Aviso Insights vs. Revenue Grid

It is great if you are working in a sales environment where you need to keep track of your deals and sales pipeline. It's not an application for a company that only has a small sales force, where deals can be tracked manually.

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

• Predictions
• Trending
• Snapshots

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

• It would be great if we are able to customize it fully, there is more information from our CRM that we can use to have more insights on our pipeline reviews.

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

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

We were using Aviso and were approached by Clari. We reviewed Clari and went through a POC but still decided to stay with Aviso due to their flexibility in working with the data from Salesforce. Clari required us to create specific fields within Salesforce in order to push the data into the application. Whereas with Aviso, it did not matter what Salesforce object the data was on, they were able to pull the data in to the application without any customization in Salesforce itself.

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

• Positive impact: better visibility on the stages of our deals, more accurate forecasting of sales numbers.
• Negative impact: we have another tool to use together with our CRM instead of keeping it all in one place.

Incentivized

• Nothing negative even this feature makes my life easy

Incentivized