What do you like best?
Everyone in the company now has a unified view of the customer, from their first visit to our website, to their most recent phone or email interaction with one of our team members. Having this common, customer data platform has allowed us to make data-driven decisions and become more efficient at serving our customers.
All of our key customer communication channels are integrated, including our quoting system, phone system, financial system, and website. These integrations are invaluable for having everything in one place.
What do you dislike?
We have been using GleanView since their beta product. They are constantly adding features and functionality, which is nice, but I would like more communication on when new features are added and how to use them. Sometimes a change catches you by surprise.
Recommendations to others considering the product
GleanView is used across our entire company, from sales to marketing to customer service. We have used other CRMs and marketing automation systems in the past and GleanView has been the best by far because of its ease of use and depth of features.
What business problems are you solving with the product? What benefits have you realized?
We needed one platform that could enable our sales, marketing, and customer service teams. The unified customer view and automation tools have been invaluable in helping us serve our customers better.