I would like a button on the Customer/Lead Record page that goes to the Customer/Lead List page. I would like the Customer/Lead/Prospects List View to open up to a default filter setting e.g. all customers or be able to set a default filter setting. When I'm imputing a lot of data for multiple customers I spend a lot of clicks going from a single customer record, back to the list view, clicking on the filter setting, then the filter, then to another customer. If I could just click a single button that goes straight to the list in a default filter it would save me a bunch of annoying clicks.
Being able to delete fields in some of the input windows would be nice too. There are a number of fields we just never use and I find myself tabbing through a bunch of them all the time. E.g. We don't use any canvassers or telemarketers so we don't care who set the lead. I would love to have those fields and some others be deletable.
It is not user friendly at all.
Does not integrate will with gmail.
Was a waste of money
Every time I called about an issue, folks were very plesent but the software would not meet my needs. Said they had heard about similar issues but not able to correct right now.
Not using it
Your reporting tab is confusing, dated, and ineffective. While I do think MarketSharp has some strengths, I also believe there are many weaknesses. For example, we should be able to get closing reports on sales reps quickly and easily. Instead, we have to go through and check mark two fields worth of data then generate a report. Once the report is generated, it is very cumbersome to read and understand. There are columns and headers added that make the report - work - to read through. Our involvement with MarketSharp is under review this fall as we are thinking about moving to something that is more robust and user friendly. My involvement with your support team is a mixed bag. Sometimes I get someone who is willing to listen and help. Other times, I get someone who I can tell wants to get me off the phone as soon as possible. 5...represents how I feel about recommending MarketSharp to a friend or colleague.
This is not a very "pretty" program. Meaning it is not athsthetically pleasing at all. It's very beta. As if we had purchased a beta version. Improve the graphic user interface and the aesthetics in general. Make the calendar boxes larger so that they show 5 events for the day without having to click "more" and get rid of some of the random kinks/ error messages. (For example, every time I click "Jump to Contact" on a calendar event, an error message pops up. Though it does actually take me to the contact.) Activites are also clumsy and not easy to figure out. Overall, is a decent program and we do use it. But it's hard to commit to implementing across our entire business and we are considering a switch to a more user-friendly program.