Review Time
Poor for overall marketing needs. It's difficult to export contacts and lacks the reporting sophistication I relied on SFDC to provide. Lack of integrations with a majority of marketing solutions also adds unnecessary complexity. Service and support is great (thanks Jason!) but I shouldn't have to rely on them.
Good idea to integrate with Google, Gmail etc., however managing contacts across mobile devices is cumbersome and syncing issues result in mismatches and gaps between contact lists. Also no business card reader and no way to readily share contact information. Granted, there are 'workarounds' for many of these issues but that means more time needs to be spent 'managing' data....rather than using it. On the plus side, support and customer service are excellent and I believe they might be able to solve some of these issues in future releases.
I have lagging issues when filling out task-notes and a couple other issues with how my contacts are presented to me. Apparently columns are limited and it would be nice if you could add more such as time zone so I could be slightly more efficient when making calls.
Nice that it works both on it's own and in your email. Easy to use and great flow. Take the time to set up automated tasks and connect a couple zaps and you will save a ton of time and duplicate entries. Has been a real game changer for our sales team. Everyone is held accountable and mgmt can see everything in real time. Support team is wonderful too!
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