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VENDORS DO NOT CALL ME...THIS IS NOT THE OPPORTUNITY TO "MAKE A SALE"Here are some things to consider about the "ALL-NEW" improved ADP CRM system. I will try to give an unbiased (fact-based) review, based on my 3 week experience.We started with ADP's CRM about 3 weeks ago (July 17th) and so far I have been less than impressed. I have to say that the salespeople are the best thing about ADP CRM because boy did they SELL us. They spoke about the positives and deflected the negatives or things they truly did not know the answer to.Here are some things that I am not enthused about: (There are more but I don't have time to write them all).No access CRM access from your home computer unless you have a VPN setup (This has been a huge pain) They also have no mobile solution to counter this issue.After 3 1/2 weeks the data (notes, customer information, etc) has still not transferred over. I'm still waiting on the "smooth" transition in terms of integration. This is one of the things they sold us on "SEEMLESS INTEGRATION"...However, it has been a absolute nightmare. The system does not have an "out of office setting" You have to manually change the salesperson lead distribution every time someone takes a day off if you don't want them receiving leads. (Alex your right - their system doesn't effectively handle internet leads...one of their support people actually admitted it. I had him cornered off)System only works in Internet Explorer which cuts out Mac usersThe system cannot send notifications to more than 1 person at a timeCannot forward emails from the system to your mobile device.You have to manually send out ALL emails. You cannot setup fully automated schedules.You must create individual jpg images in a photo editing program for your sales peoples signatures. (This just doesn't make any sense)The templates have very little functionality and don't work properly. ex...If you put a merge field in for (assigned salesperson) when it gets generated it will show last name, first in the actual email that goes out. Also, no merge fields in subject lines of email templates.The notifications don't work properly. I have had a ticket open on this for two weeks. I call everyday and they tell me they are "working on it".Leads come in unassigned all the time which means if someone doesn't manually assign them they just sit thereWhen a lead is reassigned to a new salesperson, no notification goes out to the new person.When unassigned leads come in, only one person can be notified.Must jump back and forth between multiple two/three screens with-in the system to effectively manage contacts (Very cumbersome system)Reporting is suspect but I'm still learningCannot change source after a vehicle is sold. (There are cases where salesperson does not put in correct source or no source at all)They also seem to come out with meaningless "upgrades" that take 3 to 4 months to come out. The support staff seems to be very polite but there are only a few that really know there stuff. The others put you on hold - translation (They go ask one of those few people the answer).In short - ADP CRM has a long way to go to catch up to what I am hearing other CRM vendors in the market "SAY" they can do. Well, come to think of it ADP sales reps claimed they could do a lot of these things and either they cannot or no one there knows how....sorry for the run on sentence but that's what happens when you VENT!Time to get back to work to figure out more WORK AROUNDS!
VENDORS DO NOT CALL ME...THIS IS NOT THE OPPORTUNITY TO "MAKE A SALE"
Here are some things to consider about the "ALL-NEW" improved ADP CRM system. I will try to give an unbiased (fact-based) review, based on my 3 week experience.
We started with ADP's CRM about 3 weeks ago (July 17th) and so far I have been less than impressed. I have to say that the salespeople are the best thing about ADP CRM because boy did they SELL us. They spoke about the positives and deflected the negatives or things they truly did not know the answer to.
Here are some things that I am not enthused about: (There are more but I don't have time to write them all).
They also seem to come out with meaningless "upgrades" that take 3 to 4 months to come out. The support staff seems to be very polite but there are only a few that really know there stuff. The others put you on hold - translation (They go ask one of those few people the answer).
In short - ADP CRM has a long way to go to catch up to what I am hearing other CRM vendors in the market "SAY" they can do. Well, come to think of it ADP sales reps claimed they could do a lot of these things and either they cannot or no one there knows how....sorry for the run on sentence but that's what happens when you VENT!
Time to get back to work to figure out more WORK AROUNDS!