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1272 Review
59 Karma

Review on Prefinery by Daniel Shivashankar

Revainrating 5 out of 5

Very good experience- would recommend for marketing automation!!

I love how easy it was to use, my team loved using prefinery! It's so simple that anyone can pick up right away without any training required. The ability to have an interactive dashboard where we could see all our data in one place really helped us out with tracking everything from referrals/signups to sales generated by each campaign. They also provide support 24 hours 7 days per week if you need help or just want someone else to hold your hand through this process. There are some features they should add like being able to track more than 1 type of lead (ie email vs phone calls) as well as having better reporting options. We used their service primarily during a rebranding initiative but were very happy with what we saw when comparing them against other services available at similar price points.

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Pros
  • Support is always great & promptHelpful tutorials / documentationCustomer success manager provided daily updates about performance issuesEasy access control via Salesforce IntegrationWide varietyof customizable reportsDashboardsMultiple types o fcontacts
Cons
  • There are troubles