Saratoga CRM

What do you like best?

app enables updating immediately after a customer call while on the go, no need to bring or turn on PC to update after a sales call. Able to update sales cycles with all pertinent information while it's fresh in mind. we were also able to automate mileage tracking with an add-in for the app thereby reducing admin time required to book all sales calls

What do you dislike?

Not all functionalities are available in the app such as generating a contract for signing which means pre-planning and printing prior to meetings. This system also do not integrate well with other software which gives it a feel of antiquated rather than with the digital times.

Recommendations to others considering the product:

Need to ensure roll out is well planned and executed with communication to the user community well in advancer of implementation so as to address issues and concerns. Live support needs to be readily available and kinks are ironed out in advance of full launch to improve user experience. Ongoing communication needs to be kept up to ensure that users stay well informed of changes, down time etc.

and that support is available for the initial phase

What problems are you solving with the product? What benefits have you realized?

no longer need to wait until laptop is connected to network/wifi to update customer calls, can now do so right on the go with mobile app. Frontline manager / Sales management able to get updates on progress of pipeline right after a sales call and no longer have to wait until the sales rep is back in the office / connected to update sales cycles.