Recommendations to others considering TDF CRM:
Assign an employee who has a good technical background to be the go-to for the rest of your company when they have issues or problems. Most of the time, the issues are very small and are due to lack of computer knowledge. Review collected by and hosted on G2.com.
What problems is TDF CRM solving and how is that benefiting you?
TDF allows our inside sales team to be in sync with our outside sales team. Often times our company receives calls from customers who had an issue with a shipment or piece of equipment. The inside sales team enters this information in TDF for the customer. Every time our outside team visits a customer, they always check the customer on TDF before walking into the store. This allows them to see if there are any issues that they need to follow up with to ensure it is resolved.
Also, because salesmen are always concerned about their sales numbers, TDF also allows them to view their entire portfolio of accounts to keep track of their bonus potential. The part the sales team likes best is that TDF allows them to drill down into individual customers and/or product lines to see exactly what is happening. Review collected by and hosted on G2.com.