I enjoy that the system really has so many possibilities to customize the experience. Being able to export out content from the system also really helps us with our reporting and for Compliance. We frequently use their Service Monitors to customize the experience for a client and make sure we're reaching out as needed so that they get the best experience from us.

Tener un CRM que tenga toda la información de cada cuenta en un solo lugar. Reuniones, llamadas telefónicas y otras notas. No teníamos un CRM antes de esto, solo usábamos Outlook.

La simplicidad y la facilidad de uso vienen a la mente.