improveit 360

A must have for the home improvement company, i360 organizes every aspect of your business.

Avantages :

Everyone has heard of Salesforce, as it is the biggest CRM in the arena and still growing. Improveit 360 is built on Salesforce so it has all the powerful features that come with, and much much more. They really thought of everything when designing the product for the residential home improvement space. If for some reason you don't have a feature or field that you require, you simply create it with the highly customizable tools of Salesforce. Our company couldn't survive without it!

Inconvénients :

There is a learning curve you need to wrestle with before you really understand how the entire structure of the data works. If you aren't used to object-based data and relational data you might have a hard time getting the hang of the importance of how the topology was designed. Fortunately there are massive sections of help documentation and more Youtube videos than you can ever watch on the subject.

Solid CRM with Salesforce Platform

Avantages :

I like the level of detail in reporting options, sources, etc ; very comprehensive coverage of the data storage needs for customer resource management in the industry. However, the best thing about 360 by far is the people. They are active in customer feedback for continuing to improve, you can get a hold of them on the phone easily, and when you need help the person you speak with really seems to care about helping you and has a positive attitude.

Inconvénients :

The mobile app has bugs that need to be worked out and features/functionality that need to be added. For instance, if you go into "Schedule" then select an "Appointment", then pull up the "Phone Number" to make a call while on the road. Then when you go back to your app (after making the call), the app will go back to the "Appointment" screen, but locks up if you try to go back to the "Appointment" screen. Another scenario - if you go into "Schedule", then go forward or backward "Next Seven Days" or "Previous Seven Days", then select an "Appointment" but don't go any further than that...then when you go back to "Schedule", it loses track of where you were last in "Schedule" and brings you back to the current week. Not major issues, just little bugs that need addressing. On the functionality comment, it would be nice if adding appointments, prospects, etc were possible on the app without having to go to the full site on a mobile device.

Simple Implementation Gone Wrong

Commentaires : Coming from another cloud-based CRM, it was supposed to be an easy transition, however, we could only move one email and two phone numbers per contact and lost the tags for the phone number (Home, office, cell, husband's cell, etc). The delays mounted and I had to pay my monthly fees while we waited on implementation. When they finally said "we can't do this" I was deep in the hole. My sales rep and his manager left the company and the relationship just fell apart as no one took ownership of my problem.
After several years, I was able to be made whole for the money we committed to the implementation. We have plenty of colleagues that use the I360 platform and have had great results. There is a new sales team in place at I360 and I've been told they've fixed their conversion issues. Because they eventually did the right thing, I would consider trying it again but I've learned a lot from this experience.

Avantages :

In theory, the system should allow one to grow their business. Many easy tie ins to 3rd party software solutions and features. System is based on Safeforce. It should have been an easy transition coming from another cloud based CRM (now a sister company of I360).

Inconvénients :

It never worked for us. We had a simple conversion using CSV data that went sideways. After 4 months of building the system, customizing our features and documents and 2 weeks of double entry in our office (and reverting to paper!) the conversion didn't work and a good chunk of our data couldn't make it over to ImproveIt. I also do not like their billing structure of paying per user, even if the user is just an asset that will never access the system. They've also changed to now bill at $125/hr customization and customer service, things that were previously included with the packages.

Great front end but lacking in the backend

Commentaires : The customer service started out world class and completely went the other direction as they grew.

Avantages :

The calendar, scheduling, rehash functionality were terrific

Inconvénients :

You could not write off charges for financing fees. If we had a 10k sale and a 5.5% dealer fee, we would have to change the total sale amount which causes a host of issues.

Major Southeast Home Improvement Company

Commentaires : The support team is wonderful. They are prompt and most of the time can get problems or challenges resolved in a very short timeframe.

Avantages :

The fact that it was designed for contractors in the home improvement industry and has taken many of the factors that are critical to our business into account when designing it makes it very robust and able to work well.

Inconvénients :

It is overbuilt and doesn't allow the average user to really understand what is going on. The software requires someone with the knowledge of the business from start to finish as well as someone who has a knowledge of the technology driving it. Essentially it puts the GM or Owner in a position to drive and manage the CRM which is really inefficient.