Scoro

One of very few that receive all 5 star!

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Scoro changed our business

Kommentare: The software has completely changed our efficiency and allowed us to turn around quotes much faster. We know at just about any given time where our projects are from a cost perspective and where are margin will end up. It has been a very positive change and we could not do business without Scoro at this point.

Vorteile:

The quoting and opportunity tracking is the reason we gravitated to Scoro. It drastically improved our ability to turn around quotes and track the status of all our opportunities. Our largest sales cycle has a cyclical time period, and Scoro's API allowed us to automate the creation of opportunities without any manual intervention. The pipeline helps us visual track our sales cycle and make sure we don't miss any deadlines.

Nachteile:

There are small features that are missing from the software. I would like to see some dynamic capabilities in the software and custom fields. IFTTT functionality so that forms can dynamically change based on different scenarios. There are also some small searching and sorting annoyances that could easily be fixed. I would also like to duplicate multiple items on a quote. Doing it one line at a time does not save time.

In Betracht gezogene Alternativen: Workbooks und Salesforce Sales Cloud

Gründe für den Wechsel zu Scoro: Scoro was a good middle ground on price while providing a very good set of quoting tools. The quoting capability was the number one feature, and Scoro checked all the boxes of what we needed.

Time planing and intuitive MVP

Kommentare: Great for small to mid business but as a company grows our PM tools needs to grow with us and support the different functionalities we are looking for.
But in all honesty I am always happy when one of our clients state they work with Scoro or to advise it as a tools

Vorteile:

My god is Scoro intuitive, so easy even those newcomers who have never used it manage to master it in a matter of a few hours. Easy to navigate and visualize, but honestly for me, Scoro is the MVP in Time planing, which helps me keep me and my coworkers on track with day-to-day tasks and responsibilities. Everyone knows what they need to do and the timelines to stick by and that has been a key component in rampaging projects with prospects and clients.

Nachteile:

Integrations :(, are no valuable integrations and even tho the APIs are there they sometimes malfunction when it comes to integrating with put systems. Never able to access the distro and contacts list no matter that I have tried to load and save them in different manners.

Seemless system which allows 360 vision of your business

Kommentare: Really great - this system helps us make business decisions about future resourcing and allows us to easily manage projects on a daily basis

Vorteile:

We love the fact that all staff can see all information about projects at any one time. Covering holiday time is easy because of the open nature to the information stored against the project. We no longer need numerous spreadsheets to manage projects - all can be done in Scoro.

Nachteile:

Integrations can be problematic, like Xero and the double entry of some of the data that does not pull across from Scoro.

In Betracht gezogene Alternativen: monday.com und Synergist

Warum Scoro gewählt wurde: No longer suited our larger projects

Zuvor genutzte Software: Administrate Training Management

Gründe für den Wechsel zu Scoro: For the intregration with 365 and Xero plus the ease of use

FOcus on pipeline

Kommentare: MY overall experience is good, although I do struggle with Pipeline a bit (as explained above)

Vorteile:

The visualization is very nice (For dashboards) and Pipeline is a great tool (which could still be improved)

Nachteile:

The CRM, little interaction allowed in Quotes, only through Comments and tagging. Quotes cannot be found by name. Some difficulties in saving (Apparently something related to Products, but I delete them and create them again exactly the same way, and I finally win! But takes long hours) - would need also to be able to merge quotes, bring other templates once the quote has already some information (like from a content library)