Our company has full licenses and 'lite' users which saves us over all full licenses. Developed to integrate and work well with our ERP system. Quite robust and gives everyone a full look at what goes on in each account from orders to activities. Provides a snapshot of what each account manager is doing and how they are performing through scoreboards, etc. so that their managers may easily keep track of what is going on in each territory. Review collected by and hosted on G2.com.
My one complaint is that even with many of the upgrades, it is still slow to load. I believe we are or will be working more on that. Training new users is sometime difficult but internal written procedures are being considered. The drill downs cannot be saved easily and if there is a view with in the drop down, if you save once so as not to lose your work, you cannot use the views for the rest of the drill downs. I sure there has to be a way around this but haven't figured it out yet. Review collected by and hosted on G2.com.
