The customer service team is the star of show when it comes to CRM - the tool is awesome and works great but the team that supports us [SENSITIVE CONTENT] is next level. They are constantly working to help us achieve success in whatever we are looking for or are needing and have always treated us as a priority.

Being able to have a live view of the team's pipeline has been such a valuable resource for our team - we are frequently asked for this type of information which is easily reportable from the tool. Additionally it has been a great resource for our team to share information, house important documents, track and measure success of initiatives i.e. SKU rationalization or Culinary Events.

We do have some struggles with there being different ways to enter information and how that translates into reporting. For the most part we have been able to close the loopholes but sales tends to always find a way.

Overall experience is a positive one. From learning about the tool and being trained by my Sales Enablement representatives to launching the tool to our sales team it was a great experience. The team is always there to answer questions and if we have any recommendations they bring this to their IT team to see if update can be made.

How easy this tool is for our sales team to send documents or product specs to customers in seconds. Or update a sales interaction by using the voice to text option while using the app. I think it's a great pre-planning tool that can benefit our sales organization.

There are certain functions that I believe could be worked and updated a bit to be more user-friendly. More so the opportunity/pipeline feature.

Great hub of customer information that we can parcel through and look for additional opportunities.

I like the product library and customer information. Yes, it was fairly easy to implement.

A business plan tool that demonstrates pipeline opportunities would be a nice addition.

Overall, the system has worked well for our business as an agency, as well as being the master database for all agencies together. It has given us a platform where we all can be connected as one.

The user interface is simple, straight forward and easy to use, as well as teach to new users. The support from our broker solution managers is great, they are always willing to help and provide solutions to our problems/questions.

In the report center, I wish there were examples of what the reports looked like or what they would be used for. Some of the report titles are vague, and with a little more description it may be easier to navigate which report to run for the correct result.

Business problems solved include: 1. One place to keep all customer and product data 2. Automation of when agreements are going to expire.

What I most like is that there is a Mobile App and a Desktop function.

Most reports require a bit a excel cleanup to make them more usable.