improveit! 360

"It has given me back 2 to 3 hour of my day back!"

Vorteile: It grows with me. Meaning as I starting using one aspect I find another tool that will help me be more productive. The more information I put into 360 the more information I get out and that helps me run reports I can use to help us make better day to day decisions. I have been using 360 for over 3 year and I am still finding way to improve information flow. Having accurate information to back you up, make it a lot easier and faster to lead your company into a competitive and ever changing environment. You are only as good as you people and you information flow.
Something else that makes this product so great is their customer service staff. They really make us feel like there is no stupid question. I don't hesitate to call and they don't hesitate to help in every way they can. A truly remarkable staff!

Nachteile: As of now I can't say anything negative about this product or the people that represent it. There has only been a couple of items I have as for that were not available at the time, but they always helped me work around them.

"Solid CRM with Salesforce Platform"

Vorteile: I like the level of detail in reporting options, sources, etc ; very comprehensive coverage of the data storage needs for customer resource management in the industry. However, the best thing about 360 by far is the people. They are active in customer feedback for continuing to improve, you can get a hold of them on the phone easily, and when you need help the person you speak with really seems to care about helping you and has a positive attitude.

Nachteile: The mobile app has bugs that need to be worked out and features/functionality that need to be added. For instance, if you go into "Schedule" then select an "Appointment", then pull up the "Phone Number" to make a call while on the road. Then when you go back to your app (after making the call), the app will go back to the "Appointment" screen, but locks up if you try to go back to the "Appointment" screen. Another scenario - if you go into "Schedule", then go forward or backward "Next Seven Days" or "Previous Seven Days", then select an "Appointment" but don't go any further than that...then when you go back to "Schedule", it loses track of where you were last in "Schedule" and brings you back to the current week. Not major issues, just little bugs that need addressing. On the functionality comment, it would be nice if adding appointments, prospects, etc were possible on the app without having to go to the full site on a mobile device.

"Good Software, Not so good support "

Kommentare: Streamlining customer service through the entire sales process, easily customized and detailed reports are easy to generate. Its great software, but once binded by contracts, users are left with slugglish support

Vorteile: Improveit 360 was great for running specific detailed reports for anything and everything possible. It is also capable of following a lead from the marketing team all the way through Sales. One source that everyone can access and streamline customer service from start to finish. Manage leads, quotes, calls, scheduling..
Every step os logged

Nachteile: Lots of hang ups and crashes and i would would often run into glitches or loops in the software that just didnt do what it should. Support is exasperating, the contracts are lengthy and binding, zero forgiveness is offered, nor apology for problems. Ive honestly had better luck learning and troubleshooting from forums and other users online.

"ImproveIt 360"

Kommentare: It did help us to automate our processes, but in the end, the user interface was too scattered and unorganized for our staff to use effectively.

Vorteile: Very many options to customize the product to fit your industry needs. We like how it forced our sales staff to keep following up with the prospect.

Nachteile: Not easy to figure out how to customize the product. The process was very aggrevating and difficult to achieve exactly what we needed.

"Improvit 360"

Kommentare: Improveit is a Salesforce platform offering the full community that Salesforce provides. The options are endless and the automated reminders can help you to keep all your team on task.

Vorteile: The estimating software is built right into the program, allowing for instant access to all proposals. You can have multiple market segments if you have multiple locations and they have a franchising option for royalty reporting on sub-businesses.

Nachteile: The program is bulky and not easy to use. The dashboard gave my team anxiety because it was so busy with unneeded options. Because it doesn't let you tie any function to a close without creating an additional marketing reminder to reach back out, this did not fit with our style of business. This lead to all team members getting bogged down on determining if a marketing app was legit or not. The support staff would take days to reply about issues and after a year of daily use, we were never able to use the mobile app to do anything except view contacts.and so we moved back to an earlier CRM we had used in the past, as the costs were also prohibitive.