Eci for Virtual Sales
September 30, 2024

Eci for Virtual Sales

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

Overall Satisfaction with e-automate

CRM to help manage daily orders, purchasing, sales, inventory and invoicing. The search features are adequate for certain thing. Other things it seems to make you "dig deeper" to find something. E.g. If I searched for a Serial Number in the parts module it may find it in the parts module. However if the serial number is not in the parts module for some reason, but in the service ticket module the search will not find it. SO you have to open the service module and search again.

Pros

  • easy to update
  • plenty of fields for customizing
  • user interface
  • Field Sales

Cons

  • Search function
  • connection to excel
  • connections to printers
  • speed
  • Saves time once data is correct
  • negative impact of logging into the software and having to log in again for RGP
  • Too much reliance on the cloud.
  • Connectivity
D3M allows for granular detail with diagrams, pictures, plans and layouts. The template for sales quotes in D3M are very helpful to save time. D3M is easy to manage and use. Ideal for smaller organizations and teams.
D3M will allow for customization with company logo, phone numbers, pictures, margin analysis, etc.

Do you think e-automate delivers good value for the price?

Yes

Are you happy with e-automate's feature set?

Yes

Did e-automate live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of e-automate go as expected?

I wasn't involved with the implementation phase

Would you buy e-automate again?

Yes

Great for sales and invoicing. Inventory tracking easier once a scanner is installed. Not so great for service tickets and detailed engineering. Crystal Reports are dated and should stay in the 2000s. Easier reporting without having to add on applications. e.g. add a canner but have to add a 3rd part software. Would prefer more of an "all in one"

Using e-automate

10 - Sales, accounting, inventory, shipping, general management, field technicians, bench technicians, receiving, accounts payable, accounts receivable, accounts payable, contract management, programming, sales management, engineers, sales support, sales data entry, postage, customer facing, customer non facing, project managers, personnel managers, order entry, order shipping, order taking, payment, forecasting, reporting, CRM, mileage tracking and mapping.
2 - Clerical.
Sales support
  • Sales
  • Inventory
  • Accounts payable
  • Ease of use
  • robust modules
  • saves time for virtual personnel
  • Scanning invnetory
  • Forecasting
  • shipping fees
I am not the decision maker or buyer of the software. Only a user.

Comments

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