What does the company do well? Salesforce talks with most of our pricing systems. It's nice to have one point of contact for logging calls/meetings, getting pricing, requesting legal reviews, as well as looking at things from an analytic perspective. I also enjoy the dashboard from a holistic management perspective. Lastly, the ability to use your phone to log calls/meetings/notes verbally is a nice development from a time perspective.
What does the company not do well? It doesn't talk to all our pricing systems, which makes duplicate work. I also don't like that you can't filter out contacts well.
What do you wish you had known about the company before using? Duplicate efforts and multiple customers are in the system. Some of the analytics around the dashboard are new and help managed things from a holistic standpoint. I also like the integration of mobile technology.
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