Tue. Dec 17th, 2024

Rolldog CRM

What is Rolldog?

Rolldog is a Customer Relationship Management (CRM) solution that helps companies manage their business relationships, increase revenue, and boost sales & marketing effectiveness. Rolldog also offers a suite of CRM-related solutions, including a Lead/Opportunity Management module designed to help companies already running a CRM to drastically improve the way they qualify, manage, score and close opportunities.

Manage your existing customers and attract and close businesses with new ones. All your customer and prospect details are in one place. All the people you do business with and what has been done. Keep track of every email call, and meeting activity, past and planned. Collect, qualify and rank the leads you want to do business with. Objectively manage and score every opportunity from lead to close. Forecast and proactively see all aspects of every deal. Analyze lead, activity, and opportunity data to make informed decisions. Rolldog CRM helps you get the most out of what is important for your business. Designed for companies looking to manage accounts and close sales opportunities effectively. Real-time analysis of how deals are trending based on win profiles. We extend the capabilities of the lead and opportunities tabs to help your team close opportunities more effectively. Dashboard for quick access to key company, opportunity, and activity details.

What do you like best about Rolldog CRM?

The Opportunity Manager is what we found very helpful. It really highlights where you are strong and weak in a deal which lets you work on the weak points.

Rolldog is very strong once you are engaged with a prospect to stay on top of deals, evaluate close chance and track revenue by rep.

As well, for activity tracking the activities module and analysis tools are very helpful.

This is a simple, yet effective tool. It is easy to implement. I really loved the workflow which was so simplified and less complicated than what you would have to endure with other CRzm tools.

Rolldog CRM helps take the sales process to a higher level of automation. The lead scoring and stages you set up make managing the sales team a visual process rather than a linear boring line-item process. The visual reports available for managers allow for better one on one with your staff.

The objective view of the forecast and pipeline. Not relying only on the input of the sales rep.

Review collected by and hosted on Online Sales Review

What do you dislike about Rolldog CRM?

Prospecting in general was pretty weak until the release of the leads module. They still need to work on lead generation/prospecting tools.

Also still needs better data transformation tools accessible by users, which they are working on.

Initially, it used to be the Intergrations but these where all updated and the features work so much better now.

I like everything about this product, easy to use and scalable.

I have no cons of this solution as it does all that was expected.

At this time, nothing. The product performs and exceeds our expectations, including thanks to their customer service.

Nothing…excited each time a new integration comes out!

Review collected by and hosted on G2.com.

What problems is Rolldog CRM solving and how is that benefiting you?

We are tracking Rep activity.

We are consolidating all data/activity into one central software package. No more Excel Spreadsheets and multiple lists/activity databases.

A better handle on all active deals, including identification of weaknesses and strengths in deals.

We are able to attack outbound marketing in a more organized and directed way.

We use it for basic Contact information, Lead Generation, Integrating with other applications, Email campaign management and prospecting. The benefits being the super power of lead nurturing

Taking the guesswork of a lead closing at the set time

Having the sales team on one solution to manage the day to day operations that is easy to use and helpful to the end-user

Features

CRM FEATURES
  • Interaction Tracking
  • Activity Dashboard
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.
 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
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.
No cons, just excited for more integrations to come!

Pricing

Starting From: 

$39.00 /month

Pricing Model: Per User

Yes, has free trial

No free version

PRICING DETAILS (Provided by Vendor):
Rolldog Complete CRM is priced starting at $39/user/mo. for our SaaS offering. Pricing is based on USD or CAD depending on whether the customer is based in the USA/Mexico or Canada.

By andrew

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