Love the output, dislike the process to implement/update
June 14, 2020
Love the output, dislike the process to implement/update
Score 5 out of 10
Vetted Review
Verified User
Software Version
Nintex Document Generation for Salesforce
Overall Satisfaction with Nintex Process Platform
Nintex is used to generate a document that combines information in a nice formatted way across our Salesforce platform for our Sales team.
- Format is nice.
- Performance has been good.
- Any changes to our document take forever, very confusing, not user-friendly set up for implementation and updates.
- It helps prepare the sales team for meeting with clients more efficiently.
Salesforce. I would think flexibility would be important.
Yes, to generate summaries for sales meetings.
None yet, an alternative would be thinking of building out in our own in-house reporting tool.