Kevin Marsh
Independent Sales Consultant · 1-10
1 review written · 2.0 average
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Reviews by Kevin Marsh
★★★★★
The first week nearly broke me. I'm a solo operator with no IT support, no Salesforce admin on speed dial, and the onboarding experience assumes you have at least one of those. Getting my pipeline set up required wading through Trailhead modules, three separate help articles that contradicted each other, and one support chat that ended with a generic documentation link. For a platform priced this way, that felt like a bad joke. Six months later, I'm still occasionally stumbling across settings I didn't know existed because nobody walked me through them at the start.
To be fair, once things clicked, the lead management and activity tracking do hold up. The reporting tools have genuine depth, and I understand why large teams swear by this platform. But for someone going it alone, the complexity-to-payoff ratio in those first weeks is punishing. If you're evaluating this as a freelancer or solo operator, budget extra time just to get functional. The product has real capability under the hood. Getting there, though, is a grind.
