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792 Review
51 Karma

Review on MyMedLeads by Nathan Skipper

Revainrating 4 out of 5

Great System For Tracking Sales Process

I like how easy it is to set up rules for my team members to access data from this system. It takes some time to get used to its interface but once you do it becomes very intuitive. There are certain features that would be nice to have such as being able to create custom fields or workflows within the database itself instead of having to use an external tool. This can be done through scripting however which isn't always ideal. The main benefit we've realized with using My Med Leads has been tracking our pipeline so that we know where each lead resides at any given point.

img 1 attached to MyMedLeads review by Nathan Skipper



Pros
  • Tracking/controlling
  • Pipeline management & visibility across all accounts in your firm's contact center (Salesforce)
  • Customizable reporting capabilities, including metrics about productivity.
  • Can work off standard CRM contacts directly out of the box without additional implementation costs! Great if integration into SalesForce already exists..and even better when not required by SFDC vendors' products!! :)
Cons
  • A bit difficult getting started initially.
  • Some limitations around importing