Having used the product for documentation and data management, this reviewer finds it effective for synchronizing with Salesforce and customizing templates. Loading large amounts of data can be slow, and there are frequent validation errors that require careful attention.
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I love how easy it makes it to create quotes for all of the different products I sell! I don't have to start from scratch every time and it pulls the data right from Salesforce. Review collected by and hosted on G2.com.
I wish it looked a little more modern, but that's not really an issue. It does exactly what I need it to do very easily. The only other thing I could say is that sometimes it can be really slow but it's nothing I can't work around. Review collected by and hosted on G2.com.
We can customize the functionality by using the macro which opens up the team to deliver the best to the client Review collected by and hosted on G2.com.
Once you save the record and if there is some validation error, we have to close the sheet and open it again from the record level Review collected by and hosted on G2.com.
It can handle large amounts of data. It improves accuracy and brings out efficiency. Also, the integration with the Salesforce platform gives feasible access and smooth transactions. Review collected by and hosted on G2.com.
Training and installation materials need to be updated more frequently. Slow data migration and risk of error, Frequent errors caused by repetitive, manual data entry Review collected by and hosted on G2.com.
Advance excel, conga x-author services for better usage of excel. Review collected by and hosted on G2.com.
Powerbi tools with the help of CRM REPORT'S. Review collected by and hosted on G2.com.
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