@Kwilkerson , please let me know how iMagic turns out for you. I've specifically interested in it's compatibility with notes in ADP CRM. Currently Buzztrak notes only transfer one time, when we send the lead to ADP CRM. Emailing and appointment/task setting is an abortion clinic in ADP CRM. I do all of my follow up in buzztrak and only use CRM to write up a deal. This results in me getting skated a couple times a month because I don't put follow up notes in CRM, I write everything in buzztrak but the sales floor only uses CRM. Policy is to put notes in both systems but that isn't time effective based on volume of leads and sales. So if my customer doesn't ask for me then it's fair game. Sadly I've accepted that losing a couple deals a month is less expensive than doing twice the amount of work for a couple more deals. I could fix this if notes would auto update from an ILM and transfer to ADP CRM more than once.
@ JQUINN , Jerry said it best. Long term contract. Plus our inventory, accounting, service, DMS, is all ADP and tied together.
@ JQUINN , Jerry said it best. Long term contract. Plus our inventory, accounting, service, DMS, is all ADP and tied together.