Revenue Grid

Great product for email integration with a CRM

Vorteile:

I love that you can integrate activities and associate them with a contact or account while still working solely from within Outlook

Nachteile:

There is a license fee for each user that can really add on to the cost of the CRM system itself

Access anywhere

Kommentare: Easy to use with access anywhere I need to connect. Really happy with the product and the investment we have made.

Vorteile:

The ease of use

Nachteile:

I don't think that I have anything at this time.

Lacked the features we need

Vorteile:

SmartCloud was the first software solution we used when we opened our business. After using the system for a year, we determined that ot lacked features that we needed to efficiently run the office.

Nachteile:

The billing module was not fully developed, I was told by a CSR that the module was an add on and that it was under development. Insurance payments had to be manually entered.

Used for outlook integration with Salesforce

Vorteile:

It's really smart. It can accurately parse out phrases when creating contacts from outlook to salesforce (eg. job title = ...). It also works really well as far as integrations go. It prompts my team to complete their data entry and ensure it's up to date

Nachteile:

Their sales team is very pushy. Everyone on my team gets emails from them even when they're not responsible for sales or procurement

On the market for a tool like this!

Kommentare: I have been looking at this tool among others for similar functionality. I have seen a demo and feel that it is a good competitor in the space.