- Ability To Track Client Progress
- Easy Way For Employees And ClientsTo Communicate With Each Other
- Ease Of UseFor Both Employee & Customer Support Teams
CLMT(Client Lead Management tool) Review
3
·
Very good
Rating
4.7
Marketing, Demand Generation
Pros
Pros
- Very user friendly interface.
- Easy accessability & navigation across functions
- Great analytics tools available within SalesforceIQ module (such as lead source attribution)
- Integration between SFDC/SFINQ makes everything seamless! No need two separate systems anymore!!
Cons
- Upgrades can get expensive if too frequent
- Somewhat limited functionality compared w CF
Pros
- Client Data
- Customer Service History Reports
- Email Campaigns/Reports
Cons
- Minor Issues