ADAPTcrm vs IRIS CRM

• It provides a nice, single package of multiple features as in all in one solution business program. It can be used to help run many operations in an organization.
• ADAPTcrm provides a fairly robust interface that can be individually tailored to each user, making it a bit more personable.
• The program can be linked into other systems like Outlook which can alleviate the need for manual entry of contacts.

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• Grouping is done very effectively. For a company with a wide product portfolio, it is greatly beneficial to customize product families.
• Streamlines the life cycle of merchant services very well. E-signatures, workflows, and help tickets are well integrated to maximize efficiency.
• Processing stats and reporting tools are intuitive, useful, and aesthetically pleasing. The software allows you to quickly generate sales reports for specific product families and time periods.

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• The interface can be difficult to learn at first and a little overwhelming for new users.
• The lack of customization of some features without additional support.
• The software maker provides multiple forms of the application which can be confusing when making a purchasing decision.

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• Some minor design issues in the record communication interface. For example, replying to an existing email thread within the record set does not capture the entire communication or signatures.
• Workflow customization is not easy for all users and can require some coding skills on the back end.
• Linking forms from external websites is one feature that isn't very intuitive. Some leads are better inputted manually.

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• ADAPTcrm helps to address a number of business needs. It can help save a great deal of money and time if implemented correctly.
• Some users needed additional training which increased staffing costs.
• The program helped simplify operations into an integrated software solution.

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• The cost is a bit higher than other options (~$1300/mo), which can be seen as a negative in an absolute sense.
• The improvement in workflow management has been significant, and has saved at least 50 man-hours per week across our organization.
• Accurate rolling sales data reporting has been critical in defining quality metrics. This benefit is more indirect, but it has allowed us to better respond to changes in customer complaint trending.

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