A great sales tool

What are the best aspects of this product?

The sales team loves MD CRM customization. No wonder! We've filtered down useful resources to a micro level, and we have a great overview of what we are doing. Personally, I'm involved in territory planning, so you can imagine how glad I feel to search by favorized criteria (areas, regions, sizes, types). The fact that our entire data (from contacts to sales outcomes) is gathered in one place only makes it better.

What aspects are problematic or could work better?

Syncing time is too challenging for the nature of my job, it displays all nearby accounts, not just mine. But I'm still not sure who has the fault, it might be the way we customized it. However, the mobile app is not that admirable, so I think they should really think of extending its efficiency. ''Go back", for instance, takes you on top of the list instead of the last tab you had opened.

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

I'm proud of how customer-centric and efficent we've become with MD CRM. All information is at our fingertips, and our reports look really professional.

Are you a current user of this product?

Yes