Scoro

One of very few that receive all 5 star!

Comentarios: Ready day 1 to automate our business processes, both main that bring money in and supportive , eg reminders for unpaid bills; time tracking, labor cost tracking, calendar oversight vs resource, mobile phone usage, integration with other platforms.

Puntos a favor:

Very well-thought interconnected "modules" of the system: all main functions any company would need are all present. I like a lot visualization of dashboard, re-usability of filters and views, ability to click on anything you see and being redirected directly onto another part of Scoro where you can do more work in what you clicked on. Also comfortable to use with smalls screen devices as interface is restructured and you still see all your data but in an optimised screens - very handy for smartphones.

Puntos en contra:

just 2 things come to my mind after extensive use for 1+ year. 1. Absence of contacts synchronization with gmail - really annoys. 2. sales pipeline does not track time when status of quote was changed, so no way to know how long did quote spend in each status, eg. time from contact to deal closed is 4 weeks, from them 1 week for quote preparation, 2 weeks for customer feedback etc.

Great tool to manage our sales process and follow internal projects

Comentarios: Scoro has an awesome onboarding & support team, I've witnessed firsthand how on top of everything they are and how easy it is to get ahold of help if I'm working on a new workflow and have a question about the best way to do it. Scoro's Dashboards are the key to my sales team's performance and I love the level of transparency we have in the team due to numerous ways to delegate and track work!

Puntos a favor:

Best part of Scoro is how comprehensive it is to use it. We record every single step from capturing a lead to making an order, recording the qualifying process, thorough information about the client and their needs, communication, and every step that our team needs to do to convert the lead. Tracking communication and different initiatives allows me to track every single important KPI on my team's list and have transparency in where every team member needs to improve, helps to find concerning parts that need fixing. I love the Dashboard.

Puntos en contra:

As we're a manufacturing company, we, unfortunately, can't use the invoicing part of Scoro, which is a bummer, because we lack the warehouse functionality. If we were providing services rather than products, I'd love that for us.

Alternativas consideradas: ClickUp

Razones para elegir Scoro: Salesforce has a huge price and we don't need majority of the functionality, it lacks in tracking projects, doesn't connect that part of our business to sales.

Software anterior: Salesforce Sales Cloud

Razones para cambiar a Scoro: Scoro has way more features and better UI.

Quoting and job dashboard

Comentarios: We have managed to transfer our semi-manual quoting, timesheeting and job management tasks into an end to end one stop shop in Scoro which has allowed everyone in the business to see the status of any job at any time.
The support from Scoro has been very supportive and knowledgeable about how consulting companies work and how their worfklows can be applied Scoro.

Puntos a favor:

The quoting system is central to how Scoro works and includes all the components of the job in one screen including proposals, costings, invoices, purchase orders, projects and tasks. This allows us a one stop shop about the job for the client with each component allowing configurable fields and workflows to allow us to tailor the way we do business inside each section.

Puntos en contra:

Some of the visuals on the dashboard are not clear what job they relate to so you need to open them up to view which one that was.

CRM system

Comentarios: First of all, it is project control and ability to see the future market potential. This tool first of all was meant to be as helping tool fore sales persons but it is also good tool for budgeting and future planning by segments and customer groups. It also helps us to keep up with our customers.

Puntos a favor:

Before I found Scoro I already had experience with couple other CRM softweres and Scoro was the one which allow me to develop this CRM according to my needs. Besides my company was one of the first customers of Scoro so I was able not only see how it was in begining but also how Scoro was developing constantly to become one of the most "easy to work with" systems to improve daily sales. The most what I like about Scoro from early beggining was that it does not force You to use something standartized but allow You to organize it according Your needs and daily processes. This CRM system allows me to solve different important issues to improve my project control and sales overall. After my suggestion this CRM was implemented not only by other sister companies but also by several partners of our company and are established as really helpful tool to conduct projects and also help sales personal to improve their abilities and skills.

Puntos en contra:

As a new developing system no always all my wishes can be implemented by 100% but it is sort of understandable.

Helps us improve synergy and increase productivity

Puntos a favor:

The setup is easy and Scoro offers a lot of room for customization ,you can tailor it to operate in a way that works for you .Tasks assignment is well definite and there is ample room for additional notes that ensure no important data gets lost . Scoro is probably the best project management program for financial services because of how well it processes receipts .

Puntos en contra:

Linking reports to our CRM leads to crashes from time to time .I am unsure if this is an issue with Scoro or us .The integration with Xero is very useful but also buggy and syncing up data takes longer than ideal . Not all the widgets can operate with each other and require tinkering .