Bigin by Zoho CRM vs. Zywave Sales Cloud - Agency Management

Bigin by Zoho CRM is suitable for medium-size or small-size companies. In our case, being a small company, all the functions that Bigin by Zoho CRM offers are more than enough. If in the future we need features that are not currently covered by the platform, we will evaluate the possibility of migrating to Zoho CRM. But for the moment (until now we had never used a CRM), everything that Bigin by Zoho CRM offers us fits our needs perfectly. Perhaps for other very large companies, Bigin by Zoho CRM surely does not cover all needs, although I couldn't give examples.

prospects easy to find; however not all current information is listed. The process for importing prospect lists into the agency management system could be streamlined.

Incentivized

• Bigin by Zoho CRM has embedded the marketing automation feature in its operations.
• Also, Bigin supports CRM, through social media engagement and other working platforms.
• Bigin provides the management team with customizable reports, after extensive analysis from the entire market segment.

Incentivized

• It's very flexible. You can add custom fields easily and create/update workflows and activities quickly.
• The layout is easy on the eye. The dashboard is laid out well and helps you stay on track with renewals and activities.
• Emails attached to an activity are easily viewed and housed within the activity on a separate tab.
• Adding and reviewing policy info is simple. The tabs make it helpful to find and view info quickly.

Incentivized

• The CRM is majorly for small teams and does not have use cases for bigger organizations
• It needs to add some add-on features like email automation and journey creation from CRM itself.
• There is room for improvement in some specific use cases, like adding enrichment to leads manually or API integrated.

Incentivized

• Training for new employees and follow up for all employees.
• Importing into agency management system is several steps.
• Not all information on prospects is given, although most have adequate information.

Incentivized

Because it is good.

It has some great functions that are very easy to use and user-friendly, however overall it is not a very robust system and the fact that it only does sales and not the rest of the cycle for an organization makes it very limiting. There are a lot of functions that are very basic, but for the price it does offer a lot of value for a smaller company that just needs basic functions to track.

Incentivized

The support is all international and it takes a while to get support as you have to go through chats and set up times, not as easy to just call and get the support you need. They are very nice when you do finally connect with someone and they are knowledgeable, just challenging being international sometimes.

Incentivized

The Zywave Customer Support team is phenomenal! Never any complaints. They resolve things quickly. You can call and talk with a real person, submit a chat question, or email them. Their training videos are good—short and sweet. We still use multiple Zywave products in our Benefits, Commercial Lines, and Marketing departments. They are a great company to work with. The implementation/onboarding for all products has been amazing! Training for products has always surpassed the training we received from other vendor partners.

Incentivized

The price is much more attractive than equivalent tools. Pipe drive is as good, but the cost is a big factor when you are a small company, especially at the beginning. So that is why we chose BIgin, and we are delighted with it. With five members, it saves a few hundreds of euros a year.

Incentivized

We moved from BrokerageBuilder (BKB) to Epic in June 2019. Epic pros over BKB: You can use Epic for CL, PL, Bonds, and Benefits—one system for your whole agency has a lot of advantages. In Epic, you can drag and drop emails and documents to clients, policies, and activities. Epic has an auto-save feature. Reporting in Epic is better. Epic cons compared to BKB: The design aesthetic of Epic is not as nice as BKB. Navigating Epic is clunky—everything is in multiple layers. Epic is less flexible for custom fields. Epic is designed for CL/PL, so it's not ideal for a Benefits user, although they are improving/investing in the benefits side. BKB is just better for a Benefits user.

Incentivized

• Reaching more possible customers quickly and with less effort. The fact of being able to automate sending to our contact database, which has previously been tagged and categorized, has allowed us to send information in a more agile way (previously we simply used Outlook, without any type of automation).
• Automatically consulting all the email history you have with any of the contacts has allowed us to be more efficient and avoid duplication in communications.
• The process of implementing and integrating Bigin in our company, although it was not difficult, we found some difficulties to synchronize the database loaded in Bigin by Zoho CRM with our Office365 account.

• Sales team reluctant to use.
• Initial training was fine but could use some follow-ups.
• ROI has not been measurable.

Incentivized