CB Permissions Replicator vs. Concord

It is an ideal program for the portfolio of already consolidated clients, for large financial companies with a high professional profile. In the cases that I do not recommend it, it is for small and medium-sized financial companies, with a portfolio of clients in training, since the cost-benefit ratio is not attractive.

Concord is honestly suited for all types of organizations because the software is flexible in its application and very easy to implement. In addition, Concord offers exceptional customer service with professionals who will work with you to ensure success, whether it be through training, problem-solving, or even finding ways to engage employees to maximize the benefit of the software. Most appreciated about Concord is their willingness to listen to their users to constantly evolve with new features or added functionality based on customer feedback.

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• Visually friendly for the end user, maintaining the most common design style for workers
• The adaptation time and the learning curve is relatively shorter than other similar applications

• Templates are easy to create and utilize.
• Concord has its internal e-signature tool.
• Concord can group by template, active, in progress, etc. and color codes the same.

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• The graphics could be developed in a better way, they should be more modern, friendly and show the information in more detail.
• Develop a module in the application that allows personalization by the user, giving him the possibility to manage a tool made by him to suit him. Moves the APPS Mobile concept to the design of the program.
• Although the tool is well integrated with Microsoft, you can think of a development of integration with social networks or mobile developments, both users, and customers.
• Develop a more economical and simple version, aimed at small and medium enterprises, with small client portfolios

• Make it easier to find the templates from any page
• Improve the search function--it's sometimes difficult to find specific documents when searching
• Change back to "limited editor" and "no editing rights" when sharing documents; the new term of "viewer" makes it seem like nothing can be edited at all

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It is a complementary tool of the main CRM, which provides an adequate management of the documentation, reports, files that are derived from the business activity. It offers adequate levels of security for small businesses, the implementation is easy compared to other tools, it is easy to use, it offers adequate file capacity. In the future it can be strengthened with access to the cloud, development of apps and integration with other platforms.

As it has already been said before, it is a simple implementation program, easy to use, with a short learning curve, with a friendly interface, a good design, a security according to the type of company and with the possibility of personalization. It provides an accessible cost tool to improve business management and document management.

Concord is extremely user friendly and saves me so much time! How else would I be able to manage all of the contracts for 9 different agencies all by myself?!?

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Until now, technical support has not been required to a large extent, but for this question three variables must be taken into account; The level of complexity of the implementation of the tool, the courses, tutorials, training and learning curve of the users, and finally the technical support as such. This tool has implementation attributes and ease of use, reducing the incidence of technical support.

I gave it a five because it was the closest to a neutral response. I have not had issues with Concord and have not had a reason to contact support, so I don't have an accurate opinion here. From my conversations with our legal team, it seems they have been able to work with the support team at Concord to get any potential issues resolved in a timely manner.

Incentivized

Independently Invited by TrustRadius

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Check the seller's website, read the technical specifications of the product, calculate the investment in personnel, software and hardware, validate that the management modules document is what they are looking for. Project the integration of the program with the systems that the company manages. Read many reviews and note the most important points of the user experiences.

Basically, my main experience is focused on Dynamics, I have worked with similar tools developed in a particular way by the firms for which I have worked. They are monitoring tools developed by the system and planning area. For the internal use of the company. Obviously, this is a leading international program.

I would rather not compare apples and apples nor apples and oranges, and just share Concord has been an excellent Contract Management System for current organization.

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• Without speaking directly of figures, on the positive side of the implementation of the program is tied to the time of learning the tool. In practice, it is much easier to learn by professionals, making the implementation time short, as well as, minimizes the margin of error in the initial handling of the program.
• As it is a tool for easy learning and with a reduction in the margin of error due to the learning curve, it allows working only with the technical support offered by the provider, without having the need to create an internal department of attention to the user, which lowers costs.

• Since our implementation, I am saving a few hours a month in managing our IC contracts.
• When people have questions about contracts, now it's clear "Hey, look in Concord" versus "Hey, does John or Sally have this contract?".

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info