A great place to see all event history and follow ups
October 31, 2024

A great place to see all event history and follow ups

Blake Campbell | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with e-automate

We use it as a crm for our customers and potential customers. It's a great place to see all event history and follow ups needed for specific customers. It's also a great snap shot of how much equipment they have and their current spending.
We notice a lot of duplicated information that doesnt merge correctly which can be an issue, but that does have a user problem as well.

Pros

  • Event History
  • Current spending/equipment overview
  • Task/ follow up reminders.

Cons

  • It's hard to arrange the window to how you wish to view it.
  • Merging data is difficult.
  • departments are hard to navigate to.
  • Helps give a 10K foot view of the whole account on 1 screen
  • Helps manage sales funnel so we can project 18-24 months out
  • Time saving. If information is accurate you can save lots of research time.

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

Account information is what it's best at.

Quoting equipment is not a good function on this program.

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