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
LiveChat
Score6.8 out of 10
Small Businesses (1-50 employees)
LiveChat serves as a customer service platform with live chat support, help desk and web analytics functionalities, with the goal of allowing users to provide 24/7 support to customers. The core feature of the software is its chat tool, where both service and sales team can answer customers' questions in real time. Online businesses can interact with customers on their website, to be more accessible. With LiveChat, users can identify people on the website and engage…
$25
per month per user
Pricing
CB Replicator
LiveChat
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 needed a mechanism in place to make contact with visitors to our website easier. What we discovered is that it's an excellent tool for creating reports and dashboards that show how soon issues are handled. Our website can now be updated in real-time, and all of our internal teams are really excited to use this fantastic technology. I really recommend [LiveChat] to many friends and past colleagues.
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 most important factor of Livechat is their own chat support, I had many requirement from the Sales Head, Support Head to implement features that I was unsure if the product could do. However, as I did the implementation one by one I constantly used the chat support which helped me step by step all the way.
The UX of the product is pretty simple and intuitive to use. There are quite a few features that we could easily plug and play. We tried going to the market to find a solution that could help us but they did not have as many out of the box features and simple to use
Their integration between LiveChat and Chatbot is pretty seamless and since both of them are from the same company, it's works pretty well.
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
It has a limited amount of agents, so when you have many customer care employees during one shift it is hard to manage the quantity of active agents.
When system is overloaded and many customers are waiting in a queue it starts to works slowly (sometimes the program even lags) and you need to refresh the system to write a message.
Occasionally when you open a new tab, you might lose your current conversation.
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.
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.
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.
The only issues I have had with LiveChat are the technical glitches within the program. These are not common as in everyday occurrences but when the glitches do happen they tend to have very negative repercussions. This is due to chats with customers being dropped, this may be an internal server issue though and may not happen for everyone.
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.
Overall very similar in design, but LiveChat had a better interface, better reporting and analytic tools, better mobile support, and just an easier overall feel. The two products are very much alike in the vast majority of ways, but I ended up preferring this product overall. Price points were similar as well, as well as the allowed number of users.
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
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.
We have a small team so the overall impact is that it is easy for one or two employees to handle a large number of tickets without hiring more people. Plus, you can use this software remotely, save a ton on traveling to and from and office.
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
