Item: Quickbase
Rating: 7
Author: Verified User

Overall Satisfaction with Quick Base

Use Cases and Deployment Scope

QuickBase is being used by our Sales Team to track account interactions, including phone calls, visits, text messages, and emails. It's allowed us to gain insight into the relationship between account visits and successful sales reps. In particular, there is a strong correlation between the sheer number of account visits and rep success which we wouldn't have uncovered without QuickBase, and we've only implemented it 6 months ago. In time, I think it will help us understand what makes reps successful and will help us guide their efforts.

Pros and Cons

Pros

Customization - It is fully custom and can accommodate any needs your business requires in every facet of the application from table structure to user roles and access
Ease of Use - We have an older sales team that is very behind on technology, but with a 15-minute introduction, we've seen a 100% adoption rate, even in reps who insisted they wanted to keep using their pencil and paper methods.
Scaling Setup Difficulty - If you're just trying to do something fairly simple in QuickBase, it's incredibly simple to create. If you're trying to do something a little more complex it's harder to create, but the difficulty scales linearly with the complexity of the design, which is very good design.

Cons

Reporting - Reporting capability is extremely limited using the canned reporting models given by the system to the point where I simply export the data to Excel to manipulate and analyze it
Requires Understanding of Relational Table Database Logic - Although the understanding of the logic is extremely base level, you do need to know how tables work together; this may be a very difficult product to use in a setting where the application design team doesn't have a background in systems or Excel.

Likelihood to Recommend

In my experience, QuickBase is well suited to simple tasks that you'd like a lot of people to have input for. If there are many people gathering simple, uniform data that you'd like to capture, QuickBase is a great way to do so. Everyone can be given access and have their security restricted to data only relevant to them, and you can easily export it to Excel for analysis.

It is less appropriate when data and analysis becomes more complicated, at least in my experience. As a new QuickBase user with no background in creating systems, only implementing, I find that I don't have the ability to create more complex logic like I can in Excel. That said, it is not a fault of the system, it is a fault of my knowledge. I haven't personally invested enough time to be as good with the system as I have with Excel, as my company's utilization has not expanded past simple tasks.

Quickbase Feature Ratings

Comments

Please log in to join the conversation

Quick Base Puts Out as Much as You Put In