Metaconomy Pipeline – Sales Opportunity Management service

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Metaconomy - Startup Featured on StartUpLift

Metaconomy Pipeline is a SaaS tool for more effective sales management

Target Audience: Sales teams from the one-man show to full blown channel sales teams.
Website URL: https://www.metaconomy.com


Feedback sought:

Please complete the following steps and share your experience along the way:

  • Use the sign up button and create an account.
  • Register and complete the process.
  • Crate a new opportunity (or more) using the tool.
  • View and edit the opportunities.
  • Create a new user from the dashboard (using your same mail address) and follow the instructions.
  • Create a new opportunity (or more) with that user.
  • Switch between users to get an idea how a sales manager and his sales team relate to one another and get a view of the aggregated data in the system.

About Metaconomy:

Pipeline offers sales teams and their senior management a hosted service for creating a 360 degree view of their value chain – from vendor to customer. It provides all the tools for uploading, creating and managing sales opportunities with built in sms and email alerts. Managers get a transparent view of all opportunities and create reports from browsers, mobile devices and smartphones. iPad interface just released!

28 thoughts on “Metaconomy Pipeline – Sales Opportunity Management service

  1. Use the sign up button and create an account.

    Done!!  The steps were easy to understand and easy to do.

    Register and complete the process.

    Done!!  I had an e-mail sent to me in which I had to verify in order to move on with the process.  During completing the process, it asked me a few of the same questions which I had already answered when I did the first step “create an account”.  It asked me again things like “time zone”, “Country”, etc.  I don’t see the point of it asking me the same questions over and over.

    Crate a new opportunity (or more) using the tool.

    Done!!  These steps were easy to understand and do.

    View and edit the opportunities.

    Done!!  The View and edit process was easy.

    Create a new user from the dashboard (using your same mail address) and follow the instructions.

    I’m not sure what you are asking.  Are you wanting me to “add new team member”?

    I clicked on the “dashboard” and the only options that came up was “add new team member” and “Create opportunity”.  So with assuming you are asking for me to create a new team member, I did.  It would not allow me because of me using the same e-mail address.

    The “Create opportunity” is spelled wrong.  The site states “Create oppportunity”, which the correct spelling is “opportunity”.  You should get that fixed as soon as possible.

    Create a new opportunity (or more) with that user.

    Since I was unable to create the new user, I am unable to do this step.

    Switch between users to get an idea how a sales manager and his sales team relate to one another and get a view of the aggregated data in the system.

    Again, as I stated above, because I was unable to make a new user, I am unable to do this step.

    Suggestions:

    The first suggestion that I have is to change the spelling of “opportunity” in which I stated above.

    After making my account and had a hard time trying to figure out how to get back to the “home page” of the site.  There is no way of getting back to the “home page”.  There is no link or anything.  I had to leave the site and come back in just to get to the “home page”.  It made it hard to navigate the site.  I suggest that you put a link to the “home page” at the top of each page.

    I have an issue with the “Feedback”.  The feedback is where you can ask question or make comments.  There is only a link to the “feedback” once you have made an account.  What if I wanted to read the feedback from your clients before joining, I couldn’t.  I suggest that you have the “Feedback” link on the homepage as well.

    Overall, the site looks professional and the steps are easy to understand. 

     

  2. Use the sign up button and create an account.
    Done.  No problems.
     
    Register and complete the process.
    I’m not a big fan of registration processes where I have to confirm from my email account, but okay.  Done.  By the way, I noticed the message at the beginning of the registration process that informed me that I would be billed for this service before 30 days is up.  I appreciate your straightforward approach to billing.  (You won’t be trying to bill me as a reviewer, though, right???)
     
    Crate a new opportunity (or more) using the tool.
    “Create a new opportunity” was one of the options in the pop-up I got after I finished completing my profile, so I went ahead and selected it.  I then filled out the “Opportunities/New opportunity” form.  I wasn’t sure what some of the terms meant, probably because I’m not a sales professional.  For instance, what is “Stage”?  What is “Confidence”?  In any case, I didn’t run into any glitches while creating the opportunity.
     
    View and edit the opportunities.
    I edited the opportunity without any trouble.
     
    Create a new user from the dashboard (using your same mail address) and follow the instructions.
    I found the Dashboard tab in the upper left but didn’t see anything labeled “new user.”  I have to assume you meant “Add new team member.”  I clicked on this and tried to add a new team member with my same email address, just as you requested.  However, when I tried this, I got an error message stating, “Emaili has already been taken.”
     
    Create a new opportunity (or more) with that user.
    Obviously I was not able to do this.
     
    Switch between users to get an idea how a sales manager and his sales team relate to one another and get a view of the aggregated data in the system.
    Again, I was not able to do this because I couldn’t create a new member with my email address, as you specified.
     
    You didn’t ask for any additional feedback, but since I wasn’t able to answer your last several questions, I thought I’d take a look around the site instead.
     
    I really like the way user accounts are set up.  Everything is easy to find, from the Dashboard, Pipeline, and Team tabs to the options for grouping and viewing opportunities in the right margin.
     
    One thing I didn’t like so much, though, was that it was hard to get back to the homepage.  There didn’t seem to be an option for this, either while I was signed in or when I signed out.  I actually had to go back and input the homepage URL back into my browser.
     
    The homepage is another part of the site I really like.  It looks very professional.  I like the revolving images with testimonials at the top.  They put a human face on your site and seem warm and welcoming.  In addition, I think you have the exact right amount of copy on the homepage, and it does exactly what it should do–it explains what your service is and why visitors would want to use it.  Perfect.  However, I would’ve liked to have seen your tabs at the bottom moved to the top.  Also, I would change the name of your Management Team tab to “About Us” since that’s a more familiar term to most people.
     
    I took your tour, which wasn’t bad, although I would’ve preferred a video over stills.
     
    Finally, I stopped by Pricing and Signup.  Uh-oh.  I’m not able to view any pricing packages.  Yet, when I signed up, I was informed that I would be billed before 30 days was up.  How can anyone sign up if they don’t know how much they’ll be charged?  I’d recommend you get this up pretty quickly because when I see an outdated message that refers to December 2010, I start to worry that this site isn’t going to move forward.
     
    Also, I was somewhat surprised that there wasn’t an FAQ or benefits page or something that would go into more detail about the service and what it offers.  The copy on the homepage is a wonderful introduction, but before I start paying for something, I’d like to see some more details.  And what about a privacy policy?  I think that might be very important to professionals dealing with sensitive sales information.
     
    Overall, I think you have a very well-designed site, which is also easy to use.  I could see this being quite successful as soon as you clean up the little glitches and get it ready to go.
     

  3. Please complete the following steps and share your experience along the way:

    Use the sign up button and create an account.

    Done

    Register and complete the process.

    Done

    Crate a new opportunity (or more) using the tool.

    Done
     

    View and edit the opportunities.

    Done

    Create a new user from the dashboard (using your same mail address) and follow the instructions.

    Done

    Create a new opportunity (or more) with that user.

    Done

    Switch between users to get an idea how a sales manager and his sales team relate to one another and get a view of the aggregated data in the system.

    Done
    Observations & Suggestions:  I went through this testing of your website. 

    Actionable suggestions:  First, I would recommend putting the United States at the top of the country list to save time (assuming that the majority of your target market is in the US).
    Second, when creating an opportunity or job, I would not require the Level of confidence.  This should definitely be a supplementary field but not required.
    Third, when I tried logging out with the new user you asked me to create and then tried logging back in with the original user, it told me the page does not exist, and then I was either redirected or hit back and wound up logged into the original user.  Is this a glitch?
    Fourth, I don’t understand why it is important (a required field) to input the “phase” of the opportunity.  Not every team divides their opportunities down to the level of phases. 
    I like the homepage and think it looks very professional.  I would consider using your product in the future.

     

  4. Use the sign up button and create an account. 
    Done.  Easy enough to do any follow.
    Register and complete the process.
    Done. I found the e-mail in my junk mail folder.  It’d be easier if I didn’t have to confirm via e-mail – I like to sign up and be done all on the website.
    Crate a new opportunity (or more) using the tool.
    Done.  Had a bit of trouble with “amount” – wouldn’t accept commas or dollar signs, which is slightly annoying given that most people use those symbols when writing money amounts.
    View and edit the opportunities.
    Done – straight forward.
    Create a new user from the dashboard (using your same mail address) and follow the instructions.
    Done.  I wasn’t able to use the same e-mail address, however, as it said it was already taken. I imagine this could be problematic within companies wanting to set up multiple users on a join e-mail account, or e-mail managed by one person.
    Create a new opportunity (or more) with that user.
    Was not able to do so, as mentioned above.

    Switch between users to get an idea how a sales manager and his sales team relate to one another and get a view of the aggregated data in the system.
    Same as above, I was unable to do this.

    I have worked in systems similar to this, although far more complex (Salesforce).  I like many things about your system, primarily the simplicity of it all.  It’s easy to follow and use – simple navigation – it’s great for small business owners, entrepreneurs, and start ups.  I might say that as businesses begin to expand, they’ll find this limiting in some ways – but, you can’t be all things to all people, and you’ve developed a unique product for that small biz. market.  You want to make sure you own that space well.

    I particularly liked the import to excel setting – this is very handy!  I also find the filters function vastly important – as once you enter in many opportunities, searching and creating groups is crucial, and timely without this function.  I might suggest adding more filter options, however, such as “opportunities with a probability of 60% or more”, or “opportunities over $50,000” – this way people can prioritize based on likelihood of winning, and overall value.  Customization is really important, so try and customize the features available to users. 

    Also, I would have liked to have been able to access the Metaconomy homepage from my pipeline, but it seemed as though I wasn’t able to do this.  You should create a logo link somewhere visible.  This can lead to greater sales. 

    Your home page is a little funky in terms of scrolling.  I had a double scroll, and once I scrolled down to the mobile apps and social media info, my screen would not let me scroll back to the top.  It could just be my screen – but, you should be aware as I’m sure this will happen to others.  Also, you should systematize your design standards on your homepage.  Fonts should be the same – currently they vary.  You want to make sure you’re visually sharp, as this is the first impression a customer will have.

    Great work – you’re helping create business solutions for the little guys that need it most!  Best of luck in your venture.

  5. Use the sign up button and create an account.
    .
    Register and complete the process.
    The first past of sign up was really fast and I recieved my e-mail confirmation immediately.  The next couple of step were just as easy and because I didn’t have some of the info just put n/a or put zeros.
    Create a new opportunity (or more) using the tool.
    Quick and easy.

     View and edit the opportunities.
    Simple and fast.
    Create a new user from the dashboard (using your same mail address) and follow the instructions.
    I was unable to create a new user because it wouldn’t let me use the a repeat email address. I was able to add new members by making up information but again I couldn’t use my own e-mail address again.
    Create a new opportunity (or more) with that user.
    I created a new member using mock information but I’m not sure it something was sent to the mock email address that I added to the system. Even when I clicked on the mock person I didn’t understand how to create an opportunity with the user. I am unable to fully do this step.
    Switch between users to get an idea how a sales manager and his sales team relate to one another and get a view of the aggregated data in the system.
    Again I will unable to do this step.

    Your site needs to be more user friendly and there needs to be a button that allows you to go back to the homepage. I’m just so confused using your site and I’m sorry I was unable to properly review your site.

  6. Feedback sought:
    Please complete the following steps and share your experience along the way:

    Use the sign up button and create an account.

    Very simple to do. Finished this and registered as UI Professional. I must say, the graphical interface is very clean, easy to navigate, and well presented. Creating an account was very simple.

    Register and complete the process.

    Done. As I said above, the process was smooth, straightforward, and pleasant. I received a confirmation email almost instantaneosly in my mailbox with a link to finish the registration process.

    Create a new opportunity (or more) using the tool.

    I created an opportunity. It was very easy to set up, the query boxes are all clean and well laid out. The spacing between boxes is perfect. There are no issues with crowding or visual oddities.

    View and edit the opportunities.

    I viewed and edited multiple opportunities. I messed around with the “favorite” features as well as the other features in order to make sure that the links worked. Of all of the features, everything made sense intuitively except for the “sharing groups” feature; perhaps this will make more sense to people who are savvy with business features as such.

    All opportunities
    Favorite opportunities
    Grouped by Owner
    Grouped by Region
    Sharing Groups

    Create a new user from the dashboard (using your same mail address) and follow the instructions.

    This does not work because it says the email is already taken. You have to utilize a different email address in order to create a new user from the dashboard and add them to your group. Thus, I used another email address to add a sales member to the group. Once again, this is very fluid, extremely responsive and fast in terms of computation time. The buttons and graphical interface is highly appealing and simple to use.

    Create a new opportunity (or more) with that user.

    Once again, very simple and easy to navigate through the menus. The button color scheme (green) makes it almost obvious where to go and what options are available. You guy’s really did a good job of the web/graphical design and user interface module. There are no distractions and everything comes together well and effectively.

    Switch between users to get an idea how a sales manager and his sales team relate to one another and get a view of the aggregated data in the system.

    Done. It seems pretty easy to view your teammembers and see that data that are compiled as opportunities. The method of organizing opportunities was also pretty useful and intuitive.
     
    SUGGESTIONS/CONSTRUCTIVE CRITICISM:

    From a design standpoint, I would change the graphical interface so that when the mouse cursor hovers over “dashboard/pipeline/team”, that each one of those tabs would be highlighted blue, as it does when it is selected. This would add a nice design element to an already well-designed page. I would also add this highlighting feature to when you hover over your user name in the top right hand corner.

    In the registration phase, in order to simplify for most users (who I assume with reside in the states), I would have USA/Canada/Europe as general entries up at the top, and then have everything follow.

    I really like how in the alerts section, there is a disclaimer that explains the purpose and function of the alerts. This is great because it instructs a first-time user like myself how to utilize all the features in your product/service. Perhaps if you could add initial tool-tips similar to the alert section to the rest of your site (these tips would disappear after you exit them, and not return again)for sections that aren’t as intuitive to users.

    Lastly, although I really enjoy the clean, super neat organization of the website; the fear would be that it becomes far too sterile. For example, in the user profile section, there really isn’t anything that compels me to put in a picture of myself. If you’re trying to personalize this to more users, perhaps adding a ‘industy’, ‘field of interest’, and social integration tools ‘linked in/facebook’ would make people more likely to develop a personal connection with the website. This can go either way. Remain strictly business or more user friendly/social networking.

    Overall, a very well designed, quick website. I would use your services if I was in need of salesforce applications.

     
     

  7. Use the sign up button and create an account.
    .
    Register and complete the process.
    I recieved my e-mail confirmation immediately.  The next couple of step were just as easy you just have to answer a few questions that you already know the answers to there is no hard thinking involved.
    Create a new opportunity (or more) using the tool.
    Very easy and fast.
     View and edit the opportunities.
    Simple and fast.
    Create a new user from the dashboard (using your same mail address) and follow the instructions.
    This process was easy for me to use I am usually easy on any site I usually use the same user name for every site so that its not hard to remember these things.
    Create a new opportunity (or more) with that user.
    It was so easy to navigate this part because you have everything color coded so no one should get lost or not understand the process. I loved the web design and user interface module worked.
    Switch between users to get an idea how a sales manager and his sales team relate to one another and get a view of the aggregated data in the system.
    I felt like this part was very good for the process of the sales manager and his sales team to give and recieved all of their datat and get a great view of it. I would reccommend this site to business owners.

  8.  
    Use the sign up button and create an account.
    -Done, pretty easy.I received the email instantly and continue with the process.
    Register and complete the process.
    -Done. It is also easy to do but I wonder why it asked me for the same questions like company, timezone and such. (need to put asterisk on the required fields and maybe (?) or what is function beside the fields)
    Crate a new opportunity (or more) using the tool.
    -Done.
    View and edit the opportunities.
    -Done
    Create a new user from the dashboard (using your same mail address) and follow the instructions.
    -I didn’t see any function that says “new user” I assumed you are referring to “Add team member” function. Assuming that is the thing that you want me to do. I was not able to do it because it says “Email already taken” I don’t have an alternate email address and from there I continue to review the site.
    Create a new opportunity (or more) with that user.
    -I was not able to do this step since I wasn’t able to create a new user.
    Switch between users to get an idea how a sales manager and his sales team relate to one another and get a view of the aggregated data in the system.
    -Like before, I wasn’t able to create a new account since the email address was taken.
     
    Comments and Constructive Criticism:
    -First and foremost. I would like to point out something that is very alarming. On your “Create Opportunity” You have “OPPPORTUNITY” which needs to be changed as soon as possible. It gives the impression of unprofessional site.  Another thing, on your registration process page, you might as well put red asterisk marks beside the required fields. If all fields are required then you might as well put something that says “All fields are required” In addition to that, you also need to fix your TOU (Terms of Use) When I clicked on the link, it gave me an error message saying. (Error parsing XSLT file: \xslt\html.homeLink.xslt) A little check on the source code will fix this. And lastly about the registration process. You can also put a question mark (?) beside the fields that are not common and when you click on the question mark it’ll just give a mini window the provides the details on what the fields are asking. For example ______ UserName (?). When you click on the question mark a box will appear and it’ll say (You need to input your desired user ID. You can use your real name for this step) or something like that.
    -When you signout, you get directed to pipeline.metaconomy.com/signin. When I try to sign in with an unexisting account. It didn’t gave me any error message, so you can also put something that says “Incorrect username or password. Please try again” And one more thing on this page. It doesn’t allow me to go back to metaconomy.com home page. You can put a link maybe on the upper right corner of the window for users to be redirected to your home page.
    -Maybe you need to have a “HELP” link for us to know what are the functions that your page has. Users cannot just mess around on your page and explore the site on themselves. And aside from “HELP” function you also need to put “FAQs” to provide additional information on how your site works or work arounds on some misunderstanding that your site and users may have. Also when I’m logged on the pipeline.metaconomy.com. You can also put a link below that says “About”, “Contact us”, “Help”, “FAQ” etc.. Those links are very useful in my opinion.
    -Lastly, since when you logout from pipeline, you won’t be able to get back to metaconomy’s home page. You need to retype the address or close the window and pull up a new one. And when you get back on the home page of metaconomy. And when you click on the sign in button. A drop down appears and asks for your credentials. However, when you click on the Username field or the password field. The dropdown menu disappears which results to users unable to login. This thing needs to be worked out as soon as posible.
     
    Overall. The appearance of the home page is professional. I like it. The tour function is very useful so that users will have a background on what the sites do before they sign up. I also appreciate the line “All accounts are free for 30 days” This is so direct. Telling users that they will be billed after that. That is so honest. I get the impression that this site doesn’t have the intention to give hidden charges to users. Great job on this site, you just need to debug the codes, put more stuff on your pipeline page since that is where everything gets confusing. Best of Luck to you!
     

  9. Use the sign up button and create an account. 
    Done
    Register and complete the process.
    Done – confirming my email kinda made the process slow. it would be good if we can just get through without it.
    Crate a new opportunity (or more) using the tool.
    Done
    View and edit the opportunities.
    Done
    Create a new user from the dashboard (using your same mail address) and follow the instructions.
    Done BUT not using the same email because it wouldnt let me (it said email taken).
    Create a new opportunity (or more) with that user.
    I couldnt do that since I didnt use same email
    Switch between users to get an idea how a sales manager and his sales team relate to one another and get a view of the aggregated data in the system.
    I couldnt do that either (same problem as last question).

    EXTRA COMMENTS
    The website is great, very simple for businesses and groups. Just fix the problem with the two emails and I think you will be good to go. The website is easy to navigate, easy to use and I lliked all the high quality buttons and pictures. 
     
    I think you need a logo though. Having the name is great but a logo will make the company recognizable and unique. I think it would be easy and it would match the rest of the website as it is very professionaly put.

  10. Use the sign up button and create an account.
    Easily done.
     
    Register and complete the process.
    I had to confirm my email account, done  I hope that you will not bill me the mentioned amount. Shall I delete my application after the review? 

    Crate a new opportunity (or more) using the tool.
    This tool was between the options when I completed my profile. But I did not understand exactly the special question asked from me, I have no experience in sales.

    View and edit the opportunities.
    I viewed and edited the opportunity without any trouble.
     
    Create a new user from the dashboard (using your same mail address) and follow the instructions.
    I could not do this, for me this option did not work for me.
     
    Create a new opportunity (or more) with that user.
    Since I was not able to do new user, I could not done this part.
     
    Switch between users to get an idea how a sales manager and his sales team relate to one another and get a view of the aggregated data in the system.
    Again, I was not able to do this because I couldn’t create a new member. 

    I have one thing have to mention regarding the website- I could not see anywhere the price of this service. Why not?????

  11. I’m going to give all of this from the perspective of a small business owner/operator, as that’s a role that I’ve been in before, but I’ll also try to give visual/web design comments

    Use the sign up button and create an account.

    It is very easy to create an account. However, take a look at the available countries you have for signing up. the USSR? There are countries on your list that aren’t countries any more. Also, if you have different plans available, it may be a smart idea to let people select the plan they want when they first sign up, or to give a preview of plans available on your home page (through a short feature list, etc). It appears that you don’t have plans or differing features right now – think ahead and show beta users what they can expect out of this project.

    Register and complete the process.

    I like the use of email verification to start the process. I don’t like, however, that information already entered doesn’t transfer from each step of the process. I already provided my phone number when I signed up. Shouldn’t that field be automatically populated, at least initially, on the company sign up? I already gave my time zone when I created the company; shouldn’t that be filled automatically?
    Also, there should be some sort of text explaining or detailing the sign up process, explaining what information is being entered, or something. Even if it’s something as simple as “Thanks for registering with Metaconomy! Please enter some basic information about your company/you (differ per page) so we can get started”.
    Last thing here – all of the company size indications you give suggest enterprise-size businesses, or at least “large” small businesses. Even if the features are the same for a 10 man shop as a 250 man shop, add a field for smaller businesses to make them feel like this product is “for them”.

    Crate a new opportunity (or more) using the tool.

    For those users less familiar with CRMs, there should really be a tool-tip for each field explaining what they should enter, or why it’s important. The “amount” field is unclear – do you mean the projected amount of the sale, or the quantity of the product? What if the opportunity is for multiple products? Also, just like a server-side CRM (like vTiger), there should be links to define products, define customers, create customers, etc, etc right from the opportunity page. There is more to the sales pipeline than the dollar amount and when it should close.
    For opportunity stages and next steps, create demo data and give customers the option to choose opportunity stages and possible next steps. This way, everyone in the company (assuming multiple users) are using the same options, which makes it easier for the sales/account manager to quickly view employee pipelines. Same thing for region, etc.
    Finally, there is no ability to define products. A good ERP/CRM allows the printing of invoices, customer receipts, quotes, etc right from the program. If I can’t choose products for an opportunity, there’s a severe limitation. Any product that does product/customer/sales management has the pipeline feature that you’re trying to sell, and most of your potential customers are already using a full-fledged CRM or ERP/CRM

    View and edit the opportunities.

    I like the opportunity “dashboard”, showing a summary of all of the info. The layout is clean and clear. However, there’s nothing more detailed than a summary available when I try to edit the opportunity, because that’s all that the site does – give a summary of the opportunities.

    Create a new user from the dashboard (using your same mail address) and follow the instructions.

    This isn’t possible. Your database is built using email as the unique identifier, so I can only have one user/email. Use a unique identifier (such as member #, defined sequentially) and then limit one email/user instead of one user/email to get the effect you want (I’m assuming you want users to be able to share email, so if there’s a [email protected] multiple people can share that account and then still view opportunities by name, and not by email)

    Create a new opportunity (or more) with that user.

    Please see above.

    Switch between users to get an idea how a sales manager and his sales team relate to one another and get a view of the aggregated data in the system.

    So I created another login with a different email and assigned that person as sales manager. For me, the dashboard, pipeline, etc are all the same whether I’m signed in as a sales member or sales manager. Is this intentional? I like that you assign a manager to the team members. However, from the “team member” page, there should a snapshot view of each team member’s pipeline, to give a quick look at productivity.
    Also, I downloaded the pipeline spreadsheet; shouldn’t this give me my opportunities, in case I need to import it to another source? If not, make an option to export the pipeline as a .xls, .csv, or .sql file.
    Other comments
    For a product that’s geared towards enterprise-class business, this is just not robust enough. There are many free CRM/ERP solutions that companies already use server-side with much more functionality and offer this sort of “pipeline snapshot” as a feature. I’d rather run vTiger or Sugar and get all the CRM features than just have the pipeline. Some features that are needed to run enterprise-class:
    – Product management
    – Vendor management
    – Customer management
    – Marketing management
    – Events management
    The list could go on, but I think you get the idea. While this site is very slick (the layout is attractive, it’s fast-loading, and you’re already looking at the bigger picture (mobile support, scalability, etc), but there’s very little use for a single program that only does pipeline management. I could use the web-based version of FreeCRM and get the same features, but also be able to manage the other aspects of my business.
    Even if you just want to do pipeline management, there needs to be additional features to make the process more intuitive
    – Allow users to define regions, and then make those regions available via a dropdown when creating opportunities.
    – Create a “customer drilldown”, where you can view opportunities by customer. This is helpful to make sure that you don’t have multiple users working on the same account, or to see if you have multiple internal customers to one account.
    – Create a cost option for opportunities. The dollar amount means nothing in a pipeline unless I can also see what it will cost in products.
    – Most companies have multiple levels of sales managers and users. There should be at least 3 levels of sales team (sales associate, manager, team leader, vip, director, whatever) and then on the team page, allow the manager to quickly build a sales team (by selecting users and assigning roles).
    – Allow users to define and then select opportunity stages, next action, etc.
    – Export an opportunity, or export pipeline spreadsheet.
    Sorry if I seem overly critical; I just think you need to really think about who you’re going to be selling to, what features they really need, and whether or not the functions you’re currently providing are already available elsewhere. What does this service do that My Pipeline on SugarCRM doesn’t?

  12. Use the sign up button and create an account.Done!!  The steps were easy to understand and easy to do.
     
    Register and complete the process.Done!!  I had an e-mail sent to me in which I had to verify in order to move on with the process.  During completing the process, it asked me a few of the same questions which I had already answered when I did the first step “create an account”.  It asked me again things like “time zone”, “Country”, etc.  I don’t see the point of it asking me the same questions over and over.
     
    Crate a new opportunity (or more) using the tool.Done!!  These steps were easy to understand and do.
     
    View and edit the opportunities.Done!!  The View and edit process was easy.
     
    Create a new user from the dashboard (using your same mail address) and follow the instructions.I’m not sure what you are asking.  Are you wanting me to “add new team member”?
     
    I clicked on the “dashboard” and the only options that came up was “add new team member” and ”Create opportunity”.  So with assuming you are asking for me to create a new team member, I did.  It would not allow me because of me using the same e-mail address.
    The “Create opportunity” is spelled wrong.  The site states “Create oppportunity”, which the correct spelling is “opportunity”.  You should get that fixed as soon as possible.
    Create a new opportunity (or more) with that user.Since I was unable to create the new user, I am unable to do this step.
     
    Switch between users to get an idea how a sales manager and his sales team relate to one another and get a view of the aggregated data in the system.

    Again, as I stated above, because I was unable to make a new user, I am unable to do this step.
    Suggestions:The first suggestion that I have is to change the spelling of “opportunity” in which I stated above.
     
    After making my account and had a hard time trying to figure out how to get back to the “home page” of the site.  There is no way of getting back to the “home page”.  There is no link or anything.  I had to leave the site and come back in just to get to the “home page”.  It made it hard to navigate the site.  I suggest that you put a link to the “home page” at the top of each page.
    I have an issue with the “Feedback”.  The feedback is where you can ask question or make comments.  There is only a link to the “feedback” once you have made an account.  What if I wanted to read the feedback from your clients before joining, I couldn’t.  I suggest that you have the “Feedback” link on the homepage as well.
    Overall, the site looks professional and the steps are easy to understand.

  13. :

    Use the sign up button and create an account.

    Alright!  I did this and immediately got a verification email.  However, I DID try to access the terms and it took me to an error message; tried it 3 times with no luck.  I would QUICKLY take care of this!  It immediately lowered your believability factor for me.

    Register and complete the process.

    After accessing the link in the email I was directed to make up a password.

    Crate a new opportunity (or more) using the tool.

    I did this, using an insurance contact.  Simple to do.

    View and edit the opportunities.

    Done
    Create a new user from the dashboard (using your same mail address) and follow the instructions.
    I did this but when I tried to submit, it would NOT let me use the same address.  So, I had to get invented.  I made up a fake user name:  Bob Dole and just added him to the beginning of the email address I used before: i.e. [email protected]
    This worked

    Create a new opportunity (or more) with that user.

     
    Did this; just making things up as I went along.  Was successful.
     

    Switch between users to get an idea how a sales manager and his sales team relate to one another and get a view of the aggregated data in the system.

    Ok I did this; using the choices on the right.  I wonder one thing:  WHY isn’t there a help link?  You seem to just kind of throw your new members out without a safety harness.  Why not provide a FAQ at least?  I do see how you can click on feedback, and submit a query, but I would think that that is not acceptable if it is not real time.  Also, after I completed your tasks there seems to be no way to cancel the membership.

  14. Use the sign up button and create an account.

    This step is done!  Instructions were easy to follow.

    Register and complete the process.

    I did register, and thought that the process was equally easy to do. 

    Crate a new opportunity (or more) using the tool

    I thought that this was handy tool.  I did create a new opportunity based on my employer.  I think it would help people that are a little disorganized be a little more so.

    View and edit the opportunities.

    I was very frustrated with this step because I was not able to do so.  They would not let me use the same email, why?

    Switch between users to get an idea how a sales manager and his sales team relate to one another and get a view of the aggregated data in the system.

    I was not able to do this step obviously.  When I get frustrated with a web site I have a tendancy to give up on that website, and try to find one that is a little more user friendly.  I am sure that there are many other websites that provide this service and therefore, I would try to find one that was a little more user friendly.

  15. Feedback sought:
    Please complete the following steps and share your experience along the way:

    Use the sign up button and create an account.
    OK, done. very simple and clear.      
    Register and complete the process.
    OK. This was easy also.
    Crate a new opportunity (or more) using the tool.
    This was clear and to the point. Using the tool to create the opportunity was simple.
    View and edit the opportunities.
    This was a well formatted application. Easy to use and understand.
    Create a new user from the dashboard (using your same mail address) and follow the instructions.
    It wouldn’t allow me to use the same email address so I used a different one and it worked ok.
    Create a new opportunity (or more) with that user.
    Once the new user was registered under a different email address I was able to create a new opportunity as easy as the first time.
    Switch between users to get an idea how a sales manager and his sales team relate to one another and get a view of the aggregated data in the system.
    Switching between users is really simple. Just go to the dashboard and highlight a different user/last activity/job functions/status. I can go through each step through different users and find out different data/and see notes left.
    Once I was able to create the new opportunities switching between users is the easiest application the site has. This is important for communication within the project.  I think the site is very helpful and would use and suggest it to others.

  16. Use the sign up button and create an account.
    The sign up was user friendly and clear, although for the phone number, it should be specified whether you prefer the business’ phone number or personal phone number.
    An alarming error occured during this process as well. Upon clicked the “Term of Use” link, which should show me the different Terms of use, I presume, I got an error on my mozilla firefox browser. The error is as followed:
    Error parsin XSLT file:
    \xslt\html.home.homeLink.xslt
    An error occured while processing your request.
    It is a very critical error, as I cannot agree with the “Term of Use” if I don’t know what they are. Furthermore, the formatting of the error pop-up is too long and wide, and requires the scroll bars on the sides to appear.
    This is due to the cascading style sheets having the “overflow:auto”, from my guess.
    Assuming the “Term of Use” can be read and that I agreed with it, I continue with my sign up.
    After clicking the “signup” button, all the fields requiring to be filled had a red cross to their side, although briefly, it can be misleading.
    Another feedback, would be to allow the “Completion” box to autotamically go back to the previous page after 30sec, but this is only a suggestion.
    Register and complete the process.
    Setting Password
    After finishing registration, the email was received promptly, which is good. The asking for a password page, is simple and easy to understand.
    I also liked the strength level of the password that I put to be displayed as well as the “match” signal.
    As a feedback for that page, you might want to consider a “How to make a strong password?” link, so that to allow the people to refer to it.
    Company Profile
    The information are easy to understand what needs to be filled in, as well as a nice “Errors found” statement when the fields are not filled up.
    It is quite a shame that the phone number is not validated though. I put 1234567a9 (or something similar) and the website gracefully accepted it. A validation for such trivial matters shouldn’t take much time, and will make sure your company looks professional.
    Another notice is that I had to select my country again while they already asked me that on the first page of signing up. Recording it and automatically selecting it from the drop down menu would seem more professional and have a neater feeling.
    Also, going back to the phone number. I said that you should precise on the first page what phone number I needed to put in. Here, it shows that I was right about precising which phone number needs to be inputted.
    Personal Profile
    Nice auto filling functions, but still a repetitive task to select my timezone again, specially when I had to select it in the previous page.
    Note that, I did not select a new timezone, and your website accepted it. I don’t know if it is voluntary or not though.
    The process is complete and I’m offered three options.
    Create a new opportunity (or more) using the tool.
    After clicking the “Create a new opportunity” tool, I’m redirected to a new page to fill out some forms. Although I have no idea what it is for, I am no businessman and thus cannot comment about my ignorance.
    I filled out the forms randomly as I don’t know anything about its meaning. And again, I can’t comment on my ignorance as I am no businessman.
    I saved this form and I got an error about the “Amount” field, because I had letters in it (Good validation).
    View and edit the opportunities.
    The opportunities page seems to be clear and concise. Although I don’t understand it as stated before.
    I editted the oppotunities successfully, changing only the “Close” and “Next Action” date. The concern here is that I changed both dates to one week before today, and it still accepted it. What is more alarming is that my “Next Action Date” was changed to before the “Close Date”. Whether it is voluntary or not, I am just commenting on it.
    The history at the bottom is nice and easy to read, although the date and time might be too close together. Specially because I got the combination of 2011 11.31, which seems to confuse the eyes.
    I noticed the “Passed 13 days ago” in red beside my closing date, which is good, as I know I might have done something wrong.
    Create a new user from the dashboard (using your same mail address) and follow the instructions.
    I am not sure what you want me to do here. Upon clicking the dashboard found on top, there are only options for adding a new team member or create opportunity.
    I tried adding a new team member with the same email address, but it wouldn’t let me, saying that the email address was already taken. Thus, this step cannot be further continued.
    Create a new opportunity (or more) with that user.
    In order to continue, I added a new team member with another email address. The corresponding email was successfully received and it was noted that it was as if my first account sent it to my second one.
    I signed out to log in as the other team member.
    I created a new opportunity with the new team member, as as initially it was easy and simple to fill out, just that I did not know what it was about.
    Upon finishing, I was redirected to the Opportunities page which is again, clear and concise with a nice history underneath.
    Switch between users to get an idea how a sales manager and his sales team relate to one another and get a view of the aggregated data in the system.

    I don’t understand why the layout and setup changed when I signed out and back in. From both accounts, I cannot see any “sign out” button, only the “pipeline” link at the top, which is just the main page. It also seems like the sales manager’s opportunity got deleted, maybe because it was already pass the closing date.
    I created another opportunity from the sales manager account, but it’s as if the team member did it? I created 3 opportunites, one with the team member, and two with the sales manager, and all three got the name of the team member as the creator.
    Also, it says that the sales manager got 1 opportunity, but when clicked upon, it doesn’t have any to be shown and the message “No opportunites found” appears.
    I believe it is a technical issue that needs to addressed as soon as possible.
    OVERALL
    Apart, from those feedbacks from before, it is really easy to use (except some problems with the “sign out” button), and the websites look neat and tidy. Simplicity is the key, and your website proved that point. Only some technical issues needs to be done, the aesthetic is near perfect though.

  17. Use the sign up button and create an account.
    This was a straightforward process. Since I was signing up as part of a review and not as an actual company, I didn’t enter a Company Name or phone number initially to which I was alerted that I needed to enter the information. Most companies signing up will most likely enter the name field but I could see a phone number not being entered at times. Having a line of text indicating that all fields are required might be a nice addition to that page.

    Register and complete the process.
    On the Complete Company profile page I was asked to enter my Country and I had already filled this out on the sign up page. On this page I was asked to fill out my Time zone and then on the very next part Complete Personal profile I was asked to fill out my Time zone again when I just filled it out on the page before and then asked for my phone again when this was asked on the sign up page already.

    Create a new opportunity (or more) using the tool.
    I created a new opportunity and the process was smooth, however, I was a little confused since I am not in sales but I was not sure what some things meant. I think the form could benefit from the various words have a question mark next to it so that when you hover over the question mark an information box would pop up to give an explanation of the word with maybe an example of how it would be used.
    View and edit the opportunities.
    Viewing and editing of the opportunities all worked well. It was very easy to do and straightforward with no problems.
    Create a new user from the dashboard (using your same mail address) and follow the instructions.
    I did not see the add new team member link right away but I did see it after a short scan of the page but that could be because I was looking for Create a new user as was posted on this instruction. I clicked the Add new team member and entered the name and email. I was then told that this email has already been taken, so I was not able to follow any instructions.
    Create a new opportunity (or more) with that user.
    I could only create a new opportunity with that user once I added a different email address. I did this and was able to add a new opportunity without encountering any problems.
    Switch between users to get an idea how a sales manager and his sales team relate to one another and get a view of the aggregated data in the system.
    Switching between users was very easy to do. I see that the Dashboard shows a list of the employees which seems very beneficial to be able to see at glance as well as their job function and status. The other two boxes My Team Opportunities and All Opportunities seem to list exactly the same thing. Is there supposed to be a difference? With the information I entered the two boxed seem to just be a duplicate with a different heading.
    The Pipeline is where I would go to see all of the Opportunities that I have which seems like another duplicate of what was on the Dashboard since that is listed there already. I am guessing that if you have a large number of opportunities they wouldn’t all show up on the Dashboard and the Pipeline is where I would be able to see them all, whether open or closed.
     
    Metaconomy seems like it would be a very useful site for sale managers to organize employees, and opportunities in an easy, convenient manner. The site is very clean, concise, and professional in appearance. However, when I was logged in I didn’t see any contact information listed aside from the Feedback form. I’m not sure if the two forms are different but in any case once logged in I would have to go back to the mainpage to access the contact link from there which could be a little tedious.

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