April 03, 2018
Score 5 out of 10
Overall Satisfaction with Accelo
We use this as our CRM tool for my company. It is being used by both the Sales and Marketing department. It was supposed to allow both departments to track and make notes on prospected clients/targets and doing everything in real time.
- Allows you to send emails directly from the target's account
- Allows you to create tasks
- Keeping track of notes made is easy
- Difficult to upload targets
- Not easy to modify a target
- When uploading targets you can not attach them to tags until after they are uploaded.
- When listing opportunities in the system, you are limited with what stage the opportunity is in and the star system is not very helpful. The status' are very vague and not always accurate.
- Helps with tracking prospects through the sales/marketing funnel
- Has led some employees to stop using the tool and going back to spreadsheets. When trying to attach targets to tags you need to do so individually and if you upload a large list you need to do this manually, one by one, and requires a lot of time. So people have gone back to spreadsheets where they could simply just cut and paste new people in.