Movista

It can track a lot of different information that also lets you customize reports in a lot of different ways to present to clients while also helping you understand your own business to be more efficient personally.

Somethings out of the box were missing that needed to be customized for a cost, like prices on invoicing or line totals weren't able to be done without customization.

I like being able to monitor rep activity using the Work Log and Breadcrumb Trail. I find it easy to manage a large number of locations (8,000+) and reps (300+) in this system and updates are made quickly when I request them. The custom fields within Movista allow us to truly customize the platform to our needs and we can set-up a wide variety of projects and narrow down which retailers/reps are assigned to them.

The payroll aspect of Movista was a large selling point for us but ultimately was not functional for our needs and was a source of confusion for our reps and managers. We ended up reverting back to our former payroll management platform. Also, the format in which data exports from Movista is often difficult to manipulate or use effectively for internal reports. We have voiced suggestions to improve the functionality of Movista but have learned that the development request process is very slow.

The visibility of visits and how we're progressing with a project is a big plus for me. We were using an IVR system prior to NI so this was a huge jump for us. The ability for a rep to schedule his/her visits or the fact that we can schedule their visits is so important. Loading visits, updating visits and deleting visits in bulk is very easy.

I was part of the team that interviewed different platforms as well as transitioned our move to NI. It was a long and tedious process. There was lots of testing and we ran two systems simultaneously for a while but was definitely worth it.

There was a lot to learn when we first started using NI. It was such a different environment than what we were all used to. It was slow at first to learn all that NI could do for us. I think it would have helped if someone from NI learned more about our company so they could have helped us better utilize NI from the beginning.

Now that we know what NI is capable of, we want more. More automation, less data pulls into an excel files. Making it easier for reps to identify their assigned visits would be a big plus. Communication between us and our reps could be better. I would be nice to get updates implemented quicker but understand there is a process.