Item: Daylite
Rating: 7
Author: Verified User

Overall Satisfaction with Daylite

Use Cases and Deployment Scope

Daylite is used by the project management, billing and sales departments. We use Daylite to track and monitor client accounts, communications, sale opportunities and overall contact information. Daylite addresses the problem of organizing client information and communications when there are several people who need to contact clients and coordinate their communications with other teams. Daylite helps us keep track of emails sent between the client. It is also our "contact book" that has all the clients contact info and any special notes that would be helpful for other team members to know. Daylite also helps us track sales opportunities and what packages and services different clients have ben sold on or if they aren't interested in something we've already talked to them about. Overall, Daylite keeps us organized as a team!

Pros and Cons

Pros

Daylite allows you to link your email so when you email a client it will link to their contact in Daylite and save the communication so anyone on the team can see all the emails that have been sent between the client and our company.
Daylite allows you to create "opportunities" for the different packages and services we offer. This lets us track where someone is in the process, if they are still thinking about a service, have been sold on it, or are not interested.
Daylite lets you leave notes on the account that everyone on the team can see. This has been so helpful for our company because it lets us drop helpful notes on personal things about the client that would be good for everyone to know.

Cons

Daylite doesn't let you connect to every email option. Last time we checked it wouldn't let us integrate with G-mail (which is widely used), so we have to use the Apple mail through G-mail so we can link Daylite to our emails. It's not a big deal, but could be improved.
Daylite has templated fields for adding contact information, while it gives you a lot of options, it doesn't let you edit all of the field choices. So if you want to have a field with a specific date, you can't change the name of the field to say "start date" it will just be "date" or whatever it is preset to.
The lists and smart lists that Daylite lets you create are not as intuitive as they seem. They have been difficult to set up and edit and it's made it hard to create lists with specific clients that anyone can edit, it only lest the person that create it edit it.

Return on Investment

Daylite has saved us hours of back and forth between teams because you can refer to a client account in Daylite and see al the most recent notes and emails.
One of our business objectives to be friends with our clients and Daylite helps us accomplish this because we can leave notes on an account with helpful info we have learned about a client and it helps the clients feel how we all know and care about them because we remember things they've told us!
Daylite helps us track our sales so we don't bug people over and over and so we can customize quotes for clients. This has helped us keep track of things and in teh end make more sales!

Usability

The software is organized well and allows users to easily search for accounts. I found it quite easy to find and input basic information into the software and it was fairly straightforward creating new users.

Alternatives Considered

Asana

I wasn't a part of the selection process, so I can't speak to why.

Key Insights

Do you think Daylite delivers good value for the price?

Yes

Are you happy with Daylite's feature set?

Yes

Did Daylite live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Daylite go as expected?

I wasn't involved with the implementation phase

Would you buy Daylite again?

Yes

Other Software Used

LiquidPlanner, Slack, 1Password

Likelihood to Recommend

Daylite is awesome if you have a lot of clients and you need to keep track of who is talking to them and who talked to them about what. It is awesome if you have several people who manage the project a different points because you can easily get caught up on a client account or pass it over to someone else. Our projects follow the common flow where the client first speaks with a sales rep then they are passed off to a project manager and the billing team and then when the project is complete, our help desk manages any communications. Daylite is amazing for helping all of our teams coordinate their efforts so the client has a smooth sailing experience.

Daylite Feature Ratings

Using Daylite

Users and Roles

15 - sales, project management, SEO

Support Headcount Required

We have a team of 15 people who use Daylite, but no one dedicated to support

Business Processes Supported

store client info
track sales opportunties
track client communications

Innovative Uses

Save specifics on client and create unique searches to find them
Our sales team has created a smooth system for tracking leads

Future Planned Uses

Integrating with out ticket system
Automated sequences to follow up with clients
Integrate with out calling software to track calls and communications better

Likelihood to Renew

While we have enjoyed using Daylite, we have been looking into more expanded services that allow us to integrate our technologies further.

Evaluating Daylite and Competitors

Products Replaced

Not Sure

Key Differentiators

Ease of Use

I wasn't around when our company first selected Daylite, but I know the ease of use was something that drew us to purchasing.

Evaluation Lessons Learned

Looking at what other software can easily integrate with Daylite

Daylite Implementation

Implementation Rating

I was not involved

Implementation Details / Implementation Partner

Don't know

Implementation Issues

I was not involved

Daylite Training

Training Types Used

No Training

In-Person Training

Online Training

Ease of Daylite Training

I would recommend a short training, however it is a fairly straightforward software to use.

Configuring Daylite

Product Configurability

I think Daylite is configured fairly straightforward, but it does get easier the more you use it.

Configuration Lessons

We used groups and lots of tags to help us organize and configure all the info we wanted. It works well, but is best when you are on the same page as a team and all do it the same way, otherwise stuff can get lost.

UI Customization

Some - we have done small customizations to the interface

Additional Customization Considerations

none to mention

Daylite Support

Support Rating

I have not contact support before

Daylite Customer Support Pros and Cons

Pros	Cons
None	None

Premium Support

We did not purchase it

Exceptional Examples of Daylite Support

I have never contacted their support.

Using Daylite

Usability Pros and Cons

Pros	Cons
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar	None

Easy Tasks

Search function
Creating groups for easy seaching
Creating new client profiles

Difficult Tasks

Some items are difficult to edit on accounts
We've had some difficulty syncing changes in a timely manner, could be an internet issue and not Daylite

Mobile Interface Availability and Impressions

Yes, but I don't use it

Integrating Daylite

Ease of Integration

We are wanting more integrations that are not offered/easy to implement.

Systems Integrated With

Our Emails
Our Ticketing system
Website tracking for SEO

We tried to integrate emails and our ticketing system, but it was either too difficult. or we were unable, I can't remember specifically but it's been frustrating.

Future Integration Plans

emails
calling app
billing app

Types of Integration

File import/export
Javascript widgets

Integration Lessons Learned

To do research on what can integrate and work with Daylite support to integrate to avoid issues.