
I like the UI and how it makes Salesforce useful for pre-sales and technical sales, with logic that fits our needs. I can easily implement and adapt the logic and shape the UI. It also gives me a clear view of opportunities and helps me see which activities and tasks have the highest impact. The Elvance team was hands-on, super responsive, and helped us with everything we had in mind. Setup was super easy with their help. Review collected by and hosted on G2.com.
I find dashboarding can sometimes feel a bit tight because it’s closely connected to how Salesforce works. The additional layer of Elvance-specific fields can also make it tricky to separate Elvance fields from Salesforce fields. Review collected by and hosted on G2.com.