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Review on Switchboard CMS by Alex Barr

Revainrating 4 out of 5

One stop shop when looking at prospect data

I like how easy it is for me as an account manager / agent in Salesforce! The interface makes my job easier than most other platforms out there (like Hubspot). It's also very customizable so you can do almost anything with your platform if needed or desired - just take some training classes first though!! We are able to keep track of all our leads/prospects from one place now instead having multiple different systems that we had before switching over. This has made managing them much more efficient because they're only seeing relevant information depending upon their role within sales organization.

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Pros
  • Very user friendly, intuitive system; great support team when issues arise too!!! Also really fast at loading up new prospects into SFDC..very convenient especially during busy times such as peak seasons where prospecting efforts need high output volume quickly due to seasonal trends etc
Cons
  • Nothing comes immediately off hand but maybe something about being limited by what functions could be achieved