Results 26 to 50 of 70
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10-04-2022, 11:57 AM #26
- Join Date
- Aug 2020
- Posts
- 145
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10-04-2022, 12:25 PM #27
- Join Date
- Feb 2019
- Location
- FL
- Posts
- 95
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10-05-2022, 11:12 AM #28
- Join Date
- Apr 2021
- Posts
- 50
LOL this is insane.
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10-05-2022, 11:32 AM #29
- Join Date
- Nov 2021
- Location
- in this thread, vigorously mashing the refresh key
- Posts
- 260
Lich King is DOWN! Server First!
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12-27-2022, 11:55 AM #30
- Join Date
- Oct 2021
- Posts
- 77
Anyone else experiencing an outage?
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12-27-2022, 12:03 PM #31
- Join Date
- May 2014
- Posts
- 187
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12-27-2022, 12:08 PM #32
- Join Date
- Jul 2015
- Posts
- 215
OOF keep seeing these
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12-28-2022, 11:23 AM #33Dennis Mikhailov
Director of Sales, Cloudsquare
p 833.344.8850 x813
dennis@cloudsquare.io www.cloudsquare.io
---> MCA Software: https://cloudsquare.io/salesforce-pr...cs-broker-app/
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12-28-2022, 04:58 PM #34
- Join Date
- Mar 2016
- Posts
- 907
Thank you,
Lior Monus
Business Development Manager
CFG Merchant Solutions
Direct: (646) 880-6764
Cell: (516) 319-5826
Fax: (646) 278-7322
Lmonus@cfgms.com
180 Maiden Lane New York, NY 10038
www.cfgmerchantsolutions.com
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12-29-2022, 12:31 PM #35
- Join Date
- Apr 2021
- Posts
- 43
Centrex is for startup/small brokers or is used as a backup for funders in case their main system (salesforce) goes down. No serious funder or broker should be using centrex as main platform. At our weekly poker games, all centrex customers do nothing but complain about it.
Maybe one day it will be improved. I am sure they are trying.
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12-29-2022, 12:39 PM #36
- Join Date
- Jun 2015
- Posts
- 3,325
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12-29-2022, 12:51 PM #37
- Join Date
- Apr 2021
- Posts
- 43
Most serious funders or larger brokers use salesforce. I pay about $9k/month for it plus yearly software development of about ~30k but we use it to broker, do marketing, syndicate and also to fund renewals.
the are a few mca poker games outhere. The one i go to since 2015 is invite only and needs approval from all members. i dont know you but if you inbox me we can chat a bit and go from there.
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01-05-2023, 12:05 PM #38
In our experience Salesforce is the best long-term option for any company. It is reliable, constantly gets upgraded and has ton's of 3rd party add-on options. We built our Broker LOS on top of that to take advantage, connect to your marketing platform and customize just about any feature in the LOS with a handful of clicks.
Dennis Mikhailov
Director of Sales, Cloudsquare
p 833.344.8850 x813
dennis@cloudsquare.io www.cloudsquare.io
---> MCA Software: https://cloudsquare.io/salesforce-pr...cs-broker-app/
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02-14-2023, 10:53 AM #39
- Join Date
- May 2014
- Posts
- 187
The new update to Centrex notes is totally retarded and time-consuming. Please change it back
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02-14-2023, 11:16 AM #40
- Join Date
- Sep 2022
- Location
- Fort Worth
- Posts
- 3
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02-14-2023, 11:24 AM #41
- Join Date
- Jul 2015
- Posts
- 215
All these posts make me so happy I switched to salesforce when I did.
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02-14-2023, 11:38 AM #42
- Join Date
- Dec 2015
- Location
- Costa Mesa
- Posts
- 233
New Centrex Notes Tab UI
Hi All,
We just went live with our new notes tab UI within the Centrex platform within the contacts tab. This change was based on several meetings and quite a bit of feedback from all sorts of clients offering all sorts of finance products. We very much understand that any time you make a change to a piece of tech that is used heavily, there is going to be some push back. We would love to hear all feedback from the community on how we can make the change better for all parties.
Looking forward to hearing your thoughts for those using Centrex.
Trey Markel
tmarkel@centrexsoftware.com
(888) 622-5810
www.centrexsoftware.com
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02-14-2023, 12:01 PM #43
- Join Date
- May 2014
- Posts
- 187
Have the option to change it back. I have heard from many reps this morning, and they all hate it. Having to go page by page instead of scrolling is ridiculous. Sure, it looks better, almost like a Sales Force knock-off, but functionally its horrible.
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02-14-2023, 12:57 PM #44
I think we need to have major overhauls like this implemented slowly or given the option to "test it" before we are forced into it.
We have nearly 125 reps using the platform and it's caused quite a ruckus in my office.
A brief little test run would have been much smoother.Zachary Ramirez – CEO
Phone: 562-391-7099
Email: zach@zacharyjosephramirez.com
1661 N. Raymond Ave #265
Anaheim CA 92801
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02-15-2023, 02:44 AM #45
- Join Date
- Dec 2022
- Posts
- 1
Supervest question
Trey isn't Centrex owned by the Supervest founders? If it is, shouldn't you disclose that you aren't impartial to Supervest?
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02-15-2023, 09:48 AM #46
- Join Date
- Mar 2020
- Posts
- 133
I truly can't believe that the update got approved by somebody. It doubles the amount of time I need to spend on the deal. I would be curious to know what moved the needle for this decision.
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02-15-2023, 10:23 AM #47
This thread was merged with another thread from August 2022 since people started responding to that one instead of to this one. All comments from that thread now also appear in this one.
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02-15-2023, 10:26 AM #48
- Join Date
- Dec 2015
- Location
- Costa Mesa
- Posts
- 233
Jonathan and Zach, thank you for the professional feedback. I would agree that maybe having a new tech launch strategy where you can toggle between old UI and new UI for a period of time is a great idea. It would make the learning curve not so abrupt for reps and management etc. It would however, require quite a bit more dev for major UI updates like this on our platform and the old UI would only be supported for a period of time. Definitely great feedback so thank you both.
Also, I think having notify user on a note and note template on a note should be searchable AND a dropdown. At the moment its only searchable. Do you guys think this would help as well?
MichaelP, can you please be more specific on the reason why it is now taking double the time you spend on a deal?
Again, looking for good quality and detailed feedback we can take back to the development team etc.
Cheers,
Trey Markel
(888) 622-5810
tmarkel@centrexsoftware.com
www.centrexsoftware.com
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02-15-2023, 03:30 PM #49
- Join Date
- Mar 2020
- Posts
- 133
It takes longer because I used to be able to see many days worth of notes on the file at a time and didn't have to click "see more" on longer notes. The combination of going back multiple pages to see previous notes and clicking through increases the time spent unecessarily.
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02-15-2023, 03:44 PM #50
- Join Date
- May 2014
- Posts
- 187
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