GleanView is the "brain" of our sales organization. We have integrated our web site, our phone system, our email system, and our on-premise quoting system into GleanView. Leads flow automatically from our website directly into GleanView and get assigned to one of our sales reps according to custom rules we have set up. Emails and phone calls get automatically logged under the history of each customer. Our sales reps love the fact that manual entry of information is minimized and I love the reporting that we can do on sales activity like phone calls, quotes, emails, pipeline at the individual sales rep level. I can look at any opportunity in a rep's pipeline and know exactly where it stands. We have complete accountability for every lead, which helps us ensure none fall through the cracks.
The unlimited user pricing (instead of the per user pricing charged by other CRMs) allows us to let our entire company use GleanView to manage the customer relationship. This many users would cost us well over $1200 per month just for the CRM from other vendors!
Needs more ability to customize some of the advanced reporting tools.
We have used several CRMs in the past and no other solution met our specific needs as well as GleanView. Other all-in-one solutions have a "lite" CRM which is little more than a contact database. The CRM functionality of GleanView is very comparable to enterprise level solutions like Salesforce
Efficiently handling the volume of leads that our business generates has always been a challenge. By using the predictive lead scoring in GleanView, our reps only get sales ready leads. Also, by having every customer interaction automatically logged, our reps have more time to focus on real sales activities and not manual data entry.