ChartMogul vs. Revenue Grid

For businesses that rely on subscription/recurring revenue models, especially within SaaS. Once everything is all plugged in, it's so easy to generate granular reports and insights. Straight-up eCommerce businesses that don't rely on a recurring/subscription model might not get as much value.

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If you are using Office365 and it is within your budget, utilizing SmartCloud Connect as an interface with a CRM is a no-brainer. It remains hidden when Outlook opens, but with an email selected you can open it with a single click. It then allows you to associate the email and even attachments with email addresses that were included in the to, cc, or from sections of the email. It's a very intuitive user interface and saves time in email tracking.

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• Data Ingestion - Because we use a payment processor that ChartMogul understands, they are able to ingest the data automatically and process it with almost no input from us.
• Analysis and Insights - Once we got our data into ChartMogul, we immediately started seeing some patterns in our data that hadn't previously been apparent to us.
• Customizability - ChartMogul makes it fairly easy to customize and extend the dashboard (and to enrich our data manually via the API).

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• Integration with SF
• Logging call
• Creating new task and events

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• ChartMogul doesn't always integrate both ways well. When data is modified that has been previously pushed to ChartMogul, bugs can occur.
• I haven't seen an A/R turnover report but this would be helpful to have.

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• Sometimes my plugin gets disconnected from my Gmail. This needs to be fixed.

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Because of the issues we have been having regarding connectivity and instability of the google extension. At some point if this is not handled we may have to find a new vendor to support our needs

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Super easy to use when it is working properly

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Never used!

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Sometimes they ask for way to much information. They need screenshots, full event names, date and times events were set (Which can be very difficult when you have a reoccurring meeting that was originally set years ago)

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Super easy walk thorough. I believe it was a 1 hours session

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Super easy to setup and maintain

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

ChartMogul felt like the market leader for SaaS. Its ease-of-use, visual reporting, and overall feature set seemed to align with exactly what we needed. It provides everything needed when it comes to tracking our revenue month-over-month.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Out of all the other utilities we've used, SmartCloud connect seems to be the most stable. The other interfaces sometimes caused glitchy integrations with Outlook, requiring a user to restart the add-in to restore functionality, but so far that has not been the case with SmartCloud Connect. SmartCloud connect also allows you to connect to different CRM's instead of just one, which means you can still use it when migrating between CRM's.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• We are able to see how our company is doing in terms of churn, sales, and overall health.
• It's a fantastic resource to drill down by customers and learn past subscription history and trends.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• It has just made me more proficient.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info