Great Planning and CRM Tool
Anonymous | TrustRadius Reviewer
September 15, 2017

Great Planning and CRM Tool

Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Insight

I use Insight to manage health care provider contacts. It is used to plan and implement calling on health care providers and to track pharmaceutical samples we leave with providers. I like the route builder which allows me to stay organized and group HCPs together at a specific location. Reports are also helpful to help me stay on track with my plan of action.
  • Route Builder
  • Planner
  • Reports
  • Simple Interface
  • More recognizable sign field
  • Better design
  • Simple Interface
  • User friendly
  • Organization
This application is well suited for tracking customer sales activity on a daily basis. This helps me to stay organized and to better implement my weekly sales plan and strategies. I would definitely recommend Insight for use in the pharmaceutical sales arena.

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