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5.0
5 stars

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Family Bruiners

Credit Check Component for Microsoft Office Excel (Financials, CRM ++)

by Family Bruiners

Credit Check Component for Microsoft Office Excel (Financials, CRM ++) has an overall rating of 5 stars  from 4 customers.

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Serious impressive – Sage, Sales Force, Accounting and our Reporting needs.

  • 5.0
  • Overall Rating 5 stars

Reviewed by:SalesForce Reviewed on:22/02/2012

Pros
It simply works with every report we already had, we didn’t have to change or add anything to get massive productivity out of this component! Really, really great… Impressive, it saved our organization at least (maybe more) three - four days per month in processes that we previously would have to wait to come back from our MIS team. Traditionally we would get our IT department to add this data to the data sources, but this was the wrong way round as we saw it. This component empowered the people who needed the information to make the correct decisions. It wasn’t just good enough to add more information to a database, we wanted to give the decision makers and resources the correct information we the actual decision was made. Part of the trail, 100% will purchase all the components in this range and have to say where has this been before. Excellent!
Cons
Not often too say it, but nothing... it’s so simple yet so effective.
Additional Comments
We will be recommending this to all our clients! That says it all.
  • Price 5
  • Deployment Time 5
  • Needs Met 5
  • Compatibility 5
  • Performance 5

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Fantastic - Real time saver and Reporting Enhancer

  • 5.0
  • Overall Rating 5 stars

Reviewed by:DynamicsUsers Reviewed on:20/02/2012

Pros
Part of the pilot with Family Bruiners and Microsoft Office. Fantastic applications and components, the Excel ability to lookup credit information without changing any reports, well was truly amazing. We had always struggled to be able to get relevant data to the correct resources in financial and collections departments. We had opted for expensive and labor intensive queries and data combinations in databases, now we just lookup whenever required in real time... Fantastic! In addition it not only freed up loads of workforce but really helped teams make the most of data inside existing workplaces.
Cons
As another comment here... what’s not to like, really impressive.
Additional Comments
A must for any enterprise.
  • Price 5
  • Deployment Time 5
  • Needs Met 5
  • Compatibility 5
  • Performance 5

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The Near Perfect Credit Check

  • 5.0
  • Overall Rating 5 stars

Reviewed by:Creditfast Reviewed on:14/02/2012

Pros
Makes credit checking much faster and less hassle. Worked in the background while we got on with other tasks.
Cons
It didn't come out sooner, would have saved us a great deal of time and money.
  • Price 5
  • Deployment Time 5
  • Needs Met 5
  • Compatibility 4.5
  • Performance 4.5

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Excellent product, saved time, saved money and easy to use.

  • 5.0
  • Overall Rating 5 stars

Reviewed by:CRM-LJM Reviewed on:08/02/2012

Pros
We had a pilot version of the component and it was exceptionally easy-to-use with familiar user interface and most importantly saved me massive amounts of time getting credit information directly to where we worked. We didn’t need to learn a new system or really have user roll out training, it all just felt very natural to have a lookup from which credit data was surfaced. The auto-sync functionality saved me lots (maybe 3 days/m) of time during the Account management process. It also meant that I could easily distribute credit information across the teams without big training or the need for opening and closing lots of applications. The Credit information was easily embedded where we use it daily. In addition we also had the pilot for the Microsoft Office Excel lookup component that helped our accounting, reporting and BI needs massively. We had a quick reference “right click” single click lookup that just worked with all our reports without changing anything. Impressive.
Cons
Could have been a getting started popup, but the documentation was enough.
Additional Comments
Would highly recommend!
  • Price 5
  • Deployment Time 5
  • Needs Met 5
  • Compatibility 5
  • Performance 4.5

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The views and opinions submitted and expressed here are not those of Microsoft.