Personal helper for salespeople out there in the field
April 04, 2022

Personal helper for salespeople out there in the field

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with

We are using to maximize our sales team's performance and reduce their time spent on administrative activities. With, the sales process is going towards digitalization and at the same time keeping the core process in mind. Also, it can be integrated with many salesforces which gives freedom to go mobile.
  • It saves a lot of time which was wasted earlier in non-productive things
  • Proper scheduling and management can be done
  • Can create surveys with ease and have pre-built email templates available
  • Adding calendar is cumbersome. Integration between Outlook and is required
  • Time required to log in is very high. It wastes so much time every time.
  • Schedule view is limited to 2 weeks ahead only
  • Integration with Salesforce
  • Easy to work with on a smartphone
  • All critical information is combined and presented through a simple interface and notifications.
  • It is still in the growing phase and we consider it an investment. Currently, it has a negative impact but it is gradually decreasing with time. We think in the coming three years we will be on the positive side

Do you think delivers good value for the price?


Are you happy with's feature set?


Did live up to sales and marketing promises?


Did implementation of go as expected?

I wasn't involved with the implementation phase

Would you buy again?


Amazon WorkSpaces (VDI), Tableau CRM (formerly Einstein Analytics), Microsoft Power BI
If you have an organization that requires salespeople to go into the field and your organization is mid-sized, then I recommend for your salespeople. It is not possible to carry laptops when they are out in the field but it is possible to carry an iPad or phone. This makes their tasks easy and reduces considerable time wasted on administrative activities and increases productivity at the same time.