Naomi Trépanier
Sales Operations Manager · 1-10
1 review written · 5.0 average
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Reviews by Naomi Trépanier
★★★★★
Two years in, the thing that still gets me is how much I actually look forward to opening the dashboard each morning. For a small team of six, having a single visual snapshot of where every deal sits, which invoices are pending, and how support tickets are trending felt like a luxury we couldn't afford. Turns out we could. The reporting is genuinely clear. No digging through exports, no fighting with pivot tables. I can pull a pipeline summary and share it with my director in about thirty seconds flat.
The analytics aren't deep enough to replace a dedicated BI tool, and I'll be honest about that. But for what my team needs daily, they're more than sufficient. Customer support has been surprisingly attentive whenever I've had questions about building custom report views. The Kanban pipeline paired with the dashboard overview is what I find myself showing people when they ask how I keep things from slipping. Solid product for the price.
