Mary Gownley's CRM Review
November 10, 2013

Mary Gownley's CRM Review

Mary Gownley | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version

Online

Overall Satisfaction

  • CRM is excellent at tracking emails to accounts; making it easy to find a past reference.
  • With the millions of ways you can categorize your emails, CRM is the organized person's best friend.
  • CRM can be time consuming when it comes to filling out emails.
  • CRM can also be time consuming when finding past emails.
  • CRM has provided better insight on managing our workloads due to giving an accurate account of how long it would take to complete a task.
  • CRM had a negative impact on turnaround times due to the length of time it took to fill out the email
  • CRM had a positive impact on keeping track of our performance records.
I give it a rating of 6 due to its excellent organizational and tracking functions, but I am taking off points for the lengthy time it took to fill out an email and find back references. CRM proved to be a very efficient communication system, that just needs a few more adjustments to make it great.
I would tell the colleague that CRM will take some time to get used to, but once they become competent in the system, they will very easily be able to track emails, their work, and time frames of their tasks. However, I will warn them that the lengthy time it takes to fill out all the fields in the email will make for a slower turn around time.