IRIS CRM - A great comprehensive solution for sales tracking and reporting
May 15, 2020
IRIS CRM - A great comprehensive solution for sales tracking and reporting
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with IRIS CRM
IRIS CRM is primarily used in my organization to track sales data for medical device products. In my team, it allows us to compute accurate customer complaint rates through extraction of accurate opportunities data. It is used across several functions, including quality assurance, operations, engineering, and R&D. We use it in my operating company as well as several others within the global surgery domain.
- Grouping is done very effectively. For a company with a wide product portfolio, it is greatly beneficial to customize product families.
- Streamlines the life cycle of merchant services very well. E-signatures, workflows, and help tickets are well integrated to maximize efficiency.
- Processing stats and reporting tools are intuitive, useful, and aesthetically pleasing. The software allows you to quickly generate sales reports for specific product families and time periods.
- Some minor design issues in the record communication interface. For example, replying to an existing email thread within the record set does not capture the entire communication or signatures.
- Workflow customization is not easy for all users and can require some coding skills on the back end.
- Linking forms from external websites is one feature that isn't very intuitive. Some leads are better inputted manually.
- The cost is a bit higher than other options (~$1300/mo), which can be seen as a negative in an absolute sense.
- The improvement in workflow management has been significant, and has saved at least 50 man-hours per week across our organization.
- Accurate rolling sales data reporting has been critical in defining quality metrics. This benefit is more indirect, but it has allowed us to better respond to changes in customer complaint trending.