Rolldog

My Personal Experience in Customer Relationship Management.

Comments: The truth was very positive and I would consider recommending the tool to other companies looking to improve their approach to customer relationship management and sales.

Pros:

The ability to customize fields, workflows, and screens to fit my company's specific processes is generally a strong point.

Cons:

On some occasions you may experience platform performance or speed issues, especially when handling a large volume of data.

Rolldog Review

Pros:

Really like the Opportunity Manager. It really drills down deep into sales opportunities and gives you a good 'objective' view of where you are on a deal as well as where the weaknesses are that you need to focus on. Sale folks in general have 'happy ears' leaning into the strongest parts of a relationship but sometimes not seeing the warning signs. The Opportunity Manager really helps highlight these areas to strengthen the relationship and thus the outcome.

Cons:

At first it was missing some tools that we really needed, like interfacing to an email campaign tool, email tracking via Outlook, and just a general lack of focus on prospecting versus once you are engaged with the prospect. However, in the last couple of years the Rolldog team has really made strides in these areas and even released a Leads module to focus on the prospecting side, this has been a large improvement.

I transformed my sales process

Comments: One of the things that impressed me the most was the seamless integration with my sales process because I was able to easily import my contacts and set up a custom sales funnel that suited my specific business needs.

Pros:

What I liked the most is the ease of use and the perfect integration with my sales process. Since I started using this platform, I was able to organize my contacts, do a more detailed follow-up of my opportunities and manage all my tasks efficiently.

Cons:

There is one aspect that I would like to mention as a possible improvement and that is the interface customization could be a bit more flexible. While I can tailor the fields and stages of the sales funnel to my needs, I'd like even more freedom to customize the layout and look of the platform to my preferences.

Looking for a new CRM - look no further.

Comments: Fantastic - happy to recommend to all.

Pros:

We were looking for a new CRM for quite sometime to migrate off an aging platform. With a small team, we didn't want to be dragged into a long project cycle. Rolldog now only delivered a smooth implementation but robust product with features that are constantly being released.

Cons:

Nothing so far - great team and great product.

We love Rolldog

Comments: As a small not for profit we have been working to develop better workflows. Rolldog and their team are proving to be amazing partners in this endeavor and are helping us understand and build out best practices.

Pros:

Rolldog's team has worked with us to tailor the software to our needs as a non- profit. We love how easy it is to use and how open Rolldog is to receiving our feedback

Cons:

No cons, just excited for more integrations to come!