ChartMogul vs. Revenue Grid

ChartMogul is really a no-brainer if you're currently processing payments through one of the payment processors that they are built to work with, as the barrier to entry and the required work to get your data into the app and start seeing analysis is exceptionally low. I also expect that in large enough organizations, you may have internal teams that are already generating the kind of data that ChartMogul produces for us, but in our case, it added a lot of new info that we hadn't been able to get at without doing manual analysis.

Incentivized

For my needs, it is exactly what I needed. The collection of data from emails to Salesforce is the #1 thing I wanted. It is so much more intuitive than the Lightning solution. As well, being able to log calls, and create new events and tasks right in Outlook is very helpful.

Incentivized

• Clear graphs
• Easy to make changes to dates or other criteria.

Incentivized

• Keeps email tracking simple within Outlook.
• Has a global search to allow associating an email with multiple types of accounts (i.e clients, leads, contacts, and activities).
• Single-button click to open or close the SmartCloud interface in Outlook.

Incentivized

• Sometimes the MRR can be off.

Incentivized

• Calendar link didn't meet my needs.

Incentivized

Because of the issues we have been having regarding connectivity and instability of the google extension. At some point if this is not handled we may have to find a new vendor to support our needs

Incentivized

Super easy to use when it is working properly

Incentivized

Our interactions with ChartMogul customer support have generally been pretty attentive and thoughtful, and they've typically done their best to get us the info we needed, even if meant escalating our issue beyond the front-line customer support people we've dealt with.

Incentivized

Sometimes they ask for way to much information. They need screenshots, full event names, date and times events were set (Which can be very difficult when you have a reoccurring meeting that was originally set years ago)

Incentivized

Super easy walk thorough. I believe it was a 1 hours session

Incentivized

Super easy to setup and maintain

Incentivized

ChartMogul felt like the market leader for SaaS. Its ease-of-use, visual reporting, and overall feature set seemed to align with exactly what we needed. It provides everything needed when it comes to tracking our revenue month-over-month.

Incentivized

Out of all the other utilities we've used, SmartCloud connect seems to be the most stable. The other interfaces sometimes caused glitchy integrations with Outlook, requiring a user to restart the add-in to restore functionality, but so far that has not been the case with SmartCloud Connect. SmartCloud connect also allows you to connect to different CRM's instead of just one, which means you can still use it when migrating between CRM's.

Incentivized

• Less time spent on data entry
• Focus on key performance indicators
• Trend awareness

Incentivized

• Nothing negative even this feature makes my life easy

Incentivized