Copper vs Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

• I think the Opportunities Pipeline is probably the best feature of the CRM. The versatility of it allows for pipelines to be made for not only sales but myriad of other ways.
• Copper's commitment to customer satisfaction is pretty spectacular. Many CRMs aren't as dedicated to this and provide their customers with simple how to articles that fall short of being an actual help.
• Copper's ability to sync with Google is an undersold perk. If a company relies on the Google workspace, Copper is an amazing tool to work alongside with Google.

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• It's very flexible. You can add custom fields easily and create/update workflows and activities quickly.
• The layout is easy on the eye. The dashboard is laid out well and helps you stay on track with renewals and activities.
• Emails attached to an activity are easily viewed and housed within the activity on a separate tab.
• Adding and reviewing policy info is simple. The tabs make it helpful to find and view info quickly.

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• Copper automatically pulls leads' social information and picture. Sometimes this information is not accurate.
• We did not have a successful integration with RingCentral (web phone and meeting app) but this isn't a huge drawback.
• I am pleased using Copper and can't think of any other cons since implementation.

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• The reporting was a challenge. There are a lot of canned reports, but we had to spend hours over several weeks to have reports built to give us accurate info, like a simple book of business report (it had to be escalated to senior reporting engineers). Creating reports is fairly simple, but we frequently encountered issues that made us lose confidence in the data—particularly on the book of business reports.
• There should be some auto-save features. When we used the system (through June 2019), you always had to click "save" on any changes.
• It would improve efficiencies if users could drag/drop emails and documents to activities, policies and clients.

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• Speed to call leads has increased for us over 32%.
• Opportunities have not fallen through the cracks with collaboration efforts from CS and Sales.
• Saves us time inputting information into just Copper vs. multiple clicks and crappy integrations with other CRMs.

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• We liked the system for the Benefits department. It was easy to see what your colleagues had done for clients. We liked that you could mark tasks as complete within the activity. We liked that you could share activities with another person.
• Having two systems was a challenge for our agency and led to use changing to one combined system.
• The reporting needs to be improved. The basic book of business reports and other reports that most agencies want to use to track revenue with were lacking and had to be created.

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