Nsite 6.0 serves up small-scale CRM add-ons
Offering customizable sales management extensions, Nsite suits CRM for SMBs
Although I was able to reassign workflow items -- say, diverting approvals to a colleague in the event I ever actually got a vacation -- changes don’t apply to items already in the pipeline and didn’t revert back to me upon my return. Nsite needs to address this shortcoming to allow more intuitive delegation without loss of ownership.
Building my own application in Nsite was a fairly codeless process. The drag-and-drop, AJAX-powered Application Builder provided an easy means of constructing data-driven pages from a pallet of well-developed widgets and wizard-driven definition of actions and filters. Using the Builder component, I was able to stitch together basic add-on applications and objects aimed to meet specific business requirements -- without needing to code.
Nsite beefs up security in this release with role-based access rights. I found it easy to set up definitions on objects and applications, down to specific page areas, which allowed me to lock down views, edit access, and import and export permissions, for example.
I would like to see access rights definable at the application level as well as role, rather than having to return to update each of the previously defined roles. Small organizations, though, will likely not find it too tedious to make updates across a small set of roles.
Otherwise most settings -- including complex password management, global definitions, partner management setup, and workflow rules -- were no trouble to define from within the browser-based admin.
I found generating analytics straightforward, if lackluster. Users can easily craft report queries and displays through a wizard-driven interface, and basic pie and bar charts can populate home page dashboards.
The addition of a menu-driven Analytical Query Builder made developing and previewing reports a snap with good granularity over data points. But, the application would benefit from onboard business intelligence and forecasting so users don’t feel compelled to rely on third-party applications.
The help facility, inconsistent and not always accurate, could use a brush up, and although Nsite offers “tutorials,” they amount to little more than PR vehicles. That said, Nsite reports that technical support is part and parcel of your subscription fee.
So, while it might be off the mark to suggest these are enterprise-grade applications, Nsite does deliver good point solutions for SMBs to extend sales capabilities with quote, proposal, and channel management functionality. The advantage of a service-model delivery with an affordable entry point would be enough to give even Willy Loman, from “Death of a Salesman,” hope with modern sales-cycle demands.