is a great tool with a great support/customer success team
January 14, 2019 is a great tool with a great support/customer success team

Nick Goldsmith | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with

We used to ensure that all calls and emails were logged correctly in SFDC. Also, a key feature was the creation of opportunity contact roles on an opportunity. We also really liked their reporting functionality and their visualforce page widgets within SFDC


  • A great Customer Success Team and Support team. Specifically, Robin Johnson is fantastic!
  • All activities are being logged correctly
  • Creation of Opportunity Contact Roles


  • Their account matching could be better given the complexity of our account structure
  • Lead to OCR took some time to implement, but is a very promising feature
  • Added the right contact roles on an opportuntiy
  • creation of folks we're prospecting as contact underneath an account
  • accurate call/email/meeting logging in sfdc
Really well suited for creating activities without the sales reps doing this manually. Dashboards and reporting are a big plus too. Feature Ratings


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