • Custom routing rules
    • Customer lifecycle management
    • Customizable widgets
    • Drag-and-drop email designer
    • Drag-and-drop landing page designer
    • Dynamic content for email personalization
    • Email drip campaigns
    • Email marketing
    • Email open, click & bounce tracking
    • Follow-up scheduling
    • Lead routing
    • Lead tracking
    • Marketing analytics
    • Multi-step email nurture campaigns
    • Opportunity management
    • Pipeline management
    • Product & vendor database
    • Project management
    • Quote creation
    • Quote tracking
    • Real-time alerts
    • Sales analytics
    • Sales forecasting
    • Sales stage tracking
    • Web order & form submission tracking
    • Web, email & phone histories

    F. Wer sind die typischen Nutzer von GleanView?

    GleanView hat die folgenden typischen Kunden:

    Mittlere Unternehmen, Kleine Unternehmen

    F: Welche Sprachen werden von GleanView unterstützt?

    GleanView unterstützt die folgenden Sprachen:

    Englisch

    F. Welche Preispläne bietet GleanView an?

    GleanView hat folgende Preismodelle:

    Abonnement

    F. Unterstützt GleanView mobile Geräte?

    Wir haben keine Informationen darüber, welche Geräte GleanView unterstützt

    F. Mit welchen anderen Applikationen integriert GleanView?

    GleanView kann in folgende Anwendungen integriert werden:

    Gmail, Google AdWords, Google Calendar, InsideView, Office 365, RingCentral, Unbounce, Zapier

    F. Welche Varianten der Kundenbetreuung bietet GleanView an?

    GleanView bietet folgende Optionen für Kundensupport:

    Online-Support, Telefon-Support