May 15, 2020
Score 9 out of 10
IRIS CRM is primarily used in my organization to track sales data for medical device products. In my team, it allows us to compute accurate customer complaint rates through extraction of accurate opportunities data. It is used across several functions, including quality assurance, operations, engineering, and R&D. We use it in my operating company as well as several others within the global surgery domain.
- Grouping is done very effectively. For a company with a wide product portfolio, it is greatly beneficial to customize product families.
- Streamlines the life cycle of merchant services very well. E-signatures, workflows, and help tickets are well integrated to maximize efficiency.
- Processing stats and reporting tools are intuitive, useful, and aesthetically pleasing. The software allows you to quickly generate sales reports for specific product families and time periods.
- Some minor design issues in the record communication interface. For example, replying to an existing email thread within the record set does not capture the entire communication or signatures.
- Workflow customization is not easy for all users and can require some coding skills on the back end.
- Linking forms from external websites is one feature that isn't very intuitive. Some leads are better inputted manually.
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The cost is a little higher than other CRM software options, so IRIS CRM is better suited for larger organizations. It is great when multiple departments and functions are accessing sales data, as the software is fairly comprehensive in retention of sales related data. It is also great for generation of processing stats and simple reports. Calculation of rolling opportunities data is made easy. It is less appropriate for smaller sized companies with many novice users looking for high levels of customization. The software is highly capable, but the company isn't as well established as some others so some custom features can take time to implement.