Cavallo 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

That it integrates with our accounting system

Cons

not very user friendly - we had to customize a lot really not the best for us but after spending a lot of money we had no choice but to continue

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

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

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

Cons

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....

Pros

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.

Cons

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.

Pros

The visibility of the Sales Monitor to see orders moving through the workflow. The Import Manager is easy to use.

Cons

The implementation of the software. Not a clear road map to get the system how we wanted it.

Alternatives Considered

SAP Business ByDesign

Reasons for Choosing Cavallo SalesPad

The program we were using was outdated.

Reasons for Switching to Cavallo SalesPad

The ease of use and reporting capabilities of GP.

Pros

My favorite part of Salespad is the ability to create workflows so that orders are addressed specifically based on rules we put in play to take away the "Human" errors. We utilize the workflows to address client terms, product backorders, free freight approvals etc.

Cons

The reporting capability is "SQL focused" making it an IT specialist only or customization request only. It would be great to utilize the system and its reporting capabilities in a more user friendly version.

Pros

Ease of use - easy to customize and add fields important to us. We had the best "implementor" which made things great at start up time.

Cons

The software has been great for us, but I believe there are things we are doing wrong - or could be done faster. I wish we had someone constant to talk to that "knows" our system and different processes.

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

The ease in which you can find data by linking to history in Sales and Inventory

Cons

Security and Setup complexity. Forms modification. Quick Reports setup and limitations.

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

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!

Cons

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.

Pros

Has a flexibility that GP just doesn't have. Continuously improving their offering.

Cons

This is mostly a Sales program. It is improving in other spheres like purchasing, but still does not offer posting on invoices or payments.

Pros

I love the customer focus that the company as a whole portrays. They are always looking to their customers for how they can make the software more functional. The customer support is tremendous and we always feel like they care. I can not speak highly enough of the whole company.

Cons

Some customizations can be expensive if you really need them, but at least you know they will be done right.

Pros

A more simple streamline product for data entry over GP

Cons

CRM functionality needs to be built out further. No direct connection between prospect/opportunity and quote/order.

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

Easy to understand and screens are easy to follow.

Cons

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

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

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.

Cons

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