
Starting with the user interface: once you get used to it, it becomes much easier to navigate. It’s also well integrated with Salesforce data, and the tab setup makes day-to-day work more straightforward. The best part for me is Snapshot AI, which summarizes past interactions from others who handled the same account before me. Review collected by and hosted on G2.com.
It isn’t very user-friendly at first, but like with any software, there’s a learning curve and it gets easier once you’ve spent a bit of time with it. Review collected by and hosted on G2.com.