Tier1 Software

Tier1 Software

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About Tier1

Tier1 Financial is a cloud-based solution that helps businesses manage processes related to customer interaction, relationship management and support to increase productivity. Key features include contact management, interaction tracking, marketing automation, internal chat integration and segmentation. Designed for businesses of all sizes, Tier1 Financial’s CRM lets users manage and share documents with teams based on user access, ensuring enterprise compliance. It enables firms to streamline dashboard configurations and view client profiles and activity to improve workforce productivity. Additionally, the solution helps gain insights into prospect information and receive notifications about changes in the pipeline. Tier1 Financial assists banking teams with ...
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Predictive analysis

Tier1 User Reviews

OVERALL RATING

Showing 3 reviews

Nadine

Company size: 10,000+ employees

Industry: Financial Services

Time used: Less than 2 years

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

September 2019

Excellent

Very good presentation

Pros

The system was user friendly. Rep. excellent rep

Cons

Software was a little slow. But anticipated correction

Reasons for switching to Tier1

Mandatory by Management

Carlynn

Company size: 10,000+ employees

Industry: Financial Services

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

September 2019

Great software

Sales has been amazing!

Pros

Easy to use good interface and support when needed.

Cons

I haven’t had enough time to fully explore it yet.

Christopher

Company size: 51-200 employees

Industry: Financial Services

Time used: More than 2 years

4

Ease-of-use

out of 5
5

Value for money

out of 5
4

Customer support

out of 5
4

Functionality

out of 5

September 2019

Tier1 Salesforce Apps

Amazing how it showed our users critical information about our clients all at once within our Salesforce Organization.

Pros

Ease of implementing Tier1's Allegro app

Cons

End User learning curve on the new Allegro app