Lerato JoubertVerified
Digital Marketing Manager
Reps update it without being nagged
We moved off a spreadsheet and the difference in forecast quality was immediate. Excellent free education and certification content. That is the part that genuinely changed how we work. Nothing has come up in the last year that I would call a real problem. I would recommend it to a business of our size without hesitation.
What works
Sales teams adopt it voluntarily, which is rare. Email sync captures conversations without anyone copying anything. Quoting from the record removed a handoff to admin.
What does not
Billing in dollars makes the annual budget a moving target.
