A great place to see all event history and follow ups
October 31, 2024
A great place to see all event history and follow ups
Score 6 out of 10
Vetted Review
Verified User
Overall Satisfaction with e-automate
We use it as a crm for our customers and potential customers. It's a great place to see all event history and follow ups needed for specific customers. It's also a great snap shot of how much equipment they have and their current spending.
We notice a lot of duplicated information that doesnt merge correctly which can be an issue, but that does have a user problem as well.
We notice a lot of duplicated information that doesnt merge correctly which can be an issue, but that does have a user problem as well.
Pros
- Event History
- Current spending/equipment overview
- Task/ follow up reminders.
Cons
- It's hard to arrange the window to how you wish to view it.
- Merging data is difficult.
- departments are hard to navigate to.
- Helps give a 10K foot view of the whole account on 1 screen
- Helps manage sales funnel so we can project 18-24 months out
- Time saving. If information is accurate you can save lots of research time.
It helps us know who the decision maker in each business is. So we don't waste time with gate keepers. We can call with accurate information and typically get to the person we need to.
Time saving. Having everything in one location is key, especially when managing over 100 accounts.
Knowing we can look up the business and get all the information from billing to service helps the sales reps running efficiently.
Knowing we can look up the business and get all the information from billing to service helps the sales reps running efficiently.
On-Premise version.
Do you think e-automate delivers good value for the price?
Yes
Are you happy with e-automate's feature set?
Yes
Did e-automate live up to sales and marketing promises?
I wasn't involved with the selection/purchase process
Did implementation of e-automate go as expected?
I wasn't involved with the implementation phase
Would you buy e-automate again?
Yes
Comments
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