Claritysoft is well suited if you need more of an address book as your CRM. Situations where sales are more passive and based on increasing awareness instead of hard, closing sales. In my previous role selling medical equipment, this would NOT work. However, in my current role where awareness is the key factor that drive smaller sales amounts, it does it's job. I've just been in a lot more roles where I need to upload contracts with signatures and track sales Opportunities, and Claritysoft doesn't seem able to do that.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
In my opinion OneNote is a must for anyone who does business. It’s versatile, stable and sustainable. It can keep private information private - like passwords. It can be used for collaborative work - like standard operating procedures. It is fairly easy to use and far superior to pen and paper. When used for meeting notes, it can be flagged with icons that are searchable - like ideas or important items. You can even create Outlook tasks on the fly
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Because of its flexibility and ability to hold different types of content (text, images, tables), it is a great tool for collecting content from different resources and organizing it in one place.
Technical support analysts are using sections for their support case analysis; they paste pieces of logs, screen-shots, document their steps in troubleshooting etc., all in one section, to get the full picture yet stay organized.
The logic of content structure; Notebook>Section>Page>Paragraph, allows you to manage and collect all needed information by the areas of the user's responsibility. For example; each of my projects has its own section, in which each page is a task.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
There is no spell-check function to use when you are sending emails.
Some of the functions you need when deleting records and the like are not always available on every page when you are working in the application.
When moving quotes to opportunities, the attachments go with the move so when you go back to the quote, it is not there. Also, when you move a quote it does not automatically fill in the quote number as it was on the quote, it creates a new number. This should be fixed.
When you convert a lead it does not move the lead to archives or get rid of it. It leaves it in the Leads area and so you have to manually get rid of it.
There is no auto-dial feature built into Claritysoft.
The mobile app needs to look and feel just like the online version.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The table editing tools are too simplistic and lack the features found in other Office products.
Some content loses its rich text formatting when being pasted into OneNote. A workaround is to paste the content first into Outlook or Word and then copy/pasting that into OneNote.
Microsoft is moving away from a local install of OneNote, which means notebooks have to be in the cloud in Office 2019. This will actually reduce the usefulness of OneNote in some environments and opens the door to competitor products.
Update: Microsoft has now announced that it will continue to support OneNote 2016 through 2023. https://techcommunity.microsoft.com/t5/Office-365-Blog/Your-OneNote/ba-p/954922
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
As this is not a compulsory tool in our organization, I would say all depends on the decision makers, however since this is a part of MS Office, I am sure we will have it for as long as we will possibly need it. However, I would not be so sure, if it was a separate product
It is VERY, VERY, simple and easy to use and learn. All I needed was a super brief 30 minute overview to understand how to use it, and their Customer Support is pretty good. I was raised on Salesforce, which is much more complicated, but allows you to do so much more.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I find OneNote incredibly usable. I'm fairly middle of the road when it comes to tech savvy-ness. The platform was very easy to learn and explore. I like that OneNote is no clunky and offers a clean interface. This is important when it comes to deciding if a tool is usable for multiple people.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Overall, I rate OneNote's performance highly. In general, notebooks, sections and pages load quickly. OneNote integrates with other apps and info ca easily be shared/copied to and from the tool to other tools. Moreover, Notebooks tend to sync quickly meaning shared notebooks are up to date almost immediately provided there are no syncing issues.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
They are very helpful and quick whenever I have a question about Claritysoft CRM. I think the guy I've spoken with is named Evan, and he's been very helpful. Claritysoft, give the man a raise if you know who I'm talking about. He responds super quick with truly helpful insights.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Since it is part of Microsoft Office and used across the globe there are a lot of support options available. It's quickest to just do a google search which will have plenty of articles to help you since there are so many OneNote users but as an Office customer you also have access to Microsoft support and I have had good experiences with their support (probably because I'm with a large company who is a large customer to them).
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Claritysoft's emails are much easier to use since Salesforce is in the middle of switching from Classic to Lightning. Also, Salesforce does not have a native group edit option. Claritysoft is much more data driven and you can use all functions of Excel to customize reports. However, Claritysoft does not have as many third-party add-on options compared to Salesforce's app exchange.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I tried using Evernote and it is an equally usable tool, however, I prefer the interface and capabilities of OneNote. OneNote seems much easier to use and understand. I think that may primarily be because OneNote is a Microsoft application and I am very used to using Microsoft applications such as Word, Excel, etc. I also use OneNote to keep my grocery list. It does as good of a job as the grocery list applications out there, only I like the flexibility I have with OneNote and how I specifically do my shopping.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It has made it easier to see our overall sales for each sales rep.
The only negative is that we cannot change over the account, contacts, leads, and opportunities with one ownership field. You have to do each one separate and when you are transferring 1000 clients this takes much too long to do. No reason for it.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
OneNote has become our organizational standard method of taking electronic notes (though some still prefer pen and paper.) It has been a zero cost outlay due to its freely available nature.
Its integration with other Microsoft Office products makes it easy to share notes and content between products, allowing for easy collaboration where needed.
OneNote's integration with OneDrive ensures that individual's notes are always safe and secure, taking away the tedious responsibility of backup from the user, and makes it happen seamlessly in the background.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
