Principais Alternativas de Simpleview CRM Mais Bem Avaliadas
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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no G2.com.
10 de 11 Avaliações Totais para Simpleview CRM
Seções detalhadas ao inserir informações. Eu gosto que temos a chance de incluir o máximo possível e ter uma seleção dedicada a esse detalhe específico, em vez de ter uma página de notas longa. Análise coletada por e hospedada no G2.com.
Pode ser confuso no início. É necessário haver mais recursos de instruções e online para aqueles que estão usando o simpleview pela primeira vez. Análise coletada por e hospedada no G2.com.
Simpleview DMS Act-On tem um dos melhores sistemas de automação de marketing, possui integração de e-mail perfeita. Tem programas de integração, programas de fidelidade, e-mails acionados e páginas de agradecimento. A melhor parte é que obtemos pontuação de leads para aumentar sua capacidade de engajar prospects, qualificar leads e identificar quem está pronto para vendas. Análise coletada por e hospedada no G2.com.
A única falha que encontrei são as análises e relatórios. Não corresponde ao relatório do Google Analytics. Então, a única parte é que eu gostaria que eles melhorassem. Análise coletada por e hospedada no 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 Análise coletada por e hospedada no G2.com.
Hmm. This is a tough one. I haven't found any dislikes. I have been handled very well. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no G2.com.
Adorei como era fácil de usar. Tive um pouco de treinamento para ajudar a navegar, mas no geral era tão intuitivo e amigável. Análise coletada por e hospedada no G2.com.
Não havia nada que eu não gostasse no programa. Era fácil de usar, fácil de navegar e economizava tempo para todos os envolvidos. Análise coletada por e hospedada no G2.com.
Simpleview has the ability to run a ton of different, in-depth reports. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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 Análise coletada por e hospedada no G2.com.
I wish the Outlook integration was more reliable but I have been told they are working on this Análise coletada por e hospedada no G2.com.
