For an easy to learn CRM this would be it, you can fully train someone on Limelight in less than a few days. It allows for various wildcard searches to be performed in different fields, which speeds up productivity and requires less request to repeat information to locate accounts while speaking to clients. The CRM holds multiple user accounts and products, and shows failed attempts to purchase and gives reason codes for why the purchase was not successful. Allows for different views to review client accounts. The software is intergratable with other software. The CRM is cloud based and allows for agents/administrators to have access whenever and internet or wifi connection is available, which is great for remote teams anywhere. Users have access to a 24/7 online cloud knowledge base for feature usage and how to's with screenshots for reference. This would be a start-up companies option to train multiple users quickly, for product launch.
Note taking can be a hassle, when writing notes there is not a seperate tab, or dedicated area which allows for multiple users to leave notes for future users, or administators to reference regarding actions made to the account, users must search per line item to view notes, or go to a different view to see all notes which is still per line item as you toggle through the notes. If the client has been with the product for several months or years it is a lot of notes you have to reference through which hurts productivity and creates longer calls. A huge con is when you are cancelling out a user account, or if you are changing a recurring date if the user clicks the back button after the tasks completes refreshing the webpage to reflect the new dates, the new changes will go undone and revert back to the original data as if no changes were made resulting in user error, and the client is continued to be billed, no discounts if any applied will unapply. The CRM needs to fix this to prompt "Do you want to undo discount/date change/cancellation?" if the back button is clicked to eliminate user error based on the software limitaitons. Features which can be customized to automatically preform after actions are done on an account need a function to allow for agents to resend emails if the user did not get them. If automatic emails go to users cancelling and they did not get it you have to restart the product then cancel is again to have another automatic email sent to client/customer or manually send an email. For refunds, if the automatic email did not go out you have to manually send out the email which is time consuming allocating to another agent or for the current agent. There is a need for an upgrade which allows after an automatic email has been sent a button will appear which says "resend cancellation" "resend refund" this should also be true if the user inputted the email wrong and it was only noticed by agent after the automatic email was sent and the agent needs to update the email for the client/customer to be able to receive the email at the correct addr. The ability to merge duplicate accounts with all the same information except email or credit card number, sometimes accounts get oversight because the user made two accounts and put the wrong email on one and you have to note the account because you can't merge the two accounts. Note deletion if you accidently copy and cute a note in the wrong account you can't go back and delete it or edit it. If a feature was available to edit the note that would be valuable even if it kept the original note information and shows the edit. . Sometimes it can experience billing glitches. Program needs a command feature if "product a" is cancelled auto cancel "product b" so it doesn't continue to bill to help eliminate human error, where the product being sold requires product A to have product B, and without product A then B can no longer continue to bill.
Likelihood to recommend
The customer service team... the software is good, but hard to navigate
hard to navigate, lack of instructions on fields like password for new users...
Enjoyed learn to use it so fast
In my opinion, it is a CRM that is quite complete and simple to use, which makes it accessible for different workers. No previous experience is necessary with the use of this CRM.
The notes that are the primary part of any CRM should have a predetermined template so that the representative's work is much faster and more effective