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Canopy Review

3

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Very good

Revainrating 4.5 out of 5  
Rating 
4.7
Sales, Revenue Operations

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Description of Canopy

Canopy's Augmented Revenue Intelligence Platform increases visibility, accuracy and predictability for every individual in the revenue team. Canopy gives teams the ability to analyze their sales process, understand pipeline risk, forecast more accurately and efficiently identify gaps. Join the new school of revenue intelligence, built for teams of all sizes. Visit us at canopy.io, follow us on Twitter @meetcanopy and on LinkedIn @canopyio.

Reviews

Global ratings 3
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Type of review

Revainrating 5 out of 5

Great Service - Recommend for all Salesforce implementation projects

The support is amazing! They are always quick with an answer or solution when I have questions about our implementation/data migration etc.. Their techs also work well as part time consultants who actually know what they're doing (which makes me feel better knowing that my data will be handled by someone reliable). Our Account Executive was not very knowledgeable; however she seemed like it could improve if given enough training / tutorials - but this may just come from her being out-of touch…

Cons
  • Some difficulties

Revainrating 4 out of 5

Great tool for tracking Salesforce data

The interface is very intuitive and easy to use. It also has a great reporting tool that allows you to create complex reports without having to write any code. I like how it allows me to track leads and opportunities through my CRM. Sometimes it takes longer than expected to load. When this happens it can be frustrating. If you're looking for a tool that will help you with your Salesforce data, then this is the product for you. We are able to track our pipeline, identify opportunities, and keep

Pros
  • Easy to read visualizations
  • Automated Reporting Tool makes customizing report easier.
  • Good support team (not just one person)
  • Great dashboard/dashboard design tools
Cons
  • Not as good at managing Leads vs Opportunities
  • Slow when loading certain dashboards

Revainrating 5 out of 5

Great tool for any organization looking

The best part about this software is that it can be used by anyone who needs help with forecasting or analyzing data from multiple sources within one dashboard! It has helped me organize my forecasts better than ever before which allows everyone involved (managers included) access to accurate information they need when making decisions regarding our business operations as well as future projections/forecasts etc.. I would highly recommend adding additional features like being able to add…

Pros
  • Easy interface, easy navigation
  • Ability for quick changes in reporting /data needed.
  • Great customer service & support team provided excellent guidance through implementation process along w all necessary steps prior& post deployment :) Very helpful staff members at every step ! Also very patient while troubleshooting issues encountered upon installation
Cons
  • Not bad