Useful CRM assistant for daily sales activities
Use Cases and Deployment Scope
Since I'm Sales Engineer, I'm using it for daily sales & business development activities such as activity reports after customer visits, offer creations, follow up of opportunities and hot projects etc. Product information or marketing event invitations are also made by using it via emailings. Meeting reports are also prepared by using it for our company's quarterly meetings.
Pros
- customised and detailed query preparation
- offer creation
- creation of detailed activity reports
Cons
- slightly complex user interface and menu items
- very slow loading speeds particularly for mobile smartphone use
- missing information for current or next steps of the menu while typing or entering something
Return on Investment
- positive impact for efficiency of indoor sales activies
- positive impact for better report preparation
- negative impact for mobile use
Alternatives Considered
Oracle Siebel CRM
Other Software Used
Zoho CRM, HubSpot CRM


