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Key Account and Opportunity Management at the Speed of Lightning
Easy adoption and it filled a need for our team. Standing it up was easy with the support we recieved from the Prolifiq team.
There's a pending enhancement that will automate the naming of the columns/rows on the Influence Chart in the Account Plans. Not having it isn't a big deal but if I had to list a dislike it would be that this automation isn't available yet.
Identifying stakeholders. It's mitigating risk of our reps reaching out to incorrect contacts and allowing relationships to develop which help identify folks who have decision-making authority
Excellent support team, ease of use, native to Salesforce
Can be relatively complex to configure, requires some technical support.
Prolifiq.ai CRUSH helps us visualize and strategize our account planning. Because it is native to Salesforce, our users have been quick to adopt and are seeing the results.
This product has transformed our business needs aligned to Salesforce. It exceeded our expectations. Furthermore, the customer experience from start to finish with immediate support every single time is unbeatable in this market.
None, there is nothing negative I can say about this service.
Mapping thousands of contacts in a complex way to meet our business needs.
We've been using Prolifiq for about two years now. It adds tremendous value to our organization by letting users map out accounts, both prospect and current customers, to see where there might be potential opportunities. The org chart lets you visualize the account hierarchy in an easy and digestible way. Their customer support is also outstanding, and it was fairly easy to get it up and running.
There isn't much that we dislike about it. Whenever we have an issue, they're always ready to jump on a call to help us.
It's helping us map out accounts, both the way that stakeholders are aligned and to map potential opportunities for customers and prospects.
Prolifiq Crush enables salespeople to establish an account plan that lives and breathes as their business evolves. Powerpoint and other territory planning formats often stay siloed and never referenced after they are created due to their stagnant nature, kept on a desktop or SharePoint, and buried in the mass of other files. Prolifiq Crush's integration into Salesforce allows the user to bring internal leaders into their territory plan by leveraging account Objectives, the customized SWOT analysis, and the priceless Relationship Map. Transparency and accountability are natural byproducts of a well-built Prolifiq Crush account plan; this will drive day-to-day activity, accelerate sales, and align priorities within the broader organization.
The only challenge with Prolifiq Crush is the relationship map function on Mobile or Tablet can be difficult to navigate, even for an experienced Prolifiq user. A lock function on the map would be extremely valuable.
Data sharing is the greatest benefit. Instead of keeping contacts in cell phones or on a disorganized list view on SFDC, Prolifiq Crush allows a user to put each contact on a map, draw their relationship to other members, and most importantly, enables other Team Members to view their contact database. Not only with contacts but with all other account information that a sales representative uncovers; SWOT's, goals, opportunity management, and executive summaries.
It helps keep my accounts in order and really show who are champions are that help us move product.
Not a lot of downside, it helps keep contacts in groups and shows where they fall within the hospital. Also, helps to organize the champions from blockers so you know who to avoid.
It is keeping the accounts in order and showing us who we need to target and avoid when trying to get one of our products in a hospital. This also is an easy way to know who is still at the hospital and who has left.
We enjoy that Prolifiq is an easy-to-use software that has allowed our sales team to quickly create account plans.
There are not any specific dislikes for this software. Prolifiq is very good at creating frequent updates that consistently improve the user experience.
Before Prolifiq our sales team was tasked with creating account plans inside of PowerPoint. These account plans would get lost in either Dropbox or the seller's desktop. Now we have a single source of truth for each plan.
Ease of use, the flexibility of configuration, the time to deploy was quick, ability to customize to our sales process.
Relationship map is very easy to use to identify key stakeholders
not much to dislike here for our use case. The only downside would be the "home page" only allows you to have 1 or 2 columns.
Understanding key stakeholders in our prospect and current accounts.
Allowing us to map out whitespace in a complete company hierarchy.
Interact with multiple teams in one place on an account: Marketing, Business Development, Sales, Customer Success, Professional Services and Support
With our multi-product goals, identifying the multiple SKUs that are being sold at one time to the potential personas
Smooth UI, easy navigation and clear ways to curate/customize our account plans to increase retention, collaboration, goal-setting and outcome-driven sucess.
This may be a current-state issue solved in a future release, but the ability to export the AP out to a PowerPoint or PDF by picking fields. Also, the ability to connect to other Salesforce instances to share plans natively. Lastly - again something that will likely change in the future - there needs to be a license option that is 'ready only' for non-contributing users (i.e., leaders, etc) .
We had built custom ways to track and maintain Account Plans, but all the pieces that come in the package are really great together, and well suited to today's fast-paced frontline teams.
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The organization it provides teams in thinking strategically and then planning how to execute the strategy is very helpful. The relationship mapping is impressive and easy to visualize how we are managing key relationships and more importantly, where we aren't. Tasks and objectives are great for accountability.
Adoption and frequency of use by all the client teams would be great - just not happening as well as I'd like. Seems to be training or ease of integration for some teams is a challenge.
Helping our client teams be more organized and able to focus on client issue identification and then mapping those issues back to relationships is great. From ther we can assign tasks to team members and having the accountability to what they're doing and when it is accomplished.