What do you like best?
It was a decently organized tool that was clearly made with sales and business in mind. It was perfect in following up with leads and revealing a better understanding of what step of the sales process of each account is managing at because of the transparency of the email tracking. The best aspect of contactmonkey was its partnership with Salesforce and being able to be connected to the management system. It was time efficient and allowed a smoothlined process in tracking accounts by having the Salesforce options immediately at hand after email tracking is read. I could create new submissions from the convenience of my email.
What do you dislike?
The customization options were confusing with acronyms that were unclear. Ultimately, the customization is not easily self-taught and it takes quite a bit of effort to create a convenient customizable orientation. No matter how it is customized, the panels will appear cluttered and although it helps with tracking, it is very easy to miss important information because of the size of the panel. At times, I could find myself scrolling often, even if I have organized my items.
Recommendations to others considering the product
To maximize effectiveness, you will probably want to implement training sessions to ensure members in your team, or in your company, especially if being used in lieu with Salesforce.
What business problems are you solving with the product? What benefits have you realized?
It allowed effective management of accounts in a streamlined manner. It generally allowed me to follow up promptly, and even more so, how to appropriately interact with clients by knowing whether or not they have received my information. (For instance, allowing me to pinpoint whether I can and when I should send a follow up with clients.)