EngageBay Sales Bay Review 2023: SMB Hero?
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Bonfire Rating: 4.7/5 EngageBay Sales Bay is perfect tool to help SMBs grow from the ground up!
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Finding the right sales tools for your small business can be an uphill battle if you don’t know where to look. Going with the wrong one can lead to time and money wasted trying to get back on track. I’m AJ—here to offer a helping hand. I’ve spent the last decade building my business, using every sales tool under the sun. I recently negotiated a seven-figure exit with my business, and now my wife and I are living out our dreams and traveling the world together. I started Small Business Bonfire (SBB) to help entrepreneurs and business owners like myself get their ideas off the ground and running . One way we do this is by creating reviews of products we love. So let’s take a look at EngageBay Sales Bay. The Small Business Bonfire team and I tested the platform for over three months to take the guesswork out of the equation for you. Let’s dive in!
You Can Trust Small Business Bonfire Since 2009 Small Business Bonfire has been testing and rating thousands of business software to help you (our small business owners) start & scale your organizations. If you want to know more about how we test, please read this article here.
What Is EngageBay Sales Bay?
EngageBay Sales Bay is the sales CRM software side of EngageBay’s overall suite of tools designed to help small businesses better manage the following: Sales Marketing Customer service The platform is designed to be easy to use, with a clean user interface and plenty of features that make it perfect for small and midsize businesses (SMBs) looking to take their sales process up a notch. Some features that Sales Bay offers include: Contact management Deal pipelines Task management Workflow automation Reporting and analytics We think Sales Bay is fantastic for SMBs looking to grow their business from the ground up . This is because they provide affordable plans all the way up to the enterprise level. It’s also a great choice for startups looking to take advantage of a ton of powerful sales tools without spending a dime. The free plan with EngageBay Sales Bay means there’s virtually no barrier to entry. All in all, EngageBay Sales Bay is an amazing solution for companies looking to expand their sales process, streamline operations, and unlock new opportunities.
Pros and Cons of the EngageBay Sales Bay
Even the best sales tools come with some downsides. Let’s take a look at the pros & cons of EngageBay Sales Bay.
EngageBay Sales Bay Pros
Free plan
Intuitive and user-friendly interface
Great integrations
Automation features for efficient sales tracking
Affordable pricing plans
All-in-one sales, marketing, and service with EngageBay
EngageBay Sales Bay Cons
Calendar customization is limited
No customer support after business hours
Lacks powerful lead prospecting tools
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Who Is EngageBay Sales Bay Best Suited For?
EngageBay Sales Bay is a great fit for many businesses; however, let’s narrow it down a little. Here are the specific situations where we think Sales Bay is best suited: Small businesses – EngageBay Sales Bay is fantastic for small businesses that want to scale their sales efforts in a big way. The platform is affordable, easy to use, and offers a ton of helpful automation to make life for all your teams easier. Midsize businesses – Sales Bay is perfect for midsize companies looking to streamline tedious tasks, get organized, and take advantage of a powerful all-in-one CRM platform. Having access to sales, marketing, and service tools can give midsize businesses the edge they need to foster customer relationships from start to finish. Startups – EngageBay CRM offers a free forever plan, making it a great fit for new companies. The best part is that Marketing and Service Bay integrate seamlessly with the sales CRM to provide a comprehensive approach to customer lifecycle management (all for free).
Who Is EngageBay Sales Bay Not Suited For?
Sales Bay is one of our favorite sales tools on the market, but that doesn’t mean it’s for everyone. Here are the specific situations where Sales Bay may not be the best fit: Large enterprises – While EngageBay’s platform offers some powerful features, it may not have all the bells and whistles that larger enterprises need. If you’re looking for a feature-rich solution with enterprise-level support, Sales Bay might not be your best bet.
EngageBay Sales Bay Software Pricing
EngageBay Sales Bay offers a free forever plan and three paid plans. They are the following: Free – Free forever Basic – $12.99/month (per user) Growth – $49.99/month (per user) Pro – $79.99/month (per user)
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How Does EngageBay Sales Bay Pricing Compare?
On paper, EngageBay Sales Bay has some pretty affordable pricing, but how does it stack up against the competition? In this section, we’ll break down the basic plans of some of the most popular sales CRMs on the market. To paint the full picture, we’ll list both the pricing and main features offered with each. EngageBay Sales Bay – $12.99/month (per user) Free plan Powerful contact management Workflow automation Multiple deal pipelines Lead scoring HubSpot Sales Hub – $20/month (2 users) Free plan Powerful contact management Simple automation 2 deal pipelines No lead scoring Freshsales – $15/month (3 users) Free plan Powerful contact management Workflow automation Single sales pipeline Lead scoring Zendesk Sell – $19/month (5 users) No free plan Basic contact management No workflow automation with the basic plan 2 sales pipelines No lead scoring with the basic plan As you can see, there’s quite a bit of variation in terms of number of users and features offered with these sales platforms. For instance, Zendesk Sell costs $19/month and includes 5 users. Compared to EngageBay Sales Bay’s $12.99/month for each user, it can seem at first glance that Zendesk Sell is the better option. Taking a closer look, however, reveals that Zendesk Sell only allows 2 sales pipelines, no lead scoring, and no real workflow automation with its starter plan. Now compare that to EngageBay’s sales offering, which offers robust pipeline management (for deals, sales, and tasks), powerful automation, and lead scoring. Plus, it’s only $12.99/month , making it one of the most affordable sales CRMs on the market . It’s worth noting that while individual needs for each SMB will ultimately dictate which CRM you go with in terms of pricing, however—for our money, we think Sales Bay is the winner here .
EngageBay Sales Bay Pricing Tips
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Annual Plans Save By signing up for an annual plan with EngageBay Sales Bay, you not only save money (8% off) but also get the peace of mind of having one less bill to worry about every month. It's a win-win situation!
Biennial Plans Save Taking the savings one step further, EngageBay also offers a biennial plan, which gives users nearly twice the discount (15%) compared to annual plans. Plus, by paying a couple of years in advance, it's easier to budget your business expenses.
Free Forever Plan Sales Bay offers a free forever plan, meaning you can try it out (for as long as you'd like) without ever having to make a commitment with your wallet. A few of our teammates used the free plan throughout our 3 months of testing, and we can safely say there are no strings attached!
Refer and Earn EngageBay also offers a referral program, where you can earn up to 30% off for referring your friends and family to the Sales Bay platform.
EngageBay Sales Bay Core Features
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Deal Pipeline Management
Deal management is a crucial aspect of any CRM worth its salt, and EngageBay Sales Bay is no exception. With Sales Bay, you can easily track your prospects and deals on the dashboard with organized tabs for each stage of the pipeline. We got started by adding in some affiliate marketing deals that we currently have at Small Business Bonfire. We especially liked how we could simply customize each column of our deals pipeline throughout our testing. Here's an example of how easy it was (to give you a better idea). We were able to easily accomplish the following: Create new deals Assign tasks to team members Set due dates We were also able to quickly switch between list and grid view for our deals, allowing us to get a better overview of our sales pipeline. Here's our list view to give you a better idea of how great it looked. We especially liked that with the grid view (shown below), we were able to easily drag and drop our cards into each stage of our pipelines. Overall, we found EngageBay Sales Bay's deal pipeline management to be great for helping us automate and optimize our entire sales process .
Calendar View & Sync
With EngageBay Sales Bay's calendar feature, you can view and manage all your events, appointments, meetings, and tasks in one place without having to switch back and forth between different platforms. The EngageBay Sales Bay calendar view is designed to be simple and user-friendly above all else. Like most features offered by Sales Bay, it's a no-frills approach to managing your activities. However, what really stood out to us during our months of testing the service was how easy it was to sync our activities from some of our favorite platforms. Some platforms that provide seamless integration with Sales Bay include: Google Calendar Google Tasks Calendly Office 365 Calendar As you might have guessed, we put the sync feature to the test, connecting our Small Business Bonfire Google Calendar with ease. We were synced up with just a few clicks and could easily view everything from Sales Bay. Here's an example of the setup interface for reference. Our one issue with this feature is that we would have liked to see a bit more in terms of customization from Sales Bay's calendar feature. For example, we weren't able to change the view from monthly to weekly or color-code tasks within the calendar. Our takeaway here is that if you're looking for a no-nonsense approach to managing your company's activities all in one platform, EngageBay Sales Bay's got you covered.
Sales Automation
To keep it simple, we break down the sales automation capabilities with Sales Bay into two categories—workflows and sequences. The beauty of these features is that they can be customized based on your specific needs and requirements . This ensures that you don't have to spend an inordinate amount of time on manual tasks that can be easily automated. Workflows Let's start with workflows. With Sales Bay's workflows, you can easily streamline the sales process by creating workflows that automate repetitive tasks. Automated workflows can be immensely beneficial to businesses as it not only saves time but also improves the efficiency and effectiveness of sales processes. You can set up workflows for some of the following processes: Lead nurturing Pipeline management Notifying team members Deal closing For example—let's say you want to immediately notify team members about any new leads. With Sales Bay's workflow automation, you can quickly set up a workflow that triggers an email notification to all appropriate team members whenever a lead is added. You can also set conditions to ensure that the workflow only triggers when specific criteria are met. Additionally, Sales Bay's workflows come with a drag-and-drop interface, making it easy for users to create their own workflows without writing any code. This feature is particularly helpful for SMBs without dedicated IT or software development resources. Sequences Now, let's talk about sequences. If workflows are the backbone of your sales process, sequences are the muscles that make everything work. With Sales Bay's sequence automation, you can create personalized, multi-step engagement campaigns that gently nudge your leads through the sales funnel. Moreover, the platform's advanced tracking capabilities allow you to monitor every interaction , giving you insights into what's working and what's not. With sequences, you can always be on top of your game, ensuring that no lead slips through the cracks.
Contact Management
EngageBay Sales Bay makes contact management incredibly easy and efficient . To get started, Sales Bay allows you to easily import up to 25,000 contacts from a CSV form or create new contacts by filling out a few fields. We got started by adding our B2B contacts related to some affiliate marketing partnerships at Small Business Bonfire. Here's the "new contact" screen to give you an idea of how easy it was. We were able to easily add the following to each contact: Name Email Role Tags Company Phone number Website Plus, EngageBay Sales Bay made it extremely simple to create custom fields. We were able to create a checkbox that our team could easily click once they had followed up with a client. That way, everyone could be on the same page and not send repetitive messages. Here's an example of our custom field creation process. We've tested a lot of CRM platforms over the years, and Sales Bay really stood out to us with how easy it was to customize our contact forms.
Lead Scoring
As a savvy and forward-thinking sales professional, you probably already know how critical it is to understand your customers' needs and behaviors. And that's where EngageBay's Sales Bay comes in—specifically, its powerful tool of lead scoring. With lead scoring, your sales teams can quickly and accurately assess the potential of each lead that enters your pipeline . Using a variety of key parameters, the system assigns a unique score to each prospect, effectively highlighting the hottest leads and allowing your team to focus its resources where they're most likely to yield results.
Task Management
EngageBay Sales Bay allows you to easily create and manage tasks with its comprehensive task management feature. With each new task, we were able to easily add the following: Priority Notes Associated contacts Status Assigned user During our three months of testing, we added in some of the most common onboarding tasks that we have at Small Business Bonfire. Here's the "create task" screen to illustrate how simple and straightforward it was. We really appreciated that we could switch between a list view and a table view for our tasks. A lot of the CRM platforms we've tested simply offer one or the other when it comes to task management, but that was not the case with Sales Bay. We went with the table view through most of our testing because we loved how easy it was to drag and drop our tasks into each stage of the task pipeline (shown below).
Powerful Reporting and Analytics (Dashboard)
When it comes to sales, data is king. And that's why we at Small Business Bonfire were thrilled with the reporting and analytics features of EngageBay Sales Bay. Some metrics that the platform allows you to track from the dashboard include the following: Deals count Closed deals Task productivity Contacts created Won vs. lost deals Incomplete tasks One of the standout features of the dashboard is its visualizations. The sales data is presented in a variety of engaging formats, such as: Graphs Charts Tables This helps reduce the effort required to parse through complicated data , improving the time it takes you to spot trends, track KPIs and draw insights. With the intuitive drag-and-drop functionality, we were able to easily customize our dashboard specifically for tracking our SBB affiliate deals. Here's what we came up with.
What are the Limitations of EngageBay Sales Bay? Even the best CRMs aren’t all sunshine and rainbows. While EngageBay Sales Bay is an excellent choice for SMBs in particular, it does come with some limitations. Some of these include: EngageBay Sales Bay lacks powerful lead prospecting – One aspect of Sales Bay that we found to be limiting is the lack of a great lead prospecting tool. There are some prospecting capabilities with the platform, but they are nowhere near some of the other CRMs we’ve tested that include a browser extension. Calendar customization is limited – This one isn’t a huge limitation, but we figured we’d mention it to be fully transparent. We found that there was no way to really customize our calendar to fit our specific needs at SBB. We’ve tested plenty of CRMs over the years, and we found EngageBay Sales Bay’s calendar to be one of the most limited on the market. While the syncing options are fantastic, the level of customization just isn’t there yet. What Sets EngageBay Sales Bay Apart from the Competition? So, what sets EngageBay Sales Bay apart from some other really powerful CRMs? Well, here’s what really stood out from our three months of testing: Sales Bay is one of the most affordable CRMs on the market The platform integrates seamlessly with the entire suite of EngageBay EngageBay Sales Bay is extremely easy t
