I really do not like this for our organization. Perhaps some of my co-workers will disagree but all that I have spoken with on my sales team believe it is a waste of time.
What do you dislike?
I am starting out with 200+ accounts that have been imported from the Wide Orbit media billing system we currently (and will continue to) use. I reached out to support to see if there was a quick way to customize some of the statuses (like Priority Level) my accounts and was told no, that is not an option. So I would need to manually go in to each account and update them. Then I am seeing a lack of integration within the system between accounts/contacts/ and other fields that should be connected. The amount of extra time needed to clean this up to make it a useable solution is way too long.
Recommendations to others considering the product:
Ask yourself if this is really going to help or just create more busy work for your sales team.
What problems are you solving with the product? What benefits have you realized?
This might be a good resource for someone just starting out, but in my case, and others on my sales team, we have yet to see the benefit.
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