Agiloft Custom Workflow/BPM vs. PlanPlus Online

Originally we used it as a guide for a workflow and it was amazing. As I stated earlier, we currently use it to decimate status based on tasks, great. We tried to use it as more of a Project Management platform and it wasn't really the best, but it isn't made for that either. Then again, using Microsoft Project can be linked to it to communicate the milestones.

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I would recommend this for businesses that have the time to invest in doing things the right way. Garbage in equals garbage out. If you can get over the somewhat steep learning curve and adopting their process this product would be a good fit. If you are short on time (and maybe cash) you may want to look for a simpler and less expensive solution.

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• Ease of use for both end users and administrators
• Limitless workflow development to automate processes
• Flexibility to integrate with other software platforms

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• Weekly and Monthly Planner is very productive.
• Task Delegation and Pipeline Tracker are easy to use and efficient.
• Goal Planning helped us as well to identify our chances.

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• Reporting - If reporting is important, you may consider another platform like Tableau which can be fed from Agiloft
• Sorry, just reporting

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• When it came time to move on due to larger issues the friendliness was not there from the account reps. We did not leave due to them, but due to our growth and need for more.
• The inability to make personalized the labels for our insurance terms.

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As with our brains, we only use 10% of its capability. It can be as complex as you want it to be or as simple. The training requirements to use it have been minimal depending on the application. This is really a reflection as to how the workflow was configured

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It's great once you get the hang of it. I feel like it could be cleaned up a little. Some elements could be moved around or hidden. Overall it's a solid UI

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We have enlisted the help of Agiloft support on various occasions and it has been excellent. You work with an individual that understands your workflow and will help you figure out how to make corrections

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There are some cases where we just need something simple to get the job done. In our case, we needed a solution with a lot features for our complex setup. A lot of CRMs fell short. PlanPlus Online didn't. They had everything we needed. We didn't have to rely on multiple disparate solutions, and it was within our budget.

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We evaluated a couple of products and found that they were either unable to create the workflow that we needed and lacked support. But to be fair, we evaluated the previous generation of Intellect.

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PlanPlus Online is much nicer than Salesforce and also much faster.

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• Agiloft has streamlined the requisitioning process and eliminated manual effort and repetitive low-value tasks.
• We now have a single source of truth for our SOC audits.

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• Better lead management
• Increased lead efficiencies with drip programs

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