Reseñas y detalles del producto de Simpleview CRM

Platform organizes data in valuable way. Reseña recopilada por y alojada en G2.com.

Software feels old and looks outdated, outages seem to be more frequent than in the past. Reseña recopilada por y alojada en G2.com.

Secciones detalladas al ingresar información. Me gusta que tengamos la oportunidad de incluir tanto como sea posible y tener una selección dedicada a ese detalle específico en lugar de tener una página de notas larga. Reseña recopilada por y alojada en G2.com.

Puede ser confuso al comenzar. Necesita haber más recursos de cómo hacerlo y recursos en línea para aquellos que usan simpleview por primera vez. Reseña recopilada por y alojada en G2.com.

Simpleview DMS Act-On tiene uno de los mejores sistemas de automatización de marketing, tiene una integración de correo electrónico sin problemas. Ayuda a crear programas de incorporación, programas de lealtad, correos electrónicos desencadenantes y páginas de agradecimiento. La mejor parte es que obtenemos puntuación de leads para aumentar su capacidad de involucrar a los prospectos, calificar leads e identificar quién está listo para la venta. Reseña recopilada por y alojada en G2.com.

La única falla que encontré son los análisis e informes. No coincide con el informe de Google Analytics. Así que la única parte es que me gustaría que mejoraran. Reseña recopilada por y alojada en G2.com.

Truly amazing team and they really go the extra mile to help you out. I like that white-glove service. Thank you for the help Reseña recopilada por y alojada en G2.com.

Hmm. This is a tough one. I haven't found any dislikes. I have been handled very well. Reseña recopilada por y alojada en G2.com.

Simpleview is exceptionally comprehensive. There are so many different ways you can utilize this program, and I think, for the most part, it is pretty user-friendly. Reseña recopilada por y alojada en G2.com.

Sometimes, adding new fields or figuring out formulas can be complicated. I'm not very familiar with the backend of Simpleview, so I'm not sure the exact details that go into this work. Reseña recopilada por y alojada en G2.com.

Simpleview has the ability to run a ton of different, in-depth reports. Reseña recopilada por y alojada en G2.com.

It always takes a while for new hires to differentiate between the Lead/Account/Profile level. Creating and editing reports is another obstacle that new hires often deal with. Reseña recopilada por y alojada en G2.com.

Easy to create parent accounts, but over all the reports are difficult to use. Reseña recopilada por y alojada en G2.com.

Reporting is very difficult and not very clean Reseña recopilada por y alojada en G2.com.

For us, the best attributes of Simpleview re that it provides an easy to use (for the most part) platform for account management and organization, an extranet for account participation and a place to post and organize sales leads. Reseña recopilada por y alojada en G2.com.

The two major things I dislike about Simpleview are:

1. Reports. When you initially purchase and implement the program, it has some set report fields that work great. But the moment you need to pull a custom report,, which is inevitable if your company values data, it can get very time consuming and frustrating due to different limitations and rules.

2. Customizations. I used Simpleview at the company I worked prior to my current role as well, and both organizations have largely customized their platform. I will say that the Simpleview team does try their best to work with every individual client to fulfill their needs, however, there are quite a few limits to what they can do, and every customization is an added cost to an already expensive program, so the costs inevitable limit what all you can do. Reseña recopilada por y alojada en G2.com.

We recently switched from Simpleview for our CRM and it made me realize how many things I liked about the program. The ease of use, customize-able reporting, and inventory tracking are some of the things I appreciated most. We pull different reports daily and simpleview streamlined the process with their templates and categories. We are a partner-based company and it also made it very easy to add new partners and get them set up within our system to immediately start seeing the benefits. We also use the system to send out leads to our clients and received feedback that simpleview was much easier to use and understand than our new program. Reseña recopilada por y alojada en G2.com.

While simpleview excelled at some functions, there were many things we needed that the program just could not do. For example, we needed a program that would allow us to accept credit card payment without going through a third party. We also wanted a program that would allow us to set up events and take RSVPS, while tracking attendance back to the account page. The price of the program was also a factor when deciding to switch. Reseña recopilada por y alojada en G2.com.

Easy to Navigate User Interface

Options for customization

Web based system so accessible from any device

Great customer support

Ability to organize tasks, reminders, Communications all on one system Reseña recopilada por y alojada en G2.com.

I wish the Outlook integration was more reliable but I have been told they are working on this Reseña recopilada por y alojada en G2.com.