“Right now, the CRM does everything we wanted it to do – identify areas of interest and segments, pull up all the stages in sales opportunities, store serial numbers, etc. It’s also easy to see which customers have or haven’t been contacted. And it’s integrated smoothly with our quotation system. Our reps love it.
It’s fantastic being able to use the analytics function in the CRM to create dashboards for each rep so they can see how many opportunities they have at different stages. They receive email notifications with this information, which is very useful.”