Very easy to learn and good training too.Īs a micro business owner, I have to do everything from developing to sales and marketing, and I suspect like many geek-run businesses like mine, I love the first part and loathe the latter. I also am hoping the marketing module improvements come soon, as i would love to send emails and marketing via the system, but at present we use a different external system which seems silly as we pay for it, but we have struggled to use the marketing module as we cant customise our own HTML emails as they do not display how we need them to, and i was told this would be ironed out in the next release, but this has been delayed a few times so would be great to get this ASAP so we can have it all in one place.ĭoes just what it promises, quickly and cheaply. I dislike the fact all support is done via email, despite the email support being very good, sometimes we require complex and bespoke functions and need help to understand how to achieve what we want, and this is difficult to explain via email at times, and would be alot easier to talk it through with someone. Custom reporting is really good too, but it would be better if we could have more than 16-20 custom fields.
I also think an excellent feature is being able to look at nearby accounts too, and has a range and mileage bar which you can move to your desire. I really love the feature where within an account, there is a google API integration so you can see a sateilleite view of your customers and gauge the size of the business which is useful for us and the industry we sell to. Overall it has been a great system for me and the team and we manage to do what we need.Īccounts, Tasks, Contacts are all fantastic. As a result, we switched this option off and reverted back to our manual approach which better meets our layout and quick reference needs. Unfortunately, for our specific reporting/logging needs, the automated option didn't present the emails in an appropriate manner - formatting was lost, previous messages were included and the end result was cumbersome to navigate. We thought this would be an ideal solution to avoid us having to copy/paste email correspondence as separate activity entries for the relevant contact. The only negative experience I have had was regarding the automatic email integration option. There are lots of additional utilities and functions which we need to explore further to fully appreciate the wider opportunities it offers - this in itself is a further 'Pro' as it highlights the comprehensiveness of the system. Its user interface is easy to follow and it has become an invaluable piece of software in my working day to ensure our smooth running of our organisation - supporting the 250+ businesses across the industrial estates we serve. It's straight-forward, user-friendly and logical. However, in my daily use of the program, I can see how it easily solves our basic contact data-base requirements. I am new to the organisation and new to this particular software. Technical support has also been very good too - we reported a time-stamp bug and it was fixed within 24 hours.
It provides us with a vital reference log of all activity we undertake with, for and on behalf of our 250+ member businesses. It has been very simple to grasp and exciting to see there is so much more which can be done with the system. Ideal for Our Needs with Lots of Hidden Treasures Still To Uncover Maybe preferred the earlier version which let you know the last time a record was updated and by who. Document storage is straightforward with drag & drop functionality. The layout of fields is very easy to modify to your business requirements, adding extra fields with dropdowns as required.
The activity section enables us to keep good records of client contacts, as does the ability to bcc email comunications into the client record. The marketing module has been a significant driver for new business, and again is very cost effective. The integration with Kashflow (accounting) is incredibly useful and reduces unnecesary duplication in our business processes. Key features I like are the permissions system which lets us give bespoke access to the teams in our business with everyone given the access to the client records that they require. They have a responsive team and have constantly improved the CRM over the years. The bottom line is that they offer excellent value for small businesses. salesforce, dynamics, the thing that strikes you is that the cost of these is prohibitive for an SME with light CRM users. Having an awareness of the cost of some of the well known CRM platforms e.g. We have grown our business with this CRM, and when we were starting out it gave us a lot of "bang for our bucks", the experience has been excellent.
0 kommentar(er)
