UT

Verified User in Textiles

Small-Business (50 or fewer emp.)

4/17/2018

"Satisfied for a first time user of a CRM system."

4/5

What do you like best about TDF CRM?

Easy to use after initial training. There is logic in how it all intertwines together. Customer service has see great benefit in using the system to keep the sales team aware of what they are doing for their customers. Review collected by and hosted on G2.com.

What do you dislike about TDF CRM?

Our training seemed to be not where it should have been but I think that was an isolated personal issue versus reflection on the company as a whole. Review collected by and hosted on G2.com.

JK

Jeff K.

Mid-Market (51-1000 emp.)

4/17/2018

"New user, some quirks to the web version of the tool, yet overall it provdes useful info."

3.5/5

What do you like best about TDF CRM?

The daily alerts. It provides a nice snapshot of activity for the prior day. Review collected by and hosted on G2.com.

What do you dislike about TDF CRM?

There's 100 ways to find the same specific information. This can be confusing for new and intermitten users. Review collected by and hosted on G2.com.

Recommendations to others considering TDF CRM:

If you don't have a CRM, it's a good product to support basic needs of a sales team. I'm still learning the data analytics piece. Review collected by and hosted on G2.com.

What problems is TDF CRM solving and how is that benefiting you?

-Easy tool for finding account assignments, overall sales info, specific product and vendor sales info per account, rep, etc. Review collected by and hosted on G2.com.

BB

Brandon B.

Mid-Market (51-1000 emp.)

4/17/2018

"SVP of Commercial HVAC Sales - CRM User and Manager of Behavior and Expectation with TDF"

5/5

What do you like best about TDF CRM?

The ability to custom report and follow commercial related projects for workflow and execution. Review collected by and hosted on G2.com.

What do you dislike about TDF CRM?

The bulkiness of the onsite installation and the relative speed when connecting via VPN. Review collected by and hosted on G2.com.

Recommendations to others considering TDF CRM:

Evaluate what you actually need and then explore the level of customization with TDF and understand that they probably meet all your needs. Review collected by and hosted on G2.com.

What problems is TDF CRM solving and how is that benefiting you?

There is a portion of our business that is unlike true distributorship and TDF allows for proper management and execution of our commercial business. Review collected by and hosted on G2.com.

AC

Verified User in Chemicals

Mid-Market (51-1000 emp.)

7/5/2018

"Corporate Operations Manager"

4.5/5

What do you like best about TDF CRM?

The team at Tour de Force is responsive to needs; they listen and ask the questions to understand the issue at hand. Review collected by and hosted on G2.com.

What do you dislike about TDF CRM?

Turn-around time on requests can sometime drag out beyond the set service level; although I have seen improvements on this front. Review collected by and hosted on G2.com.

JB

John B.

Vice President of Sales

Oil & Energy

Mid-Market (51-1000 emp.)

4/17/2018

"Vice President of Sales"

4/5

What do you like best about TDF CRM?

Epicore integration, desktop version, data analytics Review collected by and hosted on G2.com.

What do you dislike about TDF CRM?

BYOR is very difficult , reporting dashboard are not robust and easy to use. Review collected by and hosted on G2.com.

CW

Verified User in Wholesale

Mid-Market (51-1000 emp.)

4/20/2018

"Great and powerful tool"

3/5

What do you like best about TDF CRM?

Drill downs are a great help, ability to view customer information from multiple levels great. Ability to track customer via notes, emails etc extremely helpful Review collected by and hosted on G2.com.

What do you dislike about TDF CRM?

Column chooser is very confusing and difficult to use, too many options in many cases that require you to know some sort of cross reference of the field from your system. If not populated then shouldn't show up. Review collected by and hosted on G2.com.

Recommendations to others considering TDF CRM:

Just make sure you map out the fields you need and stress training. Review collected by and hosted on G2.com.

What problems is TDF CRM solving and how is that benefiting you?

Tracking of Opportunities and lost business has been greatly enhanced. Tracking the business process when "courting" a new customer is invaluable. Review collected by and hosted on G2.com.

AI

Verified User in Industrial Automation

Small-Business (50 or fewer emp.)

4/17/2018

"Powerful tool for sales"

3/5

What do you like best about TDF CRM?

Tdf allows us to remove islands of data. Review collected by and hosted on G2.com.

What do you dislike about TDF CRM?

The customer support hierarchy is poor. Review collected by and hosted on G2.com.

Recommendations to others considering TDF CRM:

Think about what you need from Tour de Force, and ask if that is something that can be done. We found there were things we assumed it would do easily that it couldn't and things that we assumed it couldn't but with a few tweaks could. Review collected by and hosted on G2.com.

What problems is TDF CRM solving and how is that benefiting you?

We have been able to remove islands of data and create a complete picture of our customer accounts that are accessible in one place. Having this visibility definitely helps make our sales calls more effective. Review collected by and hosted on G2.com.

UW

Verified User in Wholesale

Mid-Market (51-1000 emp.)

4/17/2018

"The interface has been difficult to understand for those of us who are not in it all the time."

3/5

What do you like best about TDF CRM?

Very versatile, and there are a lot of possibilities if you can figure out how to use them effectively. Review collected by and hosted on G2.com.

What do you dislike about TDF CRM?

Non-standard icons are confusing, interface is not intuitive. Review collected by and hosted on G2.com.

Recommendations to others considering TDF CRM:

Get more training, use it regularly, get buy-in from all departments... however, if you already have a system where many of these activities can be done (and it works well enough) the transition to TDF will be difficult. Review collected by and hosted on G2.com.

What problems is TDF CRM solving and how is that benefiting you?

Loading leads - not sure yet how to go about it. I think we would see more benefits if I could learn how to use it more effectively. Review collected by and hosted on G2.com.

AW

Verified User in Wholesale

Mid-Market (51-1000 emp.)

4/17/2018

"Great product and tied in well with our ERP System (Prelude)"

4/5

What do you like best about TDF CRM?

The best was that it tied seamless to our ERP System. Review collected by and hosted on G2.com.

What do you dislike about TDF CRM?

initial set up took longer then anticipated Review collected by and hosted on G2.com.

AL

Verified User in Logistics and Supply Chain

Small-Business (50 or fewer emp.)

4/17/2018

"TdF review"

4/5

What do you like best about TDF CRM?

ease of use for users. Once they quit trying to double click on an item, it was very easy

Review collected by and hosted on G2.com.

What do you dislike about TDF CRM?

user maintenance is a bit clunky. Adding user specific permissions tripped us up the first time or two. Review collected by and hosted on G2.com.