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I swear I leave the most awkward voice mails.
Need some urgent help can anyone DM me, Please
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We use retain and it’s meh…. Would love more user friendly reporting from it and a way to accurately pull people’s roll-off dates.
We also use retain. Have been having problems with it lately so it’s been tough. But I like the reporting capabilities. It’s not as sleek as I’d like, but usually I can get to something useful
Typically you would want to engage with a PSA tool. Our firm uses Parallax to connect RM-Sales-Finance.
MS d365 PSA
I wouldn't recommend it.
Same - we use retain with a pega platform on top and neither are super impressive. I’ve previously used workday psa - the reporting was sloowwww but the functionality was pretty good