Strategic Accounts Keeper at a tech services company with 201-500 employees
Real User
Nov 25, 2022
They definitely need to improve their reporting. Their dashboard is good. It can always be improved, but for now, it's really simple: you see what works and what doesn't. However, once you get into the enterprise space, you want to make sure that your dashboard has additional, reporting possibilities. You will want more customization and more options available. Because if you move into the enterprise-class space in the financial industry, they will want to know regulations, where the data is held, and how long the retention periods are by marketing group and per type of data. You want to have hooks into the data types, which Keepit doesn't have now, but I'm sure it will soon.
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They definitely need to improve their reporting. Their dashboard is good. It can always be improved, but for now, it's really simple: you see what works and what doesn't. However, once you get into the enterprise space, you want to make sure that your dashboard has additional, reporting possibilities. You will want more customization and more options available. Because if you move into the enterprise-class space in the financial industry, they will want to know regulations, where the data is held, and how long the retention periods are by marketing group and per type of data. You want to have hooks into the data types, which Keepit doesn't have now, but I'm sure it will soon.