If you need a system to place and track sales quotes, sales orders, purchase orders, and service calls then E-Automate is perfect. However, if you want to be able to easily bulk upload customers and contracts or if you want to be able to quickly and easily track contract profitability, customer costs, etc, then you'll likely want/need a secondary or different system to do so.
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
Everstage is well suited for smaller sales teams as it is little rigid with handling changes and maintenance is a task. Managing and computing on everstage is accurate and fast but making changes will require you to take help from the support team. They have an amazing support team to help you out.
Sending Invoices out to customers via email or printing.
Keep track of ordering and inventory.
Sales Tax reporting.
Monitoring customer payment activity/setting up and removing credit holds.
Calculating payments to process each cycle.
Excellent aging reports.
I like the fact that when I am looking at one item, such as an invoice, I have the capability to switch to the customer menu rather than having to exit out of invoices and then enter into customers.
I love the flexibility of the search menus - being able to sort on several factors at once.
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
Make sales invoices not require serial numbers, or be more flexible with it.
Make contract invoices have some sort of flexibility in terms of editing. Our end users complain that QuickBooks made it very easy to edit invoices, and in e-automate, for them, it is practically impossible. (I do personally understand why it has to be as it is myself, I'm just forwarding their observation.)
Make the API actually useful. I spent days looking at the functions and the functions available are not really useful.
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. TR verified that a representative sample of customers was invited. More Info
Its really the only option for the industry that does enough of what we need for it to function . I'm not sure if there were better options out there if we would have to renew our subscription. With the addition of AI, hopefully something will be able to become more useful.
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. TR verified that a representative sample of customers was invited. More Info
The reason to give this rating is corely because of multiple level analysis, everstage provide product level analysis which is truly beneficial for any business manager, we can understand which product is doing good in the organization and we can understand which sales executive is selling more which course. The sales executives can understand their next stage of the incentive and monthly target left to do
The user interface may be slightly outdated, but it is very intuitive and easy to navigate. Once you have learned one module within the system it is very easy to apply that knowledge to any other module. It makes using the system much easier, and it makes training another person on the system quick and efficient.
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. TR verified that a representative sample of customers was invited. More Info
Everstage provides a modern functional incentive platform that supports accurate sales compensation calculation. With Everstage in place our organization is experienced a huge savings in time and costs, and was able to boot sales team engagement. From automation to compensation visibility, analytics to integration with our back office systems and CRM, Everstage covered all our bases.
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. TR verified that a representative sample of customers was invited. 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. TR verified that a representative sample of customers was invited. 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
Reports are the struggle the most with the information being extracted in a way that you need to copy and paste it into a new document so some of the information is not covered
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. TR verified that a representative sample of customers was invited. More Info
Pages load quickly and dashboards refresh reliably under normal conditions. Reports complete in reasonable timeframes for standard queries. The Salesforce integration runs smoothly without noticeable slowdowns
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
Sometimes when you need answers quickly, a voice on the phone is far better than having to wait for email support or a callback. I have found this to have delays and feel ECI e-automate should invest more in its support infrastructure.
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's Wonderful. They have been accessible when in need. the response is immediate and genuine. the support wait time is not too long either. when a fault is pointed out, thy accept it and try to work on it and within a week they try to find a better option to resolve the issue. Accepting and working to deliver better is really appreciable thing. Kudos to the team on that
our team leader spoke very highly of the training and the positive experience. This then brought the team on board and were looking forward to a positive experience of a product to minimise manual tasks and room for human error ! All the team have nothing but high praise for the product.
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
Our team leader in US was responsible and involved with this and they spoke very highly of the training and product. This is what really brought the whole team on board. From this response and interaction the team really looked forward to using the product which was a great intro !!!
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. TR verified that a representative sample of customers was invited. 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
E-automate is much better at understanding the needs of the office equipment industry and provide the necessary tools. SAP Business One has limited features specific to the office equipment industry and includes things that are not useful. E-automate is also priced much better and provides the best value for your investment.
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. TR verified that a representative sample of customers was invited. More Info
It was a company decision, Excel was not automated and had high chances of human error and if not updated properly there may be chances of someone losing out on their attainment Ever stage being automated and linked to salesforce there is very less probability of mistake and also transparency in the records
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. TR verified that a representative sample of customers was invited. 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
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. TR verified that a representative sample of customers was invited. More Info
Sales, Finance, and HR all operate off the same platform without friction. Managing multiple incentive plans across B2B and B2C segments simultaneously demonstrated its scalability firsthand.
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. TR verified that a representative sample of customers was invited. More Info
The e-automate will stop working if we stop paying each year. We chose not to go to the cloud and buy the software. QuickBooks and other software are a one-time fee.
E-automate has very few outside vendors for add-on modules.
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. TR verified that a representative sample of customers was invited. 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. TR verified that a representative sample of customers was invited. More Info