It is impossible to overestimate the importance of discipline in using such software, or the difficulty of applying this discipline consistently and rigidly. Unless the salespeople are tied in to a client-centric process, and unless they are compelled by the system to report on activities and contact with clients, the value of the system is diminished. Advantage goes a long way to enforcing this discipline by making follow up appointments obligatory, by logging complete and incomplete activities and by scheduling regular call cycles. On the downside, the package is not a flyer, taking some time to boot and to move between modules. Its better to resort to the excellent on line help.
Third wave says the package is group ware enabled.
If that means the package inherently supports the working together of salespeople in a team, then that's about right. And that, after all is how salespeople work. Its reporting facilities are quite brilliant, as the samples supplied with the pack indicate. The Package lacks its own word processing or spreadsheet ability. Rather, the package is Microsoft Office-sensitive, allowing dynamic linking to Word, Excel, or Schedule.