A major problem of storing Dynamics 365 documents in SharePoint is the missing synchronization of privileges and permissions. This allows unauthorized SharePoint users to access private documents and sensitive data even if they don’t have CRM privileges to do so. CB Replicator, is an out-of-the-box solution that is designed to remedy this issue by automatically synchronizing Dynamics CRM privileges with SharePoint permissions.
$3,600
per 100 users
Kissflow
Score8.3 out of 10
Enterprise companies (1,001+ employees)
Kissflow is a low-code platform for custom application development tailored to business operations. Kissflow empowers process owners and IT developers to automate and build processes and applications for internal business operations.
$1,500
per month 50 Users
Pricing
CB Replicator
Kissflow
Editions & Modules
CB Dynamics CRM to SharePoint Permission Replicator for 100 User
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.
We've used Kissflow [School Cloud] in order to track parent requests for transportation in the SpEd department. It has been user friendly for parents to input a request and staff to review, double check school sites and locations, and set up specific routes to meet the needs of students and communicate the info back to parents.
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
They know what they are. You aren't going to get a Workflow program that also wants to be a CRM. You will get the equivalent of an electronic assistant going from station to station, taking care of business and giving you the end result.
Paper. It reduces the amount of paper needed for menial tasks tremendously. You can automate an entire process. As an educational institution, you may still need paper copies, but you aren't waiting for John Doe to sign Line 3, then Jane Doe to initial, and so on and so on with a paper form.
Tracking. If you need to know where things are in the process, the fact that this program is dedicated to workflow makes it incredibly easy to identify where people are in the sales flow.
Customer appreciation. When your workflow is stronger, faster, and better, the customers feel it. They feel like you are right there with them and getting things moving.
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
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
Workflow Design: There isn't a copy/paste function when creating the workflow, and you can't move a workflow task between parallel branches. This becomes a pain point when an item has 98% of what you need, but you can't copy it and place it in another branch to make the last tweaks. Instead, it needs to be completely recreated
Interface: While I like the current design features, which make it easy for an end-user to find their tasks and items, it would be nice to also have some flexibility within the platform. Things like being able to groups apps under a category or tailoring the look and feel of the page a little more would be a welcome addition.
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
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.
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
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.
The system has room to grow as it's limited by not being able to edit POs after they've been approved. The system is great for registrations and syncing to other systems while including the attachments. The reporting from Kissflow is also easy to setup to link to other platforms such as Looker
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
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 haven't encountered a need for support with KiSSFLOW. It's not a perfect platform, but it's functional, dependable, and reasonably intuitive. I can't fault a support team just because their product works!
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
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.
KiSSFLOW is much easier to set up, less coding and easier to explain to those that are being trained. The company already had SharePoint, but it is a very difficult system to set up. A class had to be taken, along with getting books in order to understand the process of the workflow. With KiSSFLOW, it is simple to understand, the helpdesk is quick with their response, help topics are laid out simply and you can even talk with someone on that side to ask your questions. Overall, KiSSFLOW is a much easier workflow and system to use.
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.
The only real hard number savings that we have had with KiSSFLOW is the money we have saved in forms being printed, especially multi-part forms. So for a small college like us that it probably in the $5000 to $10000 per year range. We have certainly saved money in increased efficiencies of the processes that we have moved to KiSSFLOW. But that is harder to calculate.
