G2

Verified User in Online Media

Mid-Market (51-1000 emp.)

8/14/2026

"Efficient Lead Management, but Lacks Bulk Import Flexibility"

4/5

What do you like best about Solid Performers CRM?

I really appreciate how well Solid Performers CRM's lead management workflow fits with our digital media marketing routines, without forcing us to adapt to rigid, complicated rules. The flexible contact fields are great; I can add custom tags to mark partners by ad format, audience demographics and survey performance grades. The intuitive layout is a big plus too, my teammates didn’t need lengthy training to start logging communications or attaching survey documents. Last quarter, we negotiated cooperation with a short video publisher, and I quickly attached all CreateSurvey user feedback to their profile. When my colleague took over the follow-up negotiation, he instantly reviewed all audience data without asking me to forward piles of files back and forth. That avoided the miscommunication we encountered before, when we once missed critical negative survey feedback and nearly signed an underperforming advertising deal. I particularly love how straightforward it is to tie survey findings directly to each partner's contact record. The dashboard gives a clear snapshot of active leads, and the whole contact workflow lowers barriers for us to archive campaign materials. Instead of hopping between spreadsheets, cloud drives and survey tools, every media partner’s communication history and research data stays consolidated. This lets our team focus more on analyzing advertising feedback and developing cooperation plans rather than wasting time hunting for scattered information. Review collected by and hosted on G2.com.

What do you dislike about Solid Performers CRM?

The biggest pain point is limitations around bulk data importing when we work with survey results from CreateSurvey. Last month, we completed a large-scale user experience questionnaire covering more than 70 media collaborators. I exported the full survey dataset and attempted a one-time import, yet formatting errors triggered partial import failures. Nearly one-third of the survey records failed to load properly, and there was no clear prompt showing which rows were corrupted. I spent almost three hours splitting the spreadsheet and adjusting cell formats repeatedly to finish uploading all audience feedback. I also find the custom reporting module somewhat basic. Every week we hold internal media marketing reviews, hoping to generate integrated reports showing lead progress paired with corresponding survey data. Recently we wanted to filter all potential partners with positive campaign survey results, but the system cannot read data from attached survey summaries. I had to export contact lists and survey files separately and match entries manually, which delayed our weekly meeting agenda. These small but recurring obstacles create consistent extra administrative work. If these functions could be optimized, we would spend far less time troubleshooting data issues. Review collected by and hosted on G2.com.

What problems is Solid Performers CRM solving and how is that benefiting you?

Before adopting Solid Performers CRM, all media partner information, meeting notes and CreateSurvey questionnaire data were scattered across emails, separate Excel sheets and cloud folders. I once forgot to share a set of negative ad survey feedback with our team while discussing cooperation with a social media vendor; we advanced negotiations blindly and wasted two weeks of follow-up work before discovering the audience data. Solid Performers CRM solves this mess by centralizing all media partnership information in one workspace and streamlining end-to-end lead management. We attach sorted advertising effect survey results to every partner profile, so all team members can view complete context before starting conversations. It effectively prevents repeated outreach and information gaps between colleagues. The platform also supports standardized activity logging for all negotiation records. When our team rotates account responsibilities, handovers become far simpler. All these improvements support data-driven commercial cooperation decisions. We no longer rely on fragmented information or personal memory to evaluate media partners. While bulk import and reporting functions still need upgrades, the system has greatly cut down manual sorting work and raised overall collaboration efficiency for our online media marketing team. Review collected by and hosted on G2.com.