Quick Changepoint Review from a advanced end-user.
Updated December 09, 2014

Quick Changepoint Review from a advanced end-user.

Edric McNeary | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Version 2012 (

Overall Satisfaction with Changepoint

We currently use CP for tracking sales opportunities, reporting and billing for specific parts of our services organization. Overall it accomplishes a majority of the business challenges we face.
  • The reporting capabilities are what really draw me to this program. It allows for fairly customizable reporting for end users and mid level managers.
  • The search functionality is good but could definitely use some tweaking. My experience has been if you do not type in exactly what you are looking for it will not allow you to find it. Especially for items that over a year old.
  • It's almost impossible to navigate the tool without instructor lead participation. I had to teach myself how to develop reports. The "in-app" help guides were of minimal assistance. It took many hours of trial and error for me to understand the logic behind how to develop effective reporting. This most recent upgrade added some videos which are an improvement. I believe more can be done in future upgrades.
  • It has given us a more collaborative and streamlined approach for managing our services business.
I would prefer to retain this program mainly because of the amount of data that has been retained inside of it. There is valuable trending data which would be lost if we moved to something else.
Services Organizations can benefit from much of CP's capabilities since it is robust to handle many of the high level tasks. More recently there have been additional capabilities opened up to us which allow for our mobile resources to access Changepoint from their smartphones and tablets. This has proven to be a huge plus for productivity.