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48 TDF CRM Reviews
Overall Review Sentiment for TDF CRM
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It's fairly easy to use. Also, there's an app. Review collected by and hosted on G2.com.
The desktop and web version aren't always the same. There are things that don't function that I think should function. There's not really a good marketing tool and mailing tool. Reporting also is very old school. Not very intuitive. Review collected by and hosted on G2.com.
I like seeing how much information I can in the CRM. I like that it syncs with our central database to provide the sales reps with even more customer information. Review collected by and hosted on G2.com.
The glitches and how different the desktop version is compared to the mobile version Review collected by and hosted on G2.com.
I have been working with Tour de Force for over 5 years now, as they have been our CRM. As a bigger client, we have been able to build a relationship with the TDF Staff and Support and they listen to our needs and wants. The system itself has come a long way in the years we have been using them, but it is very easy to use. Review collected by and hosted on G2.com.
I don't have too much to say here, but I think sometimes there are struggles that myself as an Admin and user comes across that we dont use or use differently but the system cant be changed to meet all our needs. We struggle with using BI at times, so we lean on other avenues. Review collected by and hosted on G2.com.
The best thing I can say about TDF CRM is that it's the most user-friendly CRM I've ever worked with. It's easy to configure, easy to manage and easy to train on. It's flexibility has allowed us to custom build the system which allows us to sue the information in ways we had only dreamed of in the past. Suffice it to say it exceeds our expectations! Review collected by and hosted on G2.com.
I honestly cannot say anything about the system that doesn't apply to any software. Everyone likes upgrades, but no one likes the unforeseen glitches that sometimes accompany upgrades. TDF has done a good job of addressing these, which we appreciate. Review collected by and hosted on G2.com.
It's a place to store all of our current customers and accounts. It also has an open API which allows for our purchasing platform to sync with it. Review collected by and hosted on G2.com.
The confidence in the accuracy of the data is minimal. I can't trust that it pulled what I needed. The system can not grow with us. We are growing at a rate of 20%/ year. It can't keep up.
It does not sync with Outlook so you have to store data in two systems
it's extremely difficult to import contacts or accounts. It does not have smart search Review collected by and hosted on G2.com.
The way TDF presents you the data it pulls from your system. TDF presents it in a way that makes business decisions easier to make. Review collected by and hosted on G2.com.
My only complaint is that a few of the features, such as BYOR, do require a good amount of training to be able to fully utilize. I highly recommend you assign someone at your company to learning the more technical details of the software so you can get the best use out of it. Review collected by and hosted on G2.com.
The sales planning module has been a huge time saver for us and is a part of TDF that I highly recommend.
I also like the ability to customize TDF for our business and fit the processes that we already had in place. Review collected by and hosted on G2.com.
The after the sale support is rather lacking. They recently cut back on the sales force and I have had no contact with our Business Consultant. I was only informed of the cutbacks when I had inquired about an issue and I was informed at that time by Ryan Elliott that my previous Business Consultant was no longer with TDF Review collected by and hosted on G2.com.
All your data is there to sort by and get reports to see exactly what your business is doing. It priced to fit smaller companies better than say SalesForce. Review collected by and hosted on G2.com.
The complexity for users. Unless you have someone setting up their screens to show what they need to see its hard for users to navigate the large amount of data is provides. Review collected by and hosted on G2.com.
Our company has full licenses and 'lite' users which saves us over all full licenses. Developed to integrate and work well with our ERP system. Quite robust and gives everyone a full look at what goes on in each account from orders to activities. Provides a snapshot of what each account manager is doing and how they are performing through scoreboards, etc. so that their managers may easily keep track of what is going on in each territory. Review collected by and hosted on G2.com.
My one complaint is that even with many of the upgrades, it is still slow to load. I believe we are or will be working more on that. Training new users is sometime difficult but internal written procedures are being considered. The drill downs cannot be saved easily and if there is a view with in the drop down, if you save once so as not to lose your work, you cannot use the views for the rest of the drill downs. I sure there has to be a way around this but haven't figured it out yet. Review collected by and hosted on G2.com.
