The tool itself is incredibly intuitive to use if you come from a finance background. I could pick up everything really quickly because a lot of the design in mind is how you'd create formulas in Excel. On top of that, the customer service was unmatched. I...
There's no direct integration into our CRM
Honesty, you can use the Crystal Ball feature to see precisely where future sales need to be to stay on track for hitting quotas. It lets me know my personal achievement goals are on the way to maximize my finanical payout.
I was promised that certain features would work for our payout process during the sales cycle. It was not until paying our first run did I learn that the software didn't do what was communicated to me. We had to create custom fields in HubSpot for the...
The tool itself is incredibly intuitive to use if you come from a finance background. I could pick up everything really quickly because a lot of the design in mind is how you'd create formulas in Excel. On top of that, the customer service was unmatched. I...
Honesty, you can use the Crystal Ball feature to see precisely where future sales need to be to stay on track for hitting quotas. It lets me know my personal achievement goals are on the way to maximize my finanical payout.
There's no direct integration into our CRM
I was promised that certain features would work for our payout process during the sales cycle. It was not until paying our first run did I learn that the software didn't do what was communicated to me. We had to create custom fields in HubSpot for the...