What do you like best?
What I like best it that it took what I was already using on a daily basis Microsoft Outlook, and gave me a way to keep step with all of my clients. I was able to use company jargon and product tracking and keep records on areas that I have to create in my monthly reports to my bosses and board. The most help has been with the support, and the classes they provided, and along with the YouTube channel of demo's I was able to watch, and try out some of the tips and tricks.
I have been a user for a long time, and each year I seem to discover more solutions on how to make use of this powerful CRM software.
What do you dislike?
I wish I understood the reporting side of the product better. I would love to be able to put out better looking reports, and add some of the things that I see in the video's. I know that this takes some practice, but the only opportunity seems to only arise when I'm under the gun for results. I do use the established reports and they do just fine for the report I need to generate.
Recommendations to others considering the product
Can't wait for a Android version of the tablet use. There isn't very many apple users here at my work we are all on windows platform.
What business problems are you solving with the product? What benefits have you realized?
Keeping track of the companies that I work with on building relationships with both their employees and the employer. I have several work areas this does make it easier to handle the cities, and my last contact with them. I now have a laptop that allows me to use this in the field. This has been way more helpful to do it there. In the past I had to come in and transcribe my notes.
Love the automatic tickler area when the reach outs that happen because I have set them up.