The ability to enter notes about the converstaions with a contact, about any issues with a PO, special billing information on an opprotunity, or AR tracking finding the information you need is easy. Training the sales and support teams to implement the notation functions and follow best practices was simple. When these procedures are followed as outlined in the training programs it becomes part of the everyday workflow and gives each person the tools they need to complete their job. Review collected by and hosted on G2.com.
The downside may be when someone does not follow best practices and we have to find a work around to get a job complete or money collected. Review collected by and hosted on G2.com.
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Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.


