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
Olark
Score10 out of 10
N/A
Olark is a website live chat tool for engaging website visitors while they browse. It can be used to to track leads, drive sales, provide support.
$15
per month
Pricing
CB Replicator
Olark
Editions & Modules
CB Dynamics CRM to SharePoint Permission Replicator for 100 User
$3,600
per 100 users
Self Service
$19.00
Per Agent Per Month
Offerings
Pricing Offerings
CB Replicator
Olark
Free Trial
Yes
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
$80 per user
No setup fee
Additional Details
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More Pricing Information
Features
CB Replicator
Olark
Chat Analytics and Reports
Comparison of Chat Analytics and Reports features of CB Permissions Replicator and Olark
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.
Olark chat is easy to set up and use. You can have more than one user logged in to monitor the chat on different computers. This makes a fast response time more likely. Although you have to be sure to keep your volume up on the computer so you hear the sound letting you know there's a chat waiting. I like that you can see the customers path through the website and you can put clickable links while you are in a chat to guide the customer to a product or a help page. Plus you can see if they actually went there. This makes it easier to upsell
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
Olark is user friendly for both sides of the CHAT conversation. If you are initiating the chat, or the one receiving the chat, it is extremely easy to follow and use. There are many different levels of computer use comprehension and Olark is for every level.
Olark has reporting features to allow you to check the quality of your employees chat abilities as well as their productivity. It provides feedback for the employee themselves to also see how they are doing and take any suggestions the customer may leave for them regarding their chat experience.
Olark is very affordable and offers you the option, at a low cost, to look bigger and more professional that you even are. We were a smaller company and has the chat option with Olark and now have grown tremendously and STILL have the Olark chat option. Olark allowed us to grow and provide professionalism to our customers .
The Olark program allows you to set up quick responses to keep your customer from waiting, and to allow your employees to not have to retype the same response over and over. It is a great program that the employees really enjoy as well. It reminds you if you forgot to log out when you left your desk and provides your customer a quick note giving them the option to send the chat as an email inquiry instead, so you don't miss a thing.
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
Not really an area of improvement for Olark specifically, but I will offer that it is incredibly important to keep in mind your company's "shopping hours" or peak traffic times (there is a Reports feature on the software that allows you to analyze peak traffic times).
Transcript history can be a little tricky - if you're searching for a specific past conversation, sometimes you may get multiple search results and have to sift through them until you find exactly what you're looking for.
I'd also offer that you will occasionally come across folks that are on your site to cyberbully or say nonsensical things. While there isn't an absolute fullproof way to deal with this, Olark does offer a nice "block" feature to disregard any unwanted conversations.
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.
To be honest, renewal decisions are not currently within my power. Hypothetically speaking, I'm very comfortable with the platform, have used it daily for nearly a year, and would see no reason to switch to anything else. The small criticisms I had are not significant enough to deter me from using Olark. It's a user friendly, effective tool for our department.
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.
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.
Our organization does not have any complaints about Olark's Support. Anytime we reached out to them for assistance, we received a prompt, helpful reply! As mentioned previously, we used Olark fairly basically so we didn't have too much need to work with their support team other than a few general questions here and there. They were always pleasant to work with.
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.
Olark has an easier implementation process and has better functionality such as the ability to send commands through the platform to either create a ticket in your CRM or push an opportunity to salesforce; you're even able to 'push' the end user to a web page. Implementing their SDK is a snap as 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
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.
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
