The CRM is good, but not perfect

What are the best aspects of this product?

A rare combination of effortless customization and functionality, indeed. Builds great reports, and monitors all contacts, activities and accounts to give a better perspective on opportunities. We have separate workflows where we extract Excel data, and that's admirable for a CRM. It also has a unique hierarchy which segregates permissions and database access for different users and teams. Best of all: The entire team gets on board without training.

What aspects are problematic or could work better?

The CRM is awesome until you try to bring your internal processes inside. On top of the licensing costs we paid, we had to invest in immodest configurations, and that was not what we expected. I think that in the end it will cost arms and legs to cover all updates (they come as separate versions and you pay for each one separately). We're using the 2011 version, and our agents have a hard time accessing data out of office, especially without being connected to a VPN. Newer versions are probably better, but they are a luxury we cannot afford.

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

Nothing bad to say about managing contacts and preying for opportunities, it really complies with our expectations. A good thing is that we managed to integrate our marketing automation tool, so there is no stuggle to build reports on all activities at once. It has been a shortcut to success, I must admit that.

Are you a current user of this product?

Yes