SalesPad Reviews

Pros

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.

Cons

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.

Pros

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.

Cons

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

Pros

I like that it is a competent CRM platform.

Cons

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.

Pros

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.

Cons

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

Pros

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.

Cons

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.

Pros

User friendly, lots of customizing options and user fields.

Cons

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.

Pros

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.

Cons

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.

Pros

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

Cons

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.

Pros

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!

Cons

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.

Pros

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

Cons

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

Pros

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

Cons

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.

Pros

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.

Cons

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.

Pros

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.

Cons

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

Pros

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

Cons

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

Pros

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.

Cons

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.

Pros

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.

Cons

Would like more flexibility and "power" in reporting.

Pros

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.

Cons

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.

Pros

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

Cons

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.

Pros

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.

Cons

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

Pros

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.

Cons

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.

Pros

This software is user friendly and training new staff on it is really easy.

Cons

We have the system having faults and it also has not kept all of our settings each time we log in and out. we wish that you could attach documents to PO and order confirmations

Pros

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

Cons

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

Pros

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

Cons

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

Pros

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

Cons

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

Pros

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

Cons

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