SalesPad Erfahrungen

A solid front-end tool for companies using Dynamics GP

Kommentare: We use SalesPad as our primary interface for our Customer Service department, order entering, and on-the-fly sales and inventory analysis. We have made numerous customizations to aid our business processes, and SalesPad support (along with healthy support from our VAR) has made this pretty easy and inexpensive. We have rarely had issues that caused work-stoppages or other serious reductions in workflow. Rather, I would say the SalesPad interface has been a boon to increasing productivity and reducing errors.

Vorteile:

Much easier interface than the default GP one. License costs are half what a GP seat takes, which is an added plus. SalesPad windows are based around grids that are easily editable and export straight to Excel format. Excellent high-end features like item restrictions, complex pricing down to address card and/or item levels, automated item and customer notes, workflows, etc. Solid CRM functionality for Customer Service and Accounts Receivable activities. Unlimited user-defined fields fixes a long-term issue with the GP ERP.

Nachteile:

SalesPad tries to be THE primary interface for GP users. By taking on such a large task, there are certain things it does excellently, and others it does, well, less so. For example, it's inventory analysis is fantastic for items that you SELL. But since it draws this analysis solely from the sales history, components for finished products end up with no analysis regarding usage. It's salesperson level CRM is substantially slower than that provided for Customer Service and AR, and seems frankly to be an afterthought. We've also found its CRM to be poorly-suited for tracking sales leads and opportunities.

The way forward for GP users

Kommentare: SalesPad offers the logical path for Dynamics GP users to become more efficient, take advantage of modern technology and grow their business with the least cost and effort

Vorteile:

The software offers Microsoft Dynamics GP users an easy and natural evolution into modern technology. It spares GP users wishing to evolve their ERP the huge cost and disruption associated with changing from one ERP to another.

Nachteile:

The software does not offer a start to end user experience. It still depends on the users performing sevarl back end processes directly in Dynamics GP

Great interface, good to write reports, but poor, yet expensive support,

Vorteile:

Good interface, easy-to-use, easy to write reports and templates and quick queries.

Nachteile:

Salespad inability to "Stick" with supporting 3rd party options, then wanting you to pay for them to develop updates to something you paid for when you bought it. Salespad use of 3rd party "partners' which rip people off (SPS Commerce). Salespad use of batches is in conflict with GP, which makes it a Salespad or GP option, hard to work with both.

Good for Disttibution

Vorteile:

Ease of Use and adaptability Speed Level of Detail Good tutorial videos are available Minimal Training requires

Nachteile:

Analysis and reporting is cumbersome to set up and repeat Inventory management could be more robust CRM functionality is weak Would enjoy stand alone RMA functionality

Sun Bum SalesPad Desktop Review

Kommentare: My overall experience has been great. For the most part I remain in the Application or Inventory portion of the program. Upon filling out this survey it has given me the idea to browse around and explore more of the program. Customizable themes allow you to setup a personal layout which may seem small but can be very nice to change views up every now and then.

Vorteile:

The software flows very well and is easy to learn your way around. The customization is very helpful to setup windows best suited to your needs. Organization is key and easy to manage with customizable tabs and folders.

Nachteile:

There are fields that can be easily changed by accidentally scrolling over them with a mouse and can be hard to detect until too late i.e. payment terms, ship method or sales rep and territory. I have made it a habit to triple check these fields as in the past I was finding while moving the mouse I would occasionally make changes to some of these fields unknowingly.

Salespad - Great Product

Kommentare: we are putting the orders much faster by using the Salespad. Customer information , history and their payment history is all under one tab, which makes the order processing very smooth and efficient. Also the inventory check during the order entry is integrated, so you know exactly what is in stock while entering the order. making notes on the sales order right on the same screen is very helpful as well.

Vorteile:

It is very easy and user friendly. My Customer service team uses the sales pad exclusively for all order entry, inventory , customer data look up. Our warehouse also uses it for warehouse solutions

Nachteile:

Back orders are not supported in the current Salespad version. That would be very useful if we could also access the backorders directly from Salespad.

Great functionality. We miss SalesPad!

Kommentare: We really miss having everything in one system. Now we're back to using OMS with two separate systems and it's not as simple to use.

Vorteile:

The ease of navigating between sales orders, invoices, and customer information. The simplicity and functionality of the layout was easy to look at, understand, and there wasn't really a lag that we had to deal with.

Nachteile:

Not being able to speak with tech support without paying to upgrade our software. A big reason why we switched back to OMS after three years was because we couldn't clearly see what was "physically in stock" versus "not available for orders" after sales reps would type up orders.

Salespad review

Kommentare: I am overall happy with salespad. It streamlined our business process to make things in the office/warehouse more user friendly and easy to use

Vorteile:

I like how you are able to visually see all the information about customers in a more organized fashion. Everything is more organized within salespad

Nachteile:

That you cannot see Return documents within salespad and can only see it within GP. Also that you cannot see how any payments are applied so if you don't have GP then a salespad customer service user cannot help with any money related issues

Is okay, but is very limited on what it can do.

Vorteile:

Does a good job of tracking and displaying history on sales of items, useful tool for determining reorder/manufacturing quantities.

Nachteile:

Does not have very good reporting features. We tried to use this to manage inventory, but the only was is to literally go into each item and look at the history, it cannot give you a report of what you should manufacture/reorder. Finally we got StockIQ inventory management software to manage inventory. We still use Salespad though to print our Assemblie out of, etc....

Solid Software

Vorteile:

Product is highly customizable; fairly easy to use, and really makes GP a more powerful tool in business. Workflow is by far the best part of this software, and incredibly powerful for any distribution business.

Nachteile:

Although its gotten significantly better over the years, my biggest struggle with salespad has been the bugs constantly being introduced to the software. We have to heavily test software updates and see what breaks before rolling it out.

Evolving

Kommentare: My experience up until a year ago was okay, but after attending SalesPad's User Conference, learning what all it could do, then coming back and implementing changes, enhancing our use of the product, has notched my overall opinion and experience up into the 'Great' range. Their implementation and support teams have been awesome to work with...that's a HUGE plus. Not necessarily being a technical person myself, it's always great to work with a team that strives to make the working relationship positive in every way. I cannot say that strongly enough, as I am also working with other software implementations teams that seem to thrive on making you feel like you are an irritation in their day.

Vorteile:

Several things...user friendly, while still maintaining great functionality. Can be customized to meet our needs. No downtime :). The SalesPad team is constantly improving the product via updates to improve/enhance functionality and adding new features.

Nachteile:

Honestly, I can't think of anything I dislike...except...add more colors/themes for the background. Enhance the darker themes, so you can see every sales line clearly. My people say changing the background makes it less boring :)

Excellent CRM + Operations Software

Vorteile:

This software houses all of our sales, accounting operations, and database in one place that allows for incredibly effective operations. It also has dramatically increased our insights and analytics of our deal life cycles, customer insights, and successful outcomes. We love that everything is in one place for our sales workflow, housed on our own network, it allows us to reflect on our quarters/ years, and it remains consistent for our non-computer oriented sales people!

Nachteile:

It is difficult to communicate and receive needed changes / updates without going to "custom development" route. That is very frustrating, especially a lot of things we've encountered over the years have been things considered custom, but in our eyes, should be a necessary function of the software.

Great for Salesperson order entry

Kommentare: We mostly use the software to allow our salespeople to enter orders in a secure environment. It allows us to secure fields that we don't want salespeople to change and using workflow we can route orders through Credit checking and other processes. Signivicant savings on processing orders since the sales staff enter their own.
Also used by internal staff to process, ship and invoice orders.

Vorteile:

Fully integration to Dynamics GP. Somewhat customizable. Simple to use for our salespeople. Integrates with Sales Tax and credit card solutions.

Nachteile:

Can be challenging to customize screens and functionality and modify reports.

You Should Have SalesPad!

Kommentare: Overall, it is a great product that I recommend to anyone!

Vorteile:

The Audit Trail features and ease of use are the best.

Nachteile:

There are times when certain functions will just not work.

Amazing Software

Kommentare: Thanks to SalesPad desktop, we have access to all information in 1 screen.
This helps us look very professional when talking to our customers.
We have their AR, open order, order history, all available from 1 screen.

Vorteile:

We love the ease of use of this software, and it is affordable for small companies. In the past we only had GP and it made the job of the salesforce very complicated. Now, with a click of a button, we have all the necessary information for inventory, sales, etc.

Nachteile:

I have nothing negative to say! This is just the best investment we have made.

salespad review

Vorteile:

What i like most about Salespad is all the additional feature you can add to their already extensive reports. I do a lot with the inventory analyst report and the column and band chooser allows me to pull and remove all the information i would ever need for each product.

Nachteile:

One of the only cons I ran into was trying to setup a way to do a site to site transfer. We wanted to get away from doing all of our site to site transfers in GP but the process of being able to get what we needed through salespad was a little to drawn out for some of our employees to fully grasp.

Review

Kommentare: The overall experience is great. Our Customer Service team loves the product. The copy feature is also helpful!

Vorteile:

The software is very easy to manage. The way security is done is 100 times better that GP and much easier. Recently, we have found that you can edit historical orders (UDF only). This will be a great help with a new task we have been given!

Nachteile:

I wish there was more help via website with helpful tips. When I have a GP issue, I can google the question and find an answer most times. SalesPad is a little harder to find.

Salespad Customization & Customer Support

Kommentare: Experience using Salespad has been great. We continue to learn more how Salespad Desktop can support and meet our ERP needs.

Vorteile:

We've been able to use this software for all of our manufacturing purposes, and allows us to customize our workflows by type of product and service. Further, we are in touch regularly with Salespad developers, sharing feedback on our needs from Salespad Desktop, which results in improvements to the program, as well as Salespad API. The Salespad API has been one of the most beneficial features that allows us to build our company around a web based infrastructure.

Nachteile:

There are some features regarding the Salespad API that we need, and are not available yet. However, many are in development.

Why WE LOVE Salespad

Kommentare: Backorders, Blanket Orders

Vorteile:

Of course it is easy to use and enables my TEAM to be way more productive with multiple screens and workflows etc.

Nachteile:

No compiled user manual to refer to. There really isn't anything we dislike about the software.

Sales pad is the best front end order sales entry system with Flexability and super support.

Vorteile:

the Flexibility that is give the end user and with newer versions, a better advantage to see everything you need in one place.

Nachteile:

the 3rd party report writer... not that it's bad just sometimes time consuming

Lots of function, hard to use and train employees

Vorteile:

The amount of information we use on the backside using GP is great.

Nachteile:

It's hard to use and to train people to use. The functions are finicky. Returns and selling gift cards are ridiculous.

Easy to Use System

Kommentare: Great Experience. Would recommend this software to anyone who needs a system where employees of all levels can use it.

Vorteile:

Easy to understand and screens are easy to follow.

Nachteile:

Difficulty of adjusting payments. Hard for counter employees to go into to correct a payment went it is entered incorrectly

Salespad desktop compliments Dynamics GP

Vorteile:

What I like most with Salespad desktop is the user interface in all the modules. It is very easy to use and to see information. The user console is consistent across the software. You can easily add and remove columns along with filters.

Nachteile:

I can't think of any. If anything, lack of example/template reports to download.

More than just a great looking product...

Kommentare: I love Sales Pad... It makes GP usable.

Vorteile:

Sales Pad has a well written and flexible client. It also was well written at the SQL level. If you want to find out how to pull information from GP, look at the Sales Pads views and stored procedures. They are really organized and easy to read. I was new to GP and used Sales Pad’s views and stored procedures to find out where to pull data for our company dashboard.

Nachteile:

Would like to be able to push all settings from test to production at one time.

Great software

Kommentare: We have a great experience so far, specially with the Kits. We used to have a lot of Kits items in GP, we are now using the configurated items in Salespad and it simplify our sales transactions.

Vorteile:

It turns GP into a great easy-to-use, user-friendly software. You can finally see all the information that you need in a single window and it simplifies complicated transactions.

Nachteile:

The report manager is not as flexible and has many features missing in comparison to GP