Revenue Grid vs. Vivun

If you are using Office365 and it is within your budget, utilizing SmartCloud Connect as an interface with a CRM is a no-brainer. It remains hidden when Outlook opens, but with an email selected you can open it with a single click. It then allows you to associate the email and even attachments with email addresses that were included in the to, cc, or from sections of the email. It's a very intuitive user interface and saves time in email tracking.

Incentivized

There are some major gaps in feature functionality that I would expect for a tool that is supposed to integrate well with SFDC. For instance, notes do not format in SFDC the way they do in Hero, by Vivun. Also, sales notes do not carry over from SFDC to Hero, by Vivun, so I still find myself logging into SFDC to view important info.

Incentivized

• Integration with SF
• Logging call
• Creating new task and events

Incentivized

• Build out checklists for opps
• record product enhancement request
• tie "activities" to opps

Incentivized

• Sometimes my plugin gets disconnected from my Gmail. This needs to be fixed.

Incentivized

• integrate seamlessly with SFDC
• tie notes to a specific activity
• user interface and navigation

Incentivized

Because of the issues we have been having regarding connectivity and instability of the google extension. At some point if this is not handled we may have to find a new vendor to support our needs

Incentivized

Super easy to use when it is working properly

Incentivized

Sometimes they ask for way to much information. They need screenshots, full event names, date and times events were set (Which can be very difficult when you have a reoccurring meeting that was originally set years ago)

Incentivized

Super easy walk thorough. I believe it was a 1 hours session

Incentivized

Super easy to setup and maintain

Incentivized

Out of all the other utilities we've used, SmartCloud connect seems to be the most stable. The other interfaces sometimes caused glitchy integrations with Outlook, requiring a user to restart the add-in to restore functionality, but so far that has not been the case with SmartCloud Connect. SmartCloud connect also allows you to connect to different CRM's instead of just one, which means you can still use it when migrating between CRM's.

Incentivized

• It has just made me more proficient.

Incentivized

• Ability to report on sales engineering time spent on an opportunity
• enter product enhancement requests based on customer feedback, which saves time by not having to log into Jira
• selecting activities from our calendars and tie to opps is a big time saver

Incentivized