Likelihood to Recommend Contactability is really good for teams that are trying to branch out to an untapped market space. Especially those that are trying to disrupt the health insurance scene. This helps them get their foot in the door in the area and their name out in the community. The customer service representatives could be more responsive.
Read full review Oracle CRM is reliable and it fits well in a scenario where a company aims to grow their customer base and improve their relationship with their clients and ensure that all customer services are offered in an efficient manner. Oracle CRM is accessible from any device and this ensures easy usage of the platform and assure all staff to execute their various business processes.
Read full review Pros The software reporting system is really clean and works well and they are good at sending you leads. Their customer service is also willing to work with you and they really tried to help me improve our ROI. Since using Contactability our workflow is changing. We now only pick up the phone when someone is interested in our services. The prescreening is all handled and we have control over the flow, what is said. Even when we're out of the office we can log in from anywhere and see what's happening with our leads and those missed calls get scheduled for us automatically. Read full review Several of our members were not familiar with various IT functions within CRM prior to working with it and so they were able to develop a working knowledge of IT pretty quickly afterwards. It has a familiar feel to it as it allows users to work the data into a spreadsheet type layout with pivot tables and graphs and so it is quick to adopt. Customization is great with a working knowledge of HTML, which isn't too hard to learn. You can really adapt CRM to any needs stylistically or content wise. Read full review Cons Call the toll-free customer service number and you are transferred to a blank voicemail, with an electronic repeat of the phone number. The software training videos were confusing to non technical users. We encountered bugs with the use of Windows 10. Some of the futures were bugged. Read full review The ability to schedule and push out reports is missing from this system. If we want to mass deliver a report on a schedule, we must run it, export it and email it out to the group, or purchase a 3rd party system. The ability to trigger workflow events on a schedule is missing this system. Currently, there has to be a trigger initiated by a user and we have situations where we'd like to be able to schedule a work flow routine to go out and check from specific situations and then trigger an action. We'd also like to be able to trigger workflow actions on one object based on something in another object and this capability is very limited. Michelle Prand Director of Information Systems & Information Management
Read full review Usability Compared to other competitors I find it very easy to use and learn .It has been helpful in our organisation and we have been able to manage our projects and operations well without interference.
Read full review Implementation Rating With the right partner Oracle CRM On Demand can be implemented very quickly and seamlessly.
Michelle Prand Director of Information Systems & Information Management
Read full review Alternatives Considered Contactability does a pretty decent job as it is very user-friendly and puts us in contact with our prospective clients. What they could improve on that
Insightly does well is training and support. This could be due to the size of the company or their prioritization of resources. Overall we enjoyed Contactability better than
Insightly .
Read full review MS Dynamics was easy to integrate to MS Power BI. This BI and reporting aspect is a clear strong point for Microsoft. MS solutions seem easier to integrate and learn, but this depends on the IT landscape and the complexity of integrations in a respective company.
Read full review Return on Investment We got our people to become more open minded in trying new software and exploring options for automation. Users got discouraged when the software did not work as it was supposed to and customer service was not there too help. Once used correctly, we did have a large increase in the number of new clients that our office handled. Read full review This software can display in real-time when an order is submitted, received, fulfilled, and shipped out. We are able to know within the week of what new orders came in and how effective we are being from targeting specific regions of the nation. Read full review ScreenShots