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
Likelihood to Recommend
I have prepared deeply detailed customised queries to prepare detailed customer reports including markets, segments, classifications and potentials to present to our company management which have been highly appreciated. So, it was well suited in that case. Since I'm traveling a lot for customer visit activities, I frequently need to use it as mobile but it's slightly nightmarish to use its unfriendly search function as well as very slow loading speeds. So, it's less appropriate in that case.
