
I like you can track every stage of the sales process. Also, the ability to manage your accounts in the field easily with your IPhone and not have to wait to update your sales information at the end of the day in the office. Review collected by and hosted on G2.com.
if you are viewing a task and need to look up or add contact info, you need to click out and go into accounts, verses being able to move were you want to go with just one click. When setting up a new account, I don't like closing out he account and then having to open up a separate window to add each individual contact. Also, they need to develop an easily accessed online training library. As a first time CRM user it would have been nice to replay how to training videos. Review collected by and hosted on G2.com.