Assist with Marketing Campaigns. Ideally this feature would allow for agencies to integrate with their marketing platforms. During evaluation it was thought this would be a partner rather than build.
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Ability to associate contacts to multiple accounts!
It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.
Ability to choose Account or Contact for CRM when assigning from Data
When assigning a Facility or Physician from Market Spotlight or Marketscape Insights, provide an option of adding as an Account or Contact within the CRM
on MOBILE APP, when under an account - it would be helpful when creating a Contact that it automatically associates to the Account you were in when you chose contact (and add)
I've used many CRMs when I worked in the auto industry in sales. I've been using this CRM Since January of this year when I started with my company. I've got to say, that this is perhaps the worst CRM I've ever used. It's clunky, slow, unintuitive...
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Will not implement
