1CRM vs. TargetX, from Liaison

I liked the fact that all the customer data was in one place with easy access. Instead of trying to hunt down specific data points, everyone on our team had access to the data. It was connected to a booking system that we used which was easy to enter orders and keep track of all opportunities.

Most of the reason I'd recommend the solution is for their email capabilities. The email builder is par excellence, almost if not more competitive than capabilities provided by some actual Email Marketing solutions. Additionally, it runs on Salesforce, and thus allows for automated emails and campaigns with information integrated into them from SF records. It is truly remarkable and a very well-developed capability.

Incentivized

• It analysis trade made on the day for the customer.
• It helps to build product catalog and track information.
• It manages and stores large amount of very sensitive or private data.

• Bulk Email
• Analytics
• Event Management
• 3rd party product bundling & support

Incentivized

• Some random logouts but way less compared to others.
• Becomes a little cluttered as it has all products, services and order management.

Incentivized

• When sending large volumes of email the campaigns can be slow to send
• The events functions are not as robust as some of the competition
• Their telemarketing component has not been updated in a while and leaves a bit for current call centers.

Incentivized

I give this rating due to ease of usage, data retrieval (which is integral part of my position), reporting and retention of information. I love the fact that we can assign tasks across the team and set targets etc.

Through the usage of 1CRM, customers are satisfied as the work is done easily and fast. So it ensures tracking and ranking client performance, sharing customizable dashboards. It also gives a way to easily see previous transaction and personalize the customer experience. So 1CRM ease our work to analysis and report the commodity sector.

It's more advanced and interactive to use. And it's cloud based built in latest technology so it's much better for me to use.

Incentivized

Given that it's an older solution and addresses a lot more use cases, there's a lot more bulk and technical debt in the solution. This may make it overwhelming for first-time users and administrators. The email builder though is truly par excellence.

Incentivized

• I'm satisfied with 1crm as it makes us to gain profit.
• 1crm is used in our whole department which ease to collect data of customers.
• It makes our job easy to store large amount of information.

• Increases in enrollment!
• More efficient funnel

Incentivized