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
Quip
Score8.4 out of 10
N/A
Quip is a collaboration tool, from Salesforce, that helps sales teams accelerate business in real-time with embedded documents, live Salesforce data, and other built-in collaboration features.
$120
per year per user
Pricing
CB Replicator
Quip
Editions & Modules
CB Dynamics CRM to SharePoint Permission Replicator for 100 User
$3,600
per 100 users
Enterprise
$25
per user per month
Starter
$120
per year per user
Plus
$300
per year per user
Advanced
$1,200
per year per user
Offerings
Pricing Offerings
CB Replicator
Quip
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
$80 per user
No setup fee
Additional Details
—
All editions include unlimited personal documents and folders and a custom subdomain. Paid versions include unlimited document revision history, message archive and group sharing.
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.
I think collaboration is probably the best use case for it allows really good drafts of documents. I think it's really good use case if you want to go track edits to documents as well. It's probably not really good for versioning control, but it's definitely, it's very, very lightweight and so you can use it on a mobile device, you can use it in any web browser. So it's very easy to use, very easily accessible. I probably wouldn't use it from a spreadsheet perspective. Well I think some of the primary functions of data sheets are there. It doesn't have some of the more complex formulas that you would typically get from Excel or something like that
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
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
When using Quip Desktop, it can be slow to update with content from other users
I think it would be cool to have a PDF proofing system integrated into Quip. Once copy has gone to design, we are basically done using Quip - I'd like to bring that all together within Quip
Multi -select and group export of documents would be helpful
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.
It is the best collaboration tool in my company. Through it, the organization has achieved better connectivity and efficiency in its communication. Primarily, the docs feature of this software is the most utilized in the company. Slowly, dash-boarding and project management features have also been utilized. Generally, it is the best tool, very easy and fairly streamlined
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 have never used Quip's support. To be fair, we hired someone who used to work for Quip before working at our company, and he implemented it and pushed it with the team. He was very biased toward the product, and yes it was better than Google Drive, but by how much?
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.
Google Drive is an obvious choice for a collaboration suite, but it still has this old-fashioned Windows 95 feel to it, with the standard file system hierarchy and spread-sheet like lists of files. Quip has a fresh take on the user interface, and the comments and discussion on a given file or line within a file seems more integrated and seamless, rather than a bunch of boxes out in the margin away from where you're actually reading and working. Having everything just to the left of a list or paragraph makes it easier to focus and maintain context while you're working or discussing a certain point.
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.
It is a tool that allows work teams to move forward in a centralized way and meet their objectives as efficiently as possible; this has allowed us to meet our customers and brought more work to the organization, therefore more revenue; I would say that the ROI was fast enough, as expected.
