Customer Focus vs Catalyst, by EBM Software

• Facilitates the interaction between the company and customers, through various communication channels, thanks to the storage of information of interest, such as the needs and preferences for products or services.
• Access data of interest (about the clients, their histories, products, prices, etc.,) from any place with access to the internet
• An extensive knowledge about the clients allows the company to present commercial offers adapted to their needs, so the income is also higher, through a lower sales cycle. The CRM allows to enhance sales and marketing functions.

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• The GUI is easy to navigate on the iPad mini, which we use for charting.
• The options are simple so there is very little room for mistakes.
• Charting is easy and the setup allows for necessary fields that must be completed so charting stays uniform.

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• Customer Focus is not able to integrate with our email marketing system, therefore, it is more complicated for us to use the data collected on this platform, to be able to obtain results in our email commerce.
• The process of setting up automated responses for clients is a bit complex. It is not the typical software that is configured in a couple of weeks, I had complications when configuring the automated responses for the clients' requirements.

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• The browser closes unexpectedly at times when refreshing the page and you get logged out
• The incorrect vendor is chosen by Catalyst a few times
• The Catalyst file is occasionally not placed on time in the folder

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• Better interaction with clients, I managed to obtain a perfect communication with each client who agreed to the acquisition of our banking services.
• Better order and inventory management for my entire company. I managed to manage all customer orders in the same panel, in addition, this made it easier to meet the requirements of each order.
• Visualization of the interests of the clients. Customer Focus did not provide detailed reports on what kinds of products or services have attracted the most attention from customers.

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• Catalyst is better than pencil and paper data analysis. But the app can be very frustrating when it's not working the way it did last week.
• The GUI is very simple. Sometimes too simple, like there is no way to go back in and edit SOAP note options.
• New feature roll-outs are mandatory. I understand that no one would opt in to being the guinea pig, but it would be nice if you weren't the first user to try it.
• The integration with billing software has streamlined the billing notes and saved us money over having two separate systems.

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