Sr. Manager, TMT Business Consulting (Focused on B2B Tech Product cos.) at a security firm with 11-50 employees
Real User
Top 5
2023-08-03T11:03:56Z
Aug 3, 2023
The tags or processes that are codified are too rigid. We want more freedom to update labels, tags, and the process flows within the product. It's too rigid and not customizable enough for even a midsized company. It lacks customizability for complex and larger use cases.
Right now, we are using Klaviyo for email automation think and Klavio have more feature than Freshsales when it comes to email automation. The price of this solution could also be improved as well as the reporting functionality.
Senior Services Manager at a tech services company with self employed
Real User
Top 10
2022-04-07T01:40:08Z
Apr 7, 2022
The reporting for this solution across all their products could be improved. Currently, we have clients who export their data from Freshservices to third party solutions such Power BI to create more comprehensive reports. From a finance perspective, the solution could be improved by allowing greater customization related to margins and KPIs.
We asked PeerSpot users what they thought the most essential aspects of a CRM Customer Engagement Center was, and this is how they responded: As with most technology the CRM CEC needs to be comfortable and easy to use, adapting to the varying needs of the user. This includes the flexibility to integrate with other data sources and to generate customized results. Equally important was the ability to track and support customer journeys from beginning to end, monitoring performance, and...
The tags or processes that are codified are too rigid. We want more freedom to update labels, tags, and the process flows within the product. It's too rigid and not customizable enough for even a midsized company. It lacks customizability for complex and larger use cases.
The solution needs to improve the user experience and leads capture.
Right now, we are using Klaviyo for email automation think and Klavio have more feature than Freshsales when it comes to email automation. The price of this solution could also be improved as well as the reporting functionality.
We have a problem with the time to delivery for our customers, although this is not specific to this solution. Time to delivery can be 90 days.
The reporting for this solution across all their products could be improved. Currently, we have clients who export their data from Freshservices to third party solutions such Power BI to create more comprehensive reports. From a finance perspective, the solution could be improved by allowing greater customization related to margins and KPIs.