Ok, 2 weeks with the program and I'm starting to find the holes
1) The program seperates by sales groups. This is by design. I'm used to separating by department though with Higher Gear. So if a Hyundai salesman sold a Chevy, it would show under Chevy on the desk log and sold log. Instead, with this system, it shows under the Hyundai sales group. This screws up my month end numbers for each department. I don't know how to fix this and I don't know how to word it in a feature request yet.
2) Much harder than HG to see at a glance on your desklog which customers are hot and other category indicators. (already submitted a feature request)
3) Impossible to separate by brand on the desk log, mainly because of point 1 above. I can seperate by sales team, but if a hyundai guy sells a chevy again I can't see just chevy sales. (already submitted a feature request I think)
4) Salespeople can complete phone tasks without actually calling the customer. I thought that the PBX integration would add some accountability like it does with Higher Gear... In higher gear if a salesperson makes a phone call the system is the one that removes that task. Vinsolutions seems to be a lot more lenient in this area, where the system will log a phone call under that customer but it won't affect the task at hand, especially if the task is already cleared. (I hope I'm wrong?)
5) One manager complained that the desk log was too small.. I think I should get him a bigger monitor.
6) Can't select multiple visit types or users on the desklog, like say showing showroom visits + phone calls at the same time without choosing "All" ( submitted feedback as of right now)
7) The difference between Sold - Pending finance (which used to be called Sold-Deposit in HG) and Sold - Delivered is not very concrete. The sold log shows only the first one. I'd love to see Sold - Delivered update the sold log as well with a "delivery only" message of some type. ( submitted feature request as of right now)
8) A bunch of other small things that I've submitted feature requests on that don't affect business. These are to be expected switching from one program to another since it just does things differently.