G2

Sandra S.

Chief Financial Officer

Information Technology and Services

Mid-Market (51-1000 emp.)

9/22/2017

"Superior, Secure, Collaborative Sales, Service and Finance Tool on One Platform"

5/5

What do you like best about Promys?

The Promys solution allowed us to unify three disparate, disconnected software tools from Sales, Service and Accounting into one, easy to use platform. This significantly improved our internal control system and provided one dashboard to view all aspects of our business. Since Promys had experience in our industry, they helped us in best practices with nominal customization. The Promys support and sales team is outstanding! They offer knowledgeable guidance to all team members with very thorough training! They pick up the phone every time, follow up and provide excellent video and live training sessions. Promys has proven to be a valued, trusted partner to our company. Review collected by and hosted on G2.com.

What do you dislike about Promys?

Although Promys has literally hundreds of reports that are simple to access through drop down windows, we look forward to continued improvement in their BI tools and dashboard. In addition, we would like to simplification with their interface to other systems such as Sage and our OEM systems. Further improvement in task based tracking in Prof Service would also be helpful. Review collected by and hosted on G2.com.

Recommendations to others considering Promys:

This is an easy to use integrated, well controlled system with an extremely talented team at Promys who will guide you through a thoughtful process to assure the system setup is efficiently. Jim B and Lindsey are amazing. Review collected by and hosted on G2.com.

What problems is Promys solving and how is that benefiting you?

One pane of glass view of customer and supplier transactions that allows transparency to Business Units as required to run the business, improve communication and accuracy of data. Promys is a single source of complete customer information that is easy to use, single entry with detailed security levels allowing customizable access to data. It is a single source of data for our audit compliance with KPMG and ISO audits. Promys reporting allows easy download to Excel and other tools for further analysis and graphics. We can provide reporting by OEM, Customer, Rep, Service Project, part or serial number if needed. This data is now easy to access quickly and had been prepared manually in the past. Review collected by and hosted on G2.com.