Avaliações e Detalhes do Produto de Backstop Solutions Suite

Comecei a usar o Backstop há cerca de 5 meses e me sinto como um guru. Tive que aprender muito no momento, mas a equipe do Backstop, os tutoriais e a plataforma amigável tornaram isso muito mais fácil do que eu esperava. Análise coletada por e hospedada no G2.com.

A única reclamação que eu teria é que, por mais fácil que seja editar/adicionar informações do cliente, é fácil pular uma etapa. Se houvesse uma maneira de obrigar o preenchimento de certos itens, isso ajudaria muito. Análise coletada por e hospedada no G2.com.

Backstop has been really useful in allowing our company to track investors and update their information Análise coletada por e hospedada no G2.com.

Some of the support staff are more knowledgable than others so it can depend on who you get as to how well/long your question will be answered Análise coletada por e hospedada no G2.com.

streamlining information and making that information easily accessible or emailed out automatically to all employees. Análise coletada por e hospedada no G2.com.

simply learning where all the information is coming from or where it is located is difficult, but in time can be easily learned. Análise coletada por e hospedada no G2.com.

The ease of sending an email campaign. The functionality of contact sorting, etc. Análise coletada por e hospedada no G2.com.

I'd rather not have so many questions answered by a Bot. I prefer a live operator on the phone. Análise coletada por e hospedada no G2.com.

Page design, service from your Support team Análise coletada por e hospedada no G2.com.

Maybe need to make it more compatible with different website browsers Análise coletada por e hospedada no G2.com.

Backstop is intuitive and simple.

Compared to other CRM Platforms, my experience is that they have a very good customer support for after sales which is most important for me. Análise coletada por e hospedada no G2.com.

The Dashboards are not upto speed so there is room for improvement. Análise coletada por e hospedada no G2.com.

The system is cloud-based and it has excellent out-of-the-box functionality. Easy to use interfaces to get information and data in/out of the database. Excellent client service and support and feel like a strategic partner. Análise coletada por e hospedada no G2.com.

There isn't anything I would complain about. Análise coletada por e hospedada no G2.com.

Backstop - Investor relations module is our primary CRM for our Asset management and Wealth management groups. Light SaaS product with flexible reporting Análise coletada por e hospedada no G2.com.

User interface can be more appealing. While current focus works well towards functionality and productivity, making it more appealing might be great Análise coletada por e hospedada no G2.com.

It's a reliable product that is easy to navigate. Análise coletada por e hospedada no G2.com.

There is a learning curve but I think that is to be expected with any product like this. Análise coletada por e hospedada no G2.com.

Backstop our key repository for client and prospective client information. The web-based program is easy to access and update. Análise coletada por e hospedada no G2.com.

Sometimes the information fields are a bit rigid and more difficult to customize. Análise coletada por e hospedada no G2.com.