PD-Trak Solutions

Portfolio Management Functions

4 / 5 1 review


Average Ratings

1 Review
  • 4 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 4 / 5
    Customer Service

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About Portfolio Management Functions

Features include a schedule, timeline, portfolio bubble chart, summarizing tool, and financial analysis.


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Portfolio Management Functions Features


Portfolio Management Functions Reviews

Highly Customizable Solutions For Sales & Marketing

Apr 24, 2015
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: We are in commercial pump sales and marketing business from the last 10 years. We used around 7 to 8 softwares and tools to manage our project data. But PD-Trak tools has had a unifying effect for our project data ¿ all the info for the project comes in one place. We didn't utilized PD-Trak directly in sales and marketing. We iniated their use in QA first and later applied it to Sales and Marketing of commercial pumps. It was successfully accepted at senior management level. Now it has been few years of success with PD-Trak.

PD-Trak also has helped us to maintain a Gate process which has created awareness of best-practice concepts that were not on our radar before. The journey with PD-Trak has been good and best of all the solutions we have used so far.