Easy to organize and edit with better tracking functionalities

What are the best aspects of this product?

It is easy to organize our customers and easily edit dropdowns for coding. We also use the Swiftpage module to send multiple newsletters and eblasts while recording a note of the send in the contact record. But the best feature for us is the ability to use tickets to create workflows and generate visibility without documentation.

What aspects are problematic or could work better?

You can't do zip code range searches and there are some groups that you can't make without creating joins such as associations. It would be great if we were able to have advanced customer hierarchies for CPG. For inside sales/telemarketing, I wish that activities could be sorted more, and that there were more options.

What specific problems in your company were solved by this product?

We are able to track current tasks and projects while assigning work to others, and being able to check the status instantly. We have developed processes to use it to communicate batch orders and to transfer order pick tickets without using email. It has also given us time savings and better customer service.

Are you a current user of this product?

Yes