What problems is InfoFlo Impact solving and how is that benefiting you?
As a small team, it's important that we are able to back each other up. Because InfoFlo allows everyone to see all email history from all team members, we are able to quickly and easily respond to customer queries, regardless of whether we have been previously involved. It also allows team members to ask each other for help in responding to a client, without having to forward or duplicate an email. Work-from-home mandates during COVID have made this especially important, as our team is no longer working in a single location.
We have also been able to adapt the Opportunities feature to track customer service issues and order status, as well as sales opportunities. We love the flexibility of being able to make the program work for us, the way we need to operate. Team members can do their part, then reassign the Opportunity to another team member for the next step. Any team member can check these Opportunities at any time, to get an overview of what is happening with that file.
Because InfoFlo synchronizes with Quickbooks Online, we are also able to have all of our sales invoices and estimates stored with the contact history, so we can see everything we need in one place. Review collected by and hosted on G2.com.
