Aurea Process vs. Tallyfy

The tool has potential. Its capabilities and visual aspects could be considered rather basic but this might improve, particularly if the business intelligence/analytics aspect is leveraged. Once running well, it could allow (perhaps smaller) companies to successfully improve their customers' experiences through digitalizing customer journey - and we all know that customer loyalty goes a long way. However, whether or not the tool is comprehensive enough to deliver this for larger companies with more complex, multi- and omni-channel interactions is yet to be seen...

Incentivized

Good for customizing an onboarding process to help ensure a smooth process, and setting up a contract for electronic signature in an easier way than customizing an editable PDF and uploading it to any number of eSign platforms. I've integrated Tallyfy, using Zapier, to Webmerge and Signnow, to get the result I was looking for, but there are plenty of ways Tallyfy can be implemented.

Incentivized

• Face-lifted platforms: CX Messenger (formerly Sonic), CX Monitor (formerly Actional), CX Process (formerly Savvion)
• User-friendly UI
• Relatively painless implementation

Incentivized

• Easily to collect data to serve any number of purposes.
• We use it to collect data about our clients and to collect the data necessary to customize the contract and the customer experience.
• Tallyfy Webhooks then allow us to push that data out to other platforms, etc, so I've been able to create a solution that completes the document and sends it out for electronic signature with the click of a button... once the data has been collected.
• Create drop-downs, radio selections, checkboxes, short and long text paragraphs, etc. Even uploading documents and saving them directly to your favorite cloud storage, such as Drive or Dropbox.
• Manage the process from one team member to the next, depending on responsibility.

Incentivized

• Standard edition is significantly lighter touch than the (pricier) Enterprise version
• There are similar solutions on the market that are competitively prices and offer positive user experience
• Data migration can be tricky at times

Incentivized

• I'd like more control over the view. For example, some way to condense the view so that more data can be seen at once. Currently, in my opinion, it is just a little too large or blown up, but this may be a petty request.

Incentivized

I was very satisfied with the Tallyfy solution and did not seek out any alternative solutions.

Incentivized

• As our customers vary in size and maturity, the ROI ranges accordingly.
• For younger, smaller businesses this is a useful tool. Digitalization of he customer journey has certainly helped save time and efforts in many cases.
• For more mature market players the tool is not always comprehensive enough. Dashboard and report personalization take time and efforts, and sometimes it feels that a dedicated BI tool would be a more suitable solution.

Incentivized

• Streamlined our intake process, leaving far less room for error.
• Also expedited and improved the accuracy of the sales contract process and execution.

Incentivized