QuickBase for Sales Opportunity management
May 05, 2017
QuickBase for Sales Opportunity management
Score 7 out of 10
Vetted Review
Verified User
Overall Satisfaction with QuickBase
We use Quickbase to capture and report on our sales pipeline/sales opportunities across multiple businesses in Europe. Quickbase is a good platform as it is simple and intuitive to use, and easy to customise. Users are predominantly from my sales and business development teams. In addition, we capture leads from marketing activities and initiatives. We use Oracle as our ERP - Quickbase takes care of the 'lead to opportunity' piece.
Pros
- QuickBase is easy to customise to your own particular application or requirement.
- QuickBase permits easy exporting of data into external applications for more detailed analysis - alternate presentation.
- The 'grid edit' facility in QuickBase enables multiple records to be viewed in a simple format.
- The QuickBase report builder is simple and easy to use and permits data to be interpreted/converted into meaningful business information.
Cons
- More recently I received more comments regarding QuickBase not running so well on mobile devices/phones /tablets etc....
- It would be good if it were easier to delete aged/unwanted data. ( This could be a limitation of my ability!).
- It would be good if it were easier to create 'richer' dashboards from which to navigate.
Comments
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