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.
- 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.
- 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.
We built a simple Sales Opportunity management application. It is based around Customer, Product and opportunity tables which are dynamically linked.
Through our QB application we are able to report on sales pipelines per salesperson, sales organisation, vertical market sector etc..etc...
We link the data from QB with business development targets and use it as a part of our formal KPI measurement for staff.
Through our QB application we are able to report on sales pipelines per salesperson, sales organisation, vertical market sector etc..etc...
We link the data from QB with business development targets and use it as a part of our formal KPI measurement for staff.
In our organisation the application is owned by our shared service IT team. The took the time and used online support in order to become fully knowledgeable about QuickBase such that they can support both simple user queries and application development tasks. From my perspective, they find it easy to work with and we are able to improve our application with ease.
- Improving our ability to drive insights from our data
- Improving collaboration across one or more teams
QuickBase enables cross-functional information sharing across our businesses in Europe. This is important as it enables us to ensure that there is no duplication of effort and allows us to quickly see and focus on the most important opportunities within our business.
Over the last year or so we wanted more detailed information relating to the products linked to opportunities - e.g. at individual SKU level. We were able to export a list from our ERP and create it as a table within QuickBooks where users could select items from a drop-down. From an application development perspective, it was simple. From a business perspective, it enables us to report on future demand for products. We use this intelligence to improve the accuracy of inbound inventory profile.